Resume

I lead financial operations and build the systems that support them. My experience spans venture fund finance, investment strategy, financial planning, and product development. As a fractional CFO and founder of Hemrock, I combine financial judgment with hands-on development of models, software, and workflows.

My work connects capital allocation and operating decisions with the data and processes needed to act on them: fund reserves and investment pacing, management company budgets, investor reporting, and the tools behind those activities.

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Experience

Chief Financial Officer
Private Venture Capital Fund
Sep 2026 - Present (Part-time)
New York, NY

Private venture capital firm investing in venture funds and direct seed-stage investments primarily in the blockchain and cryptocurrency sectors.

Chief Financial Officer
Laconia Capital Group
Dec 2024 - Present (Part-time)
New York, NY

Laconia Capital Group invests in early-stage B2B software companies.

Financial leadership and capital planning: Lead capital call planning and operations, fund reserve modeling, and investment pacing. Coordinate fund administrators, auditors, accountants, tax advisers, legal counsel, and other service providers.
Firm operations: Lead banking, cash management, expense management, bill payments, payroll, and financial reporting. Create and manage operational budgets and maintain management company financials.
Investor reporting: Manage quarterly and annual LP reporting, including investor updates, fund financial statements, and fair market valuations.
Investment operations: Lead deal funding, expense management, wire payments, and document execution. Support investment decisions with cap table and liquidation waterfall analysis.
Finance systems: Build AI-enabled software and workflows for portfolio KPI collection, LP performance reporting, due diligence and investment memo assistance, and K-1 distribution. Use Portfolio by Hemrock in the firm’s operations.
Compliance coordination: Manage applicable federal and state registration and filing requirements with the firm’s advisers and service providers.

Founder and Managing Director
Hemrock / Unstructured Ventures, LLC
Feb 2017 - Present (Full-time)
Nov 2008 - Jan 2017 (Part-time)
Pittsburgh, PA

Founded and operate Hemrock, formerly Foresight, combining financial advisory services, software, models, and professional education.

Business building: Sole creator and developer of financial model products downloaded more than 90,000 times by more than 56,000 people worldwide. Generated $1 million in lifetime financial model sales by 2023.
Finance and strategy: Advise hundreds of companies on projections, budgeting, annual planning, capital structure, fundraising, and business strategy, from preseed through Series B.
Fund planning: Advise hundreds of emerging venture managers on investment strategy, portfolio construction, return forecasts, fund operating expenses, and communicating fund economics to prospective LPs.
Software development: Created Portfolio, an open-source venture fund reporting and operations platform. Build web tools for cap tables, exit waterfalls, and fund economics.
Education: Created and taught cap table and exit waterfall classes taken by more than 300 founders, investors, advisers, finance leaders, and accountants, as well as venture fund forecasting courses. Lecturer at Carnegie Mellon, Columbia, SVA, General Assembly, Founder Institute, Entrepreneur First, GoingVC, and other accelerators.

Growth and Analytics
Moment
Nov 2014 - Jan 2017
Remote

Moment is a venture-backed photography hardware and software company.

Led sales forecasting for more than 50 physical SKUs and variants, reconciling actuals against budget and using variance analysis to inform inventory purchasing across three warehouses worldwide.
Managed the growth, paid marketing, and website product teams.
Built analytics education for growth and product teams and managed customer email programs.

Investor-in-Residence
Venture for America
Jan 2015 - Sep 2015
New York, NY

Helped run VFA’s first accelerator for Fellow-founded startups, supporting business development and fundraising.
Helped build the accelerator’s mentorship program and educational series.

Director, kbs+ Ventures
Kirshenbaum Bond Senecal + Partners
Apr 2011 - Jul 2014
New York, NY

Sourced early-stage investments and led due diligence, portfolio support, and the investing team for the agency’s thematic venture investment arm.
Co-created the kbs+ Ventures Fellows education program and co-curated Creative Entrepreneurship.

Business Manager, Marketing Strategy (US Card)
Capital One Financial
Aug 2005 - Nov 2008
McLean, VA
Richmond, VA

Managed a $15 million budget, strategy, and team for customer loyalty and engagement products.
Led analytical development, testing, and implementation of campaigns reaching 40 million people by mail and 25 million by email each month.
Managed product strategy and execution, from customer research and launch planning through cross-functional delivery and performance analysis.

Senior Consultant, Business Strategy Group
inCode Telecom Group
Aug 2004 - Aug 2005
McLean, VA

Developed financial models, business cases, and product strategies for Fortune 100 clients in wireless telecommunications.

Summer Investment Associate
Illinois Ventures, LLC
Jun 2003 - Aug 2003
Champaign, IL

Evaluated 11 investment proposals and wrote six investment memoranda; four transactions were funded. Created due diligence procedures and templates.

Manager, Finance
Associate, Business Development
C-SAM, Inc.
Apr 2000 - Jan 2002
Oak Brook, IL

Managed the financial analysis team and financial plans for global projects at a mobile payments startup.
Developed business plans, corporate strategy, and financial models for more than 15 projects, and supported fundraising and European business development.

Investment Associate
Cherokee Equity Holdings, LLC
Jun 1998 - Mar 2000
Raleigh, NC

Analyzed 30 acquisition opportunities and closed a $6 million asset purchase.
Built valuations, deal structures, and consolidated financial models supporting acquisitions and fundraising.

Selected software and systems

Portfolio: Open-source venture fund reporting and operations software, developed alongside my work as a fund CFO.
Send K1s: A tool for redacting, password-protecting, and distributing K-1s to limited partners.
Hemrock financial tools: Cap table, exit waterfall, and venture fund forecasting applications.
Pennant Games: Basketball and baseball simulation software built with React, Supabase, and Tailwind CSS.
Nine Rakes: Basketball analytics software that combined API data, advanced statistics, and marketplace listings to support player acquisition decisions. Built in 2023 for the since-disbanded Swoops league.

Education and certification

Carnegie Mellon University - Tepper School of Business
MBA, Finance and Accounting
2002 - 2004
Pittsburgh, PA

GPA 4.0/4.0 · University Honors · Beta Gamma Sigma

University of Virginia
BA, Economics
1995 - 1998
Charlottesville, VA

GPA 3.6/4.0 · Dean’s List · Graduated in three years

FAST Level 1 Certification
The FAST Standard Organisation
Issued Mar 2017
Certificate

Beyond finance

Photographer. Professional conference and event clients have included the Clinton Global Initiative, The Economist, CNN, and the Rockefeller Foundation.