I was the CFO of a VC-backed enterprise SaaS company, specializing in mobile commerce. I oversaw the company's growth from a few to 200 employees. I have worked directly with clients to support the build out of the tech, product, and service. Prior, I was a banker and HF analyst.
Working on M&A, buyouts, and financings as a tech banker.
Researching and evaluating public equity and derivative investments in the tech space as a hedge fund analyst.
Securing debt and equity venture capital financings from high quality institutional lenders and VCs for a rapidly growing software company as an as operator. Helped to scale the business from tens of thousands of dollars in one-time service revenue to tens of millions in ARR, while building the infrastructure to support the headcount growth.
We have witnessed similar frustrations with the limitations of do-it-yourself personal investing websites. We share a vision on how to simplify this process and make it easier for people to participate in investing.
He has previous experience scaling a startup that can complement my technical experience.