Vetted Financial Modeling Professionals

“GTM/Revenue Operations-style leader who rebuilt a company’s go-to-market motion at IFS Loops while running cross-functional execution across Sales, CS, Product, and Marketing. Implemented an executive operating system (cadences, Notion dashboards, decision logs, briefing packets) that cut urgent escalations ~40% and freed 20–30% of CEO/CRO time, while delivering a pricing launch that drove >10% ACV uplift and improved activation/retention.”

Utkarsh Jain

Screened

Junior Private Equity & Credit Associate specializing in real estate private credit

San Francisco, CA2y exp

“Venture sourcing and pipeline operator with experience at HP Tech Ventures, sourcing startups across the US, Europe, and MENA and advancing select DeepTech opportunities to investment committee. Also supported a $500M roll-up acquisition strategy by sourcing 120+ private credit platforms, using research-driven, personalized outbound and structured pipeline tracking to move quickly into diligence.”

Charles Darling

Screened

Executive Founder and Venture Builder specializing in Healthcare, MedTech, and AI-driven commercialization

Houston, TX22y exp

“Medtech-focused venture builder with experience as a VC venture partner, family office investor, venture studio COO, and repeat founder (Techstars Boulder alum). Currently incubating two medtech deals with a VC fund, applying a rigorous diligence process spanning KOL interviews, regulatory/reimbursement strategy, manufacturing sourcing, GTM/competition analysis, and exit/acquirer milestone mapping before company formation or fundraising.”

“Growth and product marketing leader with experience building GTM systems from zero in high-ambiguity environments across SaaS, consumer tech, and esports. Has operated as a first PMM, built closed-loop acquisition-to-retention analytics, and delivered measurable outcomes including tripled freemium conversions, higher LTV at stable CAC, and major brand/sponsorship growth across multiple Asian markets.”

“Integration Management Office professional focused on M&A integration and human capital work, coordinating integration planning across 17 workstreams through deal close. Partners closely with executives (including a CHRO) by building practical tools like Excel workforce planning dashboards and establishing governance/SteerCo cadences, while operating with strong sign-to-close discretion and data privacy compliance.”

“Built ZenDraft and brings an operator's lens to founder sourcing and evaluation. Demonstrated ability to run structured outbound, convert cold outreach into product-shaping conversations and pilot introductions, and manage an early-stage investment-style pipeline with clear decision frameworks.”

“Early-stage venture and talent operator with experience sourcing founders and leadership talent, including helping source Truemoringa into a pre-seed investment. Brings a relationship-first style, broad venture-network sourcing, and structured diligence processes spanning product, IP, legal, operations, and cap table review.”

Rahul Konala

Screened

Senior Strategy Consultant specializing in AI, SaaS, and TMT

New York, New York6y exp

“Cross-functional operator/program leader with experience running end-to-end platform and governance assessments and translating findings into OKRs and annual roadmaps. Central contributor to a large post-merger integration overseeing 15+ functions and identifying ~$55M in cost reallocation opportunities through headcount, process, and technology optimization.”

“Former founder/COO of Modjoul who spent 9.5 years building and scaling the company, including multiple pre-seed and seed raises and growth to 12M with Amazon. Brings a rare mix of operator grit, startup finance discipline, accelerator mentorship through CDL Wisconsin, and hands-on GTM/product launch experience with an 'all costs' founder mentality.”

Matthew Cason

Screened

Senior Strategy & Venture Investing Professional specializing in deep tech and energy

Los Angeles, CA7y exp

“Operator/Chief-of-Staff-style leader with experience spanning a seed-stage aerospace startup, Capital One, and Oasis Financial. Has led multiple executive-driven cross-functional initiatives, built hiring and data/dashboard systems (Tableau) to increase executive leverage, and managed strategic product transformation work alongside day-to-day operational execution.”

“Capital Markets Associate at Dark Alpha Capital who combines AI tools, Python, and data extraction workflows to scale investor/founder sourcing while freeing up time for relationship building. Stands out for generating hundreds of investor contacts in a week, cutting reporting time by 80%, and using personalized, mandate-driven outreach plus structured follow-up to move opportunities forward.”