Clients / Projects

Smart home device company purchased by Amazon

Online DTC provider of high-end hunting & outdoor clothing and accessories

Patent-holding company emerging as new entrant to competitive space

Healhy dip product expanding distribution within Whole Foods and beyond during initial growth phase

Home products company named one of Oprah's favorite things

Modeling and presentation building for a beverage company and equity investor group on a $40MM+ capital raise restructure previous debt & equity ownership; later receiving an investment of $800MM+ at a valuation approaching $3B from a major US beverage manufacturer

Modeling and evaluation of countless funding options, including an eventual $100mm+ debt vehicle

Co-working business with operations in 5-10 cities looking at capital scenarios for future expansion plans

Modeling help for new owner/operator of a SaaS business both pre/post tranasaction

Modeling and scenario planning for a new concept insurance marketplace raising initial growth capital amidst exponential demand

Modeling and scenario planning for a small team distilling spirits from an unconventional source, and looking to raise initial capital for 1-3 years' worth of growth

Modeling and analysis work for a new ownership team, and potential investor group, as they looked to raise new capital

CFO/FP&A work for a DTC wine business based in Washington state

Ongoing scenario modeling for CPG company evaluating multiple GTM strategies and operating models

FP&A work for a SaaS business post-purchase