Pitch Decks, Presentations, Financials 10+ Years

I have created financials with tools like LivePlan, Pitch Decks, and guided founders to Fortune 500 to private equity for 10+ years. Here is a sample of snapshot of decks.

I have created, managed implementations, and/or project managed with ClickUp. This has included work with AICPA, Gust, UBS Project Entrepreneur, BakeryCowork, and taking companies public A to Z as both Board Member and Executive up to billion dollar companies.

I avidly learn all the time from Forecastr, Graham and Walker, Gust, StartUp Engine, and others.

Roles have expanded to ongoing retainers, speaking, CMO, and/or CFO work.