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I help disruptive and innovative businesses scale by optimizing their cash flow, technology, and tax compliance. My mission is to empower entrepreneurs and business owners to achieve their goals and grow their ventures with confidence and clarity.
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A founder who sends investors updates with p&l, cash balance, and variance reporting? Protect them at all costs. They are rare.
Your pricing should feel slightly uncomfortable. If you never feel nervous quoting a price... You're probably undercharging. Raise it.
VCs don’t need perfect reports. They need consistent ones. A clean P&L that shows up monthly beats a beautiful deck that’s 2 quarters late. Build the rhythm > fix the polish.
90% of reporting chaos is solved by: -Categorizing expenses -Closing books monthly -Not using 14 credit cards
Best VC backed portfolio companies don’t just build. They report. On time. With clarity. And with cash still in the bank.
Founders aren’t bad at finance. They’re just not set up to win. A good tech stack + clean process = magic.
The Expense Problem "It’s just a small charge..." (x100 per month) = Burnt cash. 💡 If you’re not tracking expenses, you’re throwing money away. Quick Wins: 🔹 Use Dext to automate receipts. 🔹 Review subscriptions quarterly. 🔹 Track employee reimbursements. Every dollar saved is a dollar earned. Where’s your biggest money leak?
Pricing strategy is 80% confidence, 20% math. If you don’t believe in your value, your clients won’t either.
You don’t need a CFO to report like one. What you need: ✔️ Clean books ✔️ Structured reporting ✔️ Tools that founders actually use Keep it lean. But keep it tight.
VCs don’t want to micromanage. They just want clarity. Great reporting gives founders autonomy. Bad reporting invites follow-ups.
Late financials create a domino effect. Fundraising delays. Board tension. Burn miscalculations. Startups don’t die from one big mistake—just 12 small ignored ones.
Great FinOps = better reporting. Better reporting = better decisions. Better decisions = better returns.** Start there.
Want to improve founder updates? Ask for 5 metrics: -Revenue -Burn -Cash -Margin -Runway Repeat monthly. Watch things improve.
Founders don’t need CFOs at seed. They need structure. Monthly close. Simple reports. Done.
Great founders pitch like pros. Elite ones can walk you through their gross margins without opening Excel.
No one’s expecting a founder to be a CFO. But if they’re raising millions, they should understand: -CAC -LTV -Gross margins -Runway This is the language of investors.
“We just raised $1M!” is not the same as “We’re profitable.” The press loves funding announcements. You know what’s better? ✔️ Positive cash flow Funding is fuel. But profitability is the engine. Build both.
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