Fractional CFO for Tech & AI

A founder-first CFO
for tech & AI companies.

I’m a former tech co-founder & CFO with a successful private equity exit. Now I partner with early and growth-stage founders building software, AI, and tech-enabled products to bring clarity to the numbers, model dilution, and prepare for founder-friendly exits.

Try the Cap Table & Dilution Calculator
Straightforward, practical finance support from someone who’s scaled, raised capital, and exited.
What working together looks like
Clear cadence. Clean numbers. No jargon.
Monthly review Financials, runway, key metrics
Model & cap table Updated, investor-ready
Support On-call for key decisions
We start with your goals and work backwards.

Who I typically work with

Tech & AI founders who want a trusted finance partner as they navigate fundraising, hiring, and exit readiness.

  • Pre-revenue to $20M+ ARR
  • VC-backed or bootstrapped
  • AI apps, B2B software, tech-enabled services

I’ve lived the full arc: starting up, missing quarters, staring at the runway chart, going through diligence, and getting a deal done. My work now is to help you:

  • ✓ Get out of spreadsheet chaos and into a simple finance system.
  • ✓ Model dilution so you know what each round really costs you.
  • ✓ Build investor-ready financials and a credible story.
  • ✓ Make headcount, burn, and runway decisions with confidence.
  • ✓ Prepare for an exit long before an interested buyer reaches out.
Reality check: The valuation on your term sheet matters. But how much you own and how clean your numbers are often matter just as much for what you actually take home.
About me

• Co-founded, scaled, and exited a tech company to private equity.
• Deep experience in fundraising, financial modeling, term sheets, SAFEs, notes, preferred stock, and M&A.
• Fractional CFO for tech & AI-driven companies over the last several years.

Ways we can work together

Focused, ongoing advisory support for founders who want a seasoned CFO without a full-time hire.

Advisory

Fractional CFO for Tech & AI

Ongoing strategic finance support for founders who want a seasoned CFO without the full-time cost. Monthly deep dive, rolling forecast, cap table and runway oversight, and support for high-impact decisions like fundraising, hiring, and pricing.

Best for: tech & AI companies with real revenue who want a financial partner through the next raise or exit.

Strategic finance Board & investor prep Runway & burn

How it usually works

1
Intro call

20–30 minutes to understand your company, goals, financials and cap table.

2
Quick assessment

Review of your financials, model, and cap table. Then a simple 60–90 day plan for what we’d tackle first.

3
Build the finance engine

Clean reporting, a usable model, clear runway, and a view of dilution and founder outcomes.

4
Ongoing cadence

Monthly deep dives plus support between meetings so you’re not making big calls alone.

Free tools for founders

Use this on your own. If you’d like help walking through your actual numbers, that’s where my advisory work fits.

Cap Table & Dilution Calculator
Model SAFEs, notes, priced rounds, option pools, and see how each decision impacts your ownership and potential exit.

Many founders focus on valuation. In reality, your cap table often determines your outcome as much or possibly even more than the valuation. This tool gives you a roadmap for your equity.

Try it here: app.opsapps.ai Want a working session to review your numbers? Book a call .

Start a conversation

No pressure, no pitch. Just a straightforward discussion about where you are, where you want to go, and whether I’m the right person to help.

What we’ll cover

• Quick overview of your product, stage, and revenue.
• Your goals around fundraising, profitability, or exit.
• Where the numbers feel unclear today.
• If there’s a fit, I’ll outline a simple starting plan.

Book a conversation