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FINTECH COMPANY

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A private emerging financial technology Company / Fintech Company.

  • Assumed financial leadership during a liquidity crisis with the primary responsibility to (i) provide financial and business leadership to the organization, (ii) develop a detailed business plan, which included financial projections, operating performance metrics, and cash flow forecasts, (iii) negotiate waivers to loan covenant defaults, and (iv) increase to the credit facility.

  • Assisted the CEO evaluate strategic alternatives.

  • Successfully negotiated five amendments to the credit facility that provided an additional $17 million of capital required to (i) support the growth of the Company, and (ii) bridge to a larger equity / capital raise. 

CLIENT: FinTech Company

SERVICE: Interim Management (CFO)

INDUSTRY: Financial Services, Technology

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