UpCounsel, a VC-backed marketplace for legal services, was looking for an interim CFO/Controller to review and make updates to all company financials to improve their financial reporting process for current and future investors.
UpCounsel connected with and hired Robert M., a versatile senior financial and operations Professional with Big-4 accounting experience at Deloitteand several years of interim CFO leadership. Having worked in many venture backed startups, Robert was the ideal candidate for this engagement because he deeply understood the nature of startups and knew how to manage relationships between management teams and venture investors. Robert had supervised and initialed both equity and debt financing on many levels with multiple startup and emerging growth companies that have been backed by venture capital. What initially started as a 1 month project turned into on an ongoing role whereby Robert continued to provide financial leadership for UpCounsel for several months. The project is still ongoing.