Developing Soft Skills and Decoding VC-Speak – A Guide for First-Time CEOs and CFOs of Venture-Backed Companies
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As a Fractional CFO for multiple venture-backed companies (typically three at a time), I am often asked where I spend most of my time. Although my duties and contributions vary, the answer is: (i) fundraising; both debt and equity, (ii) investor relations, and (iii) planning; both strategic and operating plans….Read More

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Enhancing Corporate Success through Cross-Functional Collaboration: The CFO’s Guide
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In the current business environment, the democratization of information driven by technological advances has highlighted the importance of cross-functional collaboration.  This type of collaboration — one that involves various department teams working together toward a common goal — is critical because it breaks down organizational silos, ensuring that all departments…Read More

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Inheriting a Team in Crisis and Rebuilding It : Lessons in Leadership
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As an interim CFO, I have often faced challenging client situations, among them inheriting a finance team “in crisis.” Sometimes these underperforming team “ecosystems” are the result of: Teams managed by less-than-ideal functional area leaders from prior poor hiring decisions Teams were not provided the overall vision for the company/department,…Read More

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A Mentor’s Advice for CFOs: How to Help Clients Navigate Their Way to Success
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In my 45+ year career, I have been fortunate to be CFO at a number of technology and life science companies ranging in size from early stage to those with mature operations, private and public, including SmartRent, PARC, Vera Therapeutics, Amyris, Soleno Therapeutics, and Kyverna Therapeutics, among others. Over the…Read More

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