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

Self Employed

Entrepreneurship in Leadership and Mentorship.

Entrepreneurship

Adrenaline Garage and Muffler

Automotive Repair Services- Small Business- Veteran Owned-
Start-up Phase.

Co-Founder

V2X Inc

Deputy Task Order Manager to lead a dynamic team to support the Vectrus LOGCAP V (Logistics Civil Augmentation Program) at Kwajalein Atoll, in The Marshall Islands. Our program to will provide sustainment and contingency support activities such as base operations, medical and emergency, construction, maintenance, aviation, marine, and other mission requirements for the U.S. Army.

Deputy Task Order Manager- LCV Kwajalein

Vectrus

Sr. Property Manager- LCV CENTCOM/ INDOPACOM

•Manage the Property Department on all areas relative to the life cycle outcomes of property management to ensure assets are controlled, protected, preserved, maintained, and disposed of effectively.
•Account and manage the contracts Property Book records.
•Managed projects related to the acquisition and disposition of government property by lateral transfers with Contractors and Government military units.
•Performed property closeouts that led to the disposition and reutilization of property thru the Plant Clearance Officer (PLCO) to DLA/ DRMO or transfer to other military units or contractors.
•Collect and redistribute excess property throughout the contract as needed and submit items into PCARSS for disposition instructions.
•Coordinate and consult with Materials, Procurement, Contracting, Subcontractors, and other Property entities on the effective and efficient management from acquisition to disposition of property and materials.
•Review and approve documentation related to property valuation of repair, replacement, capital type rehabilitization, appraisals, and estimate cost of damage for government property.
•Consult with management such as Program Directors, Government Property Administrators, Administrative Contracting Officers, and other managers on business decisions of property management to identify risks, opportunities, and find solutions.
•Key strategist to asset management in optimizing and reducing costs to ensure the best value for acquisitions and follow government regulations and policies for disposal in accordance with the FAR 52.245-1.

Property Manager

Elbit Systems of America

-Managed and provided contractor supply and logistics management to the US Army’s Transport Contract fleet of Fixed Wing aircraft systems consisting of (28) UC-35 and (11) C-26 types located at 21 military bases worldwide.
-Provided leadership, liaison, and direction related to supply chain management to the Integrated Program Team (IPT) consisting of our internal program office, our prime contractor, and the U.S. Government.
-Developed and participated on enterprise level supply chain strategies and plans to efficiently manage government property and materiel. Identified and mitigated program risks as they pertain to material and service requirements through integrated root cause and corrective actions. 
-Performed internal review and analysis of all materiel costs, requirements, and quality to ensure we are in compliance with regulations such as the FAR 52.245-1 and Federal Aviation Administration (FAA). 
-Provided Contractor Data Requirements Lists (CDRL) to the US Government consisting of Government Furnished Property, Hazardous Material Management, Logistics Performance Metrics, Diminishing Manufacturing Sources and Material Shortages, Item Unique Identification (IUID), Warranty Management, Obsolescence Data, and Bill of Materials (BOM) for Logistics and Supply Chain Risk Management.
-Monitored the storage, maintenance, documentation, calibration, and control of government-furnished and contractor-furnished Test, Measurement and Diagnostic Equipment (TMDE).
-Strategized for the effective and efficient management of supply chain visibility, synchronization, risk mitigation, distribution, warehousing, international regulations, strategic sourcing, inventory management, materials requirements planning, demand management and forecasting, customer and supplier relationship management, and lean management.

Materials Program Manager

Property Administrator

Raytheon

•As a Transit Management Analyst, formulated great insight to the planning, preparation, management, transportation, tracking, receipt, and reporting for Transit Visibility of Foreign Military Sales. 
•Developed a diplomatic network to maintain harmonious effective work relationships with United States and Iraq Governments to provide efficient logistics services for Defense Transportation Service (DTS) cargo containers and break bulk cargo. 
•Managed the development of over 200 Daily Transportation Summaries for the Office of Security Cooperation-Iraq (OSC-I) and General Officer (GO). 
•Assisted in the development and training for a Program of Instruction, for Supply Discrepancy Reports and the Document Control Standard Operation Procedures.
•Provided over 2,700 hours of training to Iraq Ministry of Defense (MoD) Executives. Training consisted of In-Transit Visibility/Total Asset Visibility (ITV/TAV), asset accountability, monitoring and reconciliation of all in-bound cargo pertaining to Iraq Security Force Fund (ISFF), Foreign Military Sales (FMS), United States Equipment Transferred to Iraq (USETTI), Automated Logistics Control Systems (ALCS), and Global Property Control Systems (GPCS). 
•Liaised with freight forwarders, logistics and transportation managers, for the staging and onward movement schedules of cargo to ensure precisely timed deliveries.
•Inter-group communications with Iraqi Customs Officials to ensure Levy Exemption Waivers (LEW) are cleared for inbound shipments. Monitored LEW preparation of over 2,153 shipments arriving thru aerial port of debarkation (APOD) and seaport of debarkation (SPOD).
•Reconciled with over 30 Case Managers and receiving personnel at 4 supply support activities for the successful delivery of materials of over 4,260 shipments. Coordinated with Surface Deployment and Distribution Command (SDDC) for the delivery of over 1 million pieces of cargo, ranging from bolts to aircraft.

Transit Management Analyst

KBR, Inc.

•Liaison between Property Management, Site Management, Sub-Contractors and U.S. Government entities for implementation, interpretation, and compliance of Property Control Procedures and Federal Acquisition Regulations.
•Government Property Specialist for base closure of over 18,000 line items jointly inventoried with the military then transferred over to the U.S. Government/ Department of State valued in excess of $120 million.
•Responsible for submitting accurate property management reports in a timely manner, to include Loss Theft Damaged or Destroyed, DD 1149 Transfer or Surplus, DA 3161 Request for Issue or Turn-In, Fair Wear and Tear Disposition, PCARSS.
•Analyzed and updated property book records for accuracy to include: Department Asset Transfers, department 100% inventories, material issue/ return Tickets, memorandums, warehouse requisitions, and lateral transfers
•Maintained a systemized process within the Property Department to include inventory control, external/ internal property audits, track government, contractor, and company property in accordance with applicable government regulations and corporate policy.
•Properly identified and tracked all client owned equipment thru each of the government property functional areas of acquisition, receiving, identification, records, movement, storage, physical inventories, reporting, consumption, utilization, maintenance, sub-contracts, disposition, and property close-outs.

Client Owned Equipment Specialist/ Government Property

U.S. Marine Corps Reserves

•U.S. Marine Corps, Assault Amphibian Crewman School, Galveston, TX, 2009
•As a Staff Sergeant Section Leader for our Amphibious Assault Vehicle Platoon, led over 50 Marines at a time for various duties to the operation and maintenance of assault amphibious vehicles and the up-gunned weapons station (UGWS)MK19 40MM and 50 CAL M2. As Staff Non-Commissioned Officer in Charge (SNCOIC) managed the automated logistics support and maintenance tracking of Amphibious Assault Vehicles. Trained troops for tactical movement during ship to shore movement and subsequent operations ashore.

Staff Sergeant-Section Leader-Amphibious Assault Vehicle

University of Houston

Pursuance of Bachelors of Science in Supply Chain Management and Logistics

Student

Multi-faceted supply chain and transportation logistics specialist with expertise leading the handling, maintenance, and property accountability of $19+ billion in DoD inventory. 14-year career strategizing and executing cost effective global logistics initiatives. Highly skilled in instituting solutions to improve processes related to movement and transportation schedules. Drove 100% accuracy in receiving, inspecting, locating, storing, staging, loading, and disposing of supply and equipment inventory to avoid backlog, demurrage, or detention charges.

#businessman #familyman 

taplio

The Battle

David Sade, CFA

Oscar Olivares

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