Meet the Team

FOUNDING PARTNER

18+ years in Venture Capital and financial services

CEO of VC CFO since 2011

Worked at Royal Bank of Scotland, UBS Bank, BNY Mellon

BSc in Management Science from Kent University (UK)

CHIEF OPERATING OFFICER

Over 20 years of experience in strategic roles

Industry experience in consulting and technology

Worked at KPMG, Deloitte, and Amazon

MBA in Marketing from the University of Mississippi

CHIEF FINANCIAL OFFICER

Over 20 years in finance, mostly in VC/PE industry

Chief Accounting Officer/VP Finance roles at American Infrastructure Funds, GSR Ventures, Tallwood Venture Capital, and Pinnacle Ventures

Large consulting VC/PE clients included DFJ Ventures and Vista Equity Partners

CFO/VP Finance/Controller roles at various startups in AI, life science, and gaming industries

B.S. in Business Admin. (Emphasis in Accounting), University of California at Berkeley

CHIEF FINANCIAL OFFICER

Over 20 years of experience in audit, accounting, and financial advisory

Expertise in financial services, manufacturing, public sector, and more

Worked at PwC, Deloitte, and Baker Tilly.

UK CPA and US CPA

CHIEF FINANCIAL OFFICER

17 years in financial sector

Experience in investment banking, corporate lending

Worked at UniCredit, Societe Generale, Atrani Capital

CFA Charterholder since 2013

SENIOR CONTROLLER

11+ years in finance services and financial reporting

Worked at Apex Funds Services, Ernst & Young, Miras Investments

Managed financials for 10-12 funds, group accounting, and outsourced teams

ACCA Fellow

EXECUTIVE ASSISTANT

10+ years of experience

Wellness, Finance, and Real Estate Industries

Worked with CEOs and VC CFO

Bachelor’s degree in Arts & Communication