Company
Stage
Focus
Outcome
AI Healthcare Platform
SERIES A
Financial infrastructure, operating model
Built scaling infrastructure; established unit economics + board cadence
DTC Beauty Brand
$15M
Performance marketing, inventory discipline
Reallocated paid channel mix; rebuilt inventory planning bottom-up
High-Growth Retailer
$10M · SEED
Restructuring, cash management
Led turnaround; renegotiated lender; multi-store expansion plan
DTC Jeweler
$100M
Strategic planning, P&L restructure
Channel profitability analysis; 5-year strategic plan delivered
Beauty Brand
$150M
Transaction readiness, planning
Partnered with CFO on planning; supported acquisition through close
Venture Studio Portfolio
4 PORTCOS
Portfolio reporting, consolidation
Designed consolidation system; standardized KPIs across portcos