CFO Expertise and Experience
We hire CFOs with a track record of success in the early-stage eco-system. Our CFOs come from a variety of backgrounds and have assisted companies in closing financing rounds as well as served as an expert in the board room and partner to founders. Read below to learn more about the historical accomplishments of our team.
Financial Leadership
We have scaled finance departments from the ground up, built rigorous capital frameworks, and transformed complex SaaS and quote-to-cash metrics across the AI, Machine Learning, Web3, Big Data, and Cybersecurity sectors while holding financial leadership roles at breakout tech companies including H2O.ai, RAIC Labs (formerly Synthetaic), Polygon Labs, ID Agent, Sonatype, Datameer, and Sprout Solutions.
Financing & Capital
Successfully secured and managed the closing of Seed through Series E venture funding rounds, alongside founding early-stage ecosystem investment funds, totaling an accumulated $385+ million in managed capital from tier-1 investors.
Board & Advisory
Provided global executive leadership, serving on Boards of Directors (including publicly traded NASDAQ entities) and acting as strategic advisors to international accelerators, founders, and venture-backed startups.
Successful Exits & M&A
Led end-to-end financial due diligence, negotiations, and post-merger integration for major strategic exits, including lucrative sales to top-tier private equity firms and acquisitions by global tech leaders.
Leadership
Kristian Marquez, CFA
Founder & CEO, CFO
Adam Chen, MBA
Chief Revenue Officer
Ahmad Vakil, CFA
General Manager
Moishe Brown
Head of Talent Acquisition
Olivia Ingram
Head of Platform
Abigail Hodges
Head of Engineering
Dedicated Team of Experts
Each CFO has a cap on how many clients they serve, ensuring each client gets the time they need.
As a value-added benefit, you get access to our advisory services for HR, Legal, Sales, Marketing, and Operations. Our trusted team will help you find the right, vetted partner as you continue to build and scale your businesses core functions.
Director,
FP&A, Audit,
Engineering, Cleanup +
Onboarding, and Ops
Chief Financial
Officer
Advisor & Mentor
Network
Senior Financial Analyst
Controller
Staff Accountant
Bookkeeper
Data Engineer
Our Team: Investors and Operators
Leadership Philosophy
Our leadership team represents a unique combination of investment experience and operational expertise. Within our ranks are CFA® Charterholders, founders, investors, entrepreneurs, intrapreneurs, and VC’s with both successful exits and failures. We take pride in the smart people we call colleagues and have a life-long learning approach to our work. This dual perspective ensures that we understand both what investors are looking for and what founders need to succeed along with the many pitfalls and distractions to avoid.
Continuous Learning and Development
The early-stage ecosystem evolves rapidly, and we’re committed to staying at the forefront of industry trends, best practices, and emerging opportunities. Our team regularly participates in industry conferences, maintains relationships with leading venture capital firms, and continuously updates our knowledge of new technologies, business models, and market dynamics that affect our clients.
Certified Technology Partners
