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If you're a founder preparing for a raise, an operator running scenario planning, or a deal team underwriting an acquisition, you already know the model has to be right. Imprecise assumptions and poorly structured outputs don't just slow things down, they cost you credibility at the worst possible moment. I build financial models that founders can put in front of investors, operators can make real decisions from, and deal teams can defend in a room. Every model is assumption-driven, stress-tested, and built so you can update inputs and see the impact instantly without touching a formula. WHAT I BUILD: - Startup and growth models for seed through Series B raises - 3-statement integrated financial models and forecasts - Acquisition and buy-side underwriting models - Unit economics, cohort analysis, and LTV:CAC modeling - Rolling forecasts and cash runway models - KPI dashboards and executive reporting WHO I WORK WITH: Founders preparing for investor conversations, operators running growth and scenario planning, CFOs needing overflow modeling support, and deal teams underwriting acquisitions. I've supported numerous businesses across a wide range of industries but primarily specialize in AI, SaaS, D2C, services, and franchise verticals. HOW I WORK: I operate like an embedded finance partner: fast-moving, strategic, and data-driven. I return clean, client-ready deliverables on a tight timeline. Most engagements are up and running within 24 hours of scope confirmation and are ready for review within 72 hours. If your model needs to hold up in front of an investor, a board, or a buyer, let's talk.

My name is Bobby Nath and I have 10+ years of experience working with over 300 startup companies in Silicon Valley. I work directly with founders to build key functions from scratch. This includes setting up HR and recruiting functions from the ground up. I'm passionate about life, learning, and working with the most cutting edge companies around the world. Everyday I have the privilege of meeting brilliant entrepreneurs working to solve interesting and exciting problems in industries that I never knew existed - ranging from crypto, e-sports, augmented reality, robotics, and even companies developing AI software for self-driving cars! What a time to be in Silicon Valley! I look forward to the opportunity of serving as your dedicated talent partner to support your hiring goals.

Key Highlights: 🎓Wharton Graduate. 🎓Stanford Graduate. 🏆CFO of a Billion-Dollar Company. 🏆Managing Director of a $100mm Real Estate Investment Firm. 🏆VP at a $2B PE Fund. 🏆Investment Banker - Growth Equity, Leveraged Buyouts, Leveraged Finance, M&A, Financial Restructuring 🏆Finance Professor at UCLA - Taught a class on Corporate Valuation; Taught a class on Capital Markets Services I Offer: ✅Accounting & Bookkeeping: Ensuring accurate and timely financial records. ✅Financial Modeling & Analysis: Delivering insights through detailed financial models. ✅Business Planning & Feasibility Studies: Developing clear and actionable strategies. ✅Private Equity & Leveraged Finance Solutions: Managing complex financial strategies for growth. ✅Debt & Equity Capital Markets Advisory: Assisting with capital raising and financial structuring. ✅Corporate Valuation & Financial Forecasting: Providing expert valuation and financial planning. ✅Logistics & Operations Consulting: Streamlining operations for improved efficiency.

"I spent 15 years managing P&Ls before I started engineering the AI that drives them." Most AI projects fail because the engineer doesn't understand the business, and the executive doesn't understand the tech. I am the exception. I am a Deep Learning specialized AI Engineer who speaks the language of the C-Suite. The Evolution: From Finance to Deep Tech My journey didn't start with code; it started with capital. I learned resilience and adaptability at a Big 4 bank during the 2008 financial crisis and scaled private equity backed operations of consumer goods companies. I learned how businesses breathe, how they bleed, and how they scale. But I realized that strategy without implementation is just a wish list. I spent 4 years at Gap Inc. (Office of the CTO) as a "Full-Stack Operator," leading strategic initiatives that impacted over 2,500 resources. This was my catalyst. I stopped just managing technology and started engineering it. The Specialization: Deep Learning & Business Intelligence Today, as the Founder of Zeppelin AI, I don't just "consult." I build. I specialize in Deep Learning and AI Automation—not as a hobby, but as a surgical tool for business transformation. I look at a company like an engineer looks at a machine. I find the friction, and I build the AI solution to eliminate it. Proven Impact (The "Business Engineer" at Work): - Deep Learning Implementation: For a multi-million dollar building materials firm, I deployed a custom AI validation solution that cleaned 30 years of legacy data in just 4 days. That is a 93% reduction in time compared to the projected 8-week manual timeline. - Autonomous Lead Generation: I engineered a fully autonomous AI outbound solution for a SaaS firm, driving a 30%+ net increase in sales leads month-over-month. - Global Scale: At Gap Inc., I executed a 3-year strategic plan for 2.5K+ resources, resulting in 9-figure labor cost savings by aligning technology roadmaps with corporate priorities. - Revenue Growth: Overhauled an e-commerce tech stack to drive an 11x increase in direct-to-consumer sales for an international apparel brand. Why Hire Me? You aren't just hiring an AI Engineer; you are hiring a T-Shaped Operator that bridges the gap between operational challenges and technology. 1. I understand your "Why": I’ve owned $15M+ P&Ls. I know why ROI matters. 2. I build the "How": Whether it’s Deep Learning models, custom LLM integrations, or autonomous agent workflows, I build for durability and scale. 3. I bridge the gap: I can explain a neural network to your board of directors and a strategic roadmap to your engineering team. My Life Philosophy: I am a lifelong learner—from an MBA to being an early adopter of the latest AI tools like Claude Code. I believe we are currently in the greatest shift in business history. You can either be disrupted, or you can be the disruptor. Let’s build the latter.

✅ 𝗪𝗼𝗿𝗸𝗲𝗱 𝘄𝗶𝘁𝗵 𝗦𝘁𝗿𝗶𝗽𝗲. 𝟭𝟬+ 𝘆𝗲𝗮𝗿𝘀 𝗼𝗳 𝘀𝘂𝗽𝗽𝗼𝗿𝘁𝗶𝗻𝗴 𝗨𝗦 𝗯𝗮𝘀𝗲𝗱 𝗣𝗘-𝗯𝗮𝗰𝗸𝗲𝗱 𝗽𝗼𝗿𝘁𝗳𝗼𝗹𝗶𝗼 𝗰𝗼𝗺𝗽𝗮𝗻𝗶𝗲𝘀 𝗳𝗿𝗼𝗺 𝗱𝗮𝘆 𝟭 𝗽𝗼𝘀𝘁 𝗮𝗰𝗾𝘂𝗶𝘀𝗶𝘁𝗶𝗼𝗻. 𝗜’𝗺 𝗽𝗲𝗿𝘀𝗼𝗻𝗮𝗯𝗹𝗲 𝗮𝗻𝗱 𝗳𝗿𝗶𝗲𝗻𝗱𝗹𝘆 𝘄𝗵𝗶𝗹𝗲 𝗼𝗳𝗳𝗲𝗿𝗶𝗻𝗴 𝗵𝗶𝗴𝗵-𝘁𝗼𝘂𝗰𝗵 𝘀𝗲𝗿𝘃𝗶𝗰𝗲 𝘄𝗶𝘁𝗵 <𝟭 𝗵𝗼𝘂𝗿 𝗿𝗲𝘀𝗽𝗼𝗻𝘀𝗲 𝘁𝗶𝗺𝗲𝘀. 𝗘𝘅𝗽𝗲𝗰𝘁 𝗯𝗶𝗴 𝗳𝗼𝘂𝗿 𝘄𝗼𝗿𝗸 𝗾𝘂𝗮𝗹𝗶𝘁𝘆 𝘄𝗶𝘁𝗵𝗼𝘂𝘁 𝘁𝗵𝗲 𝗯𝗶𝗴 𝗳𝗼𝘂𝗿 𝗯𝗶𝗹𝗹𝗶𝗻𝗴. Thanks for stopping by! I’m Trevor, and I believe owners and founders should spend more time in their genius zones and less time worrying about their books. I’ve seen too many great companies stall because finance was a blind spot. I make sure it isn’t. We’ll get along great if you want your complex financial reporting to be correct, efficient, and on time. You want an experience of working together that’s headache-free! You want to be ready to pass any audit, avoid excess overages, and leverage automated software to save time. ✅ 𝗜𝗻𝘃𝗶𝘁𝗲 𝗺𝗲 𝘁𝗼 𝘆𝗼𝘂𝗿 𝗽𝗿𝗼𝗷𝗲𝗰𝘁 𝗼𝗻 𝗨𝗽𝘄𝗼𝗿𝗸 𝗼𝗿 𝘀𝗲𝗻𝗱 𝗺𝗲 𝗮 𝗱𝗶𝗿𝗲𝗰𝘁 𝗺𝗲𝘀𝘀𝗮𝗴𝗲 𝗮𝗻𝗱 𝗶𝗳 𝘄𝗲’𝗿𝗲 𝗮 𝗳𝗶𝘁 𝘁𝗼 𝘀𝘂𝗽𝗽𝗼𝗿𝘁 𝗲𝗮𝗰𝗵 𝗼𝘁𝗵𝗲𝗿, 𝗜’𝗹𝗹 𝗶𝗻𝘃𝗶𝘁𝗲 𝘆𝗼𝘂 𝘁𝗼 𝗯𝗼𝗼𝗸 𝗮𝗻 𝗲𝗮𝗿𝗻𝗲𝘀𝘁𝗹𝘆 𝗵𝗲𝗹𝗽𝗳𝘂𝗹 𝗰𝗼𝗺𝗽𝗹𝗶𝗺𝗲𝗻𝘁𝗮𝗿𝘆 𝗰𝗼𝗻𝘀𝘂𝗹𝘁𝗮𝘁𝗶𝗼𝗻 𝗰𝗮𝗹𝗹 𝘁𝗼𝗴𝗲𝘁𝗵𝗲𝗿. — ❝ Trevor helped us migrate our books. He did an excellent job and was extremely reliable and helpful. Our migration was complex and we could not figure out how to do the migration ourselves. Trevor stepped in and delivered a custom solution. He is smart, technical, and reliable. He worked with various people from our accounting department successfully. He ran reports to make sure the data was correct. Overall, an excellent experience. Highly recommend hiring Trevor. ❞ 🗣 𝗝𝗮𝗺𝗲𝘀 𝗔𝗱𝗱𝗶𝘀𝗼𝗻 - 𝗧𝗲𝗮𝗺 𝗟𝗲𝗮𝗱 - 𝗟𝗶𝗴𝗵𝘁𝗦𝘁𝗶𝗺 — Through my work with KPMG & EY and private client experience, I’ve successfully supported 50+ private equity-backed clients ranging from start-ups raising their initial capital (to-date, more than $150M USD raised) to servicing the needs of Fortune 500 companies. Stand-out work results include outcomes like overhauling ReadMe.io’s (a US-based SaaS company) accounts receivable (AR) process to bring in more than $4.5M USD in unpaid invoices. 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀 𝗼𝗳 𝘁𝗵𝗲 𝘁𝘆𝗽𝗲𝘀 𝗼𝗳 𝘄𝗼𝗿𝗸 𝗜 𝗲𝘅𝗰𝗲𝗹 𝗮𝘁 𝘀𝘂𝗽𝗽𝗼𝗿𝘁𝗶𝗻𝗴 𝗺𝘆 𝗰𝗹𝗶𝗲𝗻𝘁𝘀 𝘄𝗶𝘁𝗵 𝗶𝗻𝗰𝗹𝘂𝗱𝗲: ☑️ Cash-to-GAAP Transition Work ☑️ Technical Accounting Standards Implementation- ASC 606 - ASC 842 - Cash-To-GAAP - Opening Balance Sheet Work ☑️ Fractional CFO Projects - Interim Controller Projects - Interim CFO Work ☑️ Financial Close & Reporting - Multi Entity Reporting ☑️ Acquisition Preparation ☑️ Private Equity Backed Portfolio Company Projects ☑️ Audit Readiness Preparation & Bookkeeping - Due Diligence Requests ☑️ M&A - Mergers & Acquisitions Other Projects include: ☑️ Full-Cycle Accounting & Revenue Recognition ☑️ Roll Up Preparation & Fundraising Preparation ☑️ Software Implementations - Automated Consolidation Reporting Solutions - Tech Stack Optimization - QuickBooks & QuickBooks Online - Netsuite - Rillet ☑️ Post-Acquisition Finance Transformation ☑️ Accounts Receivable - AR & Accounts Payable - AP 𝗪𝗵𝗶𝗹𝗲 𝗺𝘆 𝗲𝘅𝗽𝗲𝗿𝗶𝗲𝗻𝗰𝗲 𝗰𝗼𝘃𝗲𝗿𝘀 𝗮 𝗯𝗿𝗼𝗮𝗱 𝗿𝗮𝗻𝗴𝗲 𝗼𝗳 𝗯𝘂𝘀𝗶𝗻𝗲𝘀𝘀 𝗶𝗻𝗱𝘂𝘀𝘁𝗿𝗶𝗲𝘀 𝗮𝗻𝗱 𝘀𝗶𝘇𝗲𝘀, 𝘀𝗼𝗺𝗲 𝗼𝗳 𝗺𝘆 𝘀𝗽𝗲𝗰𝗶𝗮𝗹𝗶𝘇𝗲𝗱 𝗲𝘅𝗽𝗲𝗿𝗶𝗲𝗻𝗰𝗲 𝘄𝗶𝘁𝗵 𝗺𝘂𝗹𝘁𝗶𝗽𝗹𝗲 𝗽𝗮𝘀𝘁 𝗰𝗹𝗶𝗲𝗻𝘁𝘀 𝘀𝗲𝗿𝘃𝗲𝗱 𝗶𝗻𝗰𝗹𝘂𝗱𝗲𝘀: 🔹 PE Firms 🔹 Professional Services 🔹 Digital Service Agencies & Marketing Agencies 🔹 Healthcare Services 🔹 Tech 🔹 SaaS Thank you for taking the time to learn about how we could support each other. Please invite me to your project on Upwork or send me a direct message to get started on working together. I’ll invite you to book a complimentary consultation call together. Talk soon! Trevor McGuire — ❝ One of the highest-signal expert calls I've had this month. Trevor is an expert at all things accounting/finance. It was clear from the first 5 min. Learned more than I was hoping to learn and am deploying insights in our business today. Trevor was generous with his time. Look forward to partnering again. ❞ 🗣 𝗚𝗲𝗼𝗿𝗴𝗲 𝗞𝘂𝗿𝗱𝗶𝗻 - 𝗖𝗘𝗢 & 𝗚𝗠 - 𝗦𝘁𝗿𝗲𝗮𝗺𝗹𝗮𝗯𝘀

If you’re a founder, investor, executive, or UHNW principal managing multiple priorities, you don’t need another assistant—you need someone who can create structure, drive execution, and bring operational clarity to complex environments. That’s where I come in. I serve as a Fractional Chief of Staff and Executive Operations Consultant, partnering with leaders who need an experienced operator they can trust to own execution, solve operational problems, and keep critical initiatives moving forward with minimal oversight. My specialty is turning operational complexity into clear systems, accountable execution, and measurable progress. Whether I’m optimizing business operations, implementing new systems, managing strategic initiatives, coordinating multiple entities, or overseeing executive and personal operations, my focus is always the same: creating order where others see complexity. I don’t simply complete tasks—I build the operational infrastructure that allows leaders to focus on growth, decisions, and strategy while knowing execution is handled. ⸻ What I Do • Build scalable operating systems, workflows, reporting, and operational cadence • Lead strategic initiatives from planning through execution • Optimize business processes, financial operations, and cross-functional collaboration • Implement and improve CRM, project management, and operational software • Translate meetings into clear priorities, accountability, and follow-through • Manage complex executive and personal operations, including multiple businesses, properties, vendors, travel, and high-value assets • Create executive dashboards, decision-ready reporting, and operational visibility ⸻ Where I Add the Most Value I work best with: • Founders scaling rapidly who need operational leverage • CEOs and executives balancing multiple companies or priorities • UHNW principals and family offices requiring trusted operational leadership • Businesses that have outgrown informal processes and need scalable systems • Organizations where execution has become dependent on the founder Clients typically engage me when operations have become reactive, priorities compete for attention, and the business needs experienced leadership to restore clarity, accountability, and momentum. ⸻ Selected Impact • Accelerated $1M+ in receivables by redesigning contract-to-cash operations • Maintained approximately 36-day DSO throughout COVID while operating under private equity ownership • Reported directly to executive leadership and Board members in high-growth environments • Led post-acquisition operational integration, systems implementation, and process improvement initiatives • Managed complex executive operations across multiple homes, private aviation, vendors, financial administration, and business interests for an UHNW principal ⸻ How I Work My clients hire me because I think like an operator—not a task manager. I quickly assess operational gaps, establish structure, execute independently, and continuously improve systems as businesses evolve. I ask thoughtful questions, anticipate problems before they become emergencies, and create processes that continue delivering value long after implementation. The result is greater clarity, stronger accountability, better execution, and more capacity for leaders to focus on the highest-value parts of their business. ⸻ Technology NetSuite • Salesforce • Microsoft 365 • Smartsheet • Workday • ADP • Expensify • Concur • AI (ChatGPT, Claude, Copilot) ⸻ Engagements I offer: • Fractional Chief of Staff partnerships • Executive Operations Consulting • Strategic operational buildouts and systems implementation • Executive and UHNW operational management Long-term partnerships may be structured with weekly minimum hour requirements to ensure continuity, dedicated availability, and meaningful operational progress. Fixed-fee projects are available for clearly defined initiatives with established scope, deliverables, and timelines. I do not provide intermittent, on-demand virtual assistant support or ad hoc administrative task execution. My clients engage me to own outcomes, build systems, and deliver lasting operational improvements.