Navigated early stage company through the process of building an investor deck for both seed round funding and series A round funding. This included building out three and five year forecasts, modeling expense drivers and use of proceeds.

Worked with company, that developed and patented a bio technology product, to design various business models ranging from sale of the patent to full scale production and manufacturing. Additionally, developed business plans and investment decks based on the primary business model.

Provided strategic direction for company needing to pivot business model based on COVID-19 market changes. Additionally, analyzed segment and client profitability to create more precise pricing models. Arranged channel distribution discussions.  

Provided specific business valuation assessments to clients of a regional consulting group to supplement their internal consultants.