/ Company / People / Joshua Goldstein
goldstein

Expertise

  • Finance & Accounting

Role

  • Principal

Location

  • Atlanta

Joshua Goldstein

Principal

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

Go to Top