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.
"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