Fractional CFO and Chief Strategy Officer. Three companies sold.

Cake Technologies

Head of Finance

United Kingdom · Fintech

Payments business where people managed money, split bills and spent their own Cake credit currency.

• Led financial diligence and sat at the negotiating table through the American Express acquisition
• Built the model and the granular IP and data valuation that supported a higher exit price
• KPI culture that lifted operational performance 23 percent, and shaped how the company monetised its data
• Ran post-close integration of reporting, accounting policies and controls

Tripbod

Head of Finance & Operations

UK, US and EU · Travel data

Travel data platform connecting travellers to local expert recommendations across three regions.

• Set up and ran the whole finance and operations function across UK, US and EU
• Ran acquisition diligence and compliance through the TripAdvisor process
• Wrote the strategic fit and proprietary data narrative for the buyer
• Owned management and statutory accounts, VAT, tax, EC Sales List and VAT MOSS for a multi-country group

Grantify

Chief Strategy Officer

London · Grant platform

One of the world's largest grant platforms, processing 66 percent of all successful Innovate UK grants.

• Defended a 35 percent valuation uplift into the next round with the financial and business model behind it
• Grew sales 200 percent year on year, three years straight, off a pricing and customer intelligence engine
• Put the KPI, FP&A and OKR architecture in place: operational performance up 32 percent, staff satisfaction 95 percent
• Held forecasting accuracy inside 1 percent of year-end actuals on a multi-country P&L

IO Health Tech

Fractional Chief Financial Officer

United States · Healthcare AI

Workflow intelligence for post-acute care. Real-time clinical guidance that overlays the EMR a home health or hospice agency already uses.

• Holds the finance seat: the model, the reporting package, the board pack and the runway
• Prices a clinical software product where the buyer's return is measured in clinician hours and QA rework, not seats
• Runs the AI operating layer inside finance: automated reporting, ML forecasting, revenue leakage detection
• Supports the fundraise and investor reporting for a company nominated for the HHCN Product of the Year Awards

Digital Global Systems

Chief Financial Officer & President, IP Licensing

Washington DC · Deep tech

Software that reads the radio frequency environment for wireless deployments, selling into telecom, defence and government. Exit in progress.

• Built the model, the IP story and the licensing function behind a company that raised over $130 million
• Turned a spectrum patent estate into a revenue asset, priced from the claims rather than the titles
• Negotiated commercial and licensing agreements across federal, defence and Tier 1 telecom buyers
• Owned reporting and exit readiness through to live acquirer talks, and put product, go-to-market and finance under one OKR architecture

Swiipr

Chief Strategy Officer & Chief Financial Officer

London · Airline payments fintech

Payment infrastructure for the airline and travel industry: disbursements and card programmes for airlines, their passengers and crew.

• Owns the global growth strategy and the strategic plan end to end, from problem definition to execution
• Owns financial reporting, budgeting and forecasting, from monthly close to board pack
• Owns pricing and transactional revenue: interchange, scheme fees, FX and transaction margin, stress tested before go-live
• Leads data intelligence across proprietary passenger, crew and transaction data, turning it into a revenue asset

Position Imaging

President of IP & Patents

New Hampshire · Logistics technology

Deep tech logistics company holding a patent estate covering package and asset tracking.

• Runs IP and patent strategy for a company that has raised around $150 million
• Priced and packaged the patent portfolio for buyers, licensees and the board, read from the claims
• Moved the royalty position without filing a single new patent

Nxtech

Chief Strategy Officer

United States · Consumer data

Consumer data business holding a national-scale identity and behaviour estate.

• Valued and repriced a data estate of 18.5 billion data points covering 85 percent of the US population
• Repositioned the asset from ad targeting to enterprise licensing. Same data, higher price
• Led data monetisation, the fundraise and reporting

Navi

Chief Executive Officer

London · Private equity backed

Private equity backed group across technology and hospitality. Full P&L ownership, reporting to the board and the sponsor.

• 181 percent increase in sales quarter on quarter, and 55 percent increase in online sales off a new-product go-to-market
• 500 percent increase in data monetisation, 12 percent EBITDA, and the company brought to profitability
• Passed the 50-employee mark and led the executive team across commercial, product, finance and operations
• Owned the sponsor relationship, board reporting and value creation plan tracking

Asoko Insight

Chief Financial Officer

London, live across nine African markets · Data

British company holding deep data on Africa, backed by US venture capital.

• Owned investor relations and financial strategy for a US venture backed data business
• Built the monthly package that let US investors and the board trust numbers coming out of nine very different markets
• Set pricing and stress tested it market by market before rollout

iHorizon

Finance Director

UK and US · Cloud accountancy

The UK's pioneering cloud accounting firm for high-growth technology companies. One of his first seats, and the practice where he learned the trade.

• Ran finance, budgeting and planning for more than 120 high-growth tech scale-ups across the UK and US
• Walked founders through VC, PE, bank and crowdfunding rounds, from the model to the negotiation
• Saved clients millions through capital allowance and SEIS and EIS structuring
• Rolled out digital accounting, BI dashboards and automated stock control as a repeatable playbook

Codi

Advisor

United States · Workspace technology

• Advises the leadership team on finance, pricing and the road to the next round
• Runs the buy, partner or build calls, sizing the market against internal capability

Thriva

Advisor

London · Health tech

• Advised across finance and growth as the business ran to the third fastest-growing company in Europe
• Steadied the reporting package and board pack through very fast growth; worked on pricing and subscription unit economics