Funding & Exit | Transaction Readiness | Operational Readiness |
Strategic & Financial Planning | CFO & COO Services
To Empower Businesses Achieve Financial and Operational Excellence and Successful Raises & Exits
SaaS/AI | Software Infrastructure | Cybersecurity | Health Tech | Martech | Networking
We take great pride in rolling up our sleeves, and sharing our knowledge and experience to create great outcomes for our clients
Our Transaction & Operational Readiness Services, are fixed cost offerings with a “Readiness Assessment” deliverable. We will assess your operational & transaction readiness and prep you strategically, financially, operationally, and organizationally to operate with capital efficiency and pass a Buyer’s/Investor’s due diligence. Lakeview Advisors’ battle hardened CFO/COOs will supplement your SWAT team and fill skill gaps in your Org.
Managing Director
25 year CFO/COO, FP&A and GTM Finance & Operating leader, across SaaS, AI, Software Infrastructure, Cyber Security, Martech, Health Tech, and Networking. I started my career at EY, have helped 2 dozen Cos raise capital, grow to over $100M in revenue, go public, and positioned to get acquired by strategics and PEs.
Services
A team of battle hardened CFOs and COOs who can team up with your FP&A, Operations, and Management teams to achieve your Growth, Capital Efficiency, Funding, and Exit goals