Devon P.

Eagle Scout & CFA charterholder. Send a direct contract from your firm here. 0% fees. 100% help. Strategic finance/investments exec for 10Y+ at blue chip firms in VC/PE/investments where I sourced ideas/companies, helped build businesses/new products, led due diligence, & did transactions. I do pitches, models, valuations, GTM, M&A, and diligence since I typically do the same for each in the past (100's of times). Worked for 2 billionaires & ex-manager of $4B+ fund. Degrees: MBA from UNC, post-bac Wharton, BA University of Chicago. Why I'm different: "investor grade" & "owner-ready" + AI-enabled (finance transformation and beyond) I help investors/firms find, grow & scale $1B+ businesses (value, scale, & pitch) I create world-class pitches/models/GTM/valuation for each project & can help on yours I honed skills working with clients up to $500B+, pitching 100's of times to tier 1 investors Former clients include: Goldman Sachs, T Rowe Price, CREF, Dodge & Cox, AB, and others Projects: Series C unicorn, $50-100M capital raises, $150M M&A, valuation $5B+ Former recommendations include: firm's that IPO'd (2021) Why you may love working with me (past clients loved I do 3 things): Meet tight deadlines, complex issues, and/or high impact Simplify the difficult, tell a great story and see what they miss Deliver turnkey, practical and/or audit-ready work timely & done well *ethics matter: paid introductions and guarantees are a regulatory issue (SEC & others) In the Words of My Clients: "Great work” & “impressive resume” – former Chief Accounting Officer of GE & GE Capital “Devon’s a wizard, he can do anything” – CFO of Series C unicorn fintech (revenue, M&A) “Wow, we didn’t think they’d be ready” – billionaire family PE office (national launch) "Hire Him" - Investment Committee Member of leading PE fund “Magic”…”this is kick***” – COO of $130M+ VC fund (valuation project) “Fantastic, thank you so much” – CEO SaaS ERP (M&A project; healthcare) “Great work” – former CIO of Wellcare (M&A project; potential deal partner) “Robust & very solid, really good work” – CEO/MD HC surgery center (fractional CFO) “Thank you so much” – Senior director of VC fund (C-suite transition, modeling training) “This is great” – CEO of healthcare tech (raising $5-10M) “This really helped” – CEO of incubator of $3.5B+ revenue firm (company launch) “Excellent” – CEO of seed fintech (pitch deck, business plan) "[we had] 0 audit questions" - 100+ assets of VC fund reviewed by auditors Capabilities: .....AI, decisions, pitch decks, financial models, valuations, GTM/growth, advisory..... VC - early (pre-seed, seed, Series A, Series B) & late stage (Series C to F) - models/decks/GTM PE - growth equity & distressed/turnarounds (models, decks, pitches, term sheet, M&A) FP&A - scale businesses nationally, what if/feasibility/strategic decisions, & modeling for capital allocation, budgeting, forecasting, cash flow, go/no go recommendations M&A - CIM/CIP, leading deal diligence, PPA, earnings power analysis, modeling, memos Industries: AI/ML - fractional CFO / GTM strategy / monetization / economics / capital raising / sales funnel Consumer - e-commerce/CPG/tier 1 suppliers/retail/restaurants Tech - AI/ML/cloud/blockchain/big data/vertical software/SaaS Industrials - hardware technology, manufacturing, IoT HC - drugs/devices/diagnostics/therapeutics/precision medicine Real Estate - commercial, residential, REIT (multi-family, healthcare, industrial, datacenter) Additional projects: Capital raising / fundraising (plan, pitch decks, models, valuation, memos) Corporate Development (new markets/M&A, investments, diligence, ventures, JV) Growth (new markets, GTM, growth hacking, pricing, market research) Fractional CFO Valuations for startups (409A) Valuations for funds (820) & transactions/fairness opinions