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About

15 YEARS OF EXPERIENCE

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Roger DaSilva

Founder

Roger has over 15 years of experience scaling and growing businesses from early-stage startups to public Fortune 500 firms in investment management, sales, and operations leadership. He is the Founder of a financial services firm with High Net Worth, Family Office, and Institutional clients.

Passion for investing in, advising and helping startups across various industries, including consumer/retail, fintech, childcare, social impact/nonprofit and female-led companies.

Strengths: real-world business experience raising capital from investors and institutions, implementing sales processes, and managing teams to scale and grow businesses at various stages.

Specialties: Public and Private Investments, Creating Business Plans, Strategic Decision Making and Planning, Revenue and Cost Analysis, Capital Raise, Business Development and Operations.

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Outsourced Strategic Finance and Operations Expertise for Startups

Empowering Under-Represented Founders (Woman, Minority, LGBTQ) of Startups & Businesses to make sound Financial & Strategic Decisions

 

We support them by using our network & expertise to amplify their work, making connections to resources that can move their business forward

 

Services

 

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Pitch Deck Consultation
Capital Raise Preparation
Outsourced CFO/COO roles

We make your Investor Presentation look and feel like a VC funded firm, even if you are just getting started with your first capital raise

Coaching for Pitch Competitions, Investor targeting, Investor Meetings.  Realm Startup Advisory has been in the room for all of those events and will have you ready for the tough questions and curve balls that always come up

Realistic financial projections that  help fuel your growth, make informed hiring decisions & give you the confidence to EXPAND your business. Tax and Accounting work. We assist and explain how we got there to make you look good

How we work with Startup Clients:

1. Flat Fee Project Work (Models, Tax Prep, Bookkeeping)

2. Monthly Retainer for CFO/COO in a box engagement (Flat Fee, 6-month minimum)

3. Subscription based Coaching/Mentoring (per month or yearly)

 

Our Work

Clients

INDUSTRY DISRUPTORS

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Our Clients LOVE us!

Since joining our team, Realm Startup Advisory has been an active leader in restructuring our organization as we shift to a more profitable model. From thought leadership to the hard work of building structure and discipline, I have never felt more comfortable about our future. Roger has a way of putting the tough choices in front of you with compassion and empathy. 

I feel fortunate everyday to have Realm as a partner in a solo entrepreneurial journey. 

Rob Smith

The Phluid Project

Rob Smith

Founder & CEO,

The Phluid Project

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Realm helped clear our "financial cobwebs'' to prove the extent of BAYPR's potential, which I underestimated before working with them.
Within three months I got the tools and confidence to raise client retainers, extend contracts and set boundaries when it came to finances, both professionally and personally.
When I hired Roger, BAYPR was on the brink of a rapid growth period and with his guidance we landed the big planes!

Marzi Daoust

Marzi Daoust

Managing Director & Founder,

BAY Public Relations

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As a bootstrapped business, we don't have an in-house CFO, so having Roger come on board to help us with financials was a lifesaver. You can know your numbers inside and out but when it comes to financial projections that span out a few years, you need to bring in experts. Working with Roger and Realm really helped us realize how far we've come and enabled us to see what we can do next.

Allison Esposito Medina

Tech Ladies

Allison Esposito Medina

Founder & CEO,

Tech Ladies

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We worked with Realm Startup Advisory extensively over several months on our presentation for the Women of Impact pitch competition.  Realm was instrumental in helping us prepare for the competition which we won.  I recommend using Realm for pitch preparation and financial projections.

Dr. Tara Shirazian

Mommy Matters

Dr. Tara Shirazian

Founder & Mom in Chief,

Mommy Matters

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Outpost has worked extensively with Roger at Realm Startup Advisory as an outsourced CFO, which has been invaluable to us as we’ve expanded into a bi-coastal operation over the past year. Realm has taken on the burden of worrying about how to present our company financials, so we can continue to focus on making it easier than ever to get established in a new city.

Sergii Starostin

Outpost Club

Sergii Starostin

Co-founder & CEO,

Outpost Club

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Press

 

Take my business to the next level!

Success!  Prepare for launch!