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helping tech companies scale

cfo-coo services for technology companies

our services

tailored to your business

Brainstorm to Success
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Upward Curve

strategy & planning

operational support

scale up - fast and economical

with my broad and deep experience in consumer tech, I evaluate my client's strengths and challenges to help them position their solution in the optimal value chain

this can include: vetting and negotiating with supply chain and reseller partners;  configuring and implementing systems and other infrastructure; hiring and training staff; building financial models and operating plans; implementing key processes and metrics to optimize the business

my wide network allows me to quickly draw upon best-in-class resources at reasonable cost to scale your business

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Brainstorming Session

fundraising

investment & acquisition due diligence and integration

turnaround services

this includes raising venture debt, asset-based lending or receivables financing, and equity

assist investors and strategics with due diligence of companies in the IoT, wearable tech, connected-hardware space, and hands-on acquisition integration

advise boards, investors and management and assist with the reengineering of businesses

contact us today

Business Team

contact us

offices in:
San Francisco and
Menlo Park, CA

(408) 550-3921

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