Advisory & Training

Leverage your Foresight model and be prepared for business planning and investor conversations. Priority onboarding support, customization, and review of your financial model, based on my experience in reviewing thousands of financial models created by startups through Series B companies over the past decade. 1 hour screenshare or call, to review and edit your model.

6 hour self-paced course for angels, syndicate leads, and venture investors to learn how to model venture capital funds. Self-paced course, immediate access to course recordings, slides, instructional spreadsheets and extra videos

9 hour self-paced course for founders, investors, and lawyers to learn the structures and math behind building cap tables and exit waterfalls. Immediate access to watch the course recordings and access instructional slides and spreadsheets. Also available as a cohort-based, live session masterclass.

Custom services on a per-hour or per-project basis for complex financial modeling needs. I've built custom models for hundreds of clients since 2005 across a wide range of businesses, from ecommerce, SaaS, advertising, digital media, content, media, retail, gaming, in-app businesses, investment funds, and more, varying from pre-Seed, Seed and Series A funded startups to mature multi-million dollar businesses.

I am looking to add a client to my fractional chief financial officer services. Here's more about what I can do for you.