Lead M&A deals from first call to closing as a principal, allocating capital to bootstrapped PLG software companies across North America and Western Europe.
Own early-stage qualification, financial modeling, commercial due diligence, and negotiations with founders.
Work directly with C-suite and operating teams to drive investments from LOI to signed SPA.
saas.group is a SaaS portfolio powerhouse that acquires and grows bootstrapped B2B software companies. With a fully remote team of nearly 380+ colleagues across 50+ countries, they foster a high-trust, autonomous culture focused on innovation and collaboration.
Own the planning and performance cycle, driving driver-based forecasting, monthly reviews, and a single source of truth.
Lead strategic finance and value creation, including M&A evaluation, scenario testing, and partnership with Capital Markets.
Deliver executive, board, and investor reporting with KPI frameworks, covenant tracking, and support for audit and valuation.
Achieve is a digital personal finance company helping people move from struggling to thriving with innovative, personalized financial solutions. With over 3,000 employees and $57B in enrollments, it's a top U.S. fintech unicorn with a people-first culture.
Lead M&A and corporate development workstreams including valuation, due diligence, and integration.
Prepare investor and Board materials, and own the annual budget, forecasts, and financial models.
Implement AI-assisted workflows and drive improvements to financial processes and systems.
Musixmatch is the leading music metadata company, featuring the world's largest lyrics catalog and a community of over 80 million contributors. It partners with major platforms and music publishers, and fosters a creative, collaborative culture.
Own Group P&L, balance sheet, cash flow, budgeting, and financial planning.
Build financial models for businesses, new products, market expansion, and investments.
Lead financing, investments, acquisitions, and other transactions when required.
Doit reinvents how people spend, save, invest, exchange, and travel, building AI-powered tools to make finance smart, accessible, and safe. It is the leading mobile-first insurance platform in Southeast Asia, with a diverse team of over 20 nationalities working from offices and remotely around the world.
Lead acquisition workstreams from thesis and valuation through due diligence and negotiation.
Source and evaluate strategic acquisition targets across licensed manufacturing and defense markets.
Drive value creation and build frameworks for repeatable acquisition success.
Ohr makes the molecules that matter most in critical chemistry, including energetics, propellants, and rare-earth extractants. It is an early-stage industrial company with a builder-driven culture focused on making an impact.
Serve as primary financial partner to the CEO on strategic initiatives including market expansion, M&A, and long-range planning.
Own end-to-end M&A analysis, market sizing, pricing analytics, and dynamic financial modeling across the SaaS product portfolio.
Collaborate with senior leadership and PE sponsors to quantify strategic investments and drive high-priority growth initiatives.
GHX is a healthcare business and data automation company that enables better patient care and billions in savings through cloud-based supply chain technology. Privately owned and operating in the US, Canada, and Europe, it employs more than 1000 people worldwide with a focus on operational efficiency and collaboration.
Partner with divisional leadership as the embedded finance partner to a division's CEO and leadership team.
Drive consistency across divisions by translating corporate FP&A reporting standards into division-specific execution.
Lead forecasting, variance analysis, and M&A synergy tracking to support operational improvement.
Mitratech builds world-class products that simplify operations in legal, risk, compliance, and HR functions. The company serves 20,000 client companies globally, including 30% of the Fortune 500, with a diverse and inclusive culture.
Manage Quality of Earnings analysis, financial due diligence, and post-acquisition integration for B2B SaaS acquisitions.
Develop standardized procedures for financial data collection and reporting to improve efficiency across deals.
Translate due diligence findings into integration tasks and ensure accurate handover between teams.
Savvital provides diversified services to small and medium-sized businesses, enabling them to build their future through customized solutions. Their team of educated experts is motivated to handle tasks that add real capacity to clients' workdays.
Own Field Nation's M&A function end to end, from pipeline building to deal execution and post-close integration.
Develop market theses and acquisition criteria, build financial models, and lead due diligence and negotiations.
Partner with executives and the board to present decision-ready materials and drive integrated, performing businesses.
Field Nation operates a two-sided B2B labor marketplace connecting enterprise and MSP buyers with independent field service technicians across the U.S. They are a remote-first company that values work-life balance, professional growth, and using AI to operate efficiently.
M&A and strategic investments: own pipeline tracking, target sourcing, and diligence.
Investor relations: drive board materials, investor updates, and fundraising materials.
Strategic projects: shape company direction through cross-functional collaboration.
Mercury builds the financial stack for ambitious companies, from banking to bill pay to forecasting. It is a profitable, growth-stage fintech with a flat, high-agency culture and AI-native tools, fostering strategic growth and collaboration.
Support the quarterly earnings process, including press releases, call scripts, financial outlooks, and Q&A preparation.
Perform financial, strategic, and competitive analyses, including peer benchmarking and valuation trend assessments.
Lead strategic finance initiatives, including M&A due diligence, long-range planning, and building key financial models.
Zscaler accelerates digital transformation via its Zero Trust Exchange platform, protecting thousands from cyberattacks and data loss. The company is a global, AI-driven security firm with an inclusive culture emphasizing collaboration and ownership.
Manage cross-functional workstreams for M&A deal integration, including project plans, timelines, and budgets.
Lead business development projects from initial assessment through due diligence and post-deal integration, including diligence calls.
Create playbooks, processes, and outreach campaigns to support future M&A and partnerships.
Privia Health is a technology-driven national physician enablement company that collaborates with medical groups, health plans, and health systems to optimize physician practices and improve patient experiences. It is led by top industry talent and exceptional physician leadership, focused on scalable operations and cloud-based technology.
Lead M&A transactions from LOI to closing, including drafting, reviewing, and negotiating transaction agreements.
Manage due diligence, oversee closings, and coordinate with paralegals and support staff.
Evaluate potential acquisitions and partnerships with strong analytical and organizational skills.
Teamshares is a tech-enabled acquiror of high-quality businesses, aiming to be a permanent home for companies and help employees earn stock. Founded in 2019, it operates subsidiaries with over $400 million in consolidated revenue across 40 industries and 30 states, with a culture emphasizing work-life balance and growth.
Lead underwriting, financial modeling, and investment analysis for project finance, M&A, and capital raising across solar and storage.
Own financing transactions from strategy through closing, including structuring, diligence, negotiation, and capital partner management.
Partner with development, accounting, legal, and executive teams to drive disciplined investment decisions and mentor junior talent.
Encore Renewable Energy is an integrated clean energy services company headquartered in Burlington, Vermont, focused on developing, building, owning, and operating community-scale solar, energy storage, and redevelopment solutions. Encore is a dynamic, high-growth, team-oriented entrepreneurial company committed to the triple bottom line of people, planet, and profit.
Own the full capital program and real estate function across VPP's veterinary practice network.
Lead site selection, lease negotiations, and construction from feasibility through close-out.
Build and lead the real estate and construction team with P&L-level accountability.
Veterinary Practice Partners partners with veterinarians to build and support a national network of veterinary hospitals. The organization values collaboration, entrepreneurial ownership, and building high-performing teams.
Build and own the financial model, budgets, forecasts, and scenario planning.
Partner with the CEO and leaders to evaluate growth opportunities, pricing, and unit economics.
Own finance operations, including accounting oversight, cash management, and tax coordination.
Junction is building the infrastructure layer for diagnostic healthcare, making patient data accessible, actionable, and automated across labs and devices. Backed by Creandum, Point Nine, 20VC, YC, and leading angels, we are scaling fast and connecting millions of patients.
Map fragmented industrial markets and build a prioritized acquisition pipeline.
Develop valuations, financial models, and acquisition scenarios for leadership decisions.
Support due diligence across finance, legal, technical, and operational teams.
Ohr makes mission-critical molecules, including energetics, propellants, and rare-earth extractants, and builds a chemical prime through breakthrough chemistry and strategic acquisitions. The team is made up of builders, scientists, and operators who value collaboration, high ownership, and direct involvement in high-impact work.
Own the driver-based operating model, annual budget, forecast cycle, and variance analysis.
Build financial cases for new products, verticals, and partnerships, including unit economics and vendor spend.
Deliver executive-ready reports and lead monthly business reviews.
Jerry is building the first AI-powered advisor to manage all your physical assets, from car insurance to home and beyond. We are a small and mighty team that has reached 5M+ customers, raised $240M+, and achieved profitability, with a culture of ownership and learning.
Own end-to-end integration of new partner firms onto Lawhive, from planning to go-live.
Build repeatable processes and playbooks using AI and automation to scale integrations.
Partner with Engineering, Data, Product, Finance, and Operations for smooth transitions.
Lawhive is a global, AI-native law firm that partners with Main Street law firms to provide an AI-powered platform and operational support. We've raised over $110M in funding, with offices in London, New York, Austin, and Phoenix, and we're on track to exceed $100M in annual revenue.
Lead financial strategy and serve as a strategic partner to the CEO and executive team.
Direct financial planning, forecasting, capital allocation, and business performance analysis.
Manage fundraising, investor relations, and finance organization development.
This company is a rapidly growing, technology-driven business in the high-growth tech sector. It offers a high-ownership culture with collaboration and innovation as core values.