Vetted Financial Modeling Professionals

Alexandra Esparza

Screened ReferencesStrong rec.

Executive Investment Banking & Capital Markets Leader specializing in TMT and Digital Health

Brooklyn, NY15y exp

“Private-capital-focused investment banker (former sports/health-tech banker) building a two-sided wellness coaching marketplace plus SaaS platform to help coaches run their businesses and consumers discover/vet/book non-regulated wellness modalities. Has an MVP, landing page, and waitlist, and is running a data-driven traction plan (ads, surveys, alpha testing, Discord/Reddit) before pursuing fundraising channels.”

“Early-stage investor with PropTech exposure who sources founders through conferences, VC networks, and thesis-driven outbound. Demonstrated ability to turn cold founder interactions into multi-month relationships by providing practical support on financial models and pitch decks, while applying a thoughtful lens on product-market fit and ICP in investment decisions.”

“Former Bain strategy consultant with ~3 years experience and an MBA, with examples spanning turnaround work, consumer goods market assessment, and strategic planning. Demonstrates strong executive alignment habits (disciplined updates, no-surprises communication) and operational leadership, including training teammates on Tableau via templates to scale productivity.”

“Senior engineering/technology leader with experience driving board-backed, multi-year platform transformations in retail commerce (American Eagle) and scaling ML/product delivery platforms at Amazon Alexa. Known for data-driven build-vs-buy decisions, org scaling (6→80), and measurable outcomes including 98.5%→99.9% uptime, 234 experiments generating ~$200M revenue lift, and increasing delivery velocity from 1.5 to 30 features/week while transitioning to DNN/large-model architectures.”

Nigel Lewis

Screened

Senior Investment Banking Associate specializing in Transportation, Logistics & Infrastructure

New York, NY12y exp

“Goldman Sachs VP in the Office of the COO for Merchant Banking (private equity) who led cross-functional integration work through two major divisional reorganizations, building executive reporting and governance to keep senior leadership aligned. Also drove operational buildout for a property manager enabling sensitive rent-controlled housing investments and helping scale a real estate platform to $1B+, and partnered with Technology to implement supervisor dashboards for approvals and project tracking.”

“Early-stage investor/sourcer with experience at Insight Partners and M13 who combines thesis-driven outbound with deep ecosystem presence to generate proprietary founder relationships. Particularly strong in generative AI, creative tooling, and commerce tech, with added credibility from Gold House Ventures fellowship, angel investing communities, and a fractional fundraising advisory practice that has helped founders close rounds.”

“Clean energy founder (Ishan "Summer") who built an energy storage/battery materials venture in 2022 focused on data centers and factories, raising $10M split between venture capital and government funding. Demonstrates end-to-end venture execution: multi-year market observation, team formation, customer/market validation, research collaboration, prototyping, and channel-partner-led go-to-market.”

Ridhi Singhal

Screened ReferencesStrong rec.

Mid-level strategy and analytics professional specializing in growth and due diligence

Atlanta, GA4y exp

“Growth and launch operator with Uber experience spanning marketplace expansion, rider/driver activation, and scalable onboarding systems in new-city launches, including Uber Shuttle in India. Stands out for combining data analysis, operational modeling, and cross-functional experimentation to unlock incremental revenue, improve NPS, and build repeatable playbooks that scaled across markets.”

“Consulting-style leader (McKinsey context) driving data- and AI-enabled transformations across healthcare, QSR, retail, and services. Has built AI-powered analytics tools for marketing ideation, led agile operating models with client-side counterparts and external coaches, and navigated highly sensitive competitive retail engagements by isolating teams and delegating pricing work to avoid conflicts.”

“Senior engineering/technology leader who has defined and delivered a multi-year roadmap to modernize platforms and embed AI, leading global teams through cloud-native and microservices migrations on AWS/Azure. Demonstrated measurable outcomes including 99.99% uptime, 40% fewer incidents, 25% faster delivery, 5x scalability, and $30M in new business opportunities, while scaling a 100+ person distributed org with strong OKR-driven execution and mentorship culture.”

“Cross-functional operator with experience coordinating a medical device build across functions and time zones, emphasizing executive alignment and decision sign-off. Has also standardized customer-site product deployment processes and streamlined investment screening/reporting using Bloomberg and Excel automation to enable faster executive decision-making.”

Joseph Vito

Screened

Principal Technology Transformation Executive specializing in cloud modernization and data platforms

New York, NY35y exp

“AWS advisory leader and long-tenured (4 decades) execution-focused operator who helps startups and enterprise "startup-like" business units scale operations through customer-centric mechanisms (Working Backwards/PRFAQ) and tech-enabled modernization. Delivered concrete process gains (e.g., ~30% faster mortgage workflow and ~10 manual handoffs eliminated via automation/microservices) and advises VC/startups on data/infra ops, AI-driven differentiation, and go-to-market positioning across multiple industries.”