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

Gerry Gadoury

RedBeard Solutions

RedBeard Solutions is an SBA certified Service Disabled Veteran owned Professional services firm with a strong focus on Cybersecurity & Tech in the Federal and Private sectors. 

Our passion is ensuring that our Member firms enjoy an unfair advantage in attracting, recruiting, and retaining the best CyberSecurity & Tech talent in their Marketplace.  

How do we do that?

-Cybersecurity & Technology focused RRaaS Platform
-Destination Employer Roadmap (Assessment/Guide) - How does your firm stack up?
-Employer Brand creation, expansion, and protection
-Consistent, efficient, and cost-effective Recruitment
-Talent Retention Strategies

In The War For Talent There Is No Second Place!

Founder, Managing Director

Qualis1 Inc.

Qualis1 Inc is a full-service Technology focused Talent Solutions firm.

Chief Executive Officer

Destination Employer

#1 Amazon Best-seller, Destination Employer:  Attract, Recruit, and Retain the Top-Talent in YOUR Market!

As a Start-Up, Scale-Up, or Early-Stage Executive building and maximizing the output of your team is your biggest job.

In this hands-on book, we break down the Destination Employer Methodology into twelve key elements that you can implement within your organization. This is done in an actionable, step-by-step format so you can not only match the industry leader’s strategy but beat them at their own game.

Author & Speaker

Influence Understood

Influence Understood is the premier Community for IT and Technology Professional Services firms.  We provide training and consulting for Entrepreneurs looking to break through to the next level of success via our:

-Sales, Recruiting, and Executive Outsourcing
-Exclusive Influence Understood Success Academy
-Influence Understood Masterclass Podcast
-Executive Coaching
-Management Training
-Sales Training
-Recruiter Training
-Organizational Review
-Organizational and Sales Process Engineering & Implementation
-Industry Best Practices Evaluation
-Strategic Account Review

Influence Understood exists to utilize our access to current, proven best practices to shift your organization into high gear and help you to achieve your professional goals.

Founder & Principal Consultant

Prominent

Management Consulting Engagement as part of Influence Understood

We build tailor-made Enterprise Software Solutions that act as a long-term asset, allowing for increased productivity, efficiency, scalability, security, and fast-acting support. We have a unique and proven ability to get to the bottom of your needs, provide results-driven recommendations, and implement those to produce the results you need to succeed.

Chief Operating Officer

Executive

Illum Partners

Management Consulting Engagement as part of Influence Understood

We partner with Information Technology firms to help them navigate the most important milestone of their entrepreneurial journey - Strategic Exit or Growth Funding.

Director of US Operations

Apisero Inc.

Co-Chairman of the Board of Directors

Management Consulting Engagement as part of Influence Understood

Apisero is the premier partner in the MuleSoft ecosystem featuring certified Solutions, Connector building, and Training services with unmatched onshore, offshore, and hybrid onshore/offshore Delivery options offering the flexibility to fit any client need.

President

Menemsha Group Incorporated

Consultant -- Trainer -- Speaker
Menemsha Group helps IT staffing/professional services organizations increase sales win rates, shorten their sales cycle and increase overall quota attainment.  We accomplish this by combining our expertise in IT staffing sales methodology and advisory services with our SaaS based, sales execution software application, Quota King.

What makes us different is our Quota King software, a plug-in for your CRM/ATS application which bridges the gap between sales strategy and sales execution.   Quota King enables IT staffing firms to accelerate new hire ramp up time, shorten the sales cycle and increase gross profit per rep. The intuitive, visual interface guides reps through our proven sales methodology in a wizard-like fashion and provides reps with automated and opportunity specific coaching through our built-in intelligence. All sales reps, regardless of location are guided to follow a common sales process, enabling IT staffing firms to more effectively scale their business.

Launched in 2008 Menemsha Group has impacted over 230 IT staffing firms and has trained over 1,500 sales reps in the IT staffing and professional services industry.
Sincerely,

Principal Consultant

Softworld Inc.

From enterprise technology deployment to routine system maintenance, Softworld provides comprehensive and cost-effective workforce solutions. 

Whether you need an individual consultant, an entire project team, or the complete outsourcing of a project, our unique combination of technical expertise, industry experience, and a process focused staffing model enable Softworld to consistently provide the most intelligent solutions for your technology staffing requirements.

Director of Solutions Management

Kelly IT Resources

IT Staffing/Solutions provider focused on providing mid-senior level technical staffing solutions to clients in the New England market.

District Manager

#1 Best-Selling Author, Speaker, Executive, and Founder. My mission is to ensure YOU can Attract, Recruit, and Retain the Top-Talent in YOUR marketplace!

Are you happy with your team?

Simple question, not always an easy answer...

-Do you consistently Attract the top talent in your market?

-Can you entice them to join your team?

-Do your top performers stay with you, or are they flight risks?

-Does your team perform at a high level consistently?

-If you can't say yes to all of these then you're in the right place!

What is the answer:  Become a Destination Employer!

What is a Destination Employer?

Definition:  A Destination Employer has developed a reputation in the marketplace as the place for top talent to 10X their career.

How can we help?

Through a range of products and services, we empower you to consistently Attract, 
Recruit, and retain the top talent in the market:

-#1 Bestseller Book:  Destination Employer 

-Destination Employer Online Program:  On-demand, self-paced course with downloadable workbooks that teach the Destination Employer Methodology

-Consulting:  RedBeard Solutions provides hands-on Destination Employer Methodology implementation, ensuring that you get from your present state to your outcome as quickly as possible!

Who can we help?

Our focus is on Startups, Scale-ups, Early-Stage, and Small/Midsized Businesses

RedBeard Solutions is an SBA certified Service Disabled Veteran owned Professional services firm with a strong focus on Cybersecurity & Tech. 

Our passion is ensuring that our Member firms enjoy an unfair advantage in attracting, recruiting, and retaining the best CyberSecurity & Tech talent in their Marketplace.  

How do we do that?

-Cybersecurity & Technology focused RaaS Platform
-Destination Employer Roadmap (Assessment/Guide) - How does your firm stack up?
-Employer Brand creation, expansion, and protection
-Consistent, efficient, and cost-effective Recruitment
-Talent Retention Strategies

In The War For Talent There Is No Second Place!

taplio

The Battle

David Sade, CFA

Gerry Gadoury

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