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

Stonehaven Cozmix Group (SC Group) 

Senior Analyst

Global Life Sciences management consultancy specializing in commercial strategy, due diligence, and transaction services across Animal and Human Health.

Business Strategy Analyst

Simon-Kucher

Global consultancy specialized in boosting clients' top-line through comprehensive commercial strategy optimization, covering product, price, innovation, marketing, and sales. 

- Supported market diagnosis for 20 countries by conducting secondary research on pricing rules, such as the international reference pricing (IRP), and analyzing its impact on the client's pricing strategy
- Led competitive and benchmark research for a prominent Nordic MedTech company, playing a key role in developing project deliverables, and deriving strategic recommendations for optimal outcomes
- Took primary responsibility for coordinating with agencies to recruit 21 external stakeholders for project-related interviews

Associate Consultant

Prophet

Leaders in brand and marketing strategy consulting and large-scale transformation programs.

- Contributed to the brand strategy of the merger of two of the biggest financial institutions in Switzerland, along with a multi-disciplinary team, across multiple global offices
- Analysed quantitative and qualitative client data to create insights and inform future project direction
- Conducted desk research to identify competitors to distinguish their strengths and weaknesses in comparison to Prophet's client

Strategy Associate Intern

C Talks

C-Talks is an independent trust-based Peer-to-Peer community for Senior Executives. C-Talks facilitates the active dialogue between C-Level leaders within a trusted, exclusive, and personal setting.

- Helping to create and maintain marketing and promotional materials
- Analyzing data to measure the effectiveness of marketing efforts and provide recommendations to improve attendance rates
- Developing survey instruments and materials, such as questionnaires

Business Analyst and Assistant to the Founder

Hilti Group

Global leader in providing products and services to the worldwide construction industry.

Fastening & Protection Business Unit
- Coordinated and collaborated in a multicultural and cross-functional team to deliver a new digital solution to the Middle East and India markets.
- Led the competence training and visited clients on-site (Dubai), capturing feedback from internal and externals stakeholders.
- Provided new insights on how to improve the software's Customer Journey and Service Blueprint.

Product Management Commercial Solutions Intern

BIZLINKS LATIN AMERICA

Service B2B company specialized in providing billing and accounting solutions.

- Managed a 60-business partner portfolio representing 30% of the company’s revenues.
- Attracted 20 new business partners and distributors and improved their experience by giving them attentive support in coordination with the IT, Help-desk, and Commercial areas.
- Involved actively in the weekly Strategic Planning Committees.

Account Manager Business Partners

- Led the initiative to carry out the Strategic Plan 2020 – 2023 of the company

Strategic Planning Analyst

Fall Creek Farm & Nursery, Inc.

US-based company with a keen focus on blueberry genetics, plants and grower support delivered to the world’s premier blueberry growers.

- Conducted a market study of the blueberry industry in the South American region and made 5-year projections that contributed to managerial decision-making
- Assisted in managing a 20-global agro business portfolio
- Elaborated commercial reports and presentations

Business Analyst Intern

Muscle Shop Perú

Peruvian startup dedicated to the importation and distribution of dietetic supplements like RSP Nutrition, MyProtein and Kevin Levrone nationwide.

- Managed the orders of 70 brand ambassadors and 8 wholesale distributors
- Managed the product delivery, evaluated the current order process from start to finish, and defined and assessed opportunities to improve it
- Raised brand’s image awareness in social media and traditional channels, by creating brand catalogues, and other marketing material

Marketing And Business Development Coordinator

Naviera Transoceanica S.A.

Well-recognized international shipping company focused on the transportation of hydrocarbons.

- Provided support in internal affairs
- Provided support in organizing corporate social affairs
- Supported the organization of the company's annual event where 150 people attended

Endomarketing Intern

Sugar Bowl Resort

Village Services 

I have an M.A. in Strategy & International Management (SIM) at the University of St. Gallen, recognized as one of the top-ranked Master's programs in Management. Currently, I am pursuing an international career in project commercial management with a focus on technology. I bring diverse experience in customer-facing roles from South America and Europe, across sectors such as Agriculture, IT, and Life Sciences. My expertise encompasses account management, commercial strategy, and business development.

taplio

The Battle

David Sade, CFA

Christian Ramirez-Gaston

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