Top 20 Outsourced CFO Services

Companies

• True Global Ventures
• Bodega Partners
• Rollbar
• Xenio Systems
• WaterSmart Software

Steve Bennet is founder and managing director of Bodega Partners and is an active participant in the Silicon Valley entrepreneurial ecosystem as start-up CFO, Angel Investor, and Professor.Over the past 25 years, he has been CFO, investor, and/or board member of over 100 technology start-ups, primarily in the software, Internet, and mobile sectors. CFO roles include Xenio Systems, Qvivr, Callisto Media, Revel Systems, iControl Networks (acquired by Comcast), Appstores (acquired by InMobi), Greystripe (acquired by ValueClick), Fliqz (acquired by VBrick Systems), Valchemy (acquired by IBM), GolfWeb (acquired by CBS Sportsline), Orbital Data (acquired by Citrix), TextDigger (acquired by Federated Media), and Pharmacy TV Network (acquired by RMG Networks). Some of these resulted in excellent financial returns to founders and investors, while others did not.Steve has a passion for both entrepreneurship and education. He has taught entrepreneurial finance since 1995 and is currently adjunct faculty at San Jose State University. Previously, he was a lecturer at U.C. Berkeley. His focus is on experiential education and has developed new courses at SJSU, including the Entrepreneurship Lab (ELAB), Venture Lab (VLAB), Startup Founders and Funders, and the Silicon Valley Experience. He is also on the Steering Committee for the Silicon Valley Center for Entrepreneurship and UCLA Venture Capital Fund. Prior to and concurrent with Bodega, Steve was a Founding Partner at True Global Ventures, Partner at CrossCoin Ventures, Venture Partner at Outlook Ventures, Board Member of Sand Hill Angels, Partner at Menlo Incubator and held various financial and management positions at Bay Logics, Digital Microwave, and Arthur Andersen.Steve earned an undergraduate degree in economics from the Wharton School at the University of Pennsylvania and MBA from the Anderson School at UCLA. He blogs at www.professorvc.com and tweets @ProfessorVC.

Companies

• Twist Bioscience
• Agilent Technologies
• Hewlett Packard

Scale2Growth Founder and Managing Director, Solange Bullukian has over 20 years of experience of executive finance roles as CFO, CAO, VP of Finance and Business Development on a global and international scale within both Fortune 500 and start-up companies in High Tech, Computer, Semi-Conductor and Life Sciences industries.

Companies

• Seamless Payments
• Harmony Labs
• BetterPT
• Civic Hall

Adam has almost 20 years of leadership experience in finance & capital markets, investment management, and business development. For the past several years, Adam has been working as a CFO/advisor for startups and growth-stage companies to provide them with strategic, financial, and operational guidance.

Companies

• BackOps
• Sand Hill Angels
• Stephens Inc.

John Shults is the founder of UpRound Finance. John has been the acting CFO for 50+ venture-backed companies across the SaaS, e-commerce, healthcare, and consumer electronics industries. He has helped these Seed through Series B-stage companies raise a combined $185m in equity and debt financing and presented at the board meetings of several premier startups on the east and west coast. John began his career in investment banking and graduated Magna Cum Laude with a degree in Finance from the Walton College of Business at the University of Arkansas where he was also a member of the varsity tennis team.

Companies

• AboveNet Communications Inc.
• Metromedia Fiber Network
• MCI Telecommunications Corporation
• IBM

Doug Jendras is a highly entrepreneurial executive with rich experience in private organizations, including new and emerging ventures. His expertise is in strategic business analysis and execution to achieve the financial goals and obligations of corporate governance and fiduciary duty. Highlights of his career contributions and achievements thus far include: - Identified and implemented controls over distribution of $4B investment, standardized customer-pricing, renegotiated contracts and restructured leadership team to ensure startup's ability to grow. - Rallied the workforce, rebuilt financial and operational functions, and created customer value to increase annual revenue 5x and position a post-bankruptcy telecommunications company for $2.2B acquisition. - Led Network Operations group to achieve revenue targets and grew EBITDA margins to over 40% through lean and shareholder driven management of $90M annual operating budget for 7 consecutive years. - Negotiated business deals with Fortune 500 companies to provide incentives that resulted in the generation of $500M+ revenue stream.

Companies

• Atomic
• StyleSeat
• Accenture Management Consulting
• PNC

Lea has spent most of her career partnering with executive teams to ensure they intelligently deploy capital and resources, make smart decisions based on data, and optimize their runway. She started her career in corporate finance & management consulting and has spent the last several years working with 15+ startups helping them scale from seed to series C. She thrives in fast paced environments and excel in both details and high level strategy. That means doing everything from building dynamic financial models to developing growth strategies, pricing models, hiring plans and fundraising.

Companies

• UniZ Technology
• Ideator
• Sanders Advisors
• Citizen Healthcare

With more than 10 years of international CFO experience, Jeremy has a proven record of establishing cross-functional partnerships to deliver stellar results. He is an agile, strategic, and hands-on leader driving operations within analytics, marketing, sales, and business development areas in early-stage and middle market companies. Jeremy has been accountable for budgets up to $130 million and allocating resources to drive organizational and profit growth globally. An active startup mentor, advisor and community leader, Jeremy has also been a startup founder and is particularly adept at streamlining, organizing, and leading company staffs productively.

Companies

• software.com
• MCI
• cielo24

Brian Plackis Cheng has successfully scaled B2B tech companies from $5M to $100M+ through IPOs and M&A. Versed in strategy, building products, go-to-market and field operations with deep expertise in AI, messaging and online media. He raised $60M with 5 exits. As the General Manager Americas and Europe led Software.com (messaging co) through IPO and $6.8B sale. Brian works best with founders who are product visionaries who need help scaling organization, business strategy, fundraising and BOD development during accelerated growth. He has lived and worked in Europe, Asia and US.

Companies

• Hewlett Packard
• Microsoft
• Ericsson
• MediaKind

Bob Togie is a financial executive with extensive experience working with multinational high-tech companies and growing business. Bob partners with business leaders develop strategic plans and analysis, startup operations, and plan for growth.

Companies

• Goldman Sachs
• Accenture
• Kana Software, Inc.
• Singularity University

James has over 15 years of leadership experience in investment banking, strategic consulting and corporate finance. For the past several years, James has served as Interim Chief Financial Officer for early-stage, technology companies focused on enterprise and consumer SaaS software, artificial intelligence, consumer electronics, medical devices, blockchain-enabled solutions, and advertising technologies. He provides strategic insight to CEOs, founding teams and Boards of Directors by aligning corporate vision and financial forecasts, monitoring performance, conducting financial and operational analyses, implementing and improving processes and systems, and scaling infrastructure and teams. James has partnered with executive teams to raise hundreds of millions of equity and debt capital. James received his MBA from Harvard Business School and BS in Systems Engineering from the United States Military Academy at West Point.

Companies

Daniel is a seasoned finance professional with 20+ years of international experience in CFO and M&A Advisor roles in technology and telecom sectors. After working in Investment Banking in Europe advising mid-stage companies mainly in tech, Daniel held several CFO roles with operations in North America, Europe and Asia. For the past 5 years, Daniel provided CFO and M&A advisory services to a global family office with a strong focus on IP portfolio based in Asia.

Companies

• Qualcomm
• Peregrine Semi
• Deutsche Bank
• Lazard
• Coca-Cola

Jay has spent his career at the intersection of Finance and Technology. He creates shareholder value by constructing compelling corporate narratives weaving together financial data and strategic analysis. He quadrupled the stock price with one company alone in 18 months. He has participated in over 20 IPOs and has written a book on how to take a company public, and counsel companies on how to successfully achieve liquidity events. This powerful combination of skills and experience affords him the ability to catapult shareholder value. On the corporate development side, he has created dozens of M&A target lists through banking and his own consulting practice. He negotiates and closes strategic partnerships that drive revenue and expand addressable markets. Drawing on his experience in China, he helped Qualcomm negotiate and stand up a joint venture with government entities there. He can provide you with strategic options and construct financial narratives to achieve your aggressive global objectives. His expertise is in the external-facing functions of Finance including Investor Relations, Corporate Development and Strategic Corporate Communications. He speaks fluent Mandarin and maintain deep connections in Asia.

Companies

• Secret Golf
• Procket Networks
• Extreme Networks
• Bay Networks (formerly SynOptics)
• Metawave Communications
• MeSoft
• Kaazing
• Scancafe
• University of California
• Mahindra Genze
• Quantivo
• Innova Dynamics
• Her Universe
• Pareto
• SDN Central
• Wiretap

Accomplished financial and operational executive with track record of implementing cross functional operations to support startup, rapid growth and multibillion-dollar global corporations. Over the past 25 years has been a CEO/COO/CFO, investor, board member and/or strategic advisor for more than 36 companies. He has held COO and CFO roles at public networking and communications companies (NASDAQ: EXTR, MTWV and NYSE:BAY) with annual revenues up to $2.3B and has had operating budget responsibility from $1M to $2B annually. As a strategic advisor and Interim Executive Officer, he has supported startups and new business initiatives in Internet Security, SDN, Network Storage, SAAS Software, Digital Media, Electric Vehicles, Renewable Energy, AgTech, Marketing Analytics, Telehealth and Personalized Medicine. Vito frequently negotiates business partnerships, joint ventures, distribution agreements and licensing contracts that drive market share, revenue and cost reductions. He has the unique ability to translate a deep understanding of business operations into development of growth strategies, new pricing and business models and the creation of dynamic financial models to drive company performance while providing strategic insights to CEO’s, leadership teams and BOD and aligning corporate strategy, operating objectives and financial performance. Vito is passionate about supporting and mentoring entrepreneurs and executive teams to help bring new business and consumer innovations to market while generating superior investor returns.

Companies

• Chronosphere
• Advano
• Deep Space Industries
• Morgan Stanley

Bernie has spent his career across finance as a CFO and consultant at growth technology companies, over a decade in investment banking, and as a Big 4 CPA earlier in his career. This breadth of experience enables him to partner with executive teams and provide financial, strategic, and operational analysis and guidance. He has experience across verticals, including SaaS, hardware, internet and space; and has worked with late Series A stage through public companies.

Companies

• Macys.com
• Bella Pictures
• Rafter
• Blurb
• Peerspace
• Freestyle VC

Drawing on over three decades of experience serving as both COO and CFO at multiple venture-backed startups, Gene pays attention to detail without losing sight of the overall strategic direction and translates financial goals into company and individual KPI’s aligned with the strategy. Less is more when it comes to focusing teams on the most important drivers of the business. He has successfully raised over $400M in equity and debt financing rounds at companies where he held financial leadership positions and managed revenue growth from zero to $800M during his tenure.

Companies

• Price.com
• Centric Learning
• PRYNT
• UNYQ
• Nitros

Deepak has been a CFO for the past nine years for startups at many stages. He is also part of the CFO group at Bessemer Venture Partners. He was a Managing Partner at Blue Bear Ventures, a UC Berkeley Deeptech fund, and advises entrepreneurs at the UC Berkeley Haas Business school. He has fourteen years of venture investing experience across four institutional funds. Prior to investing, he was part of 4 medical startups as either an entrepreneur or in management roles, having two exits with Cepheid (NASDAQ: CHPD), a molecular diagnostic company, and Neuropace (NASDAQ: NPCE), a medical device company. He holds a BS in Mechanical Engineering from Virginia Tech, an MS in Biomedical Engineering from Virginia Commonwealth University, and an MBA from the University of Chicago Booth School of Business.

Companies

• Solera
• Branded
• Flow Commerce
• RadioShack
• The Royal Bank of Scotland
• Credit Suisse

Nitin has 20+ years of finance experience with over a decade in the software/SaaS and eCommerce industries. He has served in a CFO capacity for a dozen technology companies, leading finance departments at multiple VC and PE-backed businesses with revenues ranging from $5 to $500+ million, employees ranging from 50 to 9,000, and global operations spanning the US, Europe and Asia. Nitin has structured and negotiated complex equity and debt financing exceeding $360 mm as well as M&A transactions of ~$500 mm, leading the post-merger integrations on over a dozen acquisitions.

Companies

• Commons
• Ridwell
• BookNook
• Edstruments
• Charter School Growth Fund

Jon started his career in retail at Gap Inc., where he completed their executive training program and was on the founding team for oldnavy.com. With a deep interest in closing the opportunity gap for low-income students and families, he then pivoted to education reform, where he spent the last two decades in senior leadership roles at venture philanthropy-backed organizations that challenged the status quo and successfully achieved meaningful scale and impact  Of late, he has been focused on advisory and fractional COO, CFO and Chief of Staff work with early-stage venture capital backed climate change and EdTech start-ups like Ridwell, Commons, BookNook and Edstruments. Regardless of the sector, his passion and strength center around helping rapidly growing organizations develop the financial and operational systems, processes, and talent practices necessary to scale with excellence. 

Companies

• Bear Stearns
• JCrew
• Madewell
• Rockets of Awesome

Macy provides strategic financial guidance to businesses who need the support of a CFO without the long term commitment.  Her goal is to support companies that are at a pivotal point where financial expertise, direction and discipline are needed to scale, but that aren't yet ready for a full-time CFO.

Companies

• Hapara, Inc.
• Probitas Partners
• Grant Thornton
• BigFix, Inc.

David has over 20 years of leadership experience in finance, strategic initiatives, and organizational leadership, typically serving as the Chief Financial Officer and/or Chief Operating Officer for early and growth stage, technology companies focused on B2B and enterprise SaaS software, and technology enabled manufacturing. David has extensive experience in capital formation, M&A, growth strategy development and execution and optimizing financial operations and functions. He combines financial and business acumen, with deep experience and emotional intelligence. David seeks to optimize performance and develop teams and systems to enhance shareholder value. David’s breadth of skills combines strong forecasting and planning, performance analysis and effective scaling. In his roles as CFO and COO David has completed multiple capital raises and debt transactions, M&A transactions and organizational development efforts. David has two law degrees, and has been a thought leader on ESG principles and execution.

Companies

• Wethos
• Agora
• Overproof
• Bryzos
• Kensu
• Carketa
• Tangelo
• Spark
• Toke

Patrick is an accomplished professional with 25 years of experience in Angel investing, venture capital, private equity, and building startups from seed-to-scale. Always working closely with passionate founders, he takes on the embedded CFO/COO role in order to help set strategy and execute rapidly. He has specialized expertise in Enterprise Saas, Cannabis, and Crypto. Patrick helps set the roadmap to a repeatable, scalable business model by identifying key drivers, building out the executive team, and implementing the strategy-tactics-initiatives-tasks waterfall to hit quarterly objectives. Additionally, he leads the finance & operations team on the acquisition of cash resources (fundraising) and proper management thereof (financial operations). Patrick is a Mosaic Preferred Partner, having led & run many strategic Mosaic implementations for his clients. Patrick thrives on transforming complex market opportunities into clear business goals. He enjoys fast-moving competitive environments with discontinuous change. He has worked in remote-first, multicultural, and cross-functional teams for over 25 years.

Companies

• Genentech
• GE Ventures
• Amgen
• Codexis
• Various institutional & corporate venture firms

Diana has over 15 years’ experience as an entrepreneurial investor and operator in technical roles across the Fortune 500, product and financial roles at early-stage companies, and company creation and interim portfolio roles at venture firms. Over the last 10 years, Diana has incubated five companies which subsequently raised over $150M in venture capital financing and was co-founding COO of three. Three of the five companies exited via M&A or tuck-in; two have raised subsequent rounds of financing. Diana has recruited over 10 C-Suite executives as well as held multiple Board and Advisory roles in the early-stage ecosystem. Earlier in her career, Diana gained P&L management experience of $100M+ and was Codexis’ first direct-report to the CFO imminently after its IPO. Diana also has familiarity on the factory floor, both at Genentech and Rohm and Haas (now Dow Chemical Company), where she was an engineer.

Companies

• JPMorgan Chase
• FOG Ventures
• Truly Technologies
• Elodie Games
• Skyryse
• Fisher Investments

Nym is an entrepreneurial, operationally-minded CFO/COO with a wide history across 10+ major industries spanning over 20 years. Focused on execution, Nym utilizes the tools of the finance function to provide clarity for senior management decisions based to drive strategic business outcomes through diligent execution and a focus on results/KPIs. He has founded 3 of his own companies, and worked in environments from 10-person Bay Area Series A startups to 270,000-person New York Fortune 10 mega-caps. Nym is fundamentally pragmatic in his partnership with leaders and founders, and sees finance and operations as the two functions that drive the core of any successful business.

Companies

• Save
• UniCredit
• Societe Generale

A seasoned CFO with a 17-year track record in the financial industry, including 10 years in senior positions, Stanislav has proven proficiency in overseeing complex financial operations. Executed over ten major deals (LBO and Private equity) with a total deal amount exceeding $500M+ in 3 years. At the age of 29, he became a Senior Partner at one of the largest mezzanine providers in Eastern Europe.

Companies

• Shipt, Mural
• Orca Bio
• Carewell
• Genentech
• UBS

Drawing on 20+ years of experience as a venture investor, startup operator and investment banker, Jing partners with founders of early-stage companies to execute on their visions by implementing an operating plan aligned with a milestone driven financing strategy. She has helped healthcare, SaaS, ecommerce and marketplace startups scale from Seed to Series B by being a strategic and hands-on CFO, who sets the cornerstones of the roadmap to growth, coaches executives through fundraising, and builds the financial infrastructure to deliver results. Essentially, she collaborates with early-stage companies to develop the polish and the fundamentals expected by institutional investors.

Companies

• Quixey
• Sibly
• Buysight
• Multiple Stealth companies
• Sonantic
• SixApart/Vox
• Fortify Software
• Podshow/Mevio
• Garage.com
• Agile Software
• SimpleStar/Photoshow
• Packeteer

High energy, high integrity business partner dedicated to helping companies achieve their desired outcomes at both strategic and tactical levels; Can rapidly learn about your company and work with the organization to address the most critical business and finance issues and use all necessary means (esp. data + analytics) to guide well-informed decisions; Helped raise >$900m+ and oversaw multiple liquidity events with many current & former clients still in-play; Work effectively with all stakeholders: management/employees, board and investors; Strong belief in collaboration and communication across all levels; adept at working in a quickly changing environment.

Companies

• General Electric (Corporate, Capital, Oil & Gas)
• SpeedCast
• Anuvu
• Brazos River South

Devin is founder and Managing Partner of Brazos River South, bringing 20 years finance experience. Big company trained, small/medium company seasoned. Track record of driving profitable growth. Outcome driven approach, with perspective that the financial outcomes are driven by product excellence and operational efficiency. I bring the learnings of a CFO who has grown a startup from $0 to $10M, scaled a business from $7M to $75M, and ran a $584M energy division. I aim to be a great partner in helping you reach your business vision and objectives.