Welcome to Verdant Advising

Expert finance, accounting, and operations services tailored to the unique needs of early and mid-stage VC backed private technology companies

My Approach

Through Verdant Advising, I provide expert finance, accounting, and operations services tailored to the unique needs and distinct challenges of early and mid-stage VC backed technology companies.

I do this by leveraging my deep background as a CFO and leader at high growth enterprise SAAS and media companies.

I provide fractional CFO expertise to support growing companies not yet ready for their first CFO hire. This spans operational support and hands on work to collaborating with CEOs as they make strategic business decisions, craft board presentations, manage financing events, and more.

With an advisory offering, I support finance professionals in upleveling themselves and their companies. Leaders might work with me for support with pieces of their job that they haven't done before. Or they might use me as a thought partner or for a sanity check on a model, valuation, or board deck.

Read more about me

"We couldn't have managed our growth and changing business strategy without the support of Verdant Advising. Their insights, steady hand, and ability to work cross functionally to drive alignment was critical during a pivotal period of our company."

CEO, Enterprise SAAS Company

Comprehensive Financial Advisory

My services are designed to support companies along their growth journey. This can include areas such as:

Board Management, Fundraising and Investor Relations

Understanding cap table dynamics

Determining how to effectively convey information to the board

Crafting compelling investor pitches 

Fundraising strategy

Creating an equity budget and strategy and communication plan

Strategic Finance, FP&A and Accounting

Reviewing 409a reports (or prepping for a 409a valuation)

Reviewing and improving financial models and forecasts

Tackling financial metrics and determining what is most important right now

Strategizing on long range financial models

Guiding on selecting an auditor and preparing for a first time through audit

Optimizing cash flow to ensure liquidity and operational efficiency

Implementing effective cash management strategies 

Leadership

Strengthening cross functional relationships with other executives

Annual planning

Metrics alignment

Define KPIs

SAAS metrics (CAC, LTV, ARR, NRR)

OKR setting and alignment

Improved financial storytelling

Risk management

Identifying growth opportunities

Get in Touch!

Partner with Verdant Advising to elevate your financial strategy