Who I Work With

The right fit matters — for both of us.

I work with a small number of clients at a time. That means I’m selective — and so should you be. Here’s where I tend to add the most value.

Ideal Clients

Built for businesses that move fast and demand precision.

01
PE / VC-Backed Portfolio Companies

You have an investor on the cap table who expects board-quality reporting, a clear path to profitability, and a finance function that won’t hold up the next round. I’ve been on both sides of that table.

02
Mid-Market Manufacturers

$10M–$500M revenue businesses with complex supply chains, multi-site operations, and cost structures that need sophisticated FP&A — not a part-time bookkeeper. My entire career has been in this world.

03
Asia ↔ West Expansion

Companies scaling from Asia into Western markets face unique challenges in transfer pricing, FX exposure, entity structure, and governance. I’ve navigated these cross-border complexities at the VP level.


Results

What working together looks like.

Daniel restructured our entire FP&A function in 90 days. We went from monthly surprises to a forecasting cadence that actually gave us confidence to plan 18 months out.

CEO, Mid-Market Manufacturer $120M revenue · North America

We were preparing for a Series B and our financials weren’t investor-ready. Daniel got us there in six weeks — we closed the round at a valuation we hadn’t thought possible.

Founder, PE-Backed Company Hong Kong · Series B

The cross-border expansion advisory was exceptional. Daniel understands the Asia-West dynamic at a level you simply don’t find in a generalist CFO. He saved us from two very expensive mistakes.

COO, Consumer Products Group UK ↔ Asia expansion

Think there might be a fit?

Let’s find out. I respond to every inquiry personally.