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

Shanna Greathouse, MBA, PMP

pigybak

We're transforming neighborhoods into purchasing power networks starting with home services through social home improvement, a brand new category. Using AI-clustering and geofenced notifications, we're creating communities that inspire and are built on trust - digitally. And at the same time, we're tackling the 50,000 contractor gap holding back a $600B industry with the practical mantra "Earn more, drive less, get your weekends back." Check us out, start a Pigybak Ride in your neighborhood and start a movement.

Beta launched August 2024
Community-driven growth
Scaling with a mission to make hiring contractors faster, smarter, and more affordable

Let’s build something better - together.

Founder & CEO

Ohio Startup Network

Building unforgettable founder experiences that amplify Ohio’s startup ecosystem. From the Hustle Bus to immersive events, I create moments that spark connections, drive innovation, and put Ohio founders on the map. Let’s make the Northcoast the most collaborative, creative, and connected startup hub in the country.

Head of Founder Programs

Forest City Founders Club

A way for Cleveland founders to get together and inspire one another

Founder

TriVista

Analytics Operations Project Manager

Metafora (formerly CarrierDirect)

Crafted partnership program, Metafora+ partnership network, as a network of industry thought leaders who regularly share industry insights and novel approaches to solving for industry specific issues yielding 350% in year 1 and over 1M in revenue.

Lead the training and development of analysts in advancing analytics expertise through teaching business constructs and analytics principles as well as tech tools (SQL, excel, Tableau, Python) to apply to client needs.  

Program and product manage customer technology engagements including assessments, custom application development, and cloud migration and overall data strategy.

Director of Strategic Partnerships / Analytics Lead / Sr. Business Consultant

Lead team of talented people in tech solutions, process improvement, new market penetration, M&A, network operations design and analytics to serve client needs. Lead the design and execution of 2 client products which were then acquired by unicorns within 2 years.

Execute complex ROI models, financial forecasts, and market sizing evaluations as well as more complex data science modeling to identify inefficiencies and drive continuous improvement with a Six Sigma and LEAN foundation. Advise and lead business transformation and change management initiatives for businesses ranging from 5M in revenue up to 1B in revenue

Lead cross-functional international technical team in the revamp of client's integration platform yielding a 67% improvement in time to integrate. Within 2 weeks of delivering the final platform, the client was acquired and commanded a more premium multiple because of our work and is now leveraging the platform as a new market accelerator.

Senior Business Consultant

American Greetings

Internal strategy consultant focused on growth initiatives, market sizing, organizational restructuring and operational improvements across a company of over 12000 employees globally. 

*Cross-functional leader focused on organizational benchmarking as well as leading innovative projects including sustainable business solutions for product set up and disposal.  Projects range from $3.5M to $10M each.
*Prepared Board materials for key strategic quarterly meetings and constantly challenge status quo with initiatives on reinventing retail space, reformatting service models, leading sustainability imperatives, and recommending exit strategies for the private equity owners.
*Lead financial modeling and contract negotiations for key acquisition as well as exit strategy modeling for optimal MOI return using reverse buyback techniques.
*Created financial projection model using data sets and input across the business to create a master “ROI” for private equity owners, identifying gaps and potential growth trajectory effects on projections (risk mitigation) as well as guide projected SG&A benchmarks.
*Lead analysis of organizational benchmarking, from distribution center consolidations to organizational reporting structure consolidations and efficiencies, identifying over $50M in savings and efficiencies opportunities.
*Along with the VP of Delta Strategic Management Office, prepared C-suite PowerPoints for Board reviews and on behalf of CEO, CFO as well as key company communications including the strategic roadmap presentation and reorganization roadmap for all-hands meetings
*Analyzed and created action plans for key adjacent markets, opportunities, and risks through panel interviews, secondary research, statistical analysis, and creative problem solving including extensive research on digital trends on pace with customer-base changing preferences.

Business Strategy Manager Consultant

Philips

Promoted to position to manage team of 30 project engineers to support global manufacturing operations, bridging the previous gap between R&D and Supply Chain, resulting in key successes including saving 3 weeks of lost production time on premium product launch.  

*Trained and mentored junior staff in cross-functional process in heavily regulated arena (FDA).
*Created and managed dashboard of key milestone deliverables with focus on scope and risk management.
*Analyzed data to detect trends with resulting initiatives to improve organization behavior and results.
*Managed engineering change backlog to support cost reductions of more than $4M.
*Delivered end-to- end improvements for installed base sustaining activities.

R&D Project Lead

Promoted to position to lead global supply chain PM team (including Haifa and Suzhou) in reducing inventory while eliminating line down frequency, driving line downs from 5 - 10 per week to 1 - 2 per week, saving millions in lost production time.  

*Lead PM for international purchasing initiative resulting in greater than 25% inventory reduction year over year.
*Implemented Lean supplier program, aligning global roles and responsibilities across multiple functions and international sites through the use of tools including process mapping and waste reduction.  
*Managed cross functional efficiency initiative resulting in a consolidated Sharepoint workflow.
*Made strategic report outs to CEO focused on Lean initiatives driving logistics flow improvements.

Global Supply Chain Project Manager

Hired into role to analyze operational data and to build dashboard of Key Performance Indicators for senior management (director-level to General Manager level)

Used Lean tools and processes in order to create and manage supplier forecasts coupled with SAP reporting – resulting in changing a 3-day manual process into a 5-minute automated process.
Project managed inventory balancing initiatives to increase profitability and stakeholder confidence.
Managed vendor performance while negotiating better contracts based on critical feedback.

Supplier Forecast Analyst

Curtiss-Wright

Managed and expedited key manufacturing and logistics milestones of major international projects ($1- $3 M USD contracts) from testing and validation through freight coordination, reporting to Project Managers for communication to customers.

Manufacturing Project Control Specialist

Provided competitive quotations and sales support for varying sized representatives and direct customers, leading the sales team in large-scale contract wins (totaling over 150K each), including wins in two new Latin American territories.
Authored and rolled out nine cross-functional sales standards and the use of electronic records systems across the global divisions.  Co-hosted a training conference of over fifty sales representatives.  Provided sales expertise and support for the opening of branches in both the UK & Brazil

International Inside Sales, Customer Service MRO

Trained junior and senior staff in new technologies and techniques including human resource balancing tool for equitable distribution of workload, improving document turn around by up to 200%

Document Control Specialist

NASA Glenn Research Center

Selected from a dozen candidates from schools throughout Ohio for position

Assisted in program design and execution of several corporate wellness initiatives meant to engage staff and increase workforce productivity

Created fliers, email blasts, and marketing materials to promote a wellness-oriented work culture

Performed biometric screenings and designed personal fitness programs based on goals & needs of NASA employees

Corporate Wellness Intern

Founder & CEO @ pigybak

At Pigybak, we believe uplifting the community begins with transforming homes into dream homes - turning to-do lists into ta-da lists. With the power of neighborhood buying power, we are creating an ecosystem of services and homeowners, collaborating and inspiring each other while saving time, money, and valuable resources. Imagine Pigybak'ing on your neighbor's lawn care, painting, or even patio build - is there any better way to be a good neighbor than saving each other money? Well, that time is now.

With a background in M&A, data and org consulting, and product development across 4 industries, I'm taking my best practices and transforming what it means to be a home owner through the power of social home improvement. I'm so passionate about community uplifting, we donate 5% to nonprofits supporting community development and trades organization. Proud to say we are working toward our B-Corp certification now.

Founder of startup, pigybak, a mobile app designed to improve small business revenue while making hiring contractors and getting bids a snap - all in a sustainable way.

We have been moving at a rapid pace, moving from concept to MVP in just four months under the guidance of the National Science Foundation (I-Corps program) to establish exceptional market fit. With a team of four developers, a partnership with a technology firm, and further go to market partners in the works in combination with local government and major household brands, we are positioned to shift home improvement in favor of the little guys.
-Go to market strategy
-FP&A
-Partnerships
-Product management
-Fundraising & presentations
-Marketing
-Business development

Shanna Greathouse

I am so excited for our first Coffee Shop Takeover at Cafe Indigo! I hope you can stop by if you're building in Believeland! Shout out to my friend and former colleague, Melissa Garrett-Hirsch, who was the first person I got to see prep and dive into entrepreneurship from corporate. Excited to check out your new shop (she opened Unbar in 2020!)

Building Better Communities through Social Home Improvement | Forest City’s Hype Queen 👑

🚀 OHIO STARTUP WEEKLY SPOTLIGHT | NOV 10 – 15 🚀

This week, Ohio’s founders are fueling up, pitching hard, and keeping the lights bright for innovation. From Cleveland’s strategy sessions to Cincy’s gala nights, there’s no shortage of reasons to get out and connect.

Here’s what’s brewing statewide 👇

MONDAY · NOV 10
☕ Cleveland Heights — Founder Coffee Shop Takeover @ Café Indigo (7 AM) | Ohio Startup Network
 Start your week like a West Coast founder — but with Midwest coffee. Come cowork, collide, and caffeinate.

🎭 Cleveland — All-In Leadership Forum (4 PM) | Greater Cleveland Partnership
 Inspiration from the top — leaders, lessons, and maybe a few mic-drop moments.

TUESDAY · NOV 11

🏥 Cleveland — Healthcare & Benefits 2025–26 Trends & Predictions (8 AM) | Entrepreneurship Organization
 Because founders need healthy teams and healthy margins.

🎤 Cincinnati — MORTAR Pitch Night & Graduation “Life’s a P!+CH” (5 PM) | MORTAR
 Local founders take the stage — and maybe the funding.

💡 Toledo — Tech Night TolHouse (6 PM) | EmpoweredAI
 Innovation with a soundtrack — networking meets nightlife.

THURSDAY · NOV 13

🎯 Cleveland — Learning Day: Strategy (12 PM) | Entrepreneurship Organization
 Sharpen your focus before Q4 chaos hits.

💬 Cleveland — Pitch Playground (12 PM) | CWRU Veale Institute for Entrepreneurship Case Western Reserve University
 Low-stakes pitches, high-value feedback — practice makes fundable.

📚 Delaware / Lorain — Small Business Resource Fair (3 PM) | ECDI - Economic and Community Development Institute
 Grab grants, tools, and connections — Ohio’s small biz toolkit in one room.

🎨 Akron — Small Business Showcase (4 PM) | LaunchNET Kent State University
 Students + startups = energy you can feel.

🏆 Columbus — Meet the Business Coaches & Pitch5 Contest (4 PM) | Diane Wingerter
 Live pitches + coach matchmaking = instant growth mode.

🍸 Cincinnati — Business Hop (5:30 PM) | Spilt Social SparkHaus
 Hop city to city energy — founders, drinks, and connections that travel.

💻 Virtual — Keep More Cash: Founder Tax Strategies for 2025 (5:30 PM) | Rev1 Ventures
 Tricks for founders who’d rather fund runway than the IRS.

🚀 Cleveland — Your 90-Day Game Plan for Growth (6:30 PM) | @Women’s Business Center of N. Ohio

FRIDAY · NOV 14

🏥 Cleveland — Innovating in Healthcare and Radiology (1 PM) | Veale Institute for Entrepreneurship Sears think[box] at Case Western Reserve University
 Where med-tech meets moon-shot.

🎉 Cincinnati — Legacy of Lights Gala (6:30 PM) | African American Chamber of Commerce
 The perfect close to the week — celebration, recognition, and radiant community vibes.

📅 Subscribe: lu.ma/ohiostartupnetwork
 📸 Tag: Ohio Startup Network to be featured.

#OhioStartups #BuildInOhio #MidwestTech #CLETech #ColumbusStartups #CincyStartups #ToledoInnovation #DaytonStartups #FoundersLife

taplio

The Battle

David Sade, CFA

Shanna Greathouse

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taplio

The Battle

David Sade, CFA

Shanna Greathouse

Followers

Posts

Engagements

Likes

Performance Score.css-goub6s{font-size:var(--chakra-fontSizes-md);font-weight:500;color:var(--chakra-colors-gray-600);display:block;margin-top:var(--chakra-space-1);}Shanna Greathouse's LinkedIn Performance

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Performance ScoreShanna Greathouse's LinkedIn Performance