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
15+ years experience as 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).
Book a Strategy Session with Kelly
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
Jake Madnick
Chief of Staff
Experienced Series A+ growth investor and technology investment banker
Centana Growth Partners, Investor
Wells Fargo IBD
Abby Lyall
venture strategist
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
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
Kendall Embs
Content & Brand Strategist
Specialized in startup and venture capital branding, content strategy, and go-to-market. She has worked across sectors including hardware and industrial AI, SaaS, crypto/Web3, fintech, healthtech, eCommerce, consumer brands, and hospitality
Chiara Rachmanis
Venture Strategist
6+ years experience across consulting and startup/VC fundraising strategy
Accenture, Strategy Consultant
Lyonshare, Chief of Staff
Aurora Lin
SENIOR designer
Brand Designer with 8 years of diverse experience across consumer brands, health centers, entrepreneurs and nonprofits
3rd Edge, Senior Brand and UX Designer
88 Venture Studio, Founding Creative Director
Beka Espada
Designer
Experienced in visual communication, layout, and brand identity design
Our Clients See Results