Experience

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  Weekly Accounting Inc.

  • San Diego, California, United States

  • Co-Founder, CEO

    • Jan 2021 - Present
    • San Diego, California, United States

    Weekly Accounting is a system to help everyone see their business better.
    - We ingest data from every business application.
    - We instrument your business from your "audience" through to new and repeat customers focusing on your unit economics
    - We clean it up and help you understand what it means.

    When you put the Right Data in front of an Empowered Team, they Get Better.

    We can help you make your business better.

    At the edge of every AI is a human who knows how to use it.

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  Phoenix Strategy Group

  • Phoenix, Arizona, United States

  • Co-Founder, Managing Director

    • Jan 2020 - Present
    • Phoenix, Arizona, United States

    Acquiring, Building, and Scaling growing businesses, on the Weekly Accounting System.

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  Assembled Brands

  • Los Angeles / New York City

  • Co-Founder, Board Member, Investment Committee Member, CFO

    • Jan 2013 - Present
    • Los Angeles / New York City

    Assembled Brands is $100m fund that lends money against the inventory of emerging consumer brands. Adam Pritzker and I began developing in 2016, funded it with $100m from Oaktree in 2018, built a management team and drove it to profitability in 2020. I left my day to day responsibilities because, after looking at the financials of 3,000 emerging consumer brands, we saw a big opportunity to build Weekly Accounting.

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  BrightZen Systems

  • San Diego, California, United States

  • Co-Founder, Managing Director

    • Aug 2011 - Present
    • San Diego, California, United States

    BrightZen Systems is an investor incubator of Weekly Accounting, Dean Wynn Financial and Phoenix Strategy Group.

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  Trust & Will

  • Fractional CFO

    • Mar 2020 - Oct 2024

    Trust & Will is an online service that makes estate planning easy, fast, and secure. T&W enables anyone to create a complete and customized Estate Plan in about 15 minutes with plans starting at $39. All information is kept safe and secure using bank-level encryption to ensure that your legacy will be handled the way you want.

    I met the founders of Trust & Will in 2018 soon after they'd started the company and became Fractional CFO in the summer of 2020 and implemented our Weekly Accounting system. In November of 2020, the company raised a $15m Series B led by Victor Echevarria at Jackson Square Ventures.

    Hired Finance Team, handed role to a great full time CFO to bring it home!

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  Robin Healthcare

  • San Diego, California, United States

  • Founding Investor, Fractional CFO

    • Jan 2020 - May 2022
    • San Diego, California, United States

    Robin Healthcare offers an AI empowered medical scribe that handles medical documentation and, with Robin in the room, doctors can spend more time checking in with patients, and less time checking boxes. Doctors who use Robin reduce their risk of practicing in today's complex healthcare system and save an average of 90 minutes, for little to no net cost.

    I invested in the founder shares of Robin in 2017 after experiencing Noah's brilliance in helping him with his first business, Extrabux which we sold to eBates. I've served as Fractional CFO at Robin since early 2020 where we have implemented BrightZen’s CFO System.

    We closed a $10m bridge round in Q2 of 2020 and, later, a $4m credit facility with Signature Bank. The company grew 7x in the first 6 months of 2021. We implemented a daily revenue and cogs reporting process and a team structure that saved over $200k per month. Closed $50m Series B in Q4 2021.

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  Amino

  • San Francisco Bay Area

  • Investor, Board Member, Fractional CFO

    • Sep 2019 - Aug 2025
    • San Francisco Bay Area

    Sold to CapRX

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  General Assembly

  • Greater New York City Area

  • Chief Financial Officer

    • Sep 2012 - Jun 2015
    • Greater New York City Area

    General Assembly provides education and career transformation, specializing in today's most in-demand skills. Our vision was to become a global community of individuals empowered to pursue the work they love. We are the leading source for training, staffing, and career transitions, we foster a flourishing community of professionals pursuing careers they love.

    I met the founders early on, developed an Integrated Financial Model, focused the marketing team on weekly data, raised $25m Series C lead by IVP and a $50m Series D. Assisted in transition to local CFO and partnered with one of the co-founders of General Assembly to build Assembled Brands. General Assembly sold to Adecco in 2018 for $413m.

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  Commissions Inc. (CINC)

  • Greater Atlanta Area

  • Co-Founder, Founding Board Member, Fractional CFO

    • Jan 2011 - Jun 2016
    • Greater Atlanta Area

    Commissions, Inc. (CINC) is a provider of business growth systems that help real estate agents dramatically increase closings. CINC has created solutions for over 1,000 agents and enabled them to expand their business.

    Their technology platform remains at the forefront of the industry and provides competitive advantages in lead management and conversion.

    Founded in 2011 with $1m, Commissions Inc became the leading platform for Enterprise Real Estate Agents. SF Based Private Equity firm Serent Capital bought the company in 2015 for $45m. Sixteen months later we sold the company to Fidelity National Financial in for $240m.

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  RentJuice

  • San Francisco Bay Area

  • Founding Board Member, Fractional CFO

    • Aug 2008 - May 2012
    • San Francisco Bay Area

    RentJuice is an online real estate marketplace providing rental deals and related services to clients. RentJuice's platform provides tools that enable landlords and brokers to search and sort apartment listings, publish listings to websites and social platforms, build and post ads to 35 outside rental sites like Craigslist, as well as manage and schedule potential renters.

    I was the Founding Board Member and Fractional CFO that helped founder, David Vivero, raise capital from Highland Capital Partners, Tim Draper, etc. We grew RentJuice to over 1 million rental listings and it was acquired by Zillow in May 2012 for $50m; 130 times TTM MRR.

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  Movoto

  • San Francisco Bay Area

  • Board Advisor, Fractional CFO

    • 2007 - Oct 2013
    • San Francisco Bay Area

    Movoto is a full-service real estate brokerage that provides customers with search tools and information on top agents. Founded in 2005, Movoto was one of the first real estate search websites to put MLS listings on a beautiful intuitive map augmented with community and school information.

    I became an advisor to Movoto in 2007 as it was entertaining early potential acquisition offers. After leaving Second Life in 2009, I became a Fractional CFO through to their sale to Recruit.jp in 2014.

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  Linden Lab

  • San Francisco Bay Area

  • Chief Financial Officer, Virtual World Economist

    • Aug 2006 - Mar 2009
    • San Francisco Bay Area

    Linden Lab is a technology company that is best known as the creator of Second Life, the largest-ever 3D virtual world filled entirely by the creations of its users. The company was founded in 1999 and gained a large amount of attention due to its expanding user base and unique policy that allows participants to own the intellectual property rights to the in-world content they create. Linden Lab's mission is to connect everyone to an online world that improves the human condition.

    I was the CFO of Linden Lab from 2006 to 2009 as it grew from $10m to $80m in revenue. I managed the managed worlds largest virtual economy and stabilized its virtual currency exchange (LindeX) while shutting down in-world gambling and battling credit card fraud. I developed SEC approved revenue recognition methodology for the sale of an infinitely transferable digital good and generated $30m in cash flow by selling virtual land.

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  Market Leader

  • Greater Seattle Area

  • Chief Financial Officer

    • Oct 2003 - Jul 2006
    • Greater Seattle Area

    Market Leader, originally named HouseValues, is a provider of marketing and technology solutions for real estate professionals, brokerages, and franchises. It was founded in 2001 by real estate agent Mark Powell in Bellevue, Washington and grew to $20m in revenue selling leads generated with TV ads.

    I was the first CFO of HouseVales which was the second online real estate company to hit $100 million in revenue. Joined HouseValues as a closely-held private company and led its $94m IPO. The company eventually sold to Trulia for $355m, which later sold to Zillow.

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  Affinity Global Inc.

  • Greater Los Angeles Area

  • Co-Founder, Chief Financial Officer

    • Aug 1999 - Jul 2003
    • Greater Los Angeles Area

    Affinity Internet helped small businesses establish an internet presence by selling packaged services that include website design, hosting, and marketing. With its one-stop approach, Affinity is able to attract businesses otherwise be intimidated by the complexity of starting and hosting a website.

    I co-founded Affinity Internet with my Harvard Business School classmate, John McIntyre. We conceptualized and led a web hosting rollup whereby we raised $60m and acquired 4 companies within 6 months. We developed customer care and data centers, integrated acquired operations, and raised an additional $13m to acquire hosting division out of bankrupt public CLEC — nearly tripling revenue. Sold to Hostway in 2005 and became half of the largest web hosting company in the US at that time.

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  Interliant

  • Greater Atlanta Area

  • Director of Mergers & Acquisitions

    • Sep 1998 - Aug 1999
    • Greater Atlanta Area

    Interliant is an application service provider that offers a variety of managed infrastructure solutions, bundled-in managed security, and an integrated set of professional services.

    I was an early director at Interliant when it acquired 15 internet-related companies and went public within 18 months at $420m. I reported directly to Chairman, Brad Feld, and led acquisition process for Interliant’s early deals. During the IPO I created financial and operational processes and systems.

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  Greif & Co.

  • Greater Los Angeles Area

  • Investment Banking Associate

    • Sep 1997 - Jul 1998
    • Greater Los Angeles Area

    "Entrepreneur's Investment Bank" specializing in merger & acquisition and corporate finance advisory services to privately owned, middle-market companies.

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  PRTM

  • Greater Boston Area

  • Management Consultant

    • 1994 - 1997
    • Greater Boston Area

    Consultant to high tech companies on product strategy and product development process.

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  GE

  • Syracuse, New York Area

  • Edison Engineer

    • 1989 - 1992
    • Syracuse, New York Area

    While at GE's Edison Engineering program working on a variety of radar and sonar projects such as building an automated testing system for X-Band low noise amplifiers; programming the display software for a solid state radar system; and performing integration testing on the Seawolf submarine wide-aperture array.