You are not hiring a title. You are bringing a partner into the room.

For more than 25 years, I have led finance, people, commercial operations, systems, capital processes, and transactions inside growing businesses—from early-stage companies to $100M organizations.

I have worked with founders, executive teams, boards, lenders, and private-equity sponsors including Vista Equity Partners, Great Hill Partners, Mainsail Partners, and Brighton Park Capital. I have led 1 exit, 1 major recapitalization, 2 M&A deals, and 13 equity capital processes, and stayed close enough to the work to know where strategy usually breaks down.

At a growth-stage healthcare AI company, I helped build the forecasting, investment discipline, pricing strategy, data foundation, and cross-functional operating structure required for the next stage of scale. That combination—strategic finance, operational design, and practical technology—is the foundation of TrueRise Advisory.

Not every process closed, and the ones that did not taught me the most: where diligence stalls, which metrics investors stop trusting, and what gets fixed too late.

Selected results

• Negotiated a growth-stage company's first significant outside line of credit: $50M.
• Drove a 40% increase in enterprise value in two years, ahead of a successful divestiture.
• Achieved Rule of 40 with EBITDA growing more than 170% annually while reaching positive cash flow.
• Designed the pricing strategy that converted a services line into committed annual recurring revenue, raising revenue quality and investor metrics.
• Built generative AI into board reporting, using it to draft board-deck commentary from the three-statement model and SaaS KPIs.
• Held operating authority across Finance, People, Legal, and Go-to-Market in regulated, data-sensitive software.
• Stood up a Legal function from scratch, hiring the first General Counsel and building contract and compliance frameworks.
• Earned a 94% employee-recommendation score and built a training team that lifted employee satisfaction 20% year over year.