Eighteen years, four chairs.
The family office. A decade inside a multi-family office doing asset structuring, M&A, and hands-on operating oversight of the businesses we acquired. The takeaway for a founder: institutional standards are not a size, they are a habit, and they can be applied to a ten-person company.
The practice. Fractional CFO since 2018 to early- and growth-stage companies through capital raises and financial architecture. Where I learned that the finance function is built once, and that most companies build it twice because the first time it was a spreadsheet.
The founder side. Co-founder and CFO of venture-backed startups, including a fintech and an AI energy platform. I have run a live raise from the inside: the model, the data room, the questions at 11pm. That is the chair I sit in when I build yours.
The operating seat. Sitting CFO of a multi-entity nonprofit operation: grants, lending, a new entity structure, and a board that gets numbers it trusts every month.