CFO Search

Green Flags

• •Built finance from scratch at 5+ VC-backed companies across SaaS, health tech, and hardware
• •Solo-scaled a health tech company's finance operation through a 600% revenue surge without adding headcount
• •NetSuite implementation across multiple companies, which is the exact ERP need at this stage
• •M&A due diligence experience through two successful acquisitions (one by AOL, one by Teradata)
• •Deep familiarity with physical-world and construction-adjacent technology sectors

Yellow Flags

• •Most experience at very early stage companies (pre-revenue to $14M ARR), hasn't led finance at $50M+
• •Career entirely Bay Area based, may have limited appetite for international complexity across 4 continents
• •Compensation expectations ($225-250K) may fall below market for a titled CFO at a company raising institutional rounds

Green Flags

• •Led Series B and C fundraising processes at a B2B/B2C EdTech platform
• •SaaS subscription metrics and investor reporting discipline
• •B2B/B2C hybrid experience maps to an enterprise plus field deployment model like InspectAI's

Yellow Flags

• •EdTech/SaaS background with no hardware or physical-world tech experience
• •May not understand hardware COGS, manufacturing margins, or physical product unit economics
• •Industry translation risk from pure SaaS to hardware-enabled software
• •Title is VP of Finance, not CFO. Would need to step up to CFO scope including board-level strategic advisory

Green Flags

• •Climate tech at Recurve (building energy retrofits, decarbonization programs) is directly adjacent to construction and infrastructure technology
• •PE-backed finance transformation background brings institutional rigor and process discipline
• •Understands government incentive programs and compliance frameworks relevant to physical-world tech companies

Yellow Flags

• •Director-level, not VP or CFO. Significant seniority gap for a CFO title
• •Series A company experience only, hasn't navigated later-stage fundraising rounds or complex board dynamics
• •Smaller team management scope, may need to grow into the strategic advisory role a CFO fills with investors
• •Would need to demonstrate ability to lead investor conversations, not just support them