Vetted Financial Modeling Professionals

Samuel Lee

Screened

Executive Sales Leader specializing in Enterprise SaaS GTM and global revenue growth

Hoboken, NJ14y exp

“Revenue/sales operations and GTM builder for early-stage startups who designs repeatable sales processes (CRM pipeline stages, MEDDPICC, Challenger Sales) and operating cadences (OKRs) to improve conversion and forecasting. Also mentors product/technical founders—e.g., through the Canadian Technology Accelerator—helping a fintech founder establish segmentation, metrics, and an outbound motion that produced early recurring revenue and investor readiness.”

Conor Murray

Screened

Junior Investment Analyst specializing in private credit, asset-based lending, and IP finance

New York, NY2y exp

“Investment analyst at early-stage Owlpoint Capital Management who owned ~50% of the firm’s business development function, sourcing 20–30 IP-rich deals (~nine figures in volume) and moving opportunities through NDA and early transaction stages. Built the outbound motion and HubSpot CRM process from scratch, and used AI/LLMs for outreach drafting, company research, and synthesizing Chapter 7 PACER filings for senior management.”

“Three-time founder operating at the intersection of startups, venture, and private equity, with hands-on experience building outbound engines, fundraising, and sourcing proprietary deals. Most recently built an M&A deal execution platform and now works as an independent sponsor supporting PE firms and family offices with deal flow, diligence, and modeling. Brings a rare blend of healthcare, fintech, sales, and buy-side transaction experience.”

“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.”

“Candidate gained startup-facing sales experience at Larson, where they helped build a more consistent outbound pipeline targeting founders, operators, and mid-market decision-makers. They stand out for using early company signals like hiring spikes and recent funding to prioritize accounts, improve reply and conversion rates, and influence broader targeting strategy.”

“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.”

Brandon McCarty

Screened

Executive startup founder specializing in SaaS, FinTech, and operations

Raleigh, NC15y exp

“Founder/product leader who built CureMint, an industry-first procure-to-pay platform for dental groups, combining e-commerce UX, spend controls, AP workflows, and AI-driven catalog normalization. He appears strongest in zero-to-one product leadership, domain-driven product strategy, and strategic pivots—ultimately evolving the company toward fintech/payments and helping support its Series A story.”

“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%.”