Act as a strategic finance partner to the executive team.
Shape the financial strategies that drive key decisions.
Provide insight into investment opportunities and operational efficiencies.
Jobgether is a platform connecting job seekers and companies. They use AI-powered matching to ensure applications are reviewed quickly and objectively.
Help the exec team evaluate where to invest, where to pull back, and how to think about growth versus efficiency at our stage
Guide our capital strategy across the full range of options
Partner with our Finance Director as a thought partner who sharpens strategic thinking and elevates the team’s work with the exec team and board
Maze is a user research platform helping companies build the right products faster by making user insights available at the speed of product development. They are a Series B company backed by top-tier investors, operating a global remote workforce driven by their core values.
Build relationships with founders, executives, investors, and advisors that align with our M&A priorities and inform future ones.
Develop acquisition theses and corresponding market analyses for specific acquisition priorities. Build relationships with relevant companies, investors, and other stakeholders.
Lead business case development for potential acquisitions, owning the financial model and leading valuation/structuring.
Superhuman is an AI productivity platform on a mission to unlock the superhuman potential in everyone. The Superhuman suite of apps and agents brings AI wherever people work, integrating with over 1 million applications and websites. They empower over 40 million people, 50,000 organizations, and 3,000 educational institutions worldwide.
Drive consistent deal origination by building long-term relationships.
Lead full-cycle debt and structured finance execution.
Provide clients strategic guidance informed by real-time capital markets conditions.
WelcomeLend is a fast-growing middle market capital markets advisory firm. They pair seasoned capital markets experts with proprietary tech to deliver efficient deal execution at scale, closing over $3B in transactions recently.
Create and execute a roadmap for KoBold IPO-readiness and eventually shepherd the company through an IPO
Drive modern operations across the team with a focus on automation and AI-enabled workflows that reduce manual work, improve accuracy, and increase team capacity
Oversee accounting financial statement preparation, and accounting policies
KoBold builds AI models for mineral exploration. In the six years since founding, KoBold has become both the largest independent mineral exploration company and the largest exploration technology developer with a portfolio of more than 60 other projects.
Originate, structure, and close commercial real estate financing transactions end-to-end
Leverage your existing relationships while continuing to build a national network of investors, developers, and owners
Analyze client financials and position deals effectively for market
SelectLeaders client is a fast-growing, tech-enabled capital advisory platform. They combine real deal flow, modern technology, and a powerful capital network, giving you the tools to win more business and scale your production.