1. Messy data
- QuickBooks / Xero
- Stripe
- CRM (HubSpot, Salesforce)
- Customer / usage data
- Spreadsheets & PDFs
- Budgets & forecasts
Strategic finance for early-stage software & AIFinance for software & AI
From messy data
to better decisions.
I turn financial and operating data into clear reporting, cash forecasts and practical decisions for software and AI founders.Clear reporting, cash forecasts and decision support for software and AI founders—before you need a full finance team.
Hands-on finance support before you need a full internal team.
Explore Revenue Intelligence ↓Experience across the growth cycleVC-backed startups · PE-backed businesses · Public companiesView my experience ↓Revenue Intelligence · the customers behind your growth
The process
Unstructured data.
Structured insights.
Better decisions.
2. Structure & analyze
- Clean and map your data
- Build a SaaS financial model
- Calculate key metrics (ARR, retention, unit economics)
- Create forecasts and scenarios
- Turn data into a clear story
3. Better decisions
- How much runway do we have?
- Can we afford to hire?
- Which customers are profitable?
- What’s driving growth?
- Where are we off plan?
- When should we raise?
01Connect your dataAccounting, billing and operating data in one place.
- QuickBooks / Xero
- Stripe
- CRM (HubSpot, Salesforce)
- Customer / usage data
- Spreadsheets & PDFs
- Budgets & forecasts
02Structure & analyzeA clear financial view of your business.
- Clean and map your data
- Build a SaaS financial model
- Calculate key metrics (ARR, retention, unit economics)
- Create forecasts and scenarios
- Turn data into a clear story
03Make better decisionsKnow your runway, hiring capacity and what drives growth.
- How much runway do we have?
- Can we afford to hire?
- Which customers are profitable?
- What’s driving growth?
- Where are we off plan?
- When should we raise?
Proof of work
I build the systems behind the analysis.
See how I turn financial data into a clear view of performance, cash runway and customer economics.
Clean Close
Can I trust my P&L?
Turns a QuickBooks ledger into a mapped management P&L and surfaces the accounting actions that need review.Turn your ledger into a clear management P&L.
Explore Clean Close demo →
Runway
Can we afford the next hire?
An 18-month cash forecast and scenario planner connecting billing, hiring and burn to runway.See the cash impact before you decide.
Explore Runway demo →
Revenue Intelligence
Is our growth holding up?
Track recurring revenue, cohort retention, CAC payback and customer concentration to understand what drives growth and where revenue is being lost.See what drives growth, retention and customer economics.
Explore Revenue Intelligence demo →Facility$4.0M
RateSOFR + 6.5%
Covenants2 · light
Warrantsmodeled
Term36 months
Debt & capital raises
Does debt fit our plan?
I’ve been on the lender’s side of venture debt and private credit, so I help you raise the right debt, on the right terms.
View transaction experience →What you receive
A clear view of your business.
Your financial and operating data brought together into a clear view of performance, cash and growth, with hands-on support to act on it.
- Executive summary
- ARR, revenue and customer metrics
- Burn, runway and cash forecast
- Gross margin, including AI and usage costs
- Forecast vs. actuals
- Key decisions and next steps
Experience across the growth cycle
I've seen what good
finance looks like as
companies scale.
Early-stage
VC-backed companiesPrivate equity-
backed companiesMature public
companies
VC-backed companiesPrivate equity-
backed companiesMature public
companies
Experience across
the entire
growth cycle
the entire
growth cycle
VC-backed software
Stifel · Growth Finance
$150M portfolio managed
$150M+ in financing underwritten
PE-backed businesses
BMO · Private Credit
$1.1B portfolio managed
$600M+ LBO financing transactions
Public & large private
BMO · Corporate Finance
$3.3B portfolio managed
$1B+ M&A and buyout underwriting
Software acquisitions
Constellation Software · M&A Sourcing
Sourced acquisition targets for a global software acquirer
About Philip
An operator’s mindset.
A finance partner’s perspective.
I grew up around a family wholesale business supplying Costco and Walmart, and later helped run a cross-border vehicle business. That experience shaped how I think about finance: understand the business, make sense of the numbers, and help people make better decisions.
Based in the San Francisco Bay Area. Working with software and AI founders.
Canuck in the Valley
A closer look at the numbers.
Notes on software economics, startup finance and building durable businesses.
Read my writing ↗