What Clients Say

A Strategic Finance Partner

I was looking for a strategic finance partner to assist in building my enterprise SaaS company, and I found precisely that in Trey. Over the course of two years, he aided both me and my executive team in a wide variety of strategic, financial, and operational challenges. His implementation of essential SaaS metrics provided us with the insights necessary to drive our business forward. Trey spearheaded our budgeting and staffing planning processes, enabling us to strike an optimal balance between revenue growth and cost management. He was successful in securing multiple rounds of equity and venture debt, ensuring that we had the necessary capital for expansion. For any CEO in need of a strategic finance partner, Trey comes with my highest recommendation.

Turns a Strategic Vision into a Practical Financial Roadmap

I engaged Trey to help us develop a strategic financial plan that balances growth, hiring, and our cash runway. Trey brings a deep understanding of consumer subscription business models. He quickly identified our key growth and profitability drivers — including new account acquisition, trial conversion, and customer cohort retention. He crafted a comprehensive three-year financial outlook, meticulously working back to our upcoming fiscal year to ensure alignment with our long-term goals. Trey's ability to rapidly generate 'what-if' scenarios has been invaluable, enabling me to assess how potential initiatives could impact our growth trajectory. Trey also guided us in selecting the most effective financial planning software for our needs. We can now monitor performance monthly and update our financial forecast based on the latest operating and accounting data. Thanks to Trey, we have a detailed and actionable financial plan that I am confident we can achieve. I highly recommend Trey to any CEO seeking a partner who can turn a strategic vision into a practical financial roadmap to guide their company through its next growth phase.

Helped More Than Double Revenue and EBITDA

Trey was an indispensable advisor to me and to Gliffy on a wide range of strategic, financial, and operational matters. From the outset, he provided critical insights into the financial implications of key strategic decisions, ones that significantly accelerated our B2B SaaS revenue growth. As an analytically-oriented fractional CFO, Trey's expertise was pivotal in identifying the key metrics that propelled our business forward. He guided us through several annual budgeting and planning cycles, enabling the company to invest in the most promising opportunities. Under Trey's guidance, we implemented comprehensive metrics dashboards, substantially enhancing our ability to measure performance and make data-driven decisions. Over several years, Trey helped the company more than double its revenue and EBITDA. His work was crucial in preparing Gliffy for an exit transaction, skillfully representing the company as CFO throughout the M&A process, and playing a key role in the successful sale of the company to a strategic buyer. I wholeheartedly recommend Trey to any organization seeking financial and analytical expertise.

Trusted Advisor

While consulting with Rent The Runway on a variety of projects, Trey became a trusted advisor to me and my co-founder. He provided a high level of client service, often anticipating our needs. Working with Trey had a substantial positive impact on our business. I would gladly work with him again.

Enthusiastically Endorse Trey

I engaged Trey to assist us in preparing for and executing a sale process for our B2B SaaS company. Over the span of fourteen months, Trey truly excelled in his capacity as our "deal CFO." He facilitated the implementation of SaaS metrics and developed a comprehensive understanding of our customer data and financial trends. He guided our team through the budgeting and planning process, setting ambitious targets that we successfully achieved. Trey was instrumental in supporting not only myself but also our entire executive team and our investment bankers throughout the M&A process including our in-person management presentations. His guidance, confidence, and expertise during this period were invaluable, ultimately contributing to the successful sale of the company to a private equity investor. I enthusiastically endorse Trey.

High Return on Investment

During a six month consulting engagement, Trey completed important projects for BloomReach in the areas of pricing, product performance, and sales effectiveness. He worked very well across a wide range of employees from senior executives to more junior business and engineering employees. Trey helped me and my management team develop the best metrics to measure BloomReach's positive impact on its customers. Even for a big data application company like BloomReach, Trey was able to generate significant business results through data insights and analysis that exceeded our capabilities. For example, by analyzing our data in a way that we hadn't seen before, Trey identified a significant near-term revenue opportunity for the company. I highly recommend his services-- working with Trey is a very high return on investment.

An Exceptionally Clear Thinker and Communicator

Trey has the unique ability to see the forest and the trees; he is as good at big picture strategy as he is at detailed, technical analysis. Trey was an important contributor to TheFind’s early success which led to achieving 9 consecutive quarters of profitability and positive cash flow. An exceptionally clear thinker and communicator, he put dashboards in place that helped the management team and investors better understand and make decisions around the key drivers and economics of the business. I have recommended Trey's services to other companies in my portfolio where he has also been an extremely effective consultant/advisor and played an important role.

Highly Recommend Trey to Other Executive Teams

Trey has performed a number of high-impact projects for Rent The Runway. His experience across a number of Internet sectors and business functions made him a valuable advisor to the company -- I often sought Trey's advice on a variety of topics. Trey was able to quickly understand the business issues facing our company and developed creative solutions tailored to our specific situation. Working equally well with our board of directors and front-line employees, Trey took the initiative to help us achieve results. At the completion of the projects, Trey ensured the seamless integration of his work into our operations. Based on the positive impact of his work on our financial results, working with Trey produced a very high return on investment. I would highly recommend Trey's services to other executive teams.

Results-Oriented Consultant

I have known Trey for more than 10 years and worked with him closely at HP and Adobe. Trey is both insightful and persistent -- he is able to take complex ideas and analysis and translate them into clear, visual terms that are easy to understand. At the same time, he isn't satisfied until he fully understands a situation and has found the best answer. Trey presents well-reasoned arguments even when his point of view is unconventional or unpopular. I highly recommend him for companies looking for a results-oriented consultant to assist with data-intensive challenges and opportunities.

Broad Business and Financial Understanding

Trey and I worked closely together when he was at TheFind. He has very strong analytical skills, as well as a broad business and financial understanding that helps that analysis be both pragmatic and actionable. And, over and above all that, he's an enjoyable guy to work with.

Recommend for My Portfolio Companies

Working with Trey over the course of four years, I was impressed by his ability to work at all levels of the company -- from the Board of Directors down to the front line employees -- to achieve results. He has the highest integrity and ethical standards and builds trusting relationships easily through his straightforward, diplomatic style. I would gladly work with Trey again and would recommend him to work with my portfolio companies.

Highly Recommend Trey

I worked closely with Trey for two years at Snapfish. During that time, Trey was instrumental in helping the management team profitably increase revenue by 4x. His expertise in operations was critical to Snapfish's international expansion to 15 new countries on 3 continents. Trey's ability to understand fundamental business drivers, measure and improve operations, and forecast likely results helped Snapfish exceed its financial targets for the eight consecutive quarters that he was involved with the business. He is witty, gets along with a wide variety of employees, and is a very enjoyable person to work with. I highly recommend Trey.

Person I Trust for Rigorous Analysis on High Stakes Problems

I have known Trey for more than 20 years. During that time, I have found him to be thoughtful and curious with a point of view that is always fact-based. He does not readily accept the conventional wisdom, but instead digs deep into the problem to discover the best answers. Our firm's business is focused on innovative companies that are often creating their own markets. We've seen time and again that drawing the right conclusions from business experiments and the resulting data can absolutely be the difference maker on whether a company succeeds or fails. Trey is the person I trust for rigorous analysis on high stakes problems.

One of the Best Business Partners

It was my pleasure to work with Trey at TheFind. Trey understood the value of large, complex data sets before the term "big data" was coined. Trey is unusual in that he not only asks thoughtful business questions but also has the technical understanding to work closely with engineers to get important insights out of the data. He is action-oriented, and worked across the company to get results. Trey is one of the best business partners I've worked with.