EmergeOne | Fractional CFO services

EmergeOne is a leading consultancy providing fractional CFO support to venture backed tech startups from seed to Series B.

We help founders get the most out of their capital, streamline financials, and manage investor relations so they can focus on scaling. Examples of our support:

- Strategic Finance Execution and Oversight over finance operations
- Financial Planning and Analysis
- Board reporting, Investor relations and management
- Capital Raising, Fundraising Support, Due Diligence and Data room management
- Capital Management and Structuring
- Capital Allocation
- Financial modelling, forecasting, scenario planning, KPIs, metrics and reporting

Our clients are some of the fastest growing startups backed by funds like Hoxton Ventures, Stride, Playfair, Octopus, Outlier Ventures, Founders Factory and more.

Fractional CFO

Blue Ridge Partners

I've worked with DeepTech (mainly) founders for over 5 years, building the business and financial muscle behind their technology!

After exiting the angel group I cofounded, I found that I just couldn't stay away from startups, but I knew I didn't want to be a founder again...
So I started consulting for founders and quickly found that the business and finance stuff I knew so well was actually really hard for them. From deep in the weeds of building project management to creating and maintaining financial models to creating pitches for complex tech, I thoroughly enjoyed the nights-and-weekends work of supporting founders.

When my family moved from the US to the UK in 2022, I transitioned my "hobby" from nights-and-weekends into a real job, and now, I help founders make sense of their strategy, business, and finances full time!

DeepTech Fractional CFO and Venture Builder

Octiocor

Leading finance and product teams for AI image analysis start up spun out of Cambridge University.
Building product management function and larger company operations to translate academic research into commercial-grade technology
Projecting complex cash needs to inform hiring employees, onboarding contractors, fundraising, and completing grant applications.
Pitching with CEO to potential venture and angel investors for seed round fundraising.
Working with accountants to ensure all regulatory filings (e.g. VAT, R&D, etc) are accurate and timely to maximize cash in the bank.

Fractional CFO / COO

MCA funding company

Provided financial and operational leadership as fractional CFO of fast growing Merchant Cash Advance (MCA) funder.
Advised strategic changes to adapt to quickly changing economic conditions in high risk business lending environment.
Created detailed financial models to inform internal decision making and communicate business / economics to potential outside investors.
Created cash management systems to better understand cash inflows and outflows and better manage ongoing operations.
Led push for a data-first culture using analytics to make better decisions.
Informed strategy by identifying previously-unseen opportunities using existing data.
Guided and built full analytical stack, from data stores through visualizations.

Capital One

Intrapreneurially built and ran analytics function inside ~$80M Identity Services business unit from scratch.
Directly managed 4 analysts and influenced the work of 6 data scientists, 7 data engineers / analysts, and multiple tech teams; officially and unofficially mentored numerous team members.
Built and managed credit governance process for $10M's in marginal enterprise value from over 20 credit decisions. 
Product Manager for AI / ML team, influencing internal and external stakeholders on strategy by demonstrating value generated by and potential value from new products.
Represented Digital Identity analytics group in monthly VP+ Authentication Council Working Group; created and presented numerous data-centric VP+ presentations on strategy, value-added, enterprise partnership needs, etc.
Created and maintained data sets and visualizations sourcing data from across the enterprise, including customer, fraud, behavioral analytics, credit card transaction, click-stream / UI data, etc.
Worked extensively with product managers, fraud analysts, and tech teams to understand needs and deliver solutions.

Analytics Lead: CIO Tech Excellence award 2019 (top 3 of over 1,800 tech teams) 
Analytics Lead: Circle of Excellence award 2021 (top 2 of over 1,000 product teams)

Senior Analytics Lead - Digital Identity

University of Virginia

Taught entrepreneurial topics as adjunct faculty at UVA's School of Engineering and Applied Science.
Lecturer for New Product Development and Entrepreneurial Finance courses, creating numerous adaptations and improvement to course curricula.

Lecturer

CAV Angels

Operationalized, managed, and grew UVA-oriented angel investment network.
Performed in depth due diligence on companies and write comprehensive memos on investibility of startups. 
Negotiated deal terms, execute investments, and lead ongoing efforts to provide support to portfolio companies in business development, hiring, additional fundraising, etc.
Formed and executed strategy for creating educational material for first-time angel investors.
Created and ran program to train and manage over twenty student fellows and interns responsible for augmenting due diligence efforts.
Built data-centric platform to manage deal pipeline, due diligence data, and member input; created roadmap to expand platform to scale to other universities and angel groups with the goal of using ML to automate portions of deal process.

Co-Founder, President

S&P Global

Leader on implementation team of newly launched product: semi-custom business intelligence software for regional and community banks. 
Co-created operational model and scrum set up allowing product to scale from 5 to 42 customers in under two years.
Advised C-suite customers / stakeholders on product adoption and usage as a technical project manager.
Advised management on reorganization of ~20 person implementation team.
Mentored and instructed tech colleagues in the nuances of the banking and finance industries.
Created custom and semi-custom ETL's and presentations to integrate disparate data silos into a single source of truth.

Manager / BI Implementation Consultant and Engineer

FI Consulting

Built multiple custom software systems in Freddie Mac's Multifamily division as technology and data engineer.
Owned deal management system organizing and analyzing data for over $20b in deals each year.
Interfaced with executive-level clients on application requirements, functionality, and enhancements.
Designed, developed, implemented, and maintained custom IT and reporting solutions.
Actively involved in SDLC, including system specification and design, programming, testing, documenting, user-training, deploying, and post-implementation activities.
Managed junior colleagues through multiple enhancement projects.

Technology and Data Consultant

Foxhall Capital Management

Member of Investment Committee managing over $750 million in quantitative investment strategies
Proactively identified and researched quantitative investment ideas using back testing and data mining techniques on large historical price datasets; presented findings to Investment Committee
Implemented quantitative investment strategies requiring monthly rebalancing of over 5,000 separately managed accounts and daily monitoring of global stock, bond, and commodity index prices

Portfolio Manager

I partner with world class researchers, visionaries, and entrepreneurs to turn their DeepTech technology into highly scalable startups.
From pre-formation to scaling, I come along side founders to augment their efforts, teach new skills, and establish rigor and structure.
Through fractional and project-based work, I have enabled my pre-Series A clients to raise over $30m combined through equity, debt, and grant funding.

David Sade, CFA

3S Enterprises

Consulting and Contracting with Public Pvt Partnerships in Education, Trade, and Health Sectors.

Managing Director

Greet for Cause Foundation

-National and International communication with all public, private, and corporate stakeholders.
-Global Linkages with Donors, INGOs, Facilitators and Governments.
-Glocal strategy development and management, to enable SDGs alignment.
-Programs / projects initiation and fulfillment.
-Training and developing below poverty line communities to work together.
-Empowering micro sustainable entrepreneurship and socio economic developement.
-Ongoing evaluation and course alignment as and when required.
-Financial and non-financial reporting, audit and analysis.
-Permanent Board member - Acting Secretary Finance.

Co-Founder

*The one and only sustainable development welfare organisation, operating in remote Thar desert.
*Serving below poverty line Thar  communities with approx population of above 14million individuals between ages 0yr - 90yrs.
*Improving below poverty line communities' hygiene, clean water, health, education, general living and working conditions.
*Training and developing below poverty line communities to work together.
*Empowering micro sustainable entrepreneurship and socio economic developement.
*Ongoing evaluation and course alignment as and when required.

Director Communication and Strategy - Board Member

DealzPk (eCommerce), Greet for Cause Foundation (NGO), Adventuravel, The KreativeDesk Consulting

Founded and CoFounded - presently working, and prototypes of 1 Ecommerce 1 Adventouring and 1 Marcom Consulting desks.

We are Bringing Forward a Better Version of Online Presence and Innovative Ideas, while Contributing to the Communities Enabling Our Engagement.

Founder and Co Founder

SZABIST (www.szabist.edu.pk)

-Headed Marketing Department for SZABIST (Khi, Isb, Hyd, Lrk, Dubai)
-Developed the Department, Recommended the Human Resource, Formulated Departmental SOPs, Defined KPIs, ROI calculation basis, 
-Managed the External and Internal Brand Management, Developed Multi-tier Channel Communications Plan – including, Agency Nomination/Contracts, Social Media/Web/Print/Electronic & PR.
-MARCOM 360 Projects Planned, Developed & Calendar Implementation thru Strategic Branding and Marketing. 
4 Campuses Locally (Karachi, Islamabad, Larkana, Hyderabad)
1 Campus Internationally (Dubai)

Marketing Manager - Head of Marketing

Sindh Board of Investment

- Destination/Regional Marketing and Branding Plan and Implementation
- Advertising Spectrum Revision and Broad Scope Image Rebuilding
- A-Class Corporate/Diplomatic Products & Marketing Strategy Development
- Coordinating International Penetration and A-class Meet-ups/Conferences
- Local and International Investor/Business/Government Communities’ Interlinking
- Creative and OOB Coordination on Product Design and Strategy activation
- Recommending SOPs and GOPs for Inbound and Outbound MARCOM and R&D
- Streamlining High Level Media/Press Coordination

Deputy Director - Marketing

BIZNET Solutions

eConsultant to Saudi based B2B WebPortal

 Assisting Marketing/Sales, Advertising  and Scope Management of the Client
 Budget Planning and Creative Coordination on advertising and brand activation
 Exercising Brand management as a 360 degree online/offline mix
 e-Consultancy and business development in International Markets
 Marketing Policies and recommending Research Development
 KreativeDesk initiation as a child brand activation and management wing to BIZNET Solutions
 Strategic Business Unit (SBU), heading a team of 15+ personnel on different products globally

Sr Marketing and Projects e-Consultant

Meezan Bank Ltd

- Competent in Retail Banking Operations 
- Highly conversed with Marketing tactics and operations
- Competent in operating the Islamic Banker/Bank Smart Software

Senior Operations Officer

R Team

-Client/Event Management at R-Team® Advertising;
- Worked at LUX Style Awards 2003 & 2004 with the R - Team Advertising Company, held under collaboration of Uni-Lever Pakistan.
- Levi's Flare Jeans and Re-Birth 501 launch collaboration also done with Levi's Pakistan chapter.

Assistant Event & Marketing Manager

ITCN Asia

1st International IT Expo in Pakistan) in collaboration with E-commerce Gateway ® (Singapore). 
 Marketing as well as Management of the complete event as an Assistant Operational Manager.
 Honoured with Govt Of Pakistan Certificate for &quot;Satisfactory Duty Performance&quot;, thru Former President Pakistan (Retd.) General Pervez Musharraf, jointly by the Department of Science &amp; Technology, Pakistan - E-commerce Gateway, Singapore.

Management Trainee

Marketing is "not just" research-intensive Branding, Advertising, Sales, Marketing, PR and Corporate Communications.. or Relationship, Affiliate, ADC and Trade development.. or Digital marketing, social presence, WoM and personal touch.
If that is what one has been doing while sitting on a Marketing seat since years, then they have surely wasted the perks of "learner for life", and "lifetime engagement value" for their companies.

Come out and lets do a little "marcom 360".

Key Skills:

- Motivated achiever recognized for integrity, innovation, equipped with best practices and disciplined attention to achieving immediate, long-term goals & objectives - translated as RoI, $$$.
- Goal-driven performer - defining and evaluating short term, mid term and long term KPIs.
- Skilled Marcom specialist, motivated to create and execute high-impact marketing campaigns that consistently generate new revenue streams and achieve improved performance in targeted market segments.
- Proficient leader, director, manager, and team member.
- Well versed in "integrating" best positioning strategies, niche marketing, marketing communications, public relations, marketing strategies, special events management and product development.

Specialties: branding, marketing, advertising,  arabic,  b2b,  banking,  brand management,  budget planning,  business development,  consulting,  customer relations,  e - commerce,  event management, policy analysis,  research,  retail,  sales, web site production.

taplio

The Battle

David Sade, CFA

Foad Shams

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