Seed → Series ABuilt the model and narrative; closed a $14M Series A 20% above the founder’s target valuation.
The number, the work behind it, and the founder’s words. Client identities are anonymized to protect confidentiality.
Seed → Series ABuilt the model and narrative; closed a $14M Series A 20% above the founder’s target valuation.
Series ACut burn 34% and extended runway from 4 to 9 months to hit the milestones for the next raise.
Series BBuilt FP&A from zero — driver-based model, KPI dashboards, and a board package the investors actually trusted.
Series C → ExitInterim CFO through a strategic acquisition — clean diligence, QoE-ready books, and a smooth close.
Dana made our numbers fundable. She sat in diligence and answered things I couldn’t have — the round closed faster and higher than I’d modeled. The best money we spent before the raise.
Marcus ReyesWe thought we were out of road. Dana found five months of runway we didn’t know we had and kept the team intact. She’s the calmest person in any cash crisis.
Priya AnandFor the first time our board meetings were boring — in the best way. The numbers held up, and she built the in-house analyst who owns it all now. That’s the whole point of her.
Daniel ChoOur CFO left at the worst possible moment, mid-acquisition. Dana stepped in within a week, the diligence was clean, and the deal closed on time. She held the whole thing together.
Elena BrandtI’d been to three “fractional CFO” services that sent a junior with a senior title. Dana is the real thing — she’s done the job, multiple times, and it shows in week one.
She told me the hard truth about our burn before the board did. That conversation probably saved the company. I trust her with the numbers completely.
Illustrative results for this template — representative, not a guarantee of future outcomes. Client identities are anonymized to protect confidentiality. All engagements are covered by a mutual NDA, and a limited number of clients are taken at a time to avoid conflicts.
A 30-minute discovery call — direct, no pitch. We’ll talk through where you are, what hurts, and whether I’m the right fit. If I’m not, I’ll tell you who is.