Ongoing quantitative, equity admin, and cap table management overflow support for multiple law firm clients.

Built a Series A scenario model to evaluate financing outcomes and capitalization alternatives.

Provided quantitative financial analysis support to accounting team through Seed funding round due-diligence audit.

Managed transition from legacy cap table system to Carta and trained internal team on new platform operations.

Modeled pre-seed investment conversion mechanics for Series A.

Ongoing Carta platform administration, equity compensation oversight, and detailed cap table management for multiple client companies.

Supported client management through Carta administration and capitalization tracking.

Ongoing Carta management, including investment tracking and equity compensation administration.

Reviewed and refined data center financial model and investor presentation to support fundraising and deal structuring.

Ongoing overflow support for Carta administration and cap table management across multiple client engagements.

Reviewed, audited, and streamlined financial statement workbooks, improving accuracy, consistency, and formula integrity across reporting models.

Streamlined financial reporting and supported due diligence audit for PE transaction.

Reviewed and quality-checked pro forma operational model.

Built Series A pro forma cap table with convertible note conversions and ESOP top-up.

Developed post-$1M Reg CF round cap table from legal documents and transfer agent ledger, including multiple share classes.

Ran cap table transaction model, and provided Carta management and general IR support for $20m VC round.

Developed a financial acquisition model and waterfall to support deal evaluation and investment strategy.

Peer reviewed operational financial model. Constructed a pro forma cap table model to assess alternative capitalization structures.

AI-Powered Risk Intelligence Platform

Supported the founding team with strategic guidance on early-stage startup fundraising mechanics and cap table design.

Provided employee stock option plan audit and restructuring support, Carta admin support, and 409-A guidance.

Supported post–Reg CF corporate governance documentation review, legal audit, and capitalization table management.

Provided fractional CFO services covering accounting restructuring, cap table modelling and operational model development.

Built acquisition and waterfall models to evaluate prospective land acquisition and development deals.

Modeled pro forma cap table in preparation for a forthcoming financing round.

Built financial and waterfall models to support capital formation and investor structuring for a ground-up resort development.

Ongoing equity management support, Carta administration, cap table modeling, and fundraising round assistance.

Ongoing cap table management and transaction support across multiple Seed rounds with VC and angel investors.

Built development and waterfall models and supported quantitative partnership structuring for multi-asset luxury Airbnb development portfolio.

Supported an internal audit of legal investment documentation for angel-stage investors ahead of cap table software onboarding.

Served as a finance expert supporting the training of finance-domain AI models for the world's largest AI platforms.

Modeled Seed round financing scenarios and recapitalization alternatives to support fundraising and investor negotiations.

Modeled convertible security conversions to support financial readiness for an upcoming equity round.

Ongoing corporate governance record-keeping support, including cap table management and regular maintenance for a closely held startup.