San Francisco
Fractional CFO for San Francisco & Bay Area companies
Bay Area businesses live and die by unit economics: cohort retention, contribution margin, LTV to CAC, payback, and the discipline to know which growth is worth funding. That's the work I do.
I serve as a fractional CFO to San Francisco consumer technology, subscription, and marketplace companies — building the operating plan, the investment frameworks, and the investor-grade reporting that support the next raise or transaction. Engagements are remote, on Pacific hours.
Who I work with in the Bay Area
- Consumer technology
- Consumer software, hardware, and platform businesses scaling past their first finance hire.
- Subscription & DTC
- Recurring-revenue and membership models where retention math drives valuation.
- Marketplaces & platforms
- Two-sided and multi-sided businesses balancing take rate, supply investment, and contribution margin.
- PE-backed & founder-led
- Sponsor-owned platforms and founder businesses needing institutional-grade finance without a full-time CFO.
The experience behind it
I led corporate development and M&A at Amazon — $1B+ in acquisitions across digital content, consumer internet, and devices — and owned business planning for a subscription service with 85M+ subscribers, launching multiple 0→1 businesses that drove $1B in value.
A Citigroup-trained investment banker turned operator, I bring both sides: the diligence standard capital providers expect, and the operating judgment to run the business against a plan.
How I help
- Capital allocation frameworks
- Unit economics, LTV/CAC, contribution margin, and scenario analysis to decide where the next dollar goes.
- Fundraise readiness
- Model, data room, and diligence management for equity and debt processes through to close.
- FP&A that scales
- Bottoms-up plans, rolling forecasts, and variance analysis tied to real operating drivers.
- M&A advisory
- Buy-side and sell-side execution: valuation, diligence, structuring, and integration.
Remote, and available where you are
Engagements run remotely with a cadence set to your team's calendar. Alongside San Francisco and the wider Bay Area, I work with companies in Los Angeles and New York.
Let's build the finance function your business needs to scale.
Whether you're preparing to raise capital, evaluating a transaction, or scaling the business — let's talk.
Get in touchNew to the model? Read the fractional CFO guide.