Bob Dennen

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Robert Dennen is a partner in TechCXO’s Finance and Accounting practice. He is called on by investors, Boards, and senior management teams to leverage his unique combination of financial, strategic, operational, and systems expertise as a fractional CFO.

Bob has served as a fractional CFO for the past seven years for more than 25 companies, primarily in SaaS, Consulting Services, Digital Media, Business Services, and e-Commerce. Bob has helped guide three of his clients through periods of high growth and due diligence to financially successful acquisitions. During his distinguished career, Bob has also served as:

(Interim) CFO, SourceMedia (now Arizent) – SourceMedia, was an $80mm PE-owned, digital media company with advertising/lead generation, subscription and events revenue platforms. Bob’s efforts stabilized the company and allowed it to exceed its Revenue and EBITDA goals. He also successfully on-boarded a new CEO.

CFO, Fahrenheit 212 – Fahrenheit 212 is a global innovation strategy and design firm. Bob led growth in revenue of 300% and personnel of 250% and opened an international office in London. He aslo put in place many new processes and systems. The company’s clients included Coca-Cola, Marriott, and Samsung. F212 was acquired by Capgemini. Bob led the post-merger integration efforts.

His earlier roles included VP of Client Solutions at Navagate, Inc., a CRM software and services company focused on the financial industry, and Managing Director of Enhanced Capital Partners, a venture capital fund. He also held leadership roles with Barnes & Noble and Simon & Schuster. Bob began his career with Accenture.

He holds a BS in Economics, Accounting and Economics from the University of Pennsylvania’s Wharton School.

Kerry Byler

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Kerry Byler is a Partner in TechCXO’s Finance Practice. He is frequently called on by Boards, investors, and senior management teams to support PE and VC-backed high-growth companies as a Fractional and Interim Chief Financial Officer and Chief Operating Officer. Kerry leverages his proven expertise in M&A, fundraising, operational strategy, and post-acquisition integrations to help deliver exponential growth for his clients.

During his distinguished career, Kerry’s leadership roles have included:

EVP, CFO & Board Member for Docufree Corporation – Kerry led all finance and accounting activities for this digital transformation solutions company whose services included large-volume document capture; data extraction and integration; intelligent process automation; cloud-based document management; and Enterprise Digital Mailroom services. More than 2,000 enterprises and government agencies rely on Docufree. The company has more than 600 Employees in 15 States.

Executive Vice President, CFO, Advisory Director for AmeriPro Health – Kerry led finance, accounting, and M&A activities for one of the Fastest Growing EMS and EMS Technology Companies in the U.S.

Managing Director BlueCross BlueShield Venture Partners – Kerry accelerated healthcare innovation through strategic venture and private equity investing. He led $305 million in committed capital initiatives across two strategic funds with 24 “Blue” Limited Partners.

In addition, Kerry served as VP for Lehman Brothers Global Private Equity Group, and Partner for Batterson Venture Partners – Momentum Capital Partners, a Venture Capital firm focused on Healthcare, IT, and Business and Consumer Services. Kerry was responsible for deal sourcing, due diligence and post-investment growth, as well as business development and fundraising for both funds and portfolio companies. He served as portfolio company Interim CEO and portfolio company CFO.

Kerry received his BS in Business Administration and Finance from the University of Tennessee, Knoxville, and his MBA in Analytic Finance, Strategic Management and Entrepreneurship from the University of Chicago Booth School of Business.

 

Martha Parker

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Martha Parker is a Partner in TechCXO’s Finance and Operations practice. She has over 30 years of experience as a Big 4 auditor, CPA, and corporate finance executive for some of the largest Media, Food and Beverage, Retail, and Consumer Packaged Goods companies in the world.

Martha has also served as CFO for startups within media, manufacturing, and healthcare, where she provided strategy, financial modeling, and capital requirements support.

Martha’s core proficiencies include:

  • Mergers & Acquisitions (Valuations, Deal Structure, Due Diligence, Post-M&A Disputes)
  • Financial Planning and Analysis
  • Technical Accounting
  • Fraud & Forensic Accounting (Certified in Financial Forensics)
  • Litigation Services
  • Commercial Matters (Breach of Contract, Business Interruption, Lost Profits)
  • Business and Individual Damages
  • Accounting Process Transformation
  • Business Process Improvement
  • Strategic Operations
  • ERP Implementation
  • Executive Advisory

Among her career highlights, Martha led financial valuations for Turner Broadcasting where she licensed programming investments and sales, managing acquisitions of television series and movies totaling up to $1 billion annually, including The Big Bang Theory, Family Guy, Castle, and Hawaii Five-0. She partnered with networks such as TBS, TNT, Cartoon Network, and Adult Swim, ensuring optimal deal structures and accounting treatments that significantly impacted programming expenses.

For The Coca-Cola Company, she led the corporate division of the FP&A and accounting team, representing an operating income of $1.5 billion. For The Sports Authority, Martha conducted a comprehensive transformation of the accounting processes and reconciled a $10M previously unreconciled gift card balance.

As a consultant, Martha engaged in forensic accounting projects to investigate fraud issues and resolved a $25 million accounting dispute in favor of her client. In addition, she has held a financial leadership role within Liberty Global. She began her career with Arthur Andersen.

Martha holds a BS in Commerce-Accounting from the University of Virginia and an MBA from Emory University’s Goizueta Business School, where she received a full scholarship from The Coca-Cola Company.Martha Parker is a Partner in TechCXO’s Finance and Operations practice. She has over 30 years of experience as a Big 4 auditor, CPA, and corporate finance executive for some of the largest Media, Food and Beverage, Retail, and Consumer Packaged Goods companies in the world.

Martha has also served as CFO for startups within media, manufacturing, and healthcare, where she provided strategy, financial modeling, and capital requirements support.

Martha’s core proficiencies include:

  • Mergers & Acquisitions (Valuations, Deal Structure, Due Diligence, Post-M&A Disputes)
  • Financial Planning and Analysis
  • Technical Accounting
  • Fraud & Forensic Accounting (Certifed in Financial Forensics)
  • Litigation Services
  • Commercial Matters (Breach of Contract, Business Interruption, Lost Profits)
  • Business and Individual Damages
  • Accounting Process Transformation
  • Business Process Improvement
  • Strategic Operations
  • ERP Implementation
  • Executive Advisory

Among her career highlights, Martha led financial valuations for Turner Broadcasting where she licensed programming investments and sales, managing acquisitions of television series and movies totaling up to $1 billion annually, including The Big Bang Theory, Family Guy, Castle, and Hawaii Five-0. She partnered with networks such as TBS, TNT, Cartoon Network, and Adult Swim, ensuring optimal deal structures and accounting treatments that significantly impacted programming expenses.

For The Coca-Cola Company, she led the corporate division of the FP&A and accounting team, representing an operating income of $1.5 billion. For The Sports Authority, Martha conducted a comprehensive transformation of the accounting processes and reconciled a $10M previously unreconciled gift card balance.

As a consultant, Martha engaged in forensic accounting projects to investigate fraud issues and resolved a $25 million accounting dispute in favor of her client. In addition, she has held a financial leadership role within Liberty Global. She began her career with Arthur Andersen.

Martha holds a BS in Commerce-Accounting from the University of Virginia and an MBA from Emory University’s Goizueta Business School, where she received a full scholarship from The Coca-Cola Company.

Rajiv Bhagat

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Rajiv Bhagat is a Partner in TechCXO’s Finance & Accounting practice. His experience spans across three decades, and he is called on by Boards, investors, and senior management teams to serve as an interim and fractional Chief Financial Officer (CFO), primarily within SaaS, IT Consulting, and Software companies.

Rajiv’s core proficiencies include:

  • Financial Planning & Analysis (FP&A)
  • Forecasting & Reporting
  • M&A Due Diligence, and post-merger integration
  • Strategic planning and Business Metrics Design & Implementation
  • Fundraising and IPO proceedings
  • Review and negotiation of contracts

Rajiv’s career highlights include:

Ushur, Inc., Consultant & Senior Vice President of Finance – Rajiv steered Ushur through its Series C funding, skillfully building and leading the finance team for this groundbreaking SaaS company.

rfXcel Corporation, VP of Finance – Rajiv was the linchpin behind rfXcel’s Series B funding. He was instrumental in the company’s acquisition by Antares Vision S.p.A., having also set up the necessary infrastructure for its growth.

Structural Integrity Associates, Head of Financial Planning Analysis & Corporate Controller – Rajiv’s leadership in financial planning and as Corporate Controller enhanced the company’s forecasting and revenue recognition, streamlining financial processes and introducing efficiency-focused tools.

Veraz Networks, Director of Finance – Treasury and Business Operations & Financial Planning & Analysis – Rajiv established a robust global treasury function and adeptly managed $72 million from IPO proceeds while revitalizing the company’s financial forecasting and analysis function to ensure stakeholder transparency.

Velosel Corporation, VP of Finance – Rajiv bolstered all financial planning avenues, culminating in raising Series C funding and overseeing the company’s acquisition by TIBCO.

Ariba, Inc., Finance Director – Rajiv collaborated closely with senior leadership, ensuring robust financial planning, forecasting, and oversight across two main business units.

Cadence Design Systems, Inc., Finance Director – Rajiv spearheaded financial strategies for software units, overseeing sales contract reviews, and facilitating the successful integration of two acquisitions into the company’s operations.

Rajiv is a distinguished alumnus of the University of Chicago Booth School of Business, holding an MBA in Finance. He also secured an MBA in International Business from KU Leuven and a Bachelor’s in Business Administration from the University of California, Berkeley.

Joe Johnston

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Joe Johnston is a Partner in TechCXO’s Finance and Accounting practice. He is called on by entreprenuers, investors, and senior leadership teams to assist them as an interim and fractional Chief Financial Officer, with a particular focus on Real Estate and Construction.

Joe has a track record of driving profitable growth, identifying gaps, and streamlining processes to nurture startups to middle-market companies. His specific areas of expertise include:

  • M&A, Due Diligence & Sell-Side Preparation
  • Long-term forecasting models
  • New investment decisions
  • Financial reporting process improvement
  • Accounting department restructure
  • Capital raise efforts
  • Evaluation of potential new ERP systems for implementation
  • Gross-to-net revenue deduction analysis

Joe’s career highlights include:

Vice President of Finance, PulteGroup (PHM), Southeast Area – Joe was responsible for the growth and profitability of the 5 markets within the  Southeast region, aligning with the objectives of this nationally recognized homebuilder.

CFO, GWTanks (Private) – Joe worked closely with the founder to double revenues to $20M by capitalizing on ancillary transport and logistics revenue streams and skillfully negotiating a Private Equity-backed acquisition.

Vice President of Finance, Lennar (LEN), Coastal Carolinas – Joe steered finance initiatives for the Coastal Carolinas region, emphasizing real estate finance and informed business strategies.

Vice President and CFO, The Jackson Companies (Private) – Joe oversaw a diverse real estate portfolio spanning commercial, residential, and resort sectors with this Family Office. He was pivotal in identifying and capitalizing on new business ventures, including acquisitions and developments.

Director of Finance and Accounting, WestRock Company (WRK) – Joe was instrumental in the strategic transition of WestRock’s forestry division into a dedicated real estate development entity as he led a team responsible for $500M – $1B in assets.

Division Controller, Centex Homes (PHM) – Joe spearheaded teams across multiple departments, managing assets up to $130M and overseeing the annual closure of 500-900 housing units.

Vice President and CFO, Tadian Homes (Private) – Joe led a 13-member team across several departments in a dynamic, expanding environment. He managed assets totaling $150MM, encompassing various ventures such as homebuilding, land development, and joint initiatives.

Joe is a proud alumnus of the University of Michigan Ross School of Business, where he earned his BBA. He also holds an MBA with a concentration in Finance from the Babcock School of Business at Wake Forest University. He is a Certified Public Accountant (CPA).

Eric Froistad

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Eric Froistad has had a successful career as a financial executive. He has served in finance and operations leadership roles for public and private companies. He has led early and growth-stage companies through venture capital and private equity transactions, restructurings, mergers and acquisitions, private exits, and IPOs.  He works with clients in the software (SaaS, PaaS), financial technologies (fin-tech), and digital content sectors.

He has helped his clients raise multiple rounds of debt and equity capital, negotiated merger agreements and major customer contracts, implemented risk management programs (including cyber risk) and customer billing systems, managed compliance (SAS 70, PCI, HIPAA) and financial audits, developed incentive compensation programs, and managed client accounting/finance departments, among other services.

He served as a partner in the Finance specialty group at TechCXO from 2008 to 2018 before leaving to become CFO/COO of an international medical school, retiring in 2023. He returned to TechCXO as a Principal in March 2023. Prior to TechCXO, he was CFO of TSYS Loyalty, a loyalty technology company in the financial services/card payments sector.  He began his career at Arthur Andersen & Co in Denver, rising to the senior manager level before leaving for progressive financial executive positions.

Eric Froistad earned a BS degree in Accounting from the University of Colorado and a CPA license from the State of Colorado.

Dale Kirkland

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Dale Kirkland is a Partner in TechCXO’s Finance & Operations practice and is based in Atlanta.  As an experienced leader, Dale is focused on supporting the high-growth innovation community through Fractional CFO engagements, Executive Coaching, and Seed Investing.  Dale offers his clients a unique understanding of what it takes to build and scale a high-growth technology company through his diverse background of capital advisory and direct operating experience. He offers his clients financially focused, yet well-rounded business and operational acumen that can positively impact a company’s growth trajectory and outcome.

Dale has worked with more than 1,000 startups during his career providing expertise and services that include: Venture Debt, SaaS Financing, venture capital, growth equity, global treasury, payments, business development, strategic contract negotiations, networking, marketing, entrepreneurship, private equity, and M&A financing to software, hardware, telecom, cybersecurity and consumer Internet companies.

During his distinguished career, Dale held the following leadership positions:

Fractional CFO, Slip Robotics – Facilitated three capital raises totaling over $40MM, led professionalization of accounting and finance departments in preparation of CPA Audit, led sales and use tax compliance, and secured R&D tax credits

Fractional CFO, Query.ai

Fractional CFO, Qualytics

Managing Director – Technology Banking, SVB – As Market Manager, Dale led SVB’s technology practice in the southeast, supporting and advising startups in the tech industry. He was responsible for regional business development, & relationship management leadership at the industry-leading technology bank. He led over 500 financings with over $3.5 billion of capital committed. Dale specialized in cross-functional experience orchestration, lending and comprehensive payment solutions to early-stage venture, growth stage and public technology companies. His activities included account acquisition, credit evaluation, term sheet negotiations, loan closings, treasury solutions, and active networking with venture capitalists, CPAs, attorneys, PR firms, investment bankers, etc. Verticals included SaaS, Hardware, Frontier Tech, Consumer Internet and Fintech companies. He focused on the Georgia, Florida and Alabama markets. He advised founders on Go-to-market strategy, and capital planning. He was a multi-time winner of SVB President’s Club, recognizing top 30 global performers, and he had P&L responsibility of >$30MM of revenue. He has supported and had a positive impact on the outcomes of several noteworthy startups, including Bark Technologies, Calendly, Pardot, KnowBe4, Bridge2 Solutions, ReliaQuest, AppRiver, e-Builder, Rainmaker Group, Clearleap, Pentaho, Liaison Technologies, SilverPop, Prolexic, Vocaloicity, ViTrue, Jboss, and CipherTrust.

CFO, BroadBand Technologies, Inc.  – While at this networking equipment company, Dale executed on the following key projects:

  • Created & managed an investor relations program
  • Spearheaded business planning & analysis functions
  • Worked directly with investors & Wall Street analysts to enhance shareholder value.
  • Spearheaded a stock repurchase program
  • Collaborated on patent defense lawsuit against Lucent Technologies
  • Directed NASDAQ listing criteria maintenance
  • Developed & delivered presentations for investment conferences & Board of Directors.
  • Developed earnings releases, financial press releases, annual reports & SEC documents including 10Qs & 10Ks.
  • Created forecasts, margin analysis, and pricing policies
  • Managed financial and SWOT analysis for 5-year strategic plan
  • Completed asset divestiture and several strategic partnership agreements.

In his roles at MCI, XO Communications, & Broadwing Communications, Dale led complex bids/pricing programs and drove sales leadership teams of over 40 people, that provided communications infrastructure and services to Fortune 1000 firms including BellSouth (Verizon), Georgia Pacific, Equifax, The Southern Company, CNN, Goldman Sachs, Cox Enterprises and others. Dale started his career at SunTrust Bank (Truist), where he completed their rigorous Banking Officer Training program.

Dale’s charitable efforts included serving as Director & Finance Chair, Board of Directors, TechBridge – TechBridge is an Atlanta-based nonprofit that helps other nonprofits to amplify their missions. TechBridge provides IT consulting, hosting and outsourcing services to hundreds of nonprofits, helping them harness the productivity gains long since enjoyed by the corporate sector, by connecting the needs of nonprofits with the skills and financial resources of the technology community.

Dale received his B.B.A. – Finance from Georgia State University, graduating Summa Cum Laudema Cum Laude and holds an Executive Coaching Diploma from Emory University.

Andrew Roberts

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Andrew Roberts is a CFO at TechCXO and covers a wide array of growth-stage companies’ forecasting and capital-raising needs. He came to TechCXO in 2020 from Seven Oaks Company, where he supervised the complete financial operating division with $500 million in assets under management. While in that role, he worked closely with clients and partners in their decisions involving finance and forecasting, accumulating vast experience in modeling for new investment targets and prospective dispositions. Among his previous roles, Andrew spent seven years working at Hines, an international real estate investor/manager, in the two distinct but complementary roles of controllership/asset management and project development. His skills include Accounting, Financial and Strategic Planning, Budget Development, Operational and Financial Forecasting, JV Investment, and Project Management.

Andrew has served as a Board member of the Georgia Chapter of NAIOP, one of North America’s largest commercial real estate organizations. He has a Bachelor of Science with Special Attainments in Commerce from Washington & Lee University and an MBA from Emory University. He attained his CPA license in 2005.

Michael Levine

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Michael Levine – The SaaS Finance and Operations Advocate

Michael Levine is a highly collaborative, technology-enabled Finance & Operations Partner at TechCXO, specializing in guiding SaaS companies through strategic cash flow improvement, securing funding, increasing profitability, and facilitating operational excellence.

With a unique blend of expertise in finance, technology, cybersecurity, business operations, and sales leadership, Michael serves as a thought leader and mentor to executives at growth-focused companies ranging from startups to global enterprises exceeding $1 billion in revenue.

Throughout his career, Michael has demonstrated a commitment to driving financial clarity and momentum, enabling SaaS companies to scale and exit with confidence. His proactive and highly responsive approach ensures that strategic initiatives are executed effectively, mirroring his dedication to business health and personal performance optimization.

Recent SaaS Engagements:

1. $9M+ ARR Supply Chain SaaS Provider: Upgraded KPI reporting metrics to enable smarter executive leadership business decisions and more effective investor conversations, led successful onboarding of senior finance team member, strengthened banking relationships, supported profitable growth, improved cash flow and upgraded cash projections, and prepared for a successful exit.

2. $1.7M ARR Enterprise Support SaaS Provider: Navigated venture debt and cap table strategies during accelerated growth from $1.2M to $1.7M in less than a year, facilitating a capital raise exceeding $1M.

3. $8M+ ARR Marketing and Site Selection SaaS Provider: Negotiated major contracts to optimize business outcomes, led internal finance function, collaborated with executive team to significantly reduce cash burn and improve profitability, optimized bank relationships and coordinated debt modification, and facilitated corporate governance initiatives and convertible debt infusion exceeding $1.3M.

4. $30M+ ARR Analytics SaaS Provider: Served as interim CFO, streamlined Board reporting, facilitated $15M capital infusion from private equity sponsor to accelerate growth, renegotiated

Hunter Morhous

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Hunter has over 20 years of experience developing, evaluating, and executing highly complex strategic plans for various companies, including public and private entities, large corporations, and small businesses. He has supported senior executives with initiatives related to cash flow management, capital structure optimization, financial forecasting, mergers & acquisitions, and capital raising (both equity and debt).

He provides a comprehensive organizational perspective and a results-oriented approach to tasks and projects, emphasizing stakeholder relationship management, business & financial modeling, sell-side preparation, merger & acquisition integration, financial planning & analysis, project management, and audit management & compliance.

Hunter earned a Bachelor of Science in Business Administration and Accounting from Washington and Lee University and a Master of Business Administration with a concentration in Finance and Strategy from Emory University’s Goizueta Business School. He also serves on the boards of several non-profit organizations dedicated to healthcare and education.

Jason Scherr

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Jason Scherr has over 20 years of progressive financial and operational leadership experience with privately held, high-growth technology and service companies.

At TechCXO since early 2008, Jason has specialized in capital fundraising, sell-side preparation, strategic financial planning, and financial modeling. Jason has steered 110 debt/equity/M&A events totaling $925M for clients in the technology and services industries. Having served as interim CFO, acting CFO, or part-time CFO for 70 high-growth companies, Jason provides customized services drawing on a breadth of experience leading technology and services platforms to success fiscally and operationally.

Prior to joining TechCXO, Jason was a Co-Founder and the VP-Finance reporting directly to the CEO of a technology-enabled service company where he was responsible for all financial and accounting functions of the organization. He was a founding shareholder and led a $10 million capital raise that ignited annual revenue growth from $4 million to $25 million.

Jason also founded a software business in the golf industry that was eventually sold to Sequoia Golf Holdings (owner of Canongate golf courses), later acquired by Club Corp Golf. Jason started his career as an Analyst and eventually became Program Mgr at General Electric, where he was involved with new business development and current product growth related to major clients, including Home Depot.

Jason has a BBA degree from Goizueta Business School at Emory University, was a 2-time Team Captain of the Emory Golf Team, was an NCAA All-American in Golf, NCAA Academic All American, and is a lifetime member of MENSA.

Testimonials & Case Studies from Jason’s Clients

Successful Transactions by Jason

 

Client Portfolio: Current

Client Portfolio: Past

Gary Strickland

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Gary Strickland is a seasoned financial executive focused on early-stage and venture-backed technology-related companies. Gary has significant experience in software, subscriber-based services, health IT, telecommunications, and professional services. Since joining TechCXO in 2007, Gary has been providing clients with strategic and operational financial management advisory services from capital formation to exit transactions as a part-time CFO in Boston.

After starting his career with Ernst & Young as an audit manager in the Entrepreneurial Services Group, his experiences have ranged from being the seventh employee of a start-up to taking an emerging service provider public on NASDAQ to playing a key financial role for an established NYSE technology company.

Prior to joining TechCXO, Gary was the CFO of SunGard BancWare, a $60M business unit of SunGard Data Systems, Inc., and a $4B global leader in software and processing solutions for financial services, higher education, and the public sector.

As CFO of several technology companies, Gary played an active leadership role in strategic, operational, and financial activities, raising over $150M of equity and debt financings, including taking ZipLink, a provider of wholesale Internet connectivity, public on NASDAQ in Q2 1999. Gary graduated with honors from the University of Notre Dame in 1985 and received his CPA Certification in 1989.

Lori Parro

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Lori is currently a Raleigh, NC and Carolinas CFO / Finance and Operations Partner with TechCXO LLC, a national fractional C-Suite contracting firm based in Atlanta, GA. Lori brings more than 25 years of financial and operational leadership with a proven track record of execution, having served as CFO in life sciences (pharma / drug development / medical device / CRO) and the SaaS software technology sectors. Many of Lori’s client companies have been long-term engagements, saving clients hundreds of thousands of dollars in finance and operations overhead costs.

Lori has extensive strategic experience in emerging market and accelerated growth environments,.helping clients with

  • Capital formation
  • GAAP/IFRS accounting incl ASC606
  • Corporate funding and capital raise
  • KPI/growth metrics
  • Gross margin analysis and growth
  • Product design and pricing
  • Sales ops and operations oversight
  • Human capital and benefits mgmt
  • Business modeling & strategic planning
  • Cash flow strategies and cash burn mgmt
  • M&A
  • Unique experience with management and compliance of federal funding (Federal contracts & SBIR/STTR grants)

In 2018, Lori successfully led the exit side of the $220m acquisition by Stryker of HyperBranch Medical Technology, a VC-backed company that she has helped grow since joining in 2006.

Personally, Lori lives in Raleigh NC with her family and loves to attend NCSU and Hurricanes NHL games, exercise, and travel (particularly to places where snow skiing is a challenge). She is highly active in the youth hockey community where she serves as a coach and VP of Finance for the Carolina Junior Hurricanes Hockey Association, the NHL youth affiliate and a 680 member 501(c)(3) organization.  Lori holds a BA in Accounting and MBA from North Carolina State University and is a North Carolina Certified Public Accountant (CPA).

Viraj Parikh

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In his 8th year as a TecCXO CFO consultant, Viraj has been a finance executive to over two dozen technology companies, ranging in size from Seed to Series C stage. His emphasis is on financial modeling, capital raising, accrual accounting, cash flow management, pipeline visibility, pricing strategies, dashboard metrics, gross margin expansion, cohort analysis, and financial operations. Prior to TechCXO, Viraj accumulated a rich set of CFO/finance leadership experiences in education finance, real estate, and technology. He also worked for 15 years as a Wall Street portfolio manager and analyst (equity & credit), learning the art of deep research analysis, valuation and risk management across a wide variety of industries. Viraj began his professional career in accounting and consulting at a Big 6 firm.

TechCXO provides experienced C-Level consultants to venture capital and PE-backed portfolio companies, on a fractional or interim basis. Founded in Atlanta in 2003, TechCXO consultants have historically been concentrated along the Eastern Seaboard. As Managing Partner of the Central & Western U.S., Viraj has been growing tech metros beyond the East Coast, including Nashville, Chicago, Austin, Dallas-Fort Worth. Worth, Silicon Valley, and Los Angeles.

Viraj received his M.B.A. from Columbia Business School and B.A. in Political Economics from U.C. Berkeley. He also trained at the Nashville Software School and the Dale Carnegie Training Center on Effective Communication & Human Relations.

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Joshua Goldstein

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Joshua is a finance executive and fractional CFO who specializes in helping startups and growth companies.

He works with clients on fundraising, financial modeling, KPI development, corporate strategy and investor communications. Companies he has assisted are in the SaaS, e-commerce, e-learning, robotics and footwear/apparel industries. Maturity levels range from pre-seed to Series A and beyond.

Recent engagement highlights include: advising on fundraising rounds in terms of security type, valuation cap and corporate structure; modeling SaaS KPIs such as CAC, LTV and payback period; designing an investor pitch deck that helped a client gain acceptance into an accelerator program. Earlier in his career, he was a buy side equity analyst at Invesco covering the internet and technology sectors.
Joshua has a BA in political science from Brown University and an MBA from the University of Virginia Darden School of Business. He is also a CFA charter holder. As a volunteer, he is an advisor at Georgia State University for the student-run endowment investment class and he serves as lecturer for a portfolio management class.

Areas of expertise include:
Financial Modeling | Designing Investor Presentations | Fundraising | Investor Communications | Cash Flow Budgeting | Unit Economic Analysis | FP&A | KPI Design and Monitoring | Team Leadership | Directing Data Science Research | Corporate Governance