Fractional CFO for Impact-Focused Startups
Founding a business is hard, especially a purpose-driven one.
Every startup should have access to strategic finance expertise to ensure they're charting a course that achieves purpose with profitability.
Gain Visibility
Understand your financial health and how to improve cash flow and performance.
Build a strategic plan and utilize stage-appropriate tools and processes to accelerate growth.
Persuasively communicate your company's value proposition to investors.
Unlock Capital
Prepare to Scale
Strategic finance expertise that's tailored to your needs.
Up your finance game and accelerate your impact.
Hi there, Brian here.
I decided to launch the Purpose-Driven CFO out of a sense of responsibility to my two young daughters after seeing one of them have trouble breathing amidst the latest round of forest fires in our area. As someone who has built a unique set of skills over the past two decades, I realized I had a powerful opportunity to help early-stage, purpose-driven companies working to improve peoples' lives.
Over my career, I've gone from attorney to strategic finance leader at Google & Microsoft to 3-time startup CFO across a variety of industries. These experiences have given me broad perspective and a Swiss Army knife skill set well-suited for early-stage companies. Through the Purpose-Driven CFO, I am committed to empowering impact-oriented startups to achieve purpose with profitability and pave the way for a brighter future for my daughters (and the rest of us too).
My experience helping innovators
Full-time (Fortune 100)
Financial Planning & Analysis (FP&A) Lead. Honed strategic finance best practices working with a world-class finance team. Helped develop and bring new mobile hardware + software technology to market.
Fractional
FP&A Lead. Helped launch new initiatives for Microsoft Store, e.g., its eSports studio.
Finance Lead. Built the finance function from scratch for a Health Tech / AI SaaS startup. Led the Series B fundraise. Company acquired by Providence Health.
Finance & Analytics Lead. Led the finance and business analytics functions for an operationally sophisticated startup using AI to reduce food waste at grocery strores.
Finance & Analytics Lead. Led the finance and business analytics functions (created the latter) for an operationally sophisticated marketplace matching Fortune 500 companies with truck drivers to efficiently move shipping containers out of ports. Raised equity and debt capital.
Early-stage startup providing AI-powered deposit return systems.
Early-stage startup transforming elder care coordination with AI.
Early-stage startup using AI to improve health care outcomes.
Full-time (Startup)
I ramp quickly and make an impact
Cash Management
Fundraising
Profitability
Visibility
Raised over $60M in capital by demonstrating companies’ potential to investors in a credible & persuasive manner.
Recovered $22M in inherited delinquent accounts receivable (on $40M in revenue) at Dray Alliance and negotiated millions more in vendor credits to substantially extend runway.
Improved gross margin by >30% in my first six months at Dray Alliance through more sophisticated pricing and multiple operational improvements.
Created and implemented a substantially more accurate method for tracking gross margin at Shelf Engine, resulting in a clear understanding of key profitability drivers.
Testimonials
Jake Jolis
Matrix Partners
"Brian’s work was above-and-beyond strong. I wish all of my portfolio companies had someone like him."
Rohan D'Souza
Founder / CEO of Avante
"Brian is a rare breed that offers a uniquely versatile set of skills and the ability to fly at many altitudes - qualities especially important for early-stage companies that require sound strategic thinking with the right balance of tactical delivery."
Shawn Ramirez
Founder / CEO of Elora
"Working with Brian is a game changer. He's helped me workshop everything from my financial model and cash flow to hiring and fundraising--while helping me think ahead to what I'll need as I scale. I wanted to know my levers that drive success, and with Brian, I gained clarity and foresight to navigate resource constraints, growth, and the market with confidence. He's also an incredible sounding board, offering insights when I need it most."
Martin Nero
Founder / CEO of Recycletek
"Brian is fantastic. He’s extremely results-driven, quickly able to ramp and spot opportunities, and passionate about helping us achieve our goals, all while maintaining a high degree of authenticity and integrity in all his work."
Services
Financial expertise informed by my experience with Fortune 100 companies and early-stage startups, tailored to your needs.
Access tailored strategic planning that maps out your path ahead and gives you a clear understanding of your levers for growth and profitability.
Cash Flow Management
Gain clear visibility into your cash flow, optimize to ensure you maximize runway, and capture the opportunities in front of you.
Raising Capital
Investor Reporting
Craft a credible and persuasive story that clearly articulates your company's potential, lead investor engagement, and unlock capital.
Business Process & Tools
Financial Dirty Work
Financial Performance
See Around Corners
Improve financial visibility and company performance through intuitive financial statements, illuminating metrics, and data-driven decision making.
Ensure you're ready to scale with stage-appropriate business tools and processes that introduce sensible structure while also maintaining agility.
Keep your investors informed about company performance and roadmap through insightful financial updates and board meeting material.
Leave whatever needs doing to me, whether it's sending out invoices, making payments, leading audits, dilligence responses, or grant applications.
Gain actionable insights to (1) proactively identify opportunities & execute on them and (2) anticipate & mitigate risks before they become real problems.