EmergeOne | Fractional CFO services

EmergeOne is a leading consultancy providing fractional CFO support to venture backed tech startups from seed to Series B.

We help founders get the most out of their capital, streamline financials, and manage investor relations so they can focus on scaling. Examples of our support:

- Strategic Finance Execution and Oversight over finance operations
- Financial Planning and Analysis
- Board reporting, Investor relations and management
- Capital Raising, Fundraising Support, Due Diligence and Data room management
- Capital Management and Structuring
- Capital Allocation
- Financial modelling, forecasting, scenario planning, KPIs, metrics and reporting

Our clients are some of the fastest growing startups backed by funds like Hoxton Ventures, Stride, Playfair, Octopus, Outlier Ventures, Founders Factory and more.

Fractional CFO

Blue Ridge Partners

I've worked with DeepTech (mainly) founders for over 5 years, building the business and financial muscle behind their technology!

After exiting the angel group I cofounded, I found that I just couldn't stay away from startups, but I knew I didn't want to be a founder again...
So I started consulting for founders and quickly found that the business and finance stuff I knew so well was actually really hard for them. From deep in the weeds of building project management to creating and maintaining financial models to creating pitches for complex tech, I thoroughly enjoyed the nights-and-weekends work of supporting founders.

When my family moved from the US to the UK in 2022, I transitioned my "hobby" from nights-and-weekends into a real job, and now, I help founders make sense of their strategy, business, and finances full time!

DeepTech Fractional CFO and Venture Builder

Octiocor

Leading finance and product teams for AI image analysis start up spun out of Cambridge University.
Building product management function and larger company operations to translate academic research into commercial-grade technology
Projecting complex cash needs to inform hiring employees, onboarding contractors, fundraising, and completing grant applications.
Pitching with CEO to potential venture and angel investors for seed round fundraising.
Working with accountants to ensure all regulatory filings (e.g. VAT, R&D, etc) are accurate and timely to maximize cash in the bank.

Fractional CFO / COO

MCA funding company

Provided financial and operational leadership as fractional CFO of fast growing Merchant Cash Advance (MCA) funder.
Advised strategic changes to adapt to quickly changing economic conditions in high risk business lending environment.
Created detailed financial models to inform internal decision making and communicate business / economics to potential outside investors.
Created cash management systems to better understand cash inflows and outflows and better manage ongoing operations.
Led push for a data-first culture using analytics to make better decisions.
Informed strategy by identifying previously-unseen opportunities using existing data.
Guided and built full analytical stack, from data stores through visualizations.

Capital One

Intrapreneurially built and ran analytics function inside ~$80M Identity Services business unit from scratch.
Directly managed 4 analysts and influenced the work of 6 data scientists, 7 data engineers / analysts, and multiple tech teams; officially and unofficially mentored numerous team members.
Built and managed credit governance process for $10M's in marginal enterprise value from over 20 credit decisions. 
Product Manager for AI / ML team, influencing internal and external stakeholders on strategy by demonstrating value generated by and potential value from new products.
Represented Digital Identity analytics group in monthly VP+ Authentication Council Working Group; created and presented numerous data-centric VP+ presentations on strategy, value-added, enterprise partnership needs, etc.
Created and maintained data sets and visualizations sourcing data from across the enterprise, including customer, fraud, behavioral analytics, credit card transaction, click-stream / UI data, etc.
Worked extensively with product managers, fraud analysts, and tech teams to understand needs and deliver solutions.

Analytics Lead: CIO Tech Excellence award 2019 (top 3 of over 1,800 tech teams) 
Analytics Lead: Circle of Excellence award 2021 (top 2 of over 1,000 product teams)

Senior Analytics Lead - Digital Identity

University of Virginia

Taught entrepreneurial topics as adjunct faculty at UVA's School of Engineering and Applied Science.
Lecturer for New Product Development and Entrepreneurial Finance courses, creating numerous adaptations and improvement to course curricula.

Lecturer

CAV Angels

Operationalized, managed, and grew UVA-oriented angel investment network.
Performed in depth due diligence on companies and write comprehensive memos on investibility of startups. 
Negotiated deal terms, execute investments, and lead ongoing efforts to provide support to portfolio companies in business development, hiring, additional fundraising, etc.
Formed and executed strategy for creating educational material for first-time angel investors.
Created and ran program to train and manage over twenty student fellows and interns responsible for augmenting due diligence efforts.
Built data-centric platform to manage deal pipeline, due diligence data, and member input; created roadmap to expand platform to scale to other universities and angel groups with the goal of using ML to automate portions of deal process.

Co-Founder, President

S&P Global

Leader on implementation team of newly launched product: semi-custom business intelligence software for regional and community banks. 
Co-created operational model and scrum set up allowing product to scale from 5 to 42 customers in under two years.
Advised C-suite customers / stakeholders on product adoption and usage as a technical project manager.
Advised management on reorganization of ~20 person implementation team.
Mentored and instructed tech colleagues in the nuances of the banking and finance industries.
Created custom and semi-custom ETL's and presentations to integrate disparate data silos into a single source of truth.

Manager / BI Implementation Consultant and Engineer

FI Consulting

Built multiple custom software systems in Freddie Mac's Multifamily division as technology and data engineer.
Owned deal management system organizing and analyzing data for over $20b in deals each year.
Interfaced with executive-level clients on application requirements, functionality, and enhancements.
Designed, developed, implemented, and maintained custom IT and reporting solutions.
Actively involved in SDLC, including system specification and design, programming, testing, documenting, user-training, deploying, and post-implementation activities.
Managed junior colleagues through multiple enhancement projects.

Technology and Data Consultant

Foxhall Capital Management

Member of Investment Committee managing over $750 million in quantitative investment strategies
Proactively identified and researched quantitative investment ideas using back testing and data mining techniques on large historical price datasets; presented findings to Investment Committee
Implemented quantitative investment strategies requiring monthly rebalancing of over 5,000 separately managed accounts and daily monitoring of global stock, bond, and commodity index prices

Portfolio Manager

I partner with world class researchers, visionaries, and entrepreneurs to turn their DeepTech technology into highly scalable startups.
From pre-formation to scaling, I come along side founders to augment their efforts, teach new skills, and establish rigor and structure.
Through fractional and project-based work, I have enabled my pre-Series A clients to raise over $30m combined through equity, debt, and grant funding.

David Sade, CFA

PrivateMarket

PrivateMarket is a technology-enabled investment platform connecting accredited investors with Pre-IPO investment opportunities.  The online platform allows investors to invest in SPVs that hold shares in the top private unicorn technology companies.  PrivateMarket provides accredited investors with private market opportunities previously only available to the top PE and VC Firms.

Founder and CEO

FundOS

FundOS is a financial technology company that develops software for managing and administering private equity and venture capital funds.  The company's signature product offering is a premier white-label investment platform specifically tailored for funds marketing private offerings to accredited investors.

Private Stock Market

Private Stock Market, Inc. ("PSM") built financial technology that facilitated the buying and selling of stock in private companies.  PSM developed a private stock communication platform and digital marketplace to allow buyers and sellers of stock in private companies to connect & communicate securely, and to list private stock for sale or purchase.

Private Stock Market's IP was acquired by FundOS in 2018.

Founder

INVENT Ventures

INVENT Ventures, Inc. (ticker: IDEA) was a publicly-traded technology incubator and venture capital firm that built and invested in early-stage stage technology companies.

A controlling stake of INVENT was acquired by the The Aeon Group, Inc. in 2017.

Founder & CEO

Cartrack USA

Top US corporate advisor to Cartrack Holdings (JSE: CTK) to launch their entire North American operations.  Led efforts to open first offices in Los Angeles, hire first employees, and launch first US product lines.  Managed the development of new web and mobile platform that was adopted by the company worldwide

Cartrack is a leading global Software-as-a-Service (SaaS) platform provider for small, medium and large businesses needing a software platform for data analytics to optimize fleets, driver behavior, insurance risk, safety and asset recovery. 

Cartrack operates in 23 countries across Africa, Europe, North America, Asia Pacific, and the Middle East. With an active subscriber base in excess of 1.5 million, the Group ranks among the largest of its peer companies globally.  Cartrack is a publicly-traded multinational corporation listed on the South African Exchange and valued at over $450M

Senior US Advisor

Revenue.com

Revenue.com was an online advertising company that helped brands amplify the reach of their content via in-stream ads that blended seamlessly into a website’s experience to entertain and inform the right audience at the right time.

Unlike banner ads, Revenue.com's in-stream ads were automatically designed to fit to any screen size, creating a unified user experience and allowing users to monetize visitors browsing from laptops, tablets, and Smartphones alike.

Revenue.com was acquired by EquityAds in 2018.

Chief Financial Officer

Stockr

Co-founder of STOCKR, an award-winning social network for the stock market.  Stockr modernized the world of online stock discussion boards, allowing users to make better informed decisions by delivering content to users “in-stream,” and promoting authenticity by requiring the use of real identities.

Stockr was the Winner of 2013 Vator Splash Technology Competition in LA and was Ranked as one of Top 100 Websites of 2013 by PCmag.

Yahoo acquired Stockr's proprietary data library in 2014.

Co-Founder & Director

Sanguine

Sanguine BioSciences is a biotechnology company bridging the gap between patients and researchers developing personalized medicine.

Sanguine is the missing link in clinical trials, connecting patients and researchers seamlessly and conveniently using a mobile health platform to advance medical research. We believe it should be easy for patients to contribute to the advancement of research for medical conditions that matter most to them, regardless of their location or ability to travel. 

Our mobile staff covers the US, Canada and parts of Europe. Each staff member is trained on study specific protocols and carries the credentials necessary to conduct clinical trial procedures in the patient's home.

By allowing researchers to access biological and patient data quickly and efficiently, we are accelerating biomarker discovery and drug development.

Founding Director

VIRURL, INC.

VIRURL was a native advertising technology platform that enabled over 150,000 publishers to deploy sponsored content to their websites in a matter of seconds, earning revenue instantly. One of the pioneering companies of both social media influencer marketing and native advertising. Winner of 2012 "Next Big Thing" technology conference in NYC. Ranked in 2014 as Top 5 Native Ad Company by Leadledger.com and Top 20 Startups in Santa Monica by Symmetry50. 

VIRURL was acquired by Revenue.com Corporation in 2014.

Co-Founder and Director

Small Cap Strategies, Inc.

Small Cap Strategies, Inc. (ticker:SMCA) was a publicly-traded, SEC-registered Business Development Company (BDC) that provided equity and debt investment capital to fund the growth, acquisitions or recapitalizations of emerging private companies and small-cap public companies.  Controlling interest of SMCA was purchased by Xtreme Oil & Gas (ticker: XTOG), a Dallas-based energy company in 2008.

Chief Executive Officer

Bryce Knight is an American entrepreneur and venture capitalist.   

Bryce is the founder and CEO of PrivateMarket, an investment platform that connects qualified investors with Pre-IPO investment opportunities in the world's most promising private technology companies.

Previously, Bryce founded INVENT Ventures (ticker: IDEA), the only publicly-traded technology incubator in America at the time.   Headquartered in Santa Monica, California, Bryce led IDEA as Chairman & CEO for seven years from 2010 to early 2017.

Bryce co-founded and served as an Executive or as Chairman of the Board of Directors for multiple venture-backed technology companies that were incubated at INVENT including Sanguine BioSciences, Revenue.com, and Stockr.   

Earlier in his career, Bryce was the Chief Executive Officer of Small Cap Strategies, Inc. (ticker: SMCA), a publicly-traded Business Development Company (BDC) that invested in early and growth-stage private companies.

Before leading Small Cap Strategies, he was the Chief Financial Officer of Global Beverage Solutions, Inc. (ticker: GBVS), a publicly-traded closed-end investment fund investing in the beverage industry.

Bryce graduated Magna Cum Laude with an M.B.A. and B.A. in Business from Bellarmine University, Rubel School of Business.

taplio

The Battle

David Sade, CFA

Bryce Knight

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