Vetted Finance & Accounting Professionals

“Investment professional (Associate Investor) with private-capital experience coordinating full acquisition due diligence across multiple workstreams and stakeholders (including lenders and external advisors). Has built lightweight operating cadences and pipeline visibility systems to improve executive decision-making and reduce reactive work; also has early-career experience in incubators/accelerators supporting founder workflows.”

“Former Head of Growth & Strategy at a digital identity company (pre-MBA in Boston) who ran multiple cross-functional initiatives across sales, product, and finance. Delivered measurable outcomes including raising sales conversion from 70% to 83% in 30 days, achieving 17% profitability via a new pricing model, and launching a new onboarding platform GTM on time.”

“Customer Success leader with deep ad tech expertise who owned enterprise accounts end-to-end, including Bank of America, driving ad fraud down from ~8–10% to <1% in ~3 months and resolving spikes through data-driven investigations. Experienced partnering cross-functionally as a PM to build analytics dashboards and using user stories to align Product/Engineering/Sales and influence roadmap priorities; also supports land-and-expand via paid benchmarking/industry data upsells.”

“Private Equity Secondaries Analyst (Series 7) who founded and launched the Canadian Student-Athlete Association during the pandemic while in university, playing varsity football, and running a window glass business. Drove executive alignment by directly engaging CEO/President-level decision makers with tailored, concise written cases and relationship-building across universities, sports governing bodies, and government stakeholders.”

“Operations-focused advisor who has helped organizations scale through major transitions (including doubling headcount and moving from fully remote to hybrid) by implementing structured scheduling, space planning, and documented processes. Uses EOS/Level 10 to drive accountability and execution, and has mentored a young executive team through role definition, ownership transfers, and exit planning culminating in a $12M sale.”

“Serial entrepreneur and operator with experience financing and scaling startups using bank debt, PE debt, and self-funding, including a real estate asset management company grown through creative debt/equity structures. Former VP Engineering & Online Operations at a colo/cloud provider acquired by Zayo; built a global solutions engineering org in 30 days that contributed 18% of company growth and scaled quarterly revenue from ~$300K to ~$1.25M.”

“Relationship banker selling consumer and small-business banking products, using Salesforce-driven lead prioritization and a disciplined multi-channel outreach cadence (phone/email/text) to build and deepen a client portfolio. Leverages customer behavior insights to tailor conversations and drive outcomes like warm transfers to lending specialists, and has experience integrating newly launched banking products into client discovery.”

“Sourcing-focused early-stage VC operator who stays embedded in high-signal founder ecosystems (YC/Techstars-style accelerators, state programs, investor Slack/angel networks) and runs a curated community of ~45 VCs to drive consistent deal flow. Uses a structured, metrics-driven outbound and screening process (25 reachouts/week; 5–8 calls) plus Airtable-based pipeline management and n8n follow-up automation; has advanced sourced deals (e.g., rare earth materials, quantum/grid optimization, plasma fuel for fusion) into pitch sessions and late-stage diligence.”

“Transportation industry professional with 10+ years of hands-on experience building a software + app solution to reduce manual work, fix poor document/information flow, and simplify driver-facing workflows. Focused on creating an affordable, easy-to-use alternative to complex, expensive transportation software for small companies, and is actively piloting/testing the product in a real company before seeking funding.”