I’m Marguerite, founder of Vestry. For almost two decades, I’ve worked where investors and investment meet, building the models, analyses, and structure that make capital work in practice. My background spans investment banking, private equity, and investor relations, giving me a deep understanding of how capital moves through businesses according to the agreements that govern them.

Vestry bridges a gap in the market. Law firms and business owners need quantitative support like cap table management, transaction modeling, and due diligence prep, but rarely have in-house analysts who understand both legal and financial detail, especially in the context of growth-stage startups. That is where I come in.

Before founding Vestry, I worked in investment banking and private equity, managed fundraising and structuring for more than a billion dollars in transactions, and taught financial modeling at the graduate level. Today, my firm supports attorneys, founders, and investors nationwide on everything from Carta administration to modeling and due diligence audit preparation.

A smiling woman with dark hair tied back, wearing a black hoodie, looking at the camera.

Vestry

Capitalization, without the chaos.

What you can expect

  • Based in New York City, I work directly with every client across the United States and abroad. I never outsource your work.

  • You’ll get clear, accurate deliverables that help legal and financial teams move forward quickly.

  • Communication is fast and direct. Every engagement gets a private Slack channel or personal contact line.

  • Discretion and reliability come standard. I’ve been trusted by national and boutique law firms and by more than one hundred startup and SMB clients.

Credentials

  • 15+ years of experience across investment banking, private equity, and early-stage finance

  • Former Series 7 and Series 63 securities licensee

  • Master’s in Real Estate Finance and Investment - New York University - Dean’s Fellowship for academic excellence

  • Carta Certified Expert

  • Official Carta Partner

  • Former adjunct instructor of financial modeling and investment analysis at the graduate level

  • Experience supporting more than 100 startup, SMB, and law firm clients

  • Self-taught programmer who develops full-stack internal tools and app integrations that automate workflows

  • Creator (developer) of Seedstage.ai, a proprietary data platform aggregating Regulation Crowdfunding activity

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