I work with CEOs of $5M+ DTC, mobile app, or PLG SaaS subscription businesses — usually post-Series A or bootstrapped and profitable, where cohort dynamics are real enough to model. There's no ceiling on the engagement; the floor exists because below $5M the data is usually too thin to do the work justice.
Over 20+ years as an in-house and fractional CFO in DTC and subscription businesses, the work where I've consistently delivered the most value — and where companies struggle the most — is the cohort forecasting and unit-economics work: cohort modeling, retention and expansion dynamics, scenario-driven forecasts the team can actually use to decide things. So I built the practice around it.
The engagement is built on a cohort-driven forecasting platform I've developed over years of in-house and fractional CFO work — proprietary, configured to each client's data, and run as a living system rather than a static deliverable. It replaces the spreadsheet model most subscription companies eventually outgrow, and it produces decision-grade outputs that hold up under board scrutiny.
Before going independent, I was Chief Financial Officer of TheFind, a shopping search engine acquired by Facebook, where I helped the company become one of the fastest growing private companies in the US and achieve nine consecutive quarters of profitability and positive cash flow. Before that, I was CFO of Snapfish, a division of HP, where I helped increase revenue 3x in eighteen months and achieve profitability in established regions.
I hold an AB from Duke University and an MBA from Stanford Graduate School of Business. I am based in Los Altos, California, in the San Francisco Bay Area.
