Jerry B.

Fractional CFO and former investment banker with 30+ years of finance experience, including helping venture-backed startups and consumer businesses scale. I joined TA3 as one of its earliest team members and helped support its growth from approximately $80K to $30M in annual sales. My experience spans consumer brands, healthcare, SaaS, capital raising, and financial strategy. As a Fractional CFO, I work directly with founders and management teams of early-stage and growth companies, from seed through Series A and beyond, across SaaS, AI, consumer brands, healthcare, and professional services. **FRACTIONAL CFO & STRATEGIC FINANCE** - Financial planning, budgeting, forecasting, and cash runway management - Financial modeling, scenario analysis, and long-term strategic planning - Revenue growth, pricing strategy, unit economics, and profitability analysis - Inventory planning, working capital management, and cash flow optimization - Board and investor reporting, financial dashboards, and KPI development - Fundraising preparation, investor presentations, SAFE financings, and financial due diligence - Financial operations, accounting oversight, and recruitment and supervision of finance personnel **INVESTMENT BANKING & CAPITAL MARKETS** Before becoming a Fractional CFO, I spent over 10 years in investment banking with Société Générale and Cowen. As an M&A Director, I supervised the execution of over $10 billion in transactions involving companies including Vivendi, Warner Bros., Telecom Italia, Pathé, and the French State. My background also includes public equity research, buy-side investment analysis, and public accounting. I earned my CPA while working at Price Waterhouse in New York and London. **STARTUP EXPERIENCE & CREDENTIALS** My CFO experience includes venture-backed technology companies, SaaS businesses, consumer apparel brands, and healthcare companies, including CareLinx and Vive Health. I also lecture on startup financial modeling and venture finance at UC Berkeley Haas (MBA295A) and serve as a Director of the California Innovation Fund, where I participate in evaluating early-stage investment opportunities. I hold an MBA in Finance from the University of Chicago. **MY APPROACH** I combine senior-level financial strategy with hands-on execution. Whether a company needs a financial model, better visibility into cash flow and operating performance, preparation for an equity raise, or ongoing CFO leadership, my objective is to provide practical financial guidance that helps founders make better decisions and build sustainable businesses.