Startup CFO Consultant at Kruze Consulting
San Francisco, California
Services: Financial Analysis, Financial Reporting, Financial Modeling, Accounting, Business Valuation, Business Development, Finance, Operations Management, Auditing, Strategic Planning, Start-ups, Go-to-market Strategy, Acquisition Integration, Business Planning, Venture Capital, Internal Controls, U.S. Generally Accepted Accounting Principles (GAAP), Operating Budgets, Restructuring, U.S. SEC Filings, Analytics, Cloud Computing, Budgeting, Strategy, Mergers & Acquisitions, Forecasting, Human Resources, Change Management, Recruiting
Tools: Software as a Service (SaaS), Enterprise Software
Education: University of Southern California - Marshall School of Business, Lehigh University
Awards: Future Bay Area CFO of the Year, CalCPA Distinctive Service Award
Past Companies: Kruze Consulting, TrapX Security, Xero
As a senior Finance leader, I enable business initiatives and GTM strategies through the Finance function, while guarding enterprise metrics for efficiency and optimization of resource allocation and risk mitigation. I partner with my peers, mentor my team and collaborate with internal and external teams to create successful business outcomes.As a driven professional, I work tirelessly to deliver world-class support, CFO-level insights and results to the stakeholders to whom I am accountable. I've enjoyed creating organizational success through transformation of business processes and tools, re-alignment of business models, rigorous analysis of metrics and KPIs and team oriented execution that leads to achievement of common goals.As part of my ongoing responsibilities I endeavor to provide:
- Timely Financial, Operational and Board level reporting
- Strategic planning and execution
- FP&A rigor and insights
- SOX level internal controls
- Organizational policies, processes and standards that directly impact the bottom line
- Enablement of Corporate and Business Development efforts through M&A and Strategic Partnerships
I am passionate about enabling successful entrepreneurial ventures and thrive when working with energetic leaders who strive to deliver the very best customer experiences, products and financial results.I maintain my LinkedIn profile to foster deeper business relationships and connect with other entrepreneurial leaders. You can review my twitter feed @JGellas.
CFO/COO Partner to Growth Companies
San Francisco, California
Services: Raising Capital, Strategic Finance and Accounting
Tools: Equity & Debt financing, M&A, Budgeting, Business Coaching
Education: NYU Stern
Past Companies: Not Impossible, Lyric Hospitality, TubiTV
As a seasoned financial leader, Aaron has partnered with executive teams to scale finance, sales, and operations teams from zero to supporting global footprints. He has partnered with founders to raise hundreds of millions of debt and equity capital from both VC and growth capital providers. Mr. Hayos’ diverse experience across B2B and B2C business models as well as enterprise and low friction SaaS GTM strategies affords entrepreneurs with the tools to develop the right financing strategy for their business. Mr. Hayos is available to advise, consult or coach founders facing financial and operational growth or cash flow challenges.
CFO at David Powell
Services: Financial Analysis, Mergers & Acquisitions, Manufacturing, Venture Capital, Business Strategy, Strategy, Process Improvement, Corporate Development, Financial Reporting, Purchasing, Financial Modeling, Project Management
Tools: Quickbooks Online, Netsuite, Bill.com, Expensify
Education: Harvard Business School, Albion College
Past Companies: David Powell Financial Services, Medicalis, Cervel Neurotech
Guy serves as consulting CFO to a broad range of start-up ventures, efficiently assisting early stage growth and providing C-Level advice and analysis to CEOs and their Boards. Prior to his consulting engagements Guy had 14 years full time start-up CFO experience leading to 4 successful exits totaling over $400M. These ventures included Medicalis, Cervel Neurotech, Spectra7 Microsystems, Solaicx, Quellan and Stentor. Guy’s career foundation was laid in Intel Finance spanning 22 years across Intel Capital, M&A and Controllership. Guy actively volunteers in various non-profit organizations and in his local church. Guy received his MBA from Harvard Business School preceded by a BA in with majors in Economics and Computational Mathematics from Albion College.
Part-Time CFO & Product
San Francisco, California
Services: Financial Planning & Analysis, Strategic Planning, Execution, KPI Metrics, Staffing & Organization Design, Fundraising, Pricing
Tools: Quickbooks, OfBiz, Great Plains, Xero, Excel
Education: Indiana University (Bloomington)
Past Companies: PathWrangler, OpenTable, Moody's KMV
Doug spent the first decade of his career running FP&A for two private companies who eventually went public (one acquisition, one IPO). He then founded, secured funding and ran his own start-up PathWrangler for almost 10 years. As an entrepreneur, he empathizes with founders with their own skin in the game. He understands how to raise and deploy the right amount of capital, to keep an organization lean, focused and operating flexibly. All of his tools and skill sets are brought to help his client's execute their vision.
Angel Investor, Professor and CFO
Palo Alto, California
Services: True Global Ventures, Bodega Partners, Rollbar, Xenio Systems, WaterSmart Software, San Jose State University, Sand Hill Angels, Cross Coin Ventures, Qvivr, Callisto Media, Menlo Incubator, AppBistro, Fliqz, Inc., TextDigger, Inc., iControl Networks, Pharmacy TV, Outlook Ventures, University of California, Berkeley, Stratex Networks, Arthur Andersen & Co., U.S. Department of the Treasury
Tools: Quickbooks Online, Netsuite, Bill.com, Expensify
Education: The University of California, Los Angeles, Lehigh University
Past Companies: True Global Ventures, Bodega Partners, Rollbar, Xenio Systems, WaterSmart Software
Steve Bennet is founder and managing director of Bodega Partners and is an active participant in the Silicon Valley entrepreneurial ecosystem as start-up CFO, Angel Investor, and Professor.Over the past 25 years, he has been CFO, investor, and/or board member of over 100 technology start-ups, primarily in the software, Internet, and mobile sectors. CFO roles include Xenio Systems, Qvivr, Callisto Media, Revel Systems, iControl Networks (acquired by Comcast), Appstores (acquired by InMobi), Greystripe (acquired by ValueClick), Fliqz (acquired by VBrick Systems), Valchemy (acquired by IBM), GolfWeb (acquired by CBS Sportsline), Orbital Data (acquired by Citrix), TextDigger (acquired by Federated Media), and Pharmacy TV Network (acquired by RMG Networks). Some of these resulted in excellent financial returns to founders and investors, while others did not.Steve has a passion for both entrepreneurship and education. He has taught entrepreneurial finance since 1995 and is currently adjunct faculty at San Jose State University. Previously, he was a lecturer at U.C. Berkeley. His focus is on experiential education and has developed new courses at SJSU, including the Entrepreneurship Lab (ELAB), Venture Lab (VLAB), Startup Founders and Funders, and the Silicon Valley Experience. He is also on the Steering Committee for the Silicon Valley Center for Entrepreneurship and UCLA Venture Capital Fund. Prior to and concurrent with Bodega, Steve was a Founding Partner at True Global Ventures, Partner at CrossCoin Ventures, Venture Partner at Outlook Ventures, Board Member of Sand Hill Angels, Partner at Menlo Incubator and held various financial and management positions at Bay Logics, Digital Microwave, and Arthur Andersen.Steve earned an undergraduate degree in economics from the Wharton School at the University of Pennsylvania and MBA from the Anderson School at UCLA. He blogs at www.professorvc.com and tweets @ProfessorVC.
Founder and Managing Director at Scale2Growth
San Francisco Bay Area
Services: Strategic Planning, Cash Management, General & Admin Infrastructure, Organizational Capabilities
Education: HEC School of Management
Past Companies: Twist Bioscience, Agilent Technologies, Hewlett Packard
Scale2Growth Founder and Managing Director, Solange Glaize has over 20 years of experience of executive finance roles as CFO, CAO, VP of Finance and Business Development on a global and international scale within both Fortune 500 and start-up companies in High Tech, Computer, Semi-Conductor and Life Sciences industries.
Financial Consultant and Interim CFO for Start-Ups
New York, New York
Services: Financial Modeling, New Media, Strategy, Business Development, Investment Banking, Mergers & Acquisitions, Corporate Finance, Competitive Analysis, Strategic Partnerships
Education: Columbia Business School, Duke University
Past Companies: Indicator Ventures, EHT Financial, CORE Media Group Inc., Endemol USA,
Eliza Howard Trapp works as a sort of rent-a-CFO for start-ups that do not yet need someone full time. The main focus of her work is building and updating financial/operating models but she also helps with putting together investor/board decks and offering strategic guidance and decision support as well as any day to day finance or analytical needs of the client. She works with companies in any industry, varying in stage from ideas that haven't launched to companies that have been through several rounds of funding.
Managing Partner at ACM Consultants
Brooklyn, New York
Services: Trading, Derivatives, Fixed Income, Portfolio Management, Capital Markets, Valuation, Hedge Funds, Equities
Education: University of California, Berkeley
Past Companies: Seamless Payments, Harmony Labs, BetterPT, Civic Hall
Adam has almost 20 years of leadership experience in finance & capital markets, investment management, and business development. For the past several years, Adam has been working as a CFO/advisor for startups and growth-stage companies to provide them with strategic, financial, and operational guidance.
Founder at UpRound Finance
Services: Financial Modeling, Strategic Financial Planning, Corporate Finance, Mergers & Aquisitions, Due Diligence, Variance Analysis
Education: University of Arkansas
Past Companies: BackOps, Sand Hill Angels, Stephens Inc.
John Shults is the founder of UpRound Finance. John has been the acting CFO for 50+ venture-backed companies across the SaaS, e-commerce, healthcare, and consumer electronics industries. He has helped these Seed through Series B-stage companies raise a combined $185m in equity and debt financing and presented at the board meetings of several premier startups on the east and west coast. John began his career in investment banking and graduated Magna Cum Laude with a degree in Finance from the Walton College of Business at the University of Arkansas where he was also a member of the varsity tennis team.
President at Jendras Enterprises L.L.C.
New Fairfield, Connecticut
Services: Financial Controls, Strategy, Revenue Growth, Cost Restructuring, Negotiation, M&A Due Diligence
Education: Pace University, State University of New York at Albany
Past Companies: AboveNet Communications Inc., Metromedia Fiber Network, MCI Telecommunications Corporation, IBM
Doug Jendras is a highly entrepreneurial executive with rich experience in private organizations, including new and emerging ventures. His expertise is in strategic business analysis and execution to achieve the financial goals and obligations of corporate governance and fiduciary duty. Highlights of his career contributions and achievements thus far include: - Identified and implemented controls over distribution of $4B investment, standardized customer-pricing, renegotiated contracts and restructured leadership team to ensure startup's ability to grow. - Rallied the workforce, rebuilt financial and operational functions, and created customer value to increase annual revenue 5x and position a post-bankruptcy telecommunications company for $2.2B acquisition. - Led Network Operations group to achieve revenue targets and grew EBITDA margins to over 40% through lean and shareholder driven management of $90M annual operating budget for 7 consecutive years. - Negotiated business deals with Fortune 500 companies to provide incentives that resulted in the generation of $500M+ revenue stream.
CFO-Part Time at Seed to B Startups
San Francisco, California
Services: Financial Modeling, Organizational Design, Strategic Planning, Financial Analysis, Due Diligence, Business Development, Business Process Improvement, Change Management, Pricing Strategy, Investor Relations
Education: University of Chicago
Past Companies: Atomic, StyleSeat, Accenture Management Consulting, PNC
Lea has spent most of her career partnering with executive teams to ensure they intelligently deploy capital and resources, make smart decisions based on data, and optimize their runway. She started her career in corporate finance & management consulting and has spent the last several years working with 15+ startups helping them scale from seed to series C. She thrives in fast paced environments and excel in both details and high level strategy. That means doing everything from building dynamic financial models to developing growth strategies, pricing models, hiring plans and fundraising.
Cloudbased CFO at BenchmarkCFO, Inc
Los Angeles, California
Services: Finance, Strategy, Forecasting, Budgeting, Strategic Planning, Business Planning, Start-ups, Financial Analysis, Financial Reporting, Financial Modeling, Business Development, Go-to-market Strategy, Venture Capital, Internal Controls, Operating Budgets, Restructuring, Analytics, Human Resources, Change Management, Recruiting, Process Improvement, Due Diligence, Cash Management, Strategic Alliances, Revenue Growth, Cost Restructuring, Negotiation, Fundraising, Margin Enhancement, Advisor, Outside Director
Tools: QuickBooks Enterprise, QuickBooks Online, Other
Education: Florida Atlantic University, San Diego State University
Past Companies: UniZ Technology, Ideator, Sanders Advisors, Citizen Healthcare
With more than 10 years of international CFO experience, Jeremy has a proven record of establishing cross-functional partnerships to deliver stellar results. He is an agile, strategic, and hands-on leader driving operations within analytics, marketing, sales, and business development areas in early-stage and middle market companies. Jeremy has been accountable for budgets up to $130 million and allocating resources to drive organizational and profit growth globally. An active startup mentor, advisor and community leader, Jeremy has also been a startup founder and is particularly adept at streamlining, organizing, and leading company staffs productively.
Fractional COO and CFO at Tech Startups
Santa Barbara, California
Services: Financing, Financial modeling, Pricing
Education: Rensselaer Polytechnic Institute
Past Companies: software.com, MCI, cielo24
Brian Plackis Cheng has successfully scaled B2B tech companies from $5M to $100M+ through IPOs and M&A. Versed in strategy, building products, go-to-market and field operations with deep expertise in AI, messaging and online media. He raised $60M with 5 exits. As the General Manager Americas and Europe led Software.com (messaging co) through IPO and $6.8B sale. Brian works best with founders who are product visionaries who need help scaling organization, business strategy, fundraising and BOD development during accelerated growth. He has lived and worked in Europe, Asia and US.
Financial Consultant and interim CFO
San Jose, California
Services: Strategic Planning, Financial Analysis and Modeling, Due Diligence Preparation, Program Management, Finance Organization Development
Education: MBA, Haas School of Business, UC Berkeley BS Electrical Engineering, UCLA
Past Companies: Hewlett Packard, Microsoft, Ericsson, MediaKind
Bob Togie is a financial executive with extensive experience working with multinational high-tech companies and growing business. Bob partners with business leaders develop strategic plans and analysis, startup operations, and plan for growth.
Interim CFO and COO at Technology Startups
San Francisco Bay Area
Services: Capital Raising, Strategic Finance, Financial Planning and Analysis, Mergers and Acquisitions, Accounting Design and Implementation, Investor and Analyst Relations, Contract Review, Bank and Treasury Management, Corporate Compliance
Tools: QBO, Xero, NetSuite, Intacct, Adaptive Insights, Host Analytics, Expensify, Bill.com, Salesforce
Education: Harvard Business School, United States Military Academy at West Point
Past Companies: Goldman Sachs, Accenture, Kana Software, Inc., Singularity University
James has over 15 years of leadership experience in investment banking, strategic consulting and corporate finance. For the past several years, James has served as Interim Chief Financial Officer for early-stage, technology companies focused on enterprise and consumer SaaS software, artificial intelligence, consumer electronics, medical devices, blockchain-enabled solutions, and advertising technologies. He provides strategic insight to CEOs, founding teams and Boards of Directors by aligning corporate vision and financial forecasts, monitoring performance, conducting financial and operational analyses, implementing and improving processes and systems, and scaling infrastructure and teams. James has partnered with executive teams to raise hundreds of millions of equity and debt capital. James received his MBA from Harvard Business School and BS in Systems Engineering from the United States Military Academy at West Point.
CFO for Entrepreneurs and Family Offices
Services: International CFO, Financial analysis, Tax, Private equity
Education: UofM, London School of Economics
Daniel is a seasoned finance professional with 20+ years of international experience in CFO and M&A Advisor roles in technology and telecom sectors. After working in Investment Banking in Europe advising mid-stage companies mainly in tech, Daniel held several CFO roles with operations in North America, Europe and Asia. For the past 5 years, Daniel provided CFO and M&A advisory services to a global family office with a strong focus on IP portfolio based in Asia.
CFO, Investor Relations, & Corporate Development
Northern California, Remote
Services: Finance, Strategy, M&A, Communications, Management
Education: BA, UC Berkeley, MBA University of Chicago
Past Companies: Qualcomm, Peregrine Semi, Deutsche Bank, Lazard, Coca-Cola
Jay has spent his career at the intersection of Finance and Technology. He creates shareholder value by constructing compelling corporate narratives weaving together financial data and strategic analysis. He quadrupled the stock price with one company alone in 18 months. He has participated in over 20 IPOs and has written a book on how to take a company public, and counsel companies on how to successfully achieve liquidity events. This powerful combination of skills and experience affords him the ability to catapult shareholder value. On the corporate development side, he has created dozens of M&A target lists through banking and his own consulting practice. He negotiates and closes strategic partnerships that drive revenue and expand addressable markets. Drawing on his experience in China, he helped Qualcomm negotiate and stand up a joint venture with government entities there. He can provide you with strategic options and construct financial narratives to achieve your aggressive global objectives. His expertise is in the external-facing functions of Finance including Investor Relations, Corporate Development and Strategic Corporate Communications. He speaks fluent Mandarin and maintain deep connections in Asia.
San Francisco Bay Area
Services: Fundraising, System Implementation, M&A, Merger Integration, Valuation, Strategic Planning, Budgeting, Metrics and Dashboards, Tax, Internal Controls, Operations
Tools: Netsuite, Oracle Financials, Sage, Quickbooks (all versions), Bill.com, Zenefits, BambooHR, Alteryx, SPSS, Tableau, Salesforce, Expensify, ADP, Paychex
Education: Yale University (MBA), UC Berkeley (Accounting Coursework for CPA exam)
Past Companies: Commerce Global Holdings, MITS, Compass Sales Solutions, Tour de Force, Connected2Fiber
Ray brings both technical expertise and industry knowledge to his role as CFO at SAAS companies. He has spent 20 years building finance organizations at various technology companies. He is passionate about creating shareholder value and has scaled companies from startup to $500M through organic growth and acquisitions. He has expertise in enterprise and consumer SAAS in a variety of verticals like healthcare, AI, BI, CRM, Technology, Connectivity and CPG. In his free time, Ray can be found skiing down the slopes.
Chief Financial Officer and Chief Operating Officer
San Francisco Bay Area
Services: Interim CFO/COO, Strategic and Operational Projects including Business Planning, FP&A, Cash Management, Pricing, Corporate and Business Development, Capital Raising, M&A
Education: Stanford University Entrepreneur and Innovation Certificate, MBA St. Mary’s College
Awards: 6 time Telly Award winning Executive Producer
Past Companies: Secret Golf, Procket Networks, Extreme Networks, Bay Networks (formerly SynOptics), Metawave Communications, MeSoft, Kaazing, Scancafe, University of California, Mahindra Genze, Quantivo, Innova Dynamics, Her Universe, Pareto, SDN Central, Wiretap
Accomplished financial and operational executive with track record of implementing cross functional operations to support startup, rapid growth and multibillion-dollar global corporations. Over the past 25 years has been a CEO/COO/CFO, investor, board member and/or strategic advisor for more than 36 companies. He has held COO and CFO roles at public networking and communications companies (NASDAQ: EXTR, MTWV and NYSE:BAY) with annual revenues up to $2.3B and has had operating budget responsibility from $1M to $2B annually. As a strategic advisor and Interim Executive Officer, he has supported startups and new business initiatives in Internet Security, SDN, Network Storage, SAAS Software, Digital Media, Electric Vehicles, Renewable Energy, AgTech, Marketing Analytics, Telehealth and Personalized Medicine. Vito frequently negotiates business partnerships, joint ventures, distribution agreements and licensing contracts that drive market share, revenue and cost reductions. He has the unique ability to translate a deep understanding of business operations into development of growth strategies, new pricing and business models and the creation of dynamic financial models to drive company performance while providing strategic insights to CEO’s, leadership teams and BOD and aligning corporate strategy, operating objectives and financial performance. Vito is passionate about supporting and mentoring entrepreneurs and executive teams to help bring new business and consumer innovations to market while generating superior investor returns.
Kruze works with hundreds of startups every year, helping with everything from taxes to payroll to accounting to fund raising. We’ve helped many of these fast-growing companies find part-time CFO help, and we once we are comfortable with a finance professional’s qualifications and experience, we add the “Kruze Certified” designation! If your company needs senior finance help, talk to us today!
The main responsibilities of a startup’s CFO are to:
The CFO should be helping translate the company’s metrics into insight that the rest of the management team can use to make strategic decisions - important decisions like when to make additional hires, when to ramp up sales or marketing spend, how potential contract will impact unit economics, etc.
Learn more about what does a good startup cfo do
Most seed stage startups do not need a full time CFO. While it’s tempting for a “business” founder to take a Chief Financial Officer title, this is probably not the most important role for most seed stage companies to have filled with a full time person (COO may be a better title for that business founder).
A part-time CFO or experienced accounting CPA firm is a better fit for most seed (and most Series A startups) because they can be an experienced, frugal way to get the output that you’d expect from a CFO without the cost.
Startups should consider hiring a Part-Time CFO at a minimum of one quarter before a new fundraise. (Note that for many startups, a part-time CFO is the right option vs. a FTE CFO.) Startup CEOs will be VERY busy during a fund raise. Having a CFO to work on the projections, prepare KPIs, answer financial reporting questions - and in the best case - come with existing venture capital relationships, will drive a lot of leverage for the CEO during this challenging time.
Part-Time CFOs work well for Seed, Series A-C Startups. Past Series D, a startup will usually hires a CFO to manage the now growing accounting department, but expect to pay $240K+. There are signs that your startup is ready for a CFO (even when your company is only at the Series A or B stage). Some of these signs include the CEO having to interact on an almost daily basis with the CFO, the CEO or COO having to work closely on multiple client contracts with the sales team, the CEO having to deal with multiple accounting questions a week, etc.
And if your startup will consider going public within the next 12 to 18 months, you need a full time, public company experienced CFO.
Learn more about when does a startup need a CFO
Not every fast-growth company needs an outsourced CFO, but when it’s time, it’s time! Here are some of the key items to look for when hiring a senior finance professional on a contract basis:
We're huge fans of Vanessa and the folks at Kruze Consulting. They set up our books, finances, and other operations, and are constantly organized and on top of things. As a startup, you have to focus on your product and customers, and Kruze takes care of everything else (which is a massive sigh of relief). I highly highly highly recommend working with Vanessa and her team.
Co-Founder @ Superhuman
As a startup, moving quickly is a top priority for us and we just needed to get our tax return done. After we uploaded our docs, we got our tax return in 3 days! E-filing was confirmed by Day 4. Super responsive and helpful!
VP, Operations of Calm.com
Avochato has been growing rapidly in the past year – in fact, too quickly for us to keep up with books, taxes, and budgeting for growth. Partnering with Kruze Consulting has been fantastic to manage, track, and analyze our finances while we continue focusing on building our customer base. Kruze’s team knows what startups need.
Alex De Simone
CEO @ Avochato
I had a great experience working with Kruze Consulting when we raised Series A. They know what VCs need to see, and how to present a startup’s books and finances. If you are going to raise venture capital, you need experts like Kruze.
CEO @ Viz.ai
Kruze Consulting is the perfect Accounting, Finance and Tax partner for Los Angeles Startups. Kruze delivers exceptional monthly reporting and financial projections. When we need help with benefits or payroll, Kruze solves our problems. Kruze does our taxes for a fraction of what previous accountants have charged. Thank you Kruze for being a great partner.
CEO @ FLYR
Being a repeat tech entrepreneur, I know how challenging it is to find the ideal CFO - not only is it often expensive to find the right one, but CFOs who combine expertise with scrappiness, market vision and perspective with detail orientation and 'roll up your sleeves' execution is near impossible for an early stage company. So I've been thrilled to work with Kruze Consulting, who not only provide all the ideal characteristics of a top-tier tech CFO, but also live and breathe entrepreneurship themselves. I've known Scott and Vanessa for many years and their deep personal integrity and strong reputation in the industry and made it an easy decision to work with them again.
CEO @ HobNob
NIH, NSF, and SBIR grant compliance can add a lot of overhead for a start-up. The Kruze team makes it easy, so we can spend our time growing the business instead of shoveling paperwork.
CEO @ Mission Bio
As a startup, it’s incredibly important to keep track of where our money is coming from and where it’s being spent. Kruze Consulting really helps keep our books and taxes in order so that we can focus on the core business. Extremely responsive and very professional, the accountants at Kruze Consulting are a pleasure to work with. We’d highly recommend their services.
CEO @ Emburse
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