15 YEARS OF EXPERIENCE
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.
Outsourced Strategic Finance and Operations Expertise for Startups
Helping raise awareness for Under-Represented Founders in the startup community with a focus on Woman, Minority, and LGBTQ-led startups
Pitch Deck Consultation
Capital Raise Preparation
Outsourced CFO/COO roles
to make your Investor Presentation look and feel like a VC funded firm, even if you are just getting started with your first capital raise
from Pitch Competition work to Investor targeting to Mock 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
now that you have those meetings booked, you might need that 'Numbers Person' either in the room or building the Financial Projections that are realistic. That's where we assist and explain how we got there to make you look good
How we work with Startup Clients:
1. Flat Fee Project Work
2. Monthly Retainer for CFO/COO in a box engagement (X hours per week/month, 6-month minimum)
3. Subscription based Coaching/Mentoring (per month or yearly)