MEET OUR TEAM
Navigating business is tough, especially now. Resources are scarce; stakes are high. Uncertainty grows. Who do you turn to? Your CFO helps you consider your options, make wise choices to avoid pitfalls, and access new channels and relationships. Our Managing Directors are respected advisors, board members and CFOs within the tech ecosystem. That’s the team you want…the team you can trust to lift up your company.
Kathy’s background spans all phases of finance operations for SaaS companies, including working with the board of directors and equity sponsors. Kathy’s deep experience and desire to help businesses and CEOs succeed has made her a trusted advisor and team builder who loves helping tech startups.
Ashley advises technology companies on strategic financial matters as a board member or consultant. She works closely with CEOs to create a sound financial plan the board of directors and investors will support. As the former CFO of a public technology company, she knows how to grow the business organically or through M&A.
Kay has transformed multiple finance teams into the partners growing companies and their investors need. She thrives in periods of disruption, guiding founders and leaders toward new opportunities. Serving on boards and managing a venture portfolio, she understands what investors are looking for and delivers it.
Don specializes in delivering financial information and operational metrics that inform management in key decisions. He is adept at developing high-performing, cohesive teams to meet financial needs of the company. His experience with SaaS and software companies includes acquisition integrations as well as exit processes.