Sonoran Capital

Acquisitions

OnPlan

Chief Financial Officer

OnPlan is a powerful FP&A platform that provides you with insight into your  business.  Enjoy better visibility, greater transparency and more effective benchmarking.

CEO, Founder

Texas Tax Loan

President

Boost Media

Boost is an enterprise solution for optimizing ad creative at scale across Search, Social, Display & Mobile. 
 
Boost increases advertiser profitability by using a combination of humans and software to drive increased ad relevance at scale. The Boost marketplace is comprised of over 1,000 expert copywriters and image optimizers who compete to provide a diverse array of perspectives. Boost’s proprietary software identifies opportunities for optimization and drives performance using a combination of workflow tools and algorithms. 
 
The Company focuses on optimizing for enterprise advertisers and generates substantial improvements in conversions-per-impression for customers. Today, Boost is trusted to drive optimization and insights for over $300 million in advertising spend across networks and premium publisher sites such as Google, Microsoft+Yahoo Bing Ads and Facebook.

Interval International (IAC Portfolio Company)

Leadership role in $110 M acquisition of Aston Hotels in Hawaii.

Director, Strategy & M&A

Plum Capital

Involved with strategic, operational and financial management of growing companies. Private equity due diligence, deal structuring, portfolio management.  Plum Capital is an early stage venture capital firm that focuses on early stage media opportunities.

Associate

Goldman Sachs

Analyst

LiveBuilding

Founder

CEO at OnPlan.co - a fast and flexible FP&A platform that makes financial reporting easy. Follow me for posts about FP&A, excel humor, startups and life in finance.

Today, I'm the CEO of OnPlan.co ...

But, if I was endowed with a better eye, I would have been a painter.

But as it turns out, my drawing skills make the Family Guy look like high art. 

Instead, I’ve been funneling my passion for creativity towards spreadsheets and entrepreneurship for the better part of two decades. I’m passionate about building companies - it allows you to delve into a multitude of disciplines from UX/UI (the closest to art that I can get) to analytics to metrics to fundraising.  

I started my career in FP&A in the travel sector and I am now a 2nd time founder of a VC backed startup. OnPlan.co is a modern budgeting and forecasting platform that works seamlessly with Excel and Google Sheets and your existing model. You can think of OnPlan.co as a Data Visualization, Data Integration, and Workflow and Collaboration platform that sits on top of Google Sheets & Excel.

I am passionate about extending the powers of spreadsheets and generating user experiences that are intuitive. My greatest joy would be to make OnPlan.co the Airtable of FP&A.  

I am interested in connecting with like minded passionate finance professionals and entrepreneurs.  Along the way I hope to impart some lessons that I’ve learned in terms of modeling, company building, culture building and harnessing one's passion for creativity into entrepreneurship.

If this resonates with you please reach out to me!

David Greenbaum

TrueRev

TrueRev was founded with a mission to help make financial operations, sales operations, and customer success teams lives easier. The process is pretty simple: TrueRev allows B2B SaaS SMBs to manage the entire customer subscription lifecycle on one platform, and most importantly, provides you with hyper-accurate revenue.

Founder and CEO

Attivo Partners

Attivo Partners is a full service Finance and Accounting firm. We help founders, entrepreneurs and emerging growth companies raise capital, build business models, tackle day-to-day finance, accounting and payroll needs, operationalize for scale, and achieve successful exits.

CFO [B2B SaaS] Advisor

FOG Ventures

FOG Ventures was created to invest and support innovative founders that are helping create toolbox 2.0 for the modern day operator. We’re backed by the world's top COOs & CFOs at tech’s most prominent startups. We do not just invest in what we believe in — as active operators, we’re investing in products we actually love and use.

Send amazing teams/products our way: www.fog.ventures / deals@fog.ventures

Investor

Operators Guild

The Operators Guild is an independent, invitation-only group, home to the world’s top finance and operations (high growth and technology) leaders. Currently: SF Bay Area, NY, LA, Vancouver, Toronto, Austin and Denver)

Scaling a company is hard. We are working together to share best practices, help one another solve similar problems, and invest in the operator community. We meet and connect regularly to support each other as we create the next generation of high-growth companies and company leaders.

Member

Genuity Consulting LLC

	B2B SaaS CFO advisory services to early stage entities.
	Key areas of focus are finance leadership, financial budgeting and modelling technical accounting special projects, corporate governance/internal control matters.

Managing Member

Kranz & Associates

VP Finance/CFO

•Accounting and finance consulting to numerous early stage B2B SaaS technology companies.  
•Working with executive level management teams to understand the impact of accounting and finance policies on company operations, with an emphasis on revenue policy for SaaS companies.
•Implementing and monitoring company wide accounting policies and best practices to scale with growth.
•Financial reporting to all management and leadership levels.
•Experienced in preparing/reviewing GAAP financial statements and related footnotes, for private company filings as well as public company SEC filings (e.g. 10-K, 10-Q), and assisting with the interpretation of US GAAP with an emphasis on revenue recognition.

VP Finance Consultant

Zosano Pharma

Member of the executive management team.  Responsible for accounting, finance, tax, and treasury.
Managed the external financial statement audit.  Monitored key financial metrics and presented financial results to the board of directors.  Arranged and negotiated a key debt facility and managed key covenants.  Managed the Company's annual budgeting process. Provided oversight of the Company's transaction processing systems and implement operational best practices.

Interim CFO

PerkinElmer Optoelectronics

	Part of the finance leadership team of the Optoelectronics Business Unit, within PerkinElmer.
	Provided oversight of accounting and finance functions for PerkinElmers medical imaging business.
	Responsiblity for technical accounting matters arising within Optoelectronics division.
	Financial reporting for weekly, monthly, and quarterly forecasted financial results.

Director of Accounting

Ernst & Young

Senior Manager

Hi, I am the Founder & CEO of TrueRev - a full cycle Revenue Management Platform for B2B SaaS companies.  

While working at a big four accounting firm in Silicon Valley, I noticed companies struggled with billing, contract management, renewals and accurate revenue recognition. Some of the biggest restatements were due to errors in bookings, billings, and revenue.  This is why we created TrueRev.

TrueRev was founded with a mission to help make financial operations, sales operations, and customer success teams lives easier. The process is pretty simple: TrueRev connects with your accounting system and allows you to manage the entire customer subscription lifecycle on one platform, and most importantly, provides you with accurate data and peace of mind.

When I am not working, you will find me playing hockey, tennis or carving some turns on skis. 

Entrepreneurship is super hard, so I love the idea of building a network with great entrepreneurs and creators to share ideas on growth. 

Let’s connect!

taplio

The Battle

David Greenbaum

Ali Rizvi

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