Duncan Seay is an accomplished serial entrepreneur and CFO with a successful track record of starting and growing businesses in consumer technology, consumer goods, Internet, mobile and e-commerce industries. His areas of financial expertise include financial modeling, financial analysis, forecasting, budgeting, investor due diligence, pricing analysis, corporate finance, and early-stage fundraising. Separate from his financial strengths, Duncan is equally skilled in strategic planning, operational management, business development, customer acquisition, and sales & marketing execution.
Duncan began his early career at Ernst & Young in their auditing and M&A groups where he earned his CPA. During his time at E&Y, Duncan conducted extensive due diligence for a number of toy and software company acquisitions, while also working on multiple software company IPO’s. After leaving E&Y, Duncan co-founded a number of early stage consumer companies where he served as the CFO, CEO and/or COO: CFO at Dr. McDougall’s Rights Foods (CPG wholesale); CEO/CFO at eMeals (subscription commerce); Managing Director at Capogee Venture Advisors (technology investment banking); CEO/CFO at VCLocator (fintech commerce); CFO & COO at Crayons Beverages (CPG wholesale); Venture Partner at SC Ventures (a family office venture fund); and CEO/CFO at Evergram (a consumer-tech messaging company).
Duncan prides himself on being a true partner to senior operating executives and company Boards in solving business issues, leading organizations through transformation and facilitating exit events for investors and shareholders.
Duncan received a BSBA from Washington University in St. Louis with concentrations in Accounting, Finance and Economics.
Based: Bay Area
Keith Corbin is a financial executive with over 30 years of experience encompassing financial operations, capital management, fund raising and mergers and acquisitions. He has significant record of success generating new ideas and driving rapid business growth for emerging enterprises and early stage companies. He has a proven ability to develop organizational vision and oversee financial operations. He is a strategic thinker adept at cultivating profitable rapport with internal and external stakeholders. As a CFO he has consistently achieved and exceeded company business targets. He has both domestic and international experience and a broad industry base upon which to draw.
His diversified industry experience encompasses Financial Services (including Venture Capital), Technology (infrastructure, Software and IT), Consumer Medical Devices and Business Services. He also has in depth experience in a variety of business models including direct to consumer, business to business, services and SaaS.
Over the past 15 years he has served in both consulting and regular full time CFO roles with emerging companies. His leadership has been instrumental in helping to facilitate rapid growth, operational efficiency and successful M&A transactions for multiple companies. Examples include Eargo, Inc. a new innovative hearing aid company (raising over $35M in two VC rounds of financing); IC Compliance, a specialized business providing compliance services to many high profile Silicon Valley companies (grew from $30M to $100M in two years, followed by sale to a private equity firm); and Zecco, a self-directed broker dealer (successfully merged with “peer-like” company). Early in his career Keith spent six years with Deloitte & Touche, later serving as VP of International Finance for a large multi-national contingent staffing firm and CFO for an IT services company successfully completing their IPO.
Based: Bay Area
Steve is an experienced finance executive with a 25+ year track record in senior roles at startups, Fortune 500 technology companies and venture capital funds. He has significant experience in fundraising, ranging from angel and venture capital to debt financing and initial public offerings. Steve has particular expertise supporting startups with growth and cross border issues and with venture capital funds and investments. His industry experience includes Clean Tech, services/consulting, manufacturing, hardware, autonomous vehicles, telecommunications, enterprise SaaS, internet, natural resources, aerospace, utilities, energy and venture capital.
Prior to joining EGFS, Steve was the CFO of Azure International, a consulting and analytics company which helps technology companies and venture/PE funds expand internationally, with an emphasis on China. There he served as consulting and interim CFO for several of Azure’s portfolio and partner companies, leading many successful fund raising efforts and several successful exits. Steve also concurrently served as CFO of Azure’s affiliated venture capital fund where he led all investment, portfolio management, accounting, reporting, compliance and investor relations functions. Previously he was an investment banker at Goldman Sachs based in the US and Europe, where he focused on technology company fund raising and M&A.
Steve is an avid participant in the entrepreneurial ecosystem of the Bay Area: He is on the organizing committees for the MIT Alumni Club of Northern California Technology and Energy & Environment tracks and is active with the MIT Alumni Angels and Bay Angels investor networks. He also serves as a mentor for startups at several incubators and accelerators, including Chinaccelerator, HAX Accelerator, and the Cleantech Open.
Steve graduated from MIT with an engineering degree and holds the Chartered Financial Analyst designation. He is proficient in Mandarin Chinese.
Based: Bay Area
Sirk is an accomplished finance executive focused on leading early-stage companies through strategic financial decisions. His areas of expertise include debt and equity financings, planning/budgeting, financial analysis, cash flow management, high growth management, and cost reductions/right-sizing, when needed.
Sirk brings more than 25 years of experience to Early Growth Financial Services, including 17 years of financial leadership roles with high-tech companies. His early-stage company experience includes: CFO at Nuezra, an IT consulting company; VP Finance at Kovio, a semiconductor printing innovator; CFO at Gale Technologies, a leader in testing automation software; VP Finance at Attune Systems and Controller at Nishan Systems, both data storage networking manufacturers. Prior to focusing on early-stage companies, Sirk held positions as Controller for the Palm Operating System division and several divisions within 3Com.
Sirk holds an MBA in Finance from UCLA’s Anderson School of Business and a BA in Business Economics from UC Santa Barbara.
Based: Bay Area
Mike brings to EGFS over twenty years of executive leadership and consulting experience in assisting both large and small organizations through difficult realignments of their strategy, finances, and business processes. Mike’s expertise includes aligning business strategy, improving operations, and driving both top- and bottom-line financial performance for all types of businesses. Mike is also an expert in financial modeling and developing scenario-based financial forecasts.
Mike began his career at Booz, Allen & Hamilton, successfully helping large Fortune 500 companies like Chevron, Mobil Oil, Apple, Fox, First Nationwide and Bechtel. While consulting at M Squared, he helped Cisco on a series of programs including incubating and growing a multi-billion dollar sales initiative. He has also held a variety of management positions within small companies, and has been an outside advisor to over a dozen start-ups.
Mike also served as Senior Director of Financial Business Technology at Levi Strauss & Company, reporting directly to both the CFO and the CIO, managing all finance related technology initiatives. At Corrigo, a small startup focused on mobile workforce management which was backed by CMGI, Mike served on an interim basis as both the VP of Sales and the VP of Finance, taking responsibility to restructure the company’s debt and work with new venture money to put the company back on stable footing for continued growth through the full dot-com era bubble.
Mike received an MBA in finance, marketing, strategy, and entrepreneurship from the Kellogg School of Management at Northwestern, and a BA in economics, mathematics, and psychology from Claremont McKenna College.
Based: Bay Area
Steven is a senior finance and operations executive with more than 25 years of executive-level management experience, specifically within technology-focused organizations. His specialties include: enterprise software/SaaS, international setup, M&A, raising capital, financial planning and modeling, and mergers.
In his position as Managing Principal at New Venture Support, Inc., Steven provided CFO/COO support for early-stage companies and new ventures, with a focus on raising investment capital, international expansion, organizational infrastructure, financial planning and analysis. Previously, as Vice President Finance of Dexterra, Inc., an enterprise mobile software company, Steven raised $106M in venture funding and built global corporate and financial infrastructure to support international operations. Prior to that, as Vice President, Financial Consulting for Corollary Solutions, a customer management solutions provider, Steven removed over $12M in costs in the first year after re-engineering, and moved Compaq from #5 to #2 in the market for customer satisfaction.
Steven has also served as Director, Support Operations for Conxion, Vice President Operations for Brigade Corporation; Vice-President, Business Operations for Telepost Inc.; General Manager for Techmar; Vice President, Chief Financial Officer for Softbank Inc.; CFO for PC-SIG/Spectra Publishing; and Controller/Operations Manager for Pacific Data Group, Inc.
Steven holds an MBA in International Business from Santa Clara University and a BS in Business Finance from San Jose State University.
Based: Bay Area
Alaa is an accomplished CFO with two decades of finance, management and operating experience with Internet, Software, SaaS, Hardware and Services companies.
Prior to Joining Early Growth Financial Services, Alaa ran his own finance consultancy, providing accounting and financial guidance to emerging and high growth Companies.
Alaa began his finance career at Arthur Anderson where he gained significant experience in mergers and acquisitions ranging from financial compliance of definitive agreements and due diligence. Alaa spent 10 years at Aptix Corp., where he helped the company grow from a small start-up to a company generating $60 million in sales with over 250 employees. Alaa sold Aptix to a major competitor in 2005.
Alaa is a CPA (inactive) and has a BA in Economics from UCLA.
Based: Bay Area
David Chu comes to EGFS with almost 20 years of global experience in financial management, investment analysis, and entrepreneurship. With his comprehensive investment background, David’s insight and value-oriented approach are of particular value to entrepreneurs, in fundraising and beyond. His areas of expertise include financial modeling, financial analysis, forecasting, budgeting, investor due diligence, pricing analysis, fundraising, product positioning, and compensation planning.
Prior to joining EGFS, David generated investment ideas and opportunities for his clients, first as a Managing Director at LAB Advisors and most recently as a Vice President at Merlin Securities in San Francisco. Prior to that, David co-founded Soma Asset Management, a long-short hedge fund investing across the capital structure. David also worked as a securities analyst at Scion Capital, a fundamental analysis, deep-value hedge fund. While at Scion, David launched the firm’s Hong Kong office and served as the company’s Executive Director.
David has a strong background in management consultancy and private equity, with experience both nationally and internationally, as a Research Associate at Abacus Capital Investments, an investment banker at Goldman Sachs in New York, and a private equity executive in Singapore with Equinox Capital.
David received his MBA from Harvard Business School and graduated magna cum laude from Georgetown University with a BSBA degree in Finance and International Business.
Based: Bay Area
Shelli O’Neal joins the EGFS with 20+ years experience as a finance professional. As a CFO, Controller, and Finance Manager for a wide variety of companies, Shelli’s expertise includes budgeting, financial reporting, cash analysis, revenue recognition, SEC reporting, and corporate tax.
Prior to joining EGFS, Shelli was a consultant, working with startups to larger companies to support their accounting and finance functions. Previous positions include Controller for Tela Innovations, Inc.; Owner/Controller Consultant for Finance Solutions, Inc.; Controller for Chelsio Communications; Manager, Venture Capital Tax for Deloitte & Touche; Manager, Corporate Finance for Xilinx; Finance Manager for Quantum; and Audit and Tax Professional for Deloitte.
Shelli holds her BS in Accounting from California State University-Hayward, School of Business and Economics.
Based: Bay Area
David Horning is an experienced finance professional with a strong technical and analytical background. His expertise is in helping technology-focused companies in the areas of financial forecasting, strategic planning and risk management.
David began his career as a Mechanical Engineer and Project Manager at Capstone Turbine where he led a team in the design and development of a new product line of gas turbine engines. He also worked as an investment professional at Palo Alto Investors where he invested in both public companies and private VC-funded start-ups.
Prior to joining EGFS David worked as an independent CFO consultant to a number of start-ups in the Bay Area. In this role he helped his clients with equity and debt financing, budgeting and reporting, financial modeling and forecasting, cash management, strategic planning, deal negotiation, M&A due diligence, divestitures and business valuation analysis.
David received a Ph.D. in Mechanical Engineering and M.S. in Management Science and Engineering from Stanford University, and his M.S. and B.S. degrees in Mechanical Engineering from the University of Washington. He has also been a Chartered Financial Analyst charterholder since 2005.
Based: Bay Area
Jayant Ishwar is a proven financial executive with extensive start-up experience. He brings more than 20 years of financial and corporate experience in both startup and established companies. He has raised venture financing of over $50 million for private companies. He has also arranged venture debt and equipment leases. He has negotiated and executed company exits. He assisted in raising over $500 million in equity and convertible debt for a large public company. He possesses strong planning, operating and M&A experience. He is experienced in dealing with law firms, in matters of corporate law, patent filings and patent litigation.
Jayant is currently a Consulting CFO at Early Stage Financial Services. He has worked in a similar role at a number of small software and semiconductor companies from 2010 onwards: raising capital, managing finance and administration, and providing support for the acquisition of two client companies by assisting in the due diligence process and dealing with law firms involved on both sides.
Previously, as CFO at Nanoconduction Inc., he set up the G&A function and managed all finance and administrative activities. Prior to that position, he was CFO at Herodion Corp., a semiconductor IP company that was bought by the leading competitor in the industry. Before joining Herodion, Jayant was VP, Finance at O2Micro, where he led the company through a successful IPO on Nasdaq. Previously, he held executive and senior management positions at Silicon Graphics, Grimes Company and Mitchell Madison Group.
Jayant received a B.S. in electrical engineering from Indian Institute of Technology and an M.B.A. from Harvard Business School.
Based: Bay Area
Raj Sinkar has over 10 years of experience spanning finance, investments, and entrepreneurship. His areas of expertise include financial modeling, financial analysis, forecasting, budgeting, due diligence, and fundraising.
Raj started his career at Alan Biller and Associates, where he served as an investment consultant to institutional and high net worth investors. His investment recommendations led to over $5 billion in allocations. As a research analyst at Palo Alto Investors, he evaluated and recommended investments in public companies and early-stage start-ups across several industries, including technology, business services, financial services, consumer, healthcare, and energy. Raj joined Producers Forum, an early-stage start up, as VP of Finance and Operations. His responsibilities included financial planning and analysis, strategy, customer acquisition, customer success, product development, product testing, and fundraising. As a Principal at Weber Capital Management, Raj evaluated investments in public micro-cap technology companies and led the firm’s first-ever institutional fundraising effort.
Raj received an MBA from Golden Gate University and a BS in Electrical Engineering from UC Santa Barbara. He is a CFA charterholder and a member of the CFA Society of San Francisco. He is also a regular contributor to The Startup Edge, an online magazine focused on entrepreneurship, start-ups, and technology.
Based: Bay Area
Todd brings an extensive background in technology financial management to EGFS, including deep experience in strategic planning, financial analysis, performance management, capital raising, mergers & acquisitions, systems’ implementations, revenue recognition/deal negotiation, and international operations.
Most recently, Todd was CFO of Determine Software (Nasdaq: DTRM) where he successfully transitioned the Company from an on-premise perpetual software developer to SaaS, raised significant debt and equity, and acquired two private software developers. Prior to that, he was CFO for Nomis Solutions, an emerging VC-backed price optimization software vendor. Earlier experience includes VP of Finance for Openwave Systems, VP of Finance for Experian, and various senior finance roles at Oblix (acquired by Oracle), Extreme Networks, Aspect Communications, and Applied Materials.
Todd holds an MBA from Santa Clara University, a BSC in Accounting from DePaul University and is a CPA (Active) in California.
Based: Bay Area
Isabelle is a senior strategic & operational executive focused on helping early-stage companies build a solid foundation through their financial decisions. With 20+ years of experience working with young companies, including 15 years in venture capital and public market investing, she brings solid experience working with startups to support the fundraising process including helping clients with the positioning, pitch deck, board deck and executive summary. Her areas of expertise also include strategic planning, forecasting, top-down/bottom-up and scenario modeling, budgeting, cash flow management and reporting.
Prior to joining EGFS, Isabelle spent 10 years at Crosslink Capital, a leader in venture capital and public investing, most recently as General Partner in charge of investing in Internet, ecommerce, consumer services and digital media industries. She also has extensive experience with software (SaaS) and services industries. Prior to that she spent several years in research at Goldman Sachs and Bear Stearns, as well as advising Fortune 500 companies on their investment and digital strategies through DiamondCluster International.
Isabelle holds an MBA in Finance & Accounting from UCLA’s Anderson School of Business and a BA in Communications & Marketing from The University of Pennsylvania.
Based: Bay Area
Paul Meyer is an experienced finance executive with a 25+ year track record in senior roles at start-ups and Fortune 500 technology companies. He has significant experience in fundraising from angel and venture capital to leasing/debt financing and initial public offerings. For the past six years, he has run a CFO consulting practice, focused on early stage to mid-market technology companies in the greater Los Angeles area.
Most recently, he was the CFO of Cynvenio Biosystems, Inc., an early stage medical device company. He was also General Manager of their plastic consumables manufacturing business, BioMolded Products LLC. During much of his career, Paul was with Interlink Electronics [NASDAQ:LINK] a developer of intuitive interface technologies for business and home applications, serving for sixteen years as CFO and Executive Vice President. He joined Interlink as CFO when it was a start-up with 25 employees, managed its transition through an IPO, and oversaw its growth for over 10 years as a public company to more than 200 employees worldwide, establishing offices in the US, Japan, China and Taiwan.
He is an avid participant in the entrepreneurial ecosystem of greater Los Angeles: He is the incoming President of Tech Coast Angels (Central Coast chapter), the Vice Chair of the MIT Enterprise Forum of Santa Barbara, a Technical Advisor for the Ventura Ventures Technology Center (V2TC) tech incubator, Founder and Chair of the Tech Industry Roundtable of Ventura County, Founder and Chair of the Entrepreneurial Speaker Series at the Ventura BioCenter life science incubator, Chief Financial Advisor for the Cal X-Stars life science incubator and Board Member of the Business & Technology Partnership of CSU Channel Islands.
Starting his career with Price Waterhouse, Paul obtained his CPA (license inactive) and has a BA in Economics from UCLA.
Based: Los Angeles
Andy McCormac comes to Early Growth Financial Services with 15+ years of accounting and tax executive specializing in growth companies. Andy has senior level expertise in mergers and acquisitions and turnarounds and core strength in the areas of equity accounting, cash management, forecasting and budgeting, corporate tax, management and board of directors reporting, and more.
And has experience servicing multiple early and mid-stage companies as a part-time CFO, primarily in the technology and professional services industries. He was Chief Financial Officer at venture capital funded Storactive where he was responsible for preparing financial reporting for Management and the Board of Directors, tax planning and compliance, tax audits, due diligence as target, fundraising, and budgeting for both growth and contraction. He also supervised Risk Management, Information Technology and Human Resources. Prior to Storactive, he served as Controller at Event411.com.
Andy began his career in public accounting, moving up to Senior Tax Manager at KPMG. During his tenure, he served clients in the mortgage banking, banking, hospital and physician groups, consumer products and technology industries. Subsequently, he held senior positions at SEC reporting companies such as Countrywide Home Loans, and Quarterdeck Corporation.
He earned a Bachelor’s degree from the University of Southern California and is a CPA (inactive) in California. Andy is an avid tennis player, a Los Angeles Lakers fan, and lives near Venice Beach, California.
Based: Los Angeles
Vince McCord has over thirty years of financial management and executive experience. He has served as CFO for thirteen private, venture-backed startups and one public company. His expertise includes financial planning, financing, cash management, and contract negotiation. He is also adept at managing functions outside of the financial arena including human resources, legal, information technology, and site facilities.
He began his career at IBM as a computer marketing representative and then switched to finance where he held a variety of assignments including Manager of Financial Analysis for all storage products and software language and database products as well as Site Manager of Financial Analysis and Planning for the IBM San Jose Site. He also created and led the financial planning organization for Conner Peripherals, the PC computer storage company that became the fastest growing manufacturing company in U.S. history. As Corporate Controller of LSI Logic, the ASIC semiconductor pioneer, he architected the company's successful restructuring that resulted in a dramatic twenty-fold increase in the Company's share price. He also negotiated the company's buyout of their manufacturing partner in Japan where he served on the joint venture's board of directors.
Highlights of his experience in the private arena, include IntruVert Networks' successful acquisition by IT security leader, McAfee Associates and also the successful sale of three other private technology companies. As a private company CFO, he has raised over $120 million of equity capital and $60 million of venture debt.
Vince holds an MBA from the Harvard Business School and a BS in Applied Mathematics from Georgia Tech.
Based: Los Angeles
Rudy Barthelemy joins Early Growth Financial Services (EGFS) with over 16 years of corporate finance and strategic advisory experience as an investment banker and management consultant. Rudy has worked with a wide variety of clients from Fortune 500 companies to early-stage startups. His areas of expertise include: equity and debt fundraising; mergers and acquisitions; transaction preparation and due diligence; financial planning and analysis; forecasting; budgeting; management reporting; and operational finance. Rudy has advised and executed over $3.2 billion in transaction value.
Rudy has experience in a wide range of industries including: software (SaaS), technology, consumer goods, apparel, media, telecom, electric automotive, business services, distribution, logistics, food and beverage, energy infrastructure, manufacturing and industrials.
Prior to joining EGFS Rudy was a Management Consultant and has advised Faraday Future, American Apparel, Inc., Westfield, Inc., Murad Inc., Telscape Communications, Inc., Radian Memory Systems Inc., Brandify, Inc. and Velocify, Inc., among others. Previously, Rudy was a Managing Director in Investment Banking at DelMorgan & Co., where he advised public and private companies on mergers and acquisitions and private placements of debt and equity.
Prior to DelMorgan & Co., Rudy began his investment banking career working at several leading global investment banks including: Barclays Capital, Morgan Stanley, and Bear Stearns, where he primarily focused on leveraged finance and mergers and acquisitions with private equity groups.
Rudy graduated cum laude with a B.A. in Economics from the University of Pennsylvania. While at UPenn Rudy was a member of the Varsity Track and Field and Cross Country teams and the Sprint Football team.
Based: Los Angeles
John has been a consulting CFO since 2015. He has served in various capacitates for several technology, media, and entertainment clients leading finance and accounting functions; budgeting and forecasting; metrics and KPI tracking and analysis; strategic transactions; and fundraising. John is comfortable talking GAAP, movies and TV, new technologies, sprint planning, pricing strategies, sports, app development, and everything in between.
John was the CFO of Sony Media Cloud Services (“MCS”) for four years. MCS was a small, subscription-based, SaaS company that began as an idea to disrupt traditional tape-based production workflows for the entertainment industry. John was there from the beginning helping incubate the idea; drive all business planning and modeling; feasibility, market and competitor analyses; partnership exploration; and funding alternatives. As CFO, John handled all financial requirements and served on the Management Committee advising on product design, engineering, business development, marketing, legal, pricing, and overall company strategy.
John spent eleven years at Sony Pictures Entertainment (“SPE”) where he helped executives for over one hundred departments optimize and expand operations, improve competitiveness and increase revenue and profit.
He led a wide range of projects, including creating file-based production and distribution systems for SPE content, developing 3D and 4K strategies and workflows, expanding production and post production capabilities and implementing various content protection and monetization initiatives.
Prior to joining Sony Pictures, John spent five years in investment banking and consulting focusing on media, entertainment and technology clients.
John holds a BS in Finance from Indiana University.
Based: Los Angeles
Sue Mulligan is a licensed CPA who brings nearly 20 years of accounting and finance experience in her role as Chief Financial Officer for Early Growth Financial Services. Most recently, she started her own outsourced financial staffing firm providing finance and accounting services to start-ups and small companies. Her clients included software, hedge fund, investment banking and on-line education companies. She has been actively involved in fund raising for client companies and performing due diligence.
Prior to that, Sue was a CFO for a venture capital firm focused on high-tech and bio-tech industry. She managed the financials for the firm and worked their portfolio companies.
Sue has significant audit experience in both internal and external roles with the Tribune Companies and KPMG, respectively. She has also served on several international engagements in the systems consulting group.
Sue holds a B.S. in accounting from Marquette University. She is a licensed real estate broker and is actively involved in several charitable organizations.
Robert has 20+ years of global financial, legal and operational executive experience, including as an Owner, CFO, General Counsel and as a strategic and financial consultant to early-stage, middle-market and Fortune 500 companies. He has an excellent track-record of building the infrastructure of start-up and growth companies and facilitating the growth of businesses of all sizes. Robert has industry experience in technology, financial services, banking, bio-tech, clean energy, manufacturing, engineering, distribution, transportation, retail, MedTech, EdTech and others.
His experiences and his MBA, JD, and Masters in Accounting (GPA 4.0/4.0) are very valuable in providing CFO services to early-stage companies, including financial reporting oversight, financial modeling, marketing and product analysis, pricing, budgeting, cash flow management, strategic planning, compensation planning, tax, valuation, due diligence and venture capital and debt fundraising. A financial and legal background makes him adept with regulatory financial reporting and regulatory and legal compliance.
He has quarterbacked and had hands-on responsibility for the strategic, financial, legal and operational elements of mergers & acquisitions, joint ventures, strategic alliances and multi-million dollar distribution, vendor and customer agreements. He has done business in 30+ countries, involving overseeing low-cost/high quality country sourcing and establishing operations and working with management teams on 4 continents.
Robert’s operational expertise also includes: the build-out of finance, administrative, legal and other departments and the development and implementation of business processes and policies consistent with the owners, investors and founders’ vision.
Rich comes to EGFS with 13 years of Accounting and Finance Operational experience in the Alternative Asset Management Industry.
He served as both Director and Controller of Fund Accounting for ff Venture Capital, a prominent seed and early stage venture capital firm investing in such industries as cybersecurity, artificial intelligence, drones, enterprise cloud software, and crowdfunding. He was tasked with managing all daily transactional activity of the firm’s six managed funds and its management company. In addition his responsibilities included budgeting, cash flow management, financial analysis, investor reporting, audit management, and tax management.
Prior to that, he served as an Analyst at Vicis Capital, LLC, a multi-strategy hedge fund who had $6 Billion in Assets Under Management at its height. At Vicis he managed the fund’s Private Placement portfolio, including performing corporate actions, valuations, and due diligence. In addition, he managed the relationship with the firm’s Administrator, International Fund Service, with whom he began his career as an Associate.
Rich holds an MBA from Fordham University and a BS in Finance from St. John’s University.
James Scott has been growing technology companies since 1987, by defining strategy and implementing related tactical operational and financial planning and support to achieve success. James is a multi-industry pro with expertise in IT Manufacturing, Software, SaaS and IT Services and an architect of frameworks to empower managers, employees, vendors and customers to optimize stakeholder value creation. As CFO at a series of technology companies, James has experience successfully raising Private Equity and Venture Capital funding and providing the financial and operating plans to optimally grow those technology companies.
James’ executive experience includes: COOCFO for TetherView (start-up provider of Private Cloud Services to the SMB Market) and CFO at Binary Tree (IT Consulting Services, Enterprise Software, SaaS), V12Group (Marketing Services SaaS), ExpertPlan (Financial Services SaaS), and VLearn International (Online Learning SaaS). He was also the former Vice President of Finance and Administration at Spirent Communications (IT Manufacturing).
Early in his career, James was staff accountant for a series of companies whose growth strategy was in making strategic acquisitions. His role was to perform buy-side modeling, related due diligence and hands-on financial integration of the acquired companies. Not only was the role to create the model, but to make that model a reality. As both a Divisional and Plant Controller in manufacturing (Electronics Equipment, Glass Containers), his expertise in cost accounting and financial planning and analysis directly resulted in improved profitability and related value creation.
James’ foundation working with startup founders stems in part from joining an early stage electronics equipment manufacturer (then still located in a garage!), and growing it to successful exit. This exposed him to the unique challenges of growing from zero, fund raising, and the diligence side of the sale process.
James is a Certified Management Accountant, President of the NJ Shore Chapter of the Institute of Management Accountants, Ambassador for the New Jersey Technology Council, and New Jersey Technology Council CFO Hall of Fame Member. He holds his BA in Economics from Rutgers College and MBA in Finance from Rutgers Business School.
Based: New York City
Perry Panchmatia is a Senior Finance Analyst and Business Leader with over 10 years of experience helping to guide companies towards the achievement of profitable growth. His specialties include financial modeling and accounting controls, audit and tax compliance, corporate finance, financial management and cost accounting, contracts and due diligence negotiations.
Perry has worked for Fortune 500 organizations as well as small to medium-sized privately-held, venture-backed companies in a wide variety of industry sectors including technology, chemicals, telecommunications, and manufacturing.
Before joining EGFS, Perry filled the role of Senior Financial Analyst / Business Advisory at MISA Group / Nilefos West Inc. where he was involved in M&A, financial analysis, accounting system implementations, financial modeling, deal (equity and debt) structuring, and due diligence for various group companies and key startup projects.
Prior to that, as VP of Finance and Business Development at ACI Communications Inc., Perry was an active co-architect of acquisition, turnaround, offshoring, and growth strategies that successfully transformed a faltering division into a profitable, thriving company.
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