Our experience demonstrates the power of a team that specializes in implementing 📝CFO Systems.
We have led or arranged dozens of rounds of venture capital, over a hundred debt financings, two IPOs, dozens of secondary financings, sixteen acquisitions and the sale of multiple companies —one twice.
We meet our partners by offering 📝The Gift is how we’ve started all of our relationships.
- 📝Crowdbotics (CFO Systems Implementation), 2021-
- 📝Trademarkia (CFO Systems Implementation), 2021-
- 📝Topia (fractional CFO, raised $5m Series Seed), 2020-
- 📝Robin Healthcare(founding Investor, Fractional CFO, closed $50m Series B), 2017- onboarding new CFO and training FP&A person on the system
- 📝Amino (board member, fractional CFO, recapitalized after $25m Series C), 2019 -
- 📝Trust & Will (fractional CFO raised $15m Series B), 2018-
- 📝SpokenLayer (investor, board advisor), 2017-
- 📝Assembled Brands (Co-Founder, Board Member, Investment Committee Member, raised $100m, invested in hundreds of emerging consumer brands), 2015-
Previously we helped companies including:
- 📝General Assembly (Fractional CFO, raised $10m B, $50m C, acquired for $413m), 2012-2015
- 📝Commissions Inc. (Founding board member, fractional CFO, acquired by 📝Serent Capital for $45m, re-invited to the Board, and sold again for $220m 16 months later to FNF), 2011-2016
- 📝RentJuice (founding investor, fractional CFO, board member, acquired for $50m - 130x revenue), 2008-2012
- 📝Second Life (CFO grew 8x to profitability, sold secondary shares), 2006-2009
- 📝Market Leader (CFO, IPO then acquired for $355m), 2003-2006
- 📝Affinity Internet(co-founder, COO, CFO, raised $73m, sold to Hostway), 1999-2003
- and many more.