Vetted Financial Modeling 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.”

“Venture/accelerator-style investor operator with hands-on experience sourcing founders via LinkedIn and events, running screening calls, and moving qualified startups into diligence. Uses AI and startup databases (Claude, Perplexity, Product Hunt, Crunchbase) alongside Salesforce/HubSpot to manage a fast-moving pipeline, targeting 100–200 outbounds per week and converting into regular founder conversations.”

“Merchandising/sourcing professional from World Market with deep experience building and optimizing home/fashion partnerships end-to-end—using tariff-driven margin pressure to shift sourcing outside China while maintaining design elevation. Highly metrics-driven across OTB, SKU productivity, margin/IMU, full-price sell-through, attachment rate, and digital conversion, and comfortable managing 50+ vendor negotiations simultaneously.”

“Former CEO of Foreman Technologies, a multidisciplinary tech company commercializing an autonomous painting robot, where they led early-scale operations and helped drive the business to #533 on the Inc. 5000. Brings rare operator-side startup experience spanning bridge financing, pricing and margin turnaround, operating infrastructure, and product-market alignment, and is specifically seeking an early-stage studio-style partnership to do it again from a stronger starting point.”

Steven Zavala

Screened ReferencesStrong rec.

Director-level growth marketer specializing in DTC e-commerce and CPG

Los Angeles, CA10y exp

“Lifecycle/CRM marketing leader from the wine and beverage space who has owned high-volume email/SMS programs end-to-end and translated CRM insights into broader revenue strategy. Stands out for combining rigorous process design, cross-channel automation, and personalization testing to drive measurable gains, including a 45% lift in incremental email revenue and $1.6M in incremental on-site upsell/cross-sell revenue.”

“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.”

Cary Burdick

Screened

Senior Data Scientist specializing in data engineering and analytics

Chicago, IL6y exp

“Data/NLP practitioner with experience in both financial services (Truist) and government (USDA), including an NLP-driven analysis of EU regulations to anticipate US regulatory focus and a major redesign/cleaning of complex pathogen lab-test public datasets. Built production data-quality pipelines with Dagster, Pandera, and Azure Synapse, and is comfortable validating hypotheses with historical backtesting and SME-driven quality controls.”

Akarsh Kangondi Lokanath

Screened

Junior Supply Chain Planner specializing in inventory, replenishment, and procurement analytics

Chicago, IL3y exp

“Sourcing/procurement professional from Pavana Impex who has owned end-to-end sourcing for production-critical materials, combining spend/demand analytics with hands-on supplier onboarding, negotiation, and production-to-delivery execution. Demonstrates strong trade and landed-cost acumen (HS classification/COO, broker coordination, packaging changes) and a structured approach to supplier performance improvement using scorecards, CAPA, and OTIF/OTD tracking.”

ASHISH DONDAPATI

Screened

Mid-level AI/ML Engineer specializing in Generative AI for Financial Services

San Francisco, USA6y exp

“ML/AI engineer with strong financial-services domain experience who has built production systems spanning trade anomaly detection, investment-research RAG, and agentic LLM workflows. Particularly compelling for teams needing someone who can take ML/GenAI from prototype to monitored production while balancing compliance, latency, cost, and reliability.”

“Entrepreneurially minded operator with ~20 years in corporate now building a new venture (business plan + MVP in progress) and focused on rapid traction to reach PMF. Previously identified and executed a major student-events opportunity in Milan, scaling from renting a hotel for 800 paying guests to an Olympic village for 5,000, handling logistics, outreach, and team coordination.”