Team

Our actionable strategic finance skillset was honed over decades of experience spanning investment banking, investing, corporate strategy and executive leadership


 

Founded by Kelly Lyons

An investor, entrepreneur, and startup executive who has built new businesses that have raised more than $6B capital across Wall St, Fortune 500 companies, and investment funds. Kelly is also the co-founder and CFO of consumer FinTech Trading.TV.

Past Experience

Casa, President and former CFO
XRC Labs, Selection Committee, Mentor, Advisor
Golub Capital, New Fund Launch and Investing
AIG, Global M&A and Strategic Planning
Morgan Stanley, Investment Banking
 

 

Ryan Pfeiffer

Director of Finance

  • 10+ years experience helping Fortune 500 companies raise capital as an investment banker, investing in Series A startups, and leading fundraises as an operator
  • Paravel, Sr. Director of Finance
  • Deutsche Bank, Investment Banking

Chiara Rachmanis

Chief of Staff

  • 3+ years experience in management consulting, Accenture
  • SomosVC, Ops & finance committee
  • 37 Angels, Active angel investor
 

 

Jessica Safko

Senior Designer

  • 10+ years experience visual design, brand ID development, professional photography
  • Founded design template business for entrepreneurs
  • Creates design tutorials with Shutterstock

Beka Scheidegger

Junior Designer

  • 2+ years experience in visual communication, layout, and advertising design
  • Brand identity and logo development freelancer