Vetted Financial Modeling Professionals

Margaret Liu

Screened ReferencesModerate rec.

Mid-level VC Investor specializing in early-stage investing and cross-border expansion

San Francisco, CA8y exp

“San Francisco-based VC professional with 4 years of investment banking and 3 years of venture experience, focused on high-volume founder sourcing through invitation-only Bay Area events and pitch competitions. Recently sourced two startups at an event and advanced both into follow-on meetings and due diligence, using a structured process for discovery, data room/NDA requests, and partner/IC updates.”

“Consulting/workstream lead with private-markets due diligence experience (hedge fund client) spanning brand performance analysis and expert interviews across beverage categories. Also built and rolled out a UiPath RPA solution at KPMG to automate large-scale invoice review for tax recovery work, delivering ~30% efficiency gains and improving engagement realization.”

“Chief of Staff to the COO / Strategy & Business Development leader at Annapurna who unified four distinct entertainment verticals (film, TV, interactive, theatre) into the company’s first cross-functional five-year plan. Built standardized pipeline reporting, forecasting models grounded in real execution rates, and executive dashboards that improved decision-making speed and COO leverage while navigating creative/finance tension and sensitive information.”

Dhaya Lakshminarayanan

Screened

Executive Operations Leader specializing in AI, climate tech, and high-growth organizations

San Francisco, CA20y exp

“Operator who has repeatedly stepped into founder-level, cross-functional ownership at startups—running full HR (recruiting, onboarding, benefits) with AI-driven process automation, and later serving as interim VP People & Culture during an executive transition. Also managed cap table, 409A, equity grants, and day-to-day investor relations, and built company-wide ELT goals/KPIs and operating rhythms tied to board-approved strategy.”

Michael Smith

Screened

Principal-level finance leader specializing in venture-backed startups and strategic finance

New York, NY16y exp

“Repeat founder and former venture investor with 7 years of investing experience, now building a startup focused on fixing CPG trade promotion inefficiencies. The candidate articulates a differentiated product vision using predictive modeling and portfolio-wide cross-elasticity analysis rather than event-by-event TPM measurement, and is actively mapping the NY venture studio ecosystem to support 0-to-1 company building.”

Sammy Datwani

Screened

Executive biotech leader specializing in microfluidics, diagnostics, and life science tools

Pleasanton, CA25y exp

“Biotech founder building a de-novo protein sequencing company, originally incubated by Versant Ventures and now focused on life science tools and clinical diagnostics. Has raised capital from institutional VCs, strategic investors, and a foundation, and brings unusual ecosystem depth through mentoring at IndieBio, Berkeley SkyDeck, and Biotools Innovator, plus board service with Life Science Angels and VC diligence advisory work.”

“Fintech and AI product engineer who has owned major production rollouts, including Lending Club's banking-arm launch, and has since built LLM-powered decision systems for finance and climate use cases. Particularly strong in combining stakeholder management with pragmatic architecture choices like observability, deterministic pipeline design, RAG, and document-to-structured-data workflows.”

“Led the end-to-end pilot of Microsoft Viva Insights at Mars Inc., combining executive stakeholder management, IT/technical coordination, and data-analysis-driven rollout to drive adoption and expand the pilot into broader implementation. Also set up PMO and cross-functional operating rhythms for a multi-geography manufacturing transformation, including surfacing and resolving critical trade compliance risks.”

“BCG consultant with repeated "founder-level" ownership of large, cross-functional initiatives, including a financial services data management transformation delivering +30% client satisfaction and -60% issue resolution time. Also led portfolio strategy for a $160B biopharma client, building board-level models and aligning stakeholders across five segments to drive a 23% price increase and improved post-merger cost structure.”

“Technology/architecture leader with Accenture experience delivering data- and AI/ML-driven products, including a legal contract search solution and customer sales analytics for AWS. Known for scaling distributed teams (onshore/offshore), making pragmatic architecture decisions, and solving hard data problems (proprietary sources, data quality) while implementing scalable integrations like Redshift-to-Salesforce via parallelized pipelines.”