Browse Skills

Navigate cross-border tax structures, transfer pricing, and treaty optimization for multinational operations.

Guides startup founders through the fundraising process including pitch deck creation (Sequoia format), valuation analysis, term sheet negotiation, SAFE/convertible note structuring, and investor outreach strategy.

Design and optimize pricing strategies using value-based, competitive, and behavioral pricing frameworks.

Perform comprehensive business valuations using DCF, comparable company analysis, and precedent transactions.

Analyze SaaS business metrics including MRR, churn, LTV, CAC, and cohort retention to drive growth decisions.

Analyzes and optimizes unit economics including CAC/LTV calculations, payback period analysis, cohort retention, contribution margins, and SaaS efficiency metrics like the Rule of 40 and burn multiple.

Builds investor-ready financial models including SaaS revenue projections, DCF valuations, cap table modeling, and scenario analysis with base/bull/bear cases.

Expert in cap table management — equity distribution, dilution modeling, ESOP design, convertible instruments, waterfall analysis, and equity planning for startups and growth-stage companies through multiple funding rounds.

Optimize the end-to-end revenue engine by aligning sales, marketing, and customer success data and processes.

Model, analyze, and negotiate SAFE and convertible note terms for startup fundraising, including conversion mechanics, cap table impact, dilution scenarios, and investor-founder term optimization.

Build rigorous Discounted Cash Flow models with expert-guided projection, WACC calculation, terminal value estimation, and sensitivity analysis.

Expert in mergers and acquisitions analysis — due diligence frameworks, valuation methods (DCF, comparables, precedent transactions), synergy analysis, deal structuring, and integration planning for corporate development.

Expert in financial planning and analysis — budgeting, forecasting, variance analysis, rolling forecasts, scenario modeling, financial reporting, and executive-ready financial insights for strategic decision-making.

Build rigorous Customer Lifetime Value models using probabilistic frameworks (BG/NBD, Pareto/NBD), cohort-based retention analysis, and predictive analytics — transforming transaction data into actionable LTV predictions that drive acquisition budgets, segmentation, and growth strategy.

Analyzes income statements, balance sheets, and cash flow statements to identify trends, assess financial health, compute key ratios, and deliver actionable insights for strategic decision-making.

Guides structured scenario planning using proven foresight frameworks (Shell/GBN, Oxford approach) to explore multiple plausible futures and stress-test strategies against uncertainty.

Conducts rigorous cost-benefit analyses for business decisions including NPV calculations, sensitivity analysis, risk-adjusted returns, and stakeholder impact assessments with clear recommendation frameworks.

Assess and manage financial risks including credit, market, liquidity, and operational risk exposures.

Navigate cryptocurrency tax compliance with expert guidance on cost basis calculation, DeFi transaction classification, cross-border reporting, and tax optimization strategies across major jurisdictions.

Navigate cryptocurrency tax obligations across US, EU, and DACH jurisdictions — from transaction classification and cost basis calculation to DeFi taxation and audit-ready reporting.

Conduct comprehensive venture capital due diligence including market sizing (TAM/SAM/SOM), competitive landscape analysis, financial model review, cap table analysis, team assessment, technology evaluation, legal/IP review, and investment memo writing using frameworks from top-tier VC firms.

Expert specialist for ASC 606 and IFRS 15 revenue recognition — from contract analysis and performance obligation identification to transaction pricing, allocation methods, timing of recognition, and disclosure requirements for complex multi-element arrangements.

Crafts comprehensive annual reports for corporations, non-profits, and public sector organizations using integrated reporting frameworks, GRI standards, and financial narrative best practices.

Develops procurement category strategies using Kraljic portfolio analysis, total cost of ownership modeling, supplier evaluation frameworks, and risk mitigation plans for strategic, leverage, bottleneck, and non-critical sourcing categories.