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

AIIR Consulting

Senior Executive Coach

EMPOWERED ED PRO

Business Consulting and Educational Services

Founder

Strayer University

Professor of Business and Management    
Developed curriculum and taught courses in Business Management, Leadership, and Human Resources utilizing synchronous and asynchronous delivery modes. Taught various courses to include: Foundations of Education Leadership, Strategic Management, Business Ethics, Organizational Behavior, Project Management, Training and Development, and coaching Master’s students. Identified, selected, and implemented different teaching methods for all students with various educational backgrounds. Established and maintained good relationships with college staff, students, and stakeholders. Provided a positive and honest, and ethical environment for students.

Professor of Business

University of Northwestern Ohio

Organizational Behavior 

This course covered the study of the interrelationships among the various constituencies in organizations. Particular emphasis was given to the dynamics of the workings of individuals and the organizational variables that include job satisfaction, productivity, absenteeism, and turnover. 

MA324: Organizational Behavior II

This course will discuss the dynamics of the individual, groups and the organization in more detail. This course is designed to build on the foundation of knowledge discussed in MA 322, Organizational Behavior.

Adjunct Professor

SunTrust Bank

Shared Resource Center- Center Manager 2 
Responsible for a team of individuals dedicated to servicing the needs of clients in Institutional Wealth and Investment Management. Services covered included: Cash Management, Distirbution Administration, Client On-boarding and Off-boarding, SAS70 and internal audit compliance and other administration services required to meet clients needs.

Group Vice President

Up-Next Coaching

Up-Next Coaching and Career Counseling Services, Grayson, Georgia 
Founder, President Up-Next Coaching and Career Services  		2004-2009

INVESCO Retirement Services

Conversions and Compliance Manager

Reber/Russell Company

•Developed Compliance, Cash Management, Client On-boarding and outbound teams and processes for Retirement Plan benefit payment administration, and ERISA Technical Consulting.  

•Developed and implemented ERISA Technical Group responsible for brining retirement plans into compliance after failure to correct failed tests within statutory timelines. 

•Designed and implemented successful strategies in management development, staff training, and curriculum development, empowerment, employee loyalty and morale which achieve employee and corporate objectives.

Valuation Client Relationship Manager

Dr. Marilyn Carroll: Empowering Leaders, Transforming Education, and Driving Innovation

With over 20 years of experience, I am a dynamic leader in strategic business planning, leadership development, and education innovation. My expertise spans industries such as technology, healthcare, entertainment, and education, where I empower organizations and individuals to achieve transformative growth and sustainable success.

What I Offer
Executive Coaching & Leadership Development: As a Senior Leadership Coach at AIIR Consulting, I deliver personalized coaching for leaders, integrating tools like Deeper Signals and AIIR Leadership Assessments.
Prompt Engineer for Leadership Coaching: Guiding leaders on effectively leveraging AI for decision-making, team management, and innovation.

Carroll Beck Security: Provided comprehensive security services for major film productions, including Bad Boys for Life and Godzilla, from 2018 to 2024.

GetCareerDoctor.com: Offering career coaching, resume development, and leadership workshops to professionals navigating career transitions.
Empowered Edu Pro: Transforming education through AI-driven solutions and leadership development tools.

AI Conversations Podcast: Exploring the transformative potential of AI in leadership, education, and personal growth.

Let’s Talk Career Newsletter & 365 Inspirations: Delivering weekly leadership articles and daily motivational content to inspire professionals.

Books and Research: Author of works on leadership, culture, and personal growth, alongside research papers addressing innovative educational and leadership challenges.

Notable Clients and Projects

I’ve had the privilege of working with industry-leading organizations and projects, including:
Disney
Paramount Pictures
Dallas Independent School District (DISD)
Chicago Schools
Mid-size Hospitals
Technology Companies
Retail Sales Companies
Movies: Bad Boys for Life, Godzilla, and others.

Why It Works

By combining academic expertise with practical experience, I deliver actionable solutions that empower leaders and organizations to achieve measurable results.

Let’s Connect

Contact me to explore opportunities for leadership coaching, organizational strategy, and professional development.

taplio

The Battle

David Sade, CFA

Marilyn Carroll, Ph.D., MBA, M.ED, MIT

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