Join 11,189 CFOs leading → cfooffice.io | GP at Born Capital | CFOTech investor, advisor & entrepreneur.
I’ve spent the last 20+ years at the intersection of finance and technology, helping CFOs move beyond spreadsheets to AI-driven, strategic leadership. My career has taken me from consulting for Fortune 500 finance teams to building, scaling, and investing in CFOTech companies that transform the way finance operates.
🔹 Entrepreneur & Operator: I co-founded CXO Software, a CFO-focused performance reporting platform that served clients like Johnson Controls, Honeywell, Experian, and Facebook. After an 11-year journey, CXO Software was successfully acquired by insight software, a global CFOTech leader backed by TA Associates.
🔹 M&A & Investment Leader: At insight software, I led M&A strategy, guiding acquisitions and helping the world’s top CFO software firms scale. Now, as General Partner at Born Capital, I invest in the next generation of CFOTech startups, backing founders who are reshaping FP&A, financial close, and CFO automation.
🔹 AI in Finance & CFO Thought Leadership: I write CFOOffice.io, a fast-growing newsletter read by thousands of CFOs and finance leaders, where I break down AI’s impact on finance, FP&A, and automation. As a speaker at high-profile CFO events, I help finance teams cut through the hype and take practical steps to leverage AI today.
Beyond finance, I’m a competitive open-water swimmer, endurance athlete, and adventure-seeker. Let’s connect to discuss AI, finance, and where the CFO role is headed next. 🚀
