Vetted Financial Modeling Professionals

“Founder-operator with investor experience who has built a seed-stage company to live usage, meaningful DAUs, a large waitlist, and roughly $1.2M raised. Has operated on both sides of the startup ecosystem—as a Techstars founder raising from firms and as a VC deploying capital—and brings a rigorous, user-first approach to evaluating and scaling new ventures.”

“Healthcare analytics professional with hands-on experience turning messy claims, eligibility, and utilization data into validated BI-ready models using SQL and Python. They combine strong data engineering and KPI design skills with stakeholder-facing delivery, including Power BI prototyping, retention metric operationalization, and analyses that supported care management interventions and cost-control decisions.”

“Backend/platform engineer with payments and insurance domain experience (Cognizant), owning high-volume production systems end-to-end. Shipped a Spring Boot payment tokenization service with strong observability and phased migration that cut transaction latency ~30% and improved payment efficiency ~25%. Also productionized an ML-driven financial health/risk analytics pipeline with near real-time dashboards across 70+ schools, emphasizing interpretability, data quality, and drift monitoring.”

“Silicon Valley operator with ~30 years of experience as a board member, advisor, VC, founder, and turnaround executive, claiming 50+ venture-backed turnarounds. Has driven outsized outcomes including a $1B Nokia spinout and a 9-figure Jaspersoft exit to TIBCO, and is known for pragmatic, people-and-financials-first operational diagnosis (including CRM forensics) and rapid team scaling via structured hiring pipelines.”

“Serial entrepreneur and entrepreneurship instructor at Montana State University currently bootstrapping MEETR (meetr.pro), a platform targeting snowsports instructors and outdoor guides, with early customers acquired via paid social, SEO, paid search, and cold outreach. Previously built and scaled EXEC from zero to one to 25,000+ members, culminating in acquisition by Community.co after selling into elite professional organizations and private clubs.”

Sakethram Marpu

Screened

Junior Investment Analyst specializing in AI & DeepTech

Bengaluru, India2y exp

“VC-style founder sourcer who uses technical signals (GitHub) and niche communities (Elpha/Indie Hackers/Discord) to identify early-stage opportunities, including thesis-driven sourcing in applied AI infrastructure/observability from YC W24. Emphasizes value-first LinkedIn outreach and long-horizon relationship building (e.g., built a personal relationship with Snitch’s CTO who later reached out first about a new startup).”

Adam Folsom

Screened

Mid-level Venture Capital & Growth Associate specializing in startups, creator economy, and Web3 media

Los Angeles, CA5y exp

“Early-stage venture/product studio operator (BESO) focused on sourcing and evaluating founders and moving opportunities through diligence toward partnerships. Uses a multi-channel outbound approach (LinkedIn/X, community events, accelerators, Reddit) and builds trust by bringing market research and regulatory insights (e.g., sports tech/gambling) to founders while running a structured, CRM-driven pipeline.”

“CEO & co-founder of Spotlight Creators, a digital platform for visual artists, which they took from idea validation (100 artist interviews) to a live product with 50+ artists and 50+ customers. Drove GTM through hands-on social content across Instagram/YouTube/TikTok, ran local artist spotlight events, and pursued fundraising via cold outreach and acceptance into Launch NY while building skills in pitch decks, financial projections, and ARR modeling.”

“Entrepreneur who built a sports card and memorabilia business during COVID and drove over $1M in total sales volume. Developed a self-taught outbound approach through cold calling, cold messaging, online marketplace sourcing, and nationwide relationship-building at card shows, with a strong emphasis on trust and repeat business.”

“Outbound-focused candidate with venture internship experience at Safar Partners, where they researched and mapped 40+ institutional investors and funds to support fundraising and partnership outreach. Stands out for combining structured prospecting, strong personalization, and data-driven iteration to generate warmer senior-level investor conversations.”

“Cross-functional operator/chief-of-staff style leader who took a product from prototype to a live pilot in 3 months, spanning public-sector data normalization, an ML matching engine, a secure API, and KPI/investor demo instrumentation. Strong focus on executive alignment and productivity via Notion-based operating systems plus automated reporting (Python/Power BI), with experience supporting fundraising and go-to-market narratives.”

“Investment-focused candidate with CFA Research Challenge experience who proactively sources and engages operators/founders, using structured Excel-based pipeline management and insight-driven follow-ups. Emphasizes primary research and synthesis into an investment thesis, with a repeatable discovery framework and clear next-step planning.”

“Early-stage GTM seller with a strong self-sourced outbound motion who has sold growth-focused solutions to founders, heads of growth, and revenue leaders. Stands out for building structure in ambiguous environments—refining ICP, messaging, qualification, and process—and for driving measurable pipeline gains, including increasing qualified meetings from ~5 to ~25 per month and improving conversion rates from ~20% to ~35%.”

“Entrepreneur and turnaround operator who recently sold a patented mobile + connected TV (CTV) technology startup. Took the product from concept and use-case definition through market testing, product planning, and GTM traction, ultimately converting a prospective client presentation to a European regional digital media company into an acquisition; also advises on turnarounds including stalled VC investments.”

“Frontend-focused engineer with internship experience at eXp Realty and Pulse InfoFrame, building survey platforms and a drag-and-drop survey management UI in React + TypeScript. Notably helped execute a post-deployment migration from DynamoDB to Amazon RDS to enable scalable SQL aggregation (tested with ~70k survey instances), and monitored rollout via CloudWatch/Cloudflare logs while driving QA and load testing.”

Jason Tsui

Screened

Executive Finance Leader specializing in FP&A, BI, and cash flow optimization

Orange, CA14y exp

“Founder and financial-operations-focused consultant who builds FP&A/BI frameworks for early-stage and legacy businesses, including KPI systems tied to month-end close and integrated manufacturing/distribution datasets (BOM, PPV, rolling forecasts). Drove a 400% cash-position increase for a distribution client by redesigning collections analytics (customer-level DSO + proprietary PTC ratio) and has coached PE-installed executives through U.S. operational/legal and cultural nuances.”

“Analytics professional with hands-on experience turning messy CRM and campaign data into standardized reporting datasets using SQL and Python. At EcoSolutions/EcoServices, they built reusable KPI pipelines, dashboards, and metric definitions that reduced manual reporting and improved time to conversion by roughly 55% through better segmentation and campaign optimization.”