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
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
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. 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 (Flat Fee, 6-month minimum)
3. Subscription based Coaching/Mentoring (per month or yearly)