How Can I Help You Level Up?

I specialize in mentoring executives as they transition from private to public-facing roles, guiding them through the critical nuances they may not even realize they need to know. From confidently navigating your first earnings call to avoiding the pitfalls of the pre-and post-IPO journey, I'm here to ensure you easily embrace your new responsibilities to shareholders. I'll help you excel in the boardroom, cultivate strong relationships with the Board of Directors, and expertly navigate corporate governance and regulatory requirements. Together, we'll keep you on track with the board's and shareholders' expectations—so you're always prepared for what's next. Are you ready for the next big leap?

Securing start-up funding is more than just raising capital—it's about empowering founders to navigate the complexities of growth with confidence. I specialize in helping founders and CEOs craft compelling messaging that captivates investors, supported by sound financing strategies that attract the right investors. I help with every aspect of dilutive and non-dilutive options, guiding the creation of boards, navigating the boardroom, and sharing the must-know financial, forecasting, and intellectual property strategies. By helping build a robust administrative infrastructure and a solid board, I ensure you're ready to impress during investor due diligence. Ready to take your company to the next level?

Securing business funding for growth goes beyond raising capital—it's about empowering businesses to scale with strategic foresight. I specialize in helping CEOs and founders gain further funding for growth and development through impactful messaging, sound financial strategies, and access to the right funding partners. Whether you're exploring, expanding, or fundraising, I provide guidance through every stage. With my support, you'll be well-prepared to impress investors from your first pitch through due diligence and propel your business to new heights. Ready to fuel your growth journey?

Taking a company public through an IPO requires expert guidance—from financial audits and regulatory compliance to crafting a compelling roadshow deck to entice investors. Ready to make your IPO journey a success? Tap into my 30+ years of experience.