Jiaxi Z.

I help startups and growing businesses make better financial and strategic decisions — and turn them into plans investors and teams can act on. 17 years in strategy and finance, most recently as Head of Investor Analytics at Upstart, where I helped secure $5B+ in funding across 150+ investors. Before that, I led a 20-person analytics team at Capital One, driving 2M+ new customers and $300M in revenue. Today I'm co-founder and COO of a DTC brand, so I know what founders actually need. How I can help: - Financial models & forecasts — 3-statement models, unit economics, cash flow - Fundraising support — investor-ready pitch decks, financial narratives, data rooms - Growth & pricing strategy — where to invest, what to charge, what to cut - KPI dashboards & reporting — the metrics that matter, for founders, boards, and investors - Business plans & operating plans — goals broken into measurable, executable steps Specialties: fintech and consumer lending, e-commerce/DTC, startups raising capital.