Recent Projects:

  • Support to Series A, B and Series C fund raising (investor deck, preparation for meetings, due diligence, review of term sheet, review of financing document, schedule of exceptions, and 409A valuation).

  • 3-year Strategic planning and related financial modeling.

  • Financial modeling in support of collaboration deal with a large pharmaceutical company (deal was signed).

  • Operational planning, scenario planning with sensitivity analysis for cash preservation options.

  • Venture debt financing and Debt refinancing.

  • Support to commercial contracts, both customers and suppliers.

  • Migration from outsourced to in-house accounting capabilities (team hiring, migration from Quickbooks to ERP, related processes and policies and business controls).

  • Executive reward program and related performance management system design and implementation.

  • Implementation of expense reimbursement tool with related policy and business controls.

  • External audit selection and support to accounting team for first audit.

  • Interim CFO roles including interactions with Board of Directors and Compensation Committees.