Portfolio
Select examples of engagements and outcomes. Details are summarized and anonymized where appropriate.
Company names available upon request.
Finance leadership for parent + four operating subsidiaries
Responsible for finance and accounting functions across the org, including capital strategy and transaction execution through significant growth.
- Closed four capital raises with VC and institutional investors
- Completed two acquisitions and a tax-advantaged all-stock merger
- Closed bank and non-bank debt facilities
- Named to the Inc. 5000 list in 2023 (#66)
Day-to-day finance leadership through pivots and funding rounds
Oversaw finance and accounting operations, planning, modeling, and cash management through multiple business model pivots and growth stages.
- Guided business model pivots with planning and performance visibility
- Led financial modeling, forecasting, and cash runway management
- Supported multiple funding rounds and ongoing investor reporting
Finance and accounting leadership during growth
Oversaw finance and accounting functions; strengthened decision support and investor readiness during rapid growth.
- Supported growth leading to recognition on Gartner’s Cool Vendor list
- Closed bridge and preferred funding rounds
- Improved reporting cadence and investor materials
Fund management + portfolio finance oversight
Oversaw finance and accounting for the fund’s management company and five portfolio companies.
- Established reporting and controls across the venture studio
- Supported capital allocation and portfolio performance tracking
- Provided governance-ready financial visibility
Built finance function from startup to multi-market launch
Created and managed finance and accounting functions; partnered with leadership from early stage through commercialization.
- Supported commercial launch across multiple markets
- Closed Seed (strategic) and Series A (VC + institutional)
- Implemented scalable processes, reporting, and cash controls
International expansion planning + cash optimization
Evaluated Caribbean and Latin America expansion; built financial tools and forecasts to support launch decisions.
- Created country-level budgets and projections
- Developed currency hedging strategies
- Built an inventory + cash flow optimization tool; launch in two markets
Capital markets readiness (Reg A+ IPO pathway)
Assisted Chairman and CEO in preparing for an IPO via Reg A+ with investor-grade planning and reporting.
- Supported IPO-readiness planning and financial modeling
- Improved investor-grade reporting and visibility
- Assisted leadership with transaction preparation
Want results like these?
If you’re preparing for a raise, tightening cash runway, building a finance function, or improving reporting discipline, Greenstone Lake can help you establish the right level of financial leadership for your stage.
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