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

JPSB

Senior Consultant

WealthPixels

Providing Strategic IT Consulting, Project Management, Business Analysis and IT Quality Assurance Management services to companies in the Investment Management industry.  

Areas of specialization:
* Where Blockchain, Digital Assets, Tokenization, Off-chain/On-chain Interfaces collide 
* SimCorp Dimension implementation, test strategy and client on-boarding

IT Consultant

Global 500 Client

As part of a Global Asset Management Platform implementation for a Global 500 Insurance company
* Facilitated the creation of the client's internal SimCorp Dimension Operations and System Support teams
* Provided guidance and support throughout the support teams' ramp up period, enabling them to become self-reliant
* Designed and implemented the SimCorp Dimension Data Warehouse data extract processes to handle the large volume of portfolio holdings data, with optimization for handling backdated updates.  The processes were designed to support the non-stop, global processing requirements of the Global Asset Management platform

IT Consultant - Business Systems Analyst

SimCorp Dimension integration, enhancement and support initiatives:
*  Responsible for a number of development and modification initiatives related to Portfolio valuations/analytics, working closely with the senior manager of GMO’s Portfolio Operations group
*  Conducted a detailed analysis and implemented revised market value calculations for FX Forwards
*  Coordinated the SimCorp Dimension-to-Data Warehouse interface enhancements initiative from initiation to implementation, which included a detailed gap analysis based on a reconciliation of portfolio valuation data against existing data sources, calculation requirements gathering, modifying SimCorp Dimension formulas as required, and integration testing with the Enterprise Data Warehouse development team
*  Delivered the SimCorp Dimension configurations required to calculate Commission and SEC Fee amounts applicable to Option transactions
*  Delivered SimCorp Dimension data interfaces to support QlikView reports – Transaction report and SCD Batch Process components usage and linkages report

HOOPP (Healthcare of Ontario Pension Plan)

*  IT Mid-office liaison for SimCorp Dimension 5.3 to 5.6 upgrade project
*  Fixed Income Issuer data integration project related to bond ratings and issuer relationships for compliance
*  Equity Index data capture project as part of a data warehouse enhancement

IT Consultant - Senior Business Systems Analyst

Grantham, Mayo, Van Otterloo & Co. LLC

SimCorp Dimension (SCD) implementation project

Major SimCorp Dimension project deliverables included:
* Automated interfaces between SCD and other GMO systems for creating new Portfolios, Model Portfolios, Bank Accounts and Cash Buckets to automate the process of setting up new GMO clients, and new investment strategies
* Cash Reconciliation processes to ensure daily Settlement Date and Trade Date cash balances are consistent between the Bank Accounts in SCD and their related Cash Buckets
* Automated process to capture and transmit settlement instructions related to Option exercises & assignments (DEX, Formulas, Counterparties’ Payment Default setup)
* Automated position reallocation processes to support Portfolio/Investment Strategy restructurings, covering Tax Managed portfolios with Tax Lot positions and regular portfolios. Project Lead for 2 major reallocation initiatives, requiring coordinated testing and execution tasks from multiple IT and Business groups
* Provided Data Extract training and support, allowing 5 internal IT and Business resources to work on project deliverables and fixes in the final phases of the SCD project
* Participated in a number of key troubleshooting, analysis and problem resolution initiatives to help keep testing on track

HOOPP

*  Straight Through Processing project to meet the Dodd-Frank Financial Reform Rules and Regulations, and enable Cleared Derivatives workflows from trade capture to back-end reporting.

*  SimCorp Dimension application implementation project and integration with Eagle Investment data warehouse

*  Specialization in Investment Strategy exposure monitoring and reporting

IT Consultant - Business Analyst

TD Waterhouse

QA Lead

National Bank Financial

Business Relationship Manager

Fidelity Investments

Client Implementation Specialist

A Senior IT and Business Solutions professional with large-scale technology based solutions development, systems integration and system conversion experience in the financial services industry, with specialization in Asset Management, Capital Markets and Risk Management systems.  Demonstrated abilities in understanding new or emerging business needs and conceptualizing appropriate and effective technology solutions to meet those needs.

A strategic and analytical thinker with an extensive project and product focused background. Overall IT experience covers the full project life cycle ranging from business/technical analysis, requirements gathering, design, risk analysis, application development, through to quality assurance and implementation.  Acquired an advanced level of knowledge related to the financial mathematics in the areas of fixed income and derivatives analytics, market risk measurement, performance measurement, and performance attribution.  Managed several small, medium and large scale IT initiatives, as project manager and team leader, overseeing teams of various sizes.

A proven ability to work with business leaders in identifying potential solutions to current or emerging business needs, and recommending the use of appropriate technology tools and applications to meet those needs.  Developed and presented business cases to assist management in making sound decisions in the implementation of new IT solutions that meet overall business objectives.

Hands-on experience acquired in waterfall and agile software development methodologies, project risk assessments, risk mitigating techniques, business analysis, test development and QA methodologies.

taplio

The Battle

David Sade, CFA

Raymond Lapointe

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