Our Team’s Differentiator
An actionable strategic finance skillset honed over decades of experience spanning investment banking, investing, corporate strategy and executive operating leadership
Founded by
Kelly Lyons
An investor, entrepreneur, and startup executive who has built new businesses that have raised more than $15B of capital across Wall St, Fortune 500 companies, and global investment funds.
Kelly is also the co-founder and CFO of Atlas Financial (a Lightspeed-backed company).
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PAST EXPERIENCE
Casa, President and former CFO
XRC Labs, Selection Committee, Mentor, AdvisorGolub 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
Abby Lyall
CHIEF OF STAFF
7+ years experience in venture capital, investing in and supporting companies across industries, from Pre-Seed through Series C
Tribeca Venture Partners, Investor
Early Employee at Quake Capital and Big Idea Ventures
Marisa Messick
lead designer
7+ years of experience running a boutique design agency, specializing in brand strategy, brand identity, website design, and development
Beka Espada
Designer
Experienced in visual communication, layout, and brand identity design
Our Clients See Results