Experience

Weekly Accounting Inc.

• United States
• Business Intelligence Platforms
• 1 - 100 Employee

• Co-Founder

  • Jan 2021 - Present

  San Diego, California, United States Weekly Accounting provide a done for you business intelligence platform to help you achieve your business goals. We provide daily bookkeeping, data warehousing, forecasting and strategy to rapidly growing companies.



BrightZen Systems

• United States
• Financial Services
• 1 - 100 Employee

• Co-Founder

  • Aug 2011 - Present

  San Diego, California, United States BrightZen is a systems enabled, financial consulting firm that helps individuals and organizations start, run, and grow profitable revenue streams with a portfolio of software and managed services. We have led or arranged nearly one hundred debt financings, dozens of rounds of venture capital, two IPOs, seven sales of secondary stock, sixteen acquisitions and the sale of many companies — one twice. We have played the role of full or fractional CFO to venture financed companies like… Show more BrightZen is a systems enabled, financial consulting firm that helps individuals and organizations start, run, and grow profitable revenue streams with a portfolio of software and managed services. We have led or arranged nearly one hundred debt financings, dozens of rounds of venture capital, two IPOs, seven sales of secondary stock, sixteen acquisitions and the sale of many companies — one twice. We have played the role of full or fractional CFO to venture financed companies like Second Life (grew revenue 8x), General Assembly (acquired for $413m), Market Leader (acquired for $355m), Assembled Brands (raised $100m), Affinity Internet (raised $73m), Robin Healthcare (closed $50m Series B), RentJuice (acquired for $50m), Commissions Inc. (acquired for $45m, re-invited to the Board, and sold again for $220m 16 months later), Amino (raised $25m Series C), Trust & Will (raised $15m Series B), Extrabux (acquired by eBates), Topia (raised $5m Series Seed), and many more. Show less



Trust & Will

• United States
• Technology, Information and Internet
• 1 - 100 Employee

• Fractional CFO

  • Mar 2020 - Present

  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… Show more 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. Show less



Assembled Brands

• United States
• Financial Services
• 1 - 100 Employee

• Co-Founder, Board Member, Investment Committee Member

  • Jan 2013 - Present

  Los Angeles / New York City Assembled Brands is a joint venture with Oaktree that provides working capital, business insights, and an unrivaled network to growing consumer brands.



Amino

• Denmark
• Online Audio and Video Media
• 1 - 100 Employee

• Investor, Board Member, Fractional CFO

  • Sep 2019 - Present

  San Francisco Bay Area Amino is a healthcare financial wellness platform that helps companies and their employees navigate the complexities of the US healthcare system and find the highest value care, which has become even more important of late. I became an investor in November 2016. The company went on to raise $45m in six rounds from investors including Accel, Sequoa, Charles River Ventures and others. I remain a board member, investor, and Fractional CFO at Amino. The company recently closed significant… Show more Amino is a healthcare financial wellness platform that helps companies and their employees navigate the complexities of the US healthcare system and find the highest value care, which has become even more important of late. I became an investor in November 2016. The company went on to raise $45m in six rounds from investors including Accel, Sequoa, Charles River Ventures and others. I remain a board member, investor, and Fractional CFO at Amino. The company recently closed significant contracts with the State of New Jersey and Fidelity Investments for both its employees and as a channel partner. Show less



One Inc Cooperative

• United States
• Software Development
• 1 - 100 Employee

• Co-Founder, Fractional CFO

  • Jan 2020 - Present

  Los Angeles, California, United States One Inc Cooperative is a worker-led set of companies with interlocking business relationships and shareholdings. We are a space-making company that specializes in communications technologies and bringing people together. At the heart of the Cooperative is a creative agency that speaks stories into existence. It's community is a haven for mission-driven people and community-led companies. We co-founded the Cooperative in January of 2020 and rolled up the ventures of its co-creator… Show more One Inc Cooperative is a worker-led set of companies with interlocking business relationships and shareholdings. We are a space-making company that specializes in communications technologies and bringing people together. At the heart of the Cooperative is a creative agency that speaks stories into existence. It's community is a haven for mission-driven people and community-led companies. We co-founded the Cooperative in January of 2020 and rolled up the ventures of its co-creator community into a unified financial model. I helped create "financeable equations" as the studio productized its extensive portfolio of projects and services and acquired clients like Product Hunt, Autodesk, Topia, etc. we also helped to create a donor-advised fund that enables the studio to crowdfund its creative projects. We believe in the more beautiful world our hearts always told us was possible. Show less



Robin Healthcare

• United States
• IT Services and IT Consulting
• 100 - 200 Employee

• 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… Show more 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. Show less



Commissions Inc. (CINC)

• United States
• Technology, Information and Internet
• 1 - 100 Employee

• 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… Show more 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. Show less



General Assembly

• United States
• Animation and Post-production
• 1 - 100 Employee

• 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… Show more 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. Show less



Movoto

• United States
• Real Estate
• 1 - 100 Employee

• 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.



RentJuice

• United Kingdom
• Retail
• 1 - 100 Employee

• 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… Show more 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. Show less



Linden Lab

• United States
• Computer Games
• 100 - 200 Employee

• 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… Show more 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. Show less



Market Leader

• United States
• Real Estate
• 100 - 200 Employee

• 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… Show more 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. Show less



Affinity Global Inc.

• United States
• Technology, Information and Internet
• 200 - 300 Employee

• 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… Show more 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. Show less



Interliant

• IT Services and IT Consulting
• 1 - 100 Employee

• 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.



Greif & Co.

• Investment Banking
• 1 - 100 Employee

• 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.



PRTM

• Business Consulting and Services
• 1 - 100 Employee

• Management Consultant

  • 1994 - 1997

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



GE

• Brazil
• Engineering Services
• 1 - 100 Employee

• 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.