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
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
Jerry has over 25 years experience as a hands-on CFO and executive at numerous hi-tech, financial and manufacturing companies. He is a former partner at the Hiller Group, focused on turnarounds and corporate restructurings. Previously, Jerry held the position of CFO at Clean Filtration Technologies, a clean-tech company sold to The Dow Chemical Corporation. He worked as VP, Finance and recruiting partner at Essential Solutions, an executive recruiting firm focused on VC-backed technology startups, and as CFO and EVP of Marketing, Engineering, and Operations for Fyre Storm, Inc., a digital power management ASIC developer. Jerry also held C-level and executive level positions at other technology firms: Galleon Corporation, GaAs MMIC’s and transceivers for wireless broadband; Spectrian Corporation, RF power semiconductors and systems; and Syquest Technology, hard drive removable storage.
Jerry has been a consulting CFO at several Tier 1 VC backed companies including Panzura, Tula Technology and Exalt Communications. Jerry has a BA in Physics from Rice University.
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
Tina J. Gentile is experienced in the areas of financial management, strategy and capital planning, as well as turnarounds and restructuring. Tina’s true passion is to help companies and people reach their full potential while preserving and creating value for stakeholders. Her professional expertise touches all areas of an organization, from sales and finance to operations and strategy. She has a proven professional record of managing credit risk, preserving value and structuring debt and equity solutions.
She served for over a year as the interim chief financial officer for an $8M micro-cap public company, facilitating the restructuring of debt, cost-cutting measures, SEC reporting, cash management and financial planning. As vice president of business development at State National Companies, she built the systems and team to manage $1 billion in risk and $800 million in collateral while growing revenue by double digits annually.
Tina has also worked as a consulting business development officer and portfolio manager in the creation of a $300 million Goldman Sachs Credit Partners portfolio. She played an integral role to the development of the team, risk policies and operating systems to support the high-risk, structured finance Credit Partners product. As interim director of strategy, Tina assisted in hiring and structuring the strategy function of a $250M subsidiary of a public company. She also assisted in building financial projections and business plans to facilitate audits, funding rounds and debt underwritings for organizations in all stages of maturity.
Tina served on the boards of several nonprofit organizations, including Step Up Women’s Network Los Angeles and The Anderson School of Business Alumni Association.
Tina started her career in the financial advisory services practice at PricewaterhouseCoopers and holds an MBA from The Anderson School at UCLA and a BA from Claremont McKenna College.
Based: Los Angeles
Sandeep Gill has over 20 years of financial and operational experience spanning the logistics, consulting, advertising, software, alternative investments, and the analytics industries. He has helped scale promising start-ups into category defining successful companies through superior financial management and systematized business intelligence practices.
Prior to PandoLogic, Gill worked at Novus Partners, Nomi Technologies, Shift Labs, MediaMath Inc., and at McKinsey & Company in various finance roles. Sandeep studied Nautical Science at LBS College, India and holds an MBA from INSEAD, France.
Based: New York
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
Eric’s background includes 25 years of corporate operating and investment experience in early and mid-stage companies. He has held the CFO position at several successful Silicon Valley companies in the ecommerce, data, and social media industries.
Eric was previously a partner in Carbyne Capital Partners, investing in and operating early stage technology companies. He was COO/CFO of mFirst Security Ltd., a mobile application security firm, and CEO of Forgge, an Uber-style 3D printing company. Eric also served as the COO/CFO of Buildfax, the world leader in property history data, COO/CFO of Reframe It, a social network technology company, and as CFO of Sitoa Corporation, an e-commerce company in the Bay Area. He also restructured and ran the operations of one of the largest Habitat for Humanity affiliates. Eric began his career in PricewaterhouseCoopers LLP’s financial advisory group and the International Trade Administration at the U.S. Department of Commerce in Washington, D.C.
Eric received his M.B.A. in finance and strategy from Yale University and his B.A. in Economics and International Studies from American University. He is an avid traveler and enjoys his family, tennis, squash, soccer, and skiing.
Based: New York City
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
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
Amjad has over 25 years of experience in operations and finance. He has been a serial entrepreneur in Silicon Valley and has co-founded two companies. Amjad was a co-founder of Sun Hydrogen, a clean energy company which developed technology for producing hydrogen and oxygen gas from solar energy that would reduce/eliminate GHG (Green House Gas CO2) emissions. He was also a co-founder of WaferGen Biosystems, a biotech company which he took public (NASDAQ:WGBS). Later, WaferGen got sold to Takara Biosystems for $50 million. At WaferGen, he was a CFO, Treasurer, COO and Board Member from day one and took care of all finance and operations activities including taking care of all accounting functions such as A/R, A/P, Procurement, Raw Materials and Finished Goods Inventory, Payroll, P&L, Balance Sheet, Cash Flow analysis, Budgeting, Cap Table, Fund Raising, Forecasting, Setting up Business Processes, Business Analytics and S-1 filings before going public. After the company went public, he was responsible for SEC filings such as filing 10Qs, 10Ks and 8Ks in a timely manner, holding stock holders meetings, and releasing earnings to public.
Prior to being an entrepreneur, Amjad worked for Nortel Networks, PwC, KPMG and Kraft Foods. He has an MBA in Finance from Golden Gate University, San Francisco and a BS in Industrial Engineering from St. Cloud State University, St. Cloud, Minnesota. Amjad has also been a co-inventor of novel technologies on Apparatus side of Stem Cell research and DNA Analytics and holds 9 patents.
Amjad is a recipient of the prestigious PVSA (Presidential Volunteers Service Award) given by President of United States to Volunteers for giving extraordinary service to communities they live in.
Location: Bay Area
Paul has over twenty years of financial experience in technology, entertainment, and product development. He conceived and launched Surf Monkey, the world's first online service for kids, and introduced it publicly with Bill Gates.
Paul was Director of Business Development for Giant Studios, and while there, Giant worked on Avatar, The Hobbit, Planet of the Apes, Tintin, Real Steel, Halo, Call of Duty, and other movies and games. Paul managed the financial strategy, key revenue relationships, investors, HR, and marketing, and was instrumental in the sale of Giant Studios to James Cameron after the release of Avatar.
Recently Paul has been active in financial consulting to numerous companies in virtual and augmented reality and advised in the successful sale of a virtual reality headset company. He is an adjunct professor of finance and accounting at Pepperdine, where he created a course that includes accounting, finance, personal finance, negotiations, and entrepreneurship.
Paul is the creator of EZ Numbers financial projections software which has helped raise over $1 billion for thousands of startups. He's an active speaker and is writing a book on startup funding.
Paul received his MBA from the Wharton School of Business, an MA in International Studies from the University of Pennsylvania, and a BA from the University of Illinois.
Location: Los Angeles
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
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
Eric Leaf is a certified public accountant with over 30 years of experience in financial services, media and entertainment, and publishing industries. He has also experience with government contracts as well as working with various non-profit organizations. His areas of expertise include mergers and acquisitions, financial modeling, investor due diligence, financial analysis, forecasting, budgeting, audit preparation, cost and internal controls review.
Prior to joining EGFS, Eric worked as the CFO of a small financial services company developing financial models for existing and new businesses. His responsibilities included establishing and maintaining banking relationships, securing funding and managing the annual certified audit. In addition, he was responsible for implementing various software programs both purchased and developed.
Eric’s experience also includes working with various companies servicing the business to business sector as well as direct to consumer. He has worked for a number of large media firms involved with mergers and acquisitions.
Eric received his BS in accounting and his M.B.A from Long Island University.
Based: New York City
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.
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
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.
Andy 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
Lee has over 30 years’ experience in technology sector finance roles including 16 years as Chief Financial Officer at public and private companies. He is a hands-on professional with proven expertise in strategic planning and modeling, real-time cash management, ensuring operating stability in constrained business environments, and a strong track record of partnering with CEOs to attract and retain talent. He has broad experience working with the venture capital community, boards of directors, commercial and investment banks, the SEC, and NASDAQ.
Prior to joining EGFS, Lee spent 7 years as CFO of DNN Corp., a venture-backed company that developed and marketed a subscription-based content management system. DNN was acquired by ESW Capital in August 2017. Prior to DNN, Lee was CFO at two other private, venture-backed companies, Librato Inc. that developed and marketed resource management software for cloud computing and physical data center environments (acquired by SolarWinds) and Panta Systems Corporation that manufactured and marketed an Oracle-based data warehouse appliance.
Lee spent 5 years as CFO of Versant Corporation, a publicly-traded software company (NASDAQ CM: VSNT) that developed and marketed specialized data management systems.
Prior to Versant, Lee was Director of Financial Planning & Analysis at Philips Components and played a key role in the finalization of the joint business plan financials of the $4 billion LG.Philips joint venture. Prior to Philips, Lee was Controller of Digital Link Corp., a publicly-traded company (NASDAQ: DLNK) that that manufactured and marketed digital access equipment for wide area networks. Lee commenced his career at Measurex Corporation, a publicly-traded multinational company that manufactured electronic process control systems (acquired by Honeywell) and held various accounting and finance roles in Europe, Asia, and the United States.
Lee holds an MBA from Pepperdine University and is a Chartered Certified Accountant.
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
Dan Morgan is a strategic technology executive with extensive experience in finance, accounting and business operations primarily in the Networking, software SAAS and Consumer spaces. Most recently, Dan has consulted with startups in the capacity of CFO. He led teams which achieved $110M+ in top tier VC, Angel, and corporate backed funding and grown firms on average by 2x. Dan also has extensive M&A experience with both public and private entities valued at ~$900M. He has provided due diligence for timely and smooth close processes that reduced costs by 40%.
Prior to consulting, Dan spent two years leading finance for Lytro, a startup VR company. Prior to Lytro, Dan held a number of executive roles including the positions of Chief Accounting Officer at Lumileds and VP of Finance for Force 10, which was sold to Dell. Dan holds a MBA from Purdue University and a BA in Accounting from University of Alaska Anchorage.
Based: Bay Area
Tom O’Flaherty is a business change champion and a seasoned operational finance executive with over 25 years of cross-functional finance, strategy development, and multi-disciplinary business experience as CFO/VP Finance for venture-funded start-ups in the Telecom industry.
Prior to joining EGFS, he was a co-founder of CaféX Communications, Inc., a management buyout entity spun-off from the software division of ThruPoint, Inc. and served as the CFO of both companies from their inception. He later sold off ThruPoint’s professional services business to Acuative Inc.
During his tenure, Tom raised over $100M in Equity and Debt capital for these startups, including complex liquidation preferences; played a key role in the acquisition of several domestic and international businesses, and oversaw the successful post-integration into the business to realize investment actualization. He also developed cash flow models to track the company’s liquidity needs and created KPIs for the overall governance of financial results, forecasting, business plans, equity records, Compensation Committee, and customer contracts.
Tom began his career at Timeplex, Inc., a worldwide provider of hardware, software, and maintenance IT solutions as a cost accountant, and within ten years was promoted to worldwide Corporate Controller.
Tom holds an MBA in Finance from Fairleigh Dickinson University and a BS in Accounting from Montclair State University.
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
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
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.
Karl Pawlik is a leader in the areas of finance, accounting, and strategy. Karl brings 20 years of experience in various markets including medical devices, tech., manufacturing, food and consumer goods, bottling, assembly, healthcare, warehousing and logistics, as well as subscription-based businesses, and SaaS based organization. Continued success has been achieved through a combination of applying strong analytical and big picture perspective, high levels of interpersonal agility, clear communication, business acumen, and professional flexibility.
Karl started his career as a financial analyst with Applied Materials where he first enabled development teams to achieve their development goals and market leadership by delivering financial insights and establishing and meaningful KPIs. At Applied Materials, Karl also worked with in the areas of cost accounting and managerial finance for the Volume and Global manufacturing organizations. In these roles, Karl was able to contribute to substantial cost reductions by working with management and procurement to identify unfavorable variance drivers and transfer manufacturing to more cost advantageous environments.
For the next 10 years, Karl expanded his career with St. Jude Medical (recently acquired by Abbott Labs) where he worked in the areas of FP&A, forecasting and financial analysis for sales, marketing, development, operations and general administrative groups. Karl also led the Strategic Market Analysis team for the company’s Implantable Electronics division, led the establishment of meaningful sales forecast and key performance indicators, identified market values and submarket niches, created organizational strategy, and was a key member of cross functional diligence teams that resulted in several significant acquisitions. Karl led the divisional communication of financial and market insights to executive and C-level leadership for investor and board communications.
In 2013, he began to serve as an independent finance and strategy consultant specializing in working with startup and small business. Over the last 5+ years, Karl had led finance and accounting teams for multiple organizations operating in various markets. In these roles, Karl has enjoyed working with entrepreneurs and their teams to develop a strong financial foundation, establish strategic and operating plans, working with investors and corporate directors, as well as raising funds from high net worth individuals and institutional investors.
Karl holds a B.S. in Finance and Accounting from the University of Arizona and an M.B.A. from California State University at Northridge.
Based: Los Angeles
Andrew's prior experience is in many different roles, including acting as CEO, COO, and CFO for numerous tier-one venture and private equity-backed companies. He has managed and scaled technology companies and has frontline expertise investing in, building and leading entrepreneurial opportunities. He is a cross-disciplinary business strategist with experience managing and refining operations of complex business units in fast moving and dynamic environments, combining vision and strategy with collaboration and execution to significantly improve performance and create shareholder value, culminating in successful liquidity events.
Andrew is also a founder and fund manager for Accelerated Traction Venture Partners, an early stage seed fund. He has raised over $50 million in seed, venture and debt returning an overall 6X cash on cash return to investors.
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
Ms. Rosen has extensive finance and accounting experience and has helped launch several companies in the financial services, medical device and pharmaceutical sectors. From March 2018 to the present, Ms. Rosen has served as a Consulting CFO to MediQuire, Inc., a venture capital backed healthcare technology company. From May 2016 to the present, Ms. Rosen has served as the Chief Financial Officer of TheGiftBox.com. From June 2013 to October 2106, Ms. Rosen served as the Chief Financial Officer of RenovaCare, Inc., a publicly traded medical device company. From May 2012 to March 2013, Ms. Rosen served as the Chief Financial Officer of Armada Oil, Inc. and its wholly owned subsidiaries and guided Armada’s merger with another energy company. From September 2010 to March 2012, Ms. Rosen served as the Treasurer, Chief Financial Officer and Chief Administrative Officer of Tonix Pharmaceuticals Holding Corp. and its wholly owned subsidiaries, and guided its conversion to a public entity.
From 2007 to 2010, Ms. Rosen served as the Treasurer and Chief Financial Officer of Validus Pharmaceuticals LLC and its predecessor companies, and was a Senior Vice President of Wood Creek Capital Management, the founding sponsor of Validus. From 2010 to 2016 Ms. Rosen was a CFO partner at Tatum and since March 2017 to the present has served as a CFO Consultant with Burkland Associates. Ms. Rosen was a Managing Director of Insurance and Alternative Asset Management Investment Banking at Putnam Lovell NBF and a Managing Director of Insurance Investment Banking at CIBC World Markets (formerly Oppenheimer & Co.).
Ms. Rosen earned her MBA in Finance & Accounting and her BS in Economics from The Wharton School of Business, where she graduated summa cum laude, and her MS in Taxation from the Fox School of Business. Ms. Rosen started her career with PricewaterhouseCoopers LLP and is a Certified Public Accountant.
Based: New York City
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
Raj Seshadri, brings 20+ years of CFO and financial consulting experience to the development of business models for profitability and growth. He has a proven record in strategic finance initiatives, such as fundraising, recapitalizations, and crafting M&A events. Raj has worked with several companies in the software, SAAS, ecommerce, media, specialty retail, and specialty construction industries.
Raj is CFO for a software startup company, which has expanded overseas and raised over $30 million in Series A financing. Concurrently, he worked as an internal CFO at a major venture capital fund for its in-house, incubated startup companies. Recently, he was CFO at a private-equity owned holding company and at its operating subsidiary, where he led and successfully concluded its M&A transaction. He was also CFO of a NASDAQ-listed public company where he led the effort to restructure its balance sheet which had $40 million in assets, to raise $4 million in cash from spin-offs, and to consolidate operations rationalizing its cost structure. He was also responsible for SOX compliance, SEC reporting and compliance with US GAAP on such issues as goodwill, revenue recognition and software capitalization.
Earlier, in venture fund/entrepreneur owned companies, he held positions as CFO of a startup specialty construction company that grew to $27 million in revenues through acquisitions, as CEO of a $5 million media/publishing company, and as CEO of a $25 million specialty retail chain. In each situation he successfully led funding efforts from institutional investors.
Raj started his career in corporate finance at a regional investment banking firm working on IPOs. Raj has an MBA with Distinction, from the Stephen A. Ross School of Management at the University of Michigan, and an engineering undergraduate degree from the Indian Institute of Technology. He has been a member of the Board of Governors of the Financial Executives Institute, Silicon Valley Chapter.
Based: Bay Area
Vasanth Shenai (V) is a seasoned finance executive with over 20 years of experience working in both private and public companies. He has significant experience being a thought partner for leadership teams in driving topline growth and providing quantitative decision support. He is a hands-on finance leader, analytical and big picture focused, and has built strong relationships with the teams he has supported.
V has extensive experience in SAAS, e-commerce, technology, retail, and advertising. He has experience working in fast and dynamic environments, providing both strategic and tactical support to leadership. He has helped to drive growth/success through financial management and highlighting key metrics for decision support with leadership. His strategic finance experience includes scenario modeling, driver-based financial modeling, cash flow/liquidity/burn rate management, strategic planning, pricing strategies, competitive analyses, 1-3 year planning based on strategic priorities, budgeting/forecasting, cash flow forecast, and financial analysis.
V's startup experience includes SAAS Funnel optimization, metrics/KPI’s, intuitive BOD slides, SAAS pricing, sales compensation/commission planning. He has experience with the startup fundraising process, including pitch deck, board deck, and telling the financial story with a product-market fit and KPI’s/metrics. He also has experience with sales & marketing support including driver-based model-revenue model, deal economics, sales trends/insights/attainment, sales comp and quotas, sales velocity & efficiency, rep performance, tier-based sales playbook, GTM/Channel Strategy, marketing/demand gen ROI, conversion/cohort analysis, ASC 606, CAC, Magic #, Payback, LTV/CAC, and churn.
Prior to joining EGFS, V held a number of leadership finance roles at Dell, Microsoft, Apple, Walmart e-commerce, and at a few other startups. V holds an MBA in Finance from the University of Notre Dame and an undergrad in Mechanical Engineering.
Located: 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
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
Gene Shook has over 30 years of financial and operational experiences spanning software/internet/social media, wine and spirits, food retail, health care, events/entertainment, and financial service industries. He has successfully combined solid strategic planning, analytical thinking, and creative problem solving skills with outstanding educational qualification to consistently contribute to bottom line efficiency, performance, and profit improvements.
Gene has over twenty years of experience as an executive with an impressive record of achievement in development and maintain complex project and assets financial models that forecast detailed profit and loss statements, cash flow projections and balance sheets. He has hands on management experience with notable contributions as Treasurer and Finance Manager in order to build organizations that capture emerging business opportunities.
Gene’s core competencies include Mergers and Acquisition, Banking Relationships, Budgeting & Cash Flow Optimization, Credit Management, Tax Planning, Investor Relations, Cost Reduction & Revenue gain, Business & Financial Controls, Risk Management, Equity & Debt Structuring, and Foreign Exchange Trading. Gene began his career at Morgan Stanley assisting the FX trading desk.
Prior to joining Early Growth Financial Services, Gene ran a venture accelerator, New Factor Ventures, in Seattle Washington where he carried out the role of CFO for several companies including Roasting Plant (a chain of coffee houses), Supirb (a social media based event management service), and The Enhanced Home (a premier design company). Additionally, Gene has operated a personal Financial Management and Tax Advisory for the past ten years.
Gene has a Master of Science in Finance from Boston College, and MBA from Nijenrode, the Netherlands School of Business and a Master in Science in Operations Research from Columbia University. Gene has a Bachelor of Science in Chemical Engineering with a minor in Dramatics from Northwestern University.
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
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