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I help founders and small business owners tell their story compellingly and get it funded. Most consultants do one or the other. I do both — and the combination is what makes the difference between work that goes nowhere and a funded deal that moves your business forward. What I bring that most freelancers can't: I've been the banker. I was a C-suite banker and led one of the top SBA lending operations in my state, which means I know exactly how underwriters think, what kills a deal before it starts, and how to position your business for approval. I've also been the founder — three times — and led due diligence for one of the largest angel syndicates in the US. I currently led the GTM strategies for a $12B company. I know what investors and lenders want to see because I've been on both sides of the table. Today I run a capital and go-to-market advisory practice helping businesses access debt and equity capital and launch market dominating products through top-notch GTM strategies. What I deliver: Documentation - Lender-ready business plans built around how banks actually underwrite - Investor pitch decks that lead with what capital allocators care about - SBA loan packaging and deal structuring for 7(a) and 504 programs - Financial projections that hold up under scrutiny - Executive summaries and investor memorandums for equity raises - Go-to-Market audits and actionable playbooks Capital Advisory - SBA 7(a) and 504 deal origination and placement - Commercial loan brokering and lender matching - Equity raise strategy and investor positioning for growth-stage founders - Debt structuring and lender negotiation - I have a network of over 200+ investors and lenders GTM Advisory - Market sizing and segmentation (TAM/SAM/SOM analysis) - Ideal customer profile (ICP) definition and buyer persona development - Competitive landscape mapping and differentiation strategy - Product-market fit validation and messaging frameworks - Pricing and packaging strategy Who I work with: Small business owners who need SBA financing. Founders preparing for a debt or equity capital raise. Growth-stage businesses that need someone who has done this before, not someone figuring it out alongside them. Why clients come back: I work fast, I think at the executive level, and I don't pad engagements. You get the thinking you need, documentation that performs, and where relevant, the capital relationship that closes the deal. If you are looking to grow, need a funded business, and not just a finished document — let's talk.

I help startups build the pitch decks, financial models, and investor materials that actually close funding rounds — from the perspective of someone who evaluates these for a living. I'm a general partner at an early-stage VC firm ($300M+ AUM). I've deployed roughly $150M into startups, advised on another $300M or so, and helped guide multiple portfolio companies to successful exits. I've also raised $25M+ for my own ventures and served as CFO through multiple funding rounds. I've seen more pitches than an MLB catcher, and unlike most consultants, I know exactly what makes an investor lean forward versus reach for the "pass" button. When I build your deck, model, or memo, I'm building it the way I'd want to see it land on my desk. What I Do: Pitch Decks — Strategy-driven, investor-tested decks built on a defensible model and realistic valuation. Not templates. Email decks that stand alone without a presenter. Live decks that land. Financial Models — SaaS, marketplace, e-commerce, biotech, hardware. Bottom-up revenue builds, cohort analysis, scenario modeling, unit economics. Clean, auditable, and built to tell a story — not just fill cells. Valuations — DCF, comparable company analysis, precedent transactions, VC method. I always show the work and the assumptions. Investor Memorandums & Business Plans — Compelling narrative with proper disclosure, based on industry standards and two decades of raising capital. Fractional CFO & Strategic Finance — Capital structure, cap table optimization, term sheet review, fundraising strategy, board prep, and financial operations for startups that need senior finance leadership without the full-time commitment. Coaching & Advisory — Guidance for founders navigating fundraising, financial strategy, or "why is my investor ghosting me" territory. My clients range from pre-seed founders building their first deck to Series C companies refining their strategy. If you're passionate about your idea but a cap table makes your eyes glaze over, or you need someone who can pressure-test your model before investors do — let's talk. Send me a message with what you're working on and I'll let you know how I can help.

Building investor pipelines, booking qualified meetings, and generating business opportunities all come down to one thing: reaching the right people with the right message through a structured process. I help startups, B2B companies, agencies, professional service firms, founder led businesses, and event organizations build targeted outreach systems for fundraising, investor engagement, sponsorship partnerships, lead generation, appointment setting, and business development. With 5+ years in fundraising operations, investor outreach, investor list building, and sales & business development, I have built 200+ highly targeted investor and prospect lists and supported fundraising efforts exceeding $100M+ across Pre Seed, Seed, Series A, B, C, and D rounds. My background spans fundraising operations, venture capital analysis, investment research, market analysis, investor targeting, and business development, giving me a deeper understanding of how investors evaluate opportunities, assess markets, and make investment decisions. I understand investment thesis alignment, fundraising readiness, competitive positioning, investor psychology, and the importance of connecting businesses with the right investors, prospects, sponsors, and strategic partners. ━━━ FUNDRAISING OPERATIONS & INVESTOR OUTREACH ━━━ → Investor list building across angel investors, VCs, family offices, private equity firms, and institutional investors → Investor targeting based on investment thesis, sector, geography, stage, check size, portfolio fit, and fundraising strategy → Fundraising support across Pre Seed, Seed, Series A, Series B, Series C, and Series D → Investor outreach via cold email and LinkedIn, personalized to investor portfolio, thesis, and psychology → Investor CRM management, fundraising pipeline tracking, investor relations support, and outreach execution → Pitch deck and fundraising material alignment with investor expectations → Research tools: Crunchbase | PitchBook | Tracxn | AngelList | LinkedIn Sales Navigator ━━━ SALES & BUSINESS DEVELOPMENT ━━━ → Outbound system design using cold email, LinkedIn outreach, and multichannel prospecting → ICP development, prospect list building, lead enrichment, and strategic targeting → Appointment setting, follow up cadences, pipeline progression, and outreach execution → Account based outreach, messaging optimization, and relationship driven prospecting → Sponsorship outreach and brand partnership prospecting for events, conferences, creator brands, founder led businesses, and media companies → CRM setup and pipeline management using HubSpot, Zoho CRM, GoHighLevel, Salesforce, and Google Sheets → Email deliverability including SPF, DKIM, DMARC, mailbox warm up, domain rotation, and inbox placement → Workflow automation using Make, Zapier, and API based workflows → Outreach and prospecting tools: Clay | Apollo | Instantly | Smartlead | Lemlist | HeyReach | LinkedIn Sales Navigator → AI assisted prospect research and outreach personalization using Clay, Apollo, and LinkedIn Sales Navigator ━━━ INVESTMENT, VC & MARKET ANALYSIS ━━━ → Venture capital research, investment research, and market analysis → Competitive landscape analysis, fundraising readiness research, and investor fit analysis → Industry mapping, sector analysis, and market intelligence for fundraising and business growth → Strategic research for startups, founder led businesses, and growth companies ━━━ WHO I WORK WITH ━━━ → Startups raising capital and building investor pipelines → Founders needing structured fundraising operations and investor outreach → B2B and SaaS companies building outbound systems and business development pipelines → Agencies, consultants, CFO firms, RIAs, and service businesses seeking lead generation, appointment setting, and business development support → Event organizations, media companies, and founder led brands seeking sponsorship outreach and strategic partnerships I do not believe in mass outreach or generic lists. Every investor list, prospect list, sponsorship list, and outreach campaign is curated, researched, and structured to generate qualified meetings, stronger investor engagement, real conversations, and measurable outcomes. If you need help building investor pipelines, generating qualified business opportunities, running structured outreach, or creating a repeatable process for fundraising, sponsorships, and business development — reach out and let's build it.

Who am I at a glance? I'm a PE Parter, who works with companies on a daily basis to strategize, plan, and execute their strategic growth initiatives. I am also a former CEO, COO, and VC Partner, and have close to three decades of venture formation, business transformation, and strategic growth leadership (BD, Sales, Partnerships) experience. I come with blue-chip management consulting foundations and am as close to a guru as you can get in market opportunity research, strategy formation, and planning. I've "been in the room" raising capital, launching ventures, and transforming businesses for three decades. I have a deep and nuanced understanding of how to build and grow businesses. Where can I add value? Results matter most. We all get this. But where do results come from? Over the last three decades - as a CEO, COO, Private Equity partner, a Strategy Consultant, a Market Researcher, and globe-traveling Chief Executive (5.3 million lifetime air miles so far!), I can offer this simple answer: Results come from performance, and performance comes from having a solid plan, smartly organizing one's resources, and managing well. Everything else is noise. This is what I do: * Bring Clarity and Focus - through situation assessments, market research, and competitive intel. * Secure the Right Resources - human, technical, systems, and investment capital raising. * Offer Hands-on Support and Turn-key Outsource Solutions for Planning, Organizing, and Managing. How am I different and an excellent option for you to consider? * A blue-chip management consulting and professional market research background (+10 years worth) means I have ready-to-deploy analytical frameworks, processes, and adaptable solution sets, along with lightening-fast analytics (mental horsepower) that surprises most people. (High-grade management consultants bring strategy, diagnostic frameworks, rapid problem-solving, and rollout expertise that many people value.) * Deep and nuanced perspectives that took decades to form. I haven't seen everything - but I've seen a lot - on-the-ground in 59 countries, work spanning 38 industries, hands-on at every maturity and technology level - from emerging deep-tech to tried-and-true brick & mortar - helping businesses and operations in the funded start-up, lower to mid market, private corporate, and the ultra-large +$1B ventures. Where consultants and advisors say "we need a 30-day discovery and diagnosis stage", I say "I've seen this before, here's what we can do about it" (Experienced experts with extensive domain knowledge can often solve complex problems faster and more accurately via pattern recognition and heuristics.) What kind of Performance and Results? +775 market research studies (in support of investment, rollout, and operating decisions) +58 private placements as the transaction manager (~$5.6b) +56 pitch-decks (with 97% success rate of getting to the next stage) +44 capital raising strategy and documentation preparations (thesis, decks, sources, term sheets) +41 carveouts/stand-up initiatives +31 business transformations (where the real value creation happens) All of these efforts have led to: +35% to 400% increases in revenue +15% to 125% improvements in Profitability/EBITDA +18% to 85% productivity gains (thanks to smart AI applications) +1.6x to 10x investor returns +a lot - and I mean a real lot - of happy founders, executive teams, employees, and investors All told, I have contributed to the arrangement and deployment of $104.3 billion in capital. What I'm like on the job: * I'm a Catalyst, Producer, Driver, and Guardian (I'm also Canadian-American, love pizza, am ridiculously educated, a well-trained diplomat, and make work fun). I am the person who bridges from vision to reality and turns strategy into action. * I'm very hands-on, collaborative, and coach-like, with a knack for breaking apart the toughest problems, overcoming every form of hurdle (including people hurdles), generating forward momentum, and leading with an overwhelming positive force. Who do I work with? I work with leaders, founders, investors, and teams to understand and define their opportunities, create strategies and game plans to capture those opportunities, accelerate their work, execute transactions, transform operations, and generate breakout performance results. (I've also spent time with four Prime Ministers, a couple of Kings, a U.S. President, and the Pope). I work globally and often in complicated and thorny settings - in the Americas, Europe, Africa, the Middle East, and Asia - that others prefer to shy away from. I thrive in complexity, ambiguity, and high-pressure settings. If you seek a genuine catalyst, seasoned advisor, guick-acting trouble-shooter, a no-nonsense producer and driver of results, or simply a calm, steady hand, who can enhance your effectiveness and help your organization achieve excellence, let’s connect to explore how we might work together.

Fractional / Interim CFO for CEOs, Boards, and Investors. A 3x CEO, and 4x founder with experience across SaaS, AI, deep tech, clean energy, genomics, and logistics. My background includes $500M in capital formation, $5B in M&A support, venture-backed growth, restructuring, audit readiness, and institutional finance buildouts. These are the questions I help you answer: What has to be true operationally and financially before your next raise, exit, or major capital decision? Where is growth creating enterprise value, and where is it quietly consuming cash? What will diligence surface, and what should you fix before someone else finds it? Which bets deserve more capital, and which need to be cut before they cost you the round? I help with: Lender/covenant management 13-week cash and runway control Driver-based financial models Board and investor reporting Unit economics and margin analysis Capital strategy and fundraising preparation M&A, valuation, and diligence

𝐘𝐨𝐮𝐫 𝐝𝐞𝐜𝐤 𝐬𝐡𝐨𝐮𝐥𝐝𝐧'𝐭 𝐛𝐞 𝐭𝐡𝐞 𝐫𝐞𝐚𝐬𝐨𝐧 𝐲𝐨𝐮 𝐝𝐢𝐝𝐧'𝐭 𝐠𝐞𝐭 𝐭𝐡𝐞 𝐦𝐞𝐞𝐭𝐢𝐧𝐠. You can have the strongest idea in the room, but if your slides are cluttered, your story is unclear, or the design looks unpolished, investors and clients move on before you finish talking. That's the problem I solve. I'm a presentation designer and pitch deck specialist with years helping startup founders, SaaS companies, corporate teams, and coaches turn complex ideas into clear, convincing visual stories. The problems I solve Your pitch deck isn't getting investor callbacks. I rebuild your story using proven investor frameworks problem, solution, traction, ask structured to build confidence fast. Your slides look fine but don't convince anyone. I go beyond aesthetics. Every slide is built with purpose: the right content, in the right order, with the right visual weight. Your presentation feels messy or hard to follow. I bring structure, clean typography, and visual hierarchy that makes complex ideas feel simple. You have raw content but no idea how to present it. I take your notes, data, and ideas and shape them into a narrative your audience can actually follow. Who I work with Startup founders raising capital, decks built around the structure that gets funding: clear problem/solution, credible traction, financials that build confidence. SaaS companies and corporate teams, sales decks, executive presentations, and board reviews that position your brand as the premium choice in the room. Coaches, consultants, and agencies, decks that package your methodology and offers in a way that wins clients and supports higher rates. Services Investor pitch deck design & redesign SaaS pitch deck redesign Startup fundraising decks PowerPoint slide design & template creation PowerPoint deck creation & redesign Canva presentation design & redesign Canva pitch deck design Canva templates & workbooks Canva PDF design Rebuilding presentations in Google Slides Sales & marketing presentations Corporate & executive decks Data visualization & infographics Slide deck production (multi-slide, template-based projects) Business proposals & company profiles Webinar & training presentations AI-Generated Presentation Cleanup AI Presentation Redesign AI-Generated Design Refinement Professional Canva Recreation AI Design Polishing AI-Generated Graphics Replacement AI Presentation Professionalization Editable Charts and Graphics What you get Strategic storytelling, not just pretty slides, a narrative built to move your audience from skepticism to action. Custom design, every slide built intentionally for your brand and audience. Clear data visualization, metrics and charts turned into visuals people actually understand. On-time delivery deadlines are non-negotiable; fast turnaround available for urgent projects. Fully editable files, delivered in PowerPoint, Canva, Google Slides, or Keynote, yours to update anytime. Revisions until it's right. Tools PowerPoint, Canva, Google Slides, Keynote, Adobe Illustrator, Adobe Photoshop If your next pitch, proposal, or board presentation actually matters, send me a message and tell me about your project. 𝗜𝗳 𝘆𝗼𝘂𝗿 𝗻𝗲𝘅𝘁 𝗽𝗶𝘁𝗰𝗵, 𝗽𝗿𝗼𝗽𝗼𝘀𝗮𝗹, 𝗼𝗿 𝗯𝗼𝗮𝗿𝗱 𝗽𝗿𝗲𝘀𝗲𝗻𝘁𝗮𝘁𝗶𝗼𝗻 𝗮𝗰𝘁𝘂𝗮𝗹𝗹𝘆 𝗺𝗮𝘁𝘁𝗲𝗿𝘀, 𝗹𝗲𝘁'𝘀 𝗯𝘂𝗶𝗹𝗱 𝗮 𝗱𝗲𝗰𝗸 𝘁𝗵𝗮𝘁 𝗱𝗲𝗹𝗶𝘃𝗲𝗿𝘀. 𝗦𝗲𝗻𝗱 𝗺𝗲 𝗮 𝗺𝗲𝘀𝘀𝗮𝗴𝗲 𝗮𝗻𝗱 𝘁𝗲𝗹𝗹 𝗺𝗲 𝗮𝗯𝗼𝘂𝘁 𝘆𝗼𝘂𝗿 𝗽𝗿𝗼𝗷𝗲𝗰𝘁. Presentation Design, PowerPoint Presentation Design, Business Presentation Design, Marketing Presentation Design, Visual Presentation Design, Presentation Slide Design, Presentation Redesign, Pitch Deck Design, Investor Pitch Deck Creation, Microsoft PowerPoint, Google Slides, Corporate Presentation Design, Sales Presentation Design, Branding & Brand Consistency, Visual Storytelling, Slide Layout Design, Typography, Data Visualization, Information Hierarchy, Creative Direction, Communication Design, Graphic Design, Business Communication, Audience Engagement Strategy, Professional Slide Formatting, Modern Presentation Design, Presentation Strategy, Editable Slide Deck Creation, Startup Pitch Presentation, Executive Presentation Design, Presentation Revamp, Prezi, Keynote presentation, Canva presentation design, canva design