With over 10 years of combined financial and entrepreneurial experience, Adam has developed a process to help private companies raise capital and provide support for their financial reporting. Adam provides financial services to companies seeking fundraising support or transaction support.
Adam has helped venture or private equity-backed companies manage finance-related functions of their business and provide real-time reporting to investors. He was a Valuation Analyst at Western Asset Management where he was a part of the valuation team responsible for covering derivatives, high yield securities, structured products, and distressed debt.
Adam is well-versed in all facets of reporting and presentations including cash flow forecasting, business plans, pitch decks, financial modeling, or term sheets.