Dan Monaco

About Dan Monaco

Private Equity SaaS and Tech CFO. Highly versatile, analytically minded, and investor friendly.Experience: Built, led, optimized M&A, Corporate Strategy, FP & A, Treasury, business intelligence functions. Ran several major cost optimization programs reducing cash burn and substantially improving EBITDA. Led and implemented Vista Equity’s Value Creation Plan. Worked on a $22B merger and a $300M international acquisition. Managed teams as large as 18. Was a publicly traded equities analyst at Fidelity. Profile: Worked for public, PE, and VC SaaS & tech businesses owned by General Atlantic, Vista Equity, Hellman & Friedman, Bain Capital. Size range:$70M to $1B in sales, 5% to 50% in growth, and cash burn to 25% EBITDA margin.Systems: Netsuite, Adaptive Planning, Planful, Carta, Bloomberg, FactSet, expert in Excel modeling.

Experience

1. Chief Financial Officer

   Restore Hyper Wellness

   Aug 2025 — Present

Education

• Texas McCombs School of Business

  Master of Business Administration (M.B.A.), Technology & Entrepreneurship

  2014 — 2016

• Stonehill College

  Bachelor of Science in Business Administration, Major: Finance Minor: Economics

  2002 — 2006

Skills

• Marketing
• Analytical Skills
• Strategy
• Bloomberg
• Portfolio Management
• Competitive Analysis
• Equity Research
• Financial Statement Analysis
• Valuation
• Data Analysis
• Analysis
• Microsoft Excel
• Dual Citizenship
• Equities
• Market Research
• Corporate Partnership Development
• Asset Management
• Market Validation
• Partnership Contracts
• Investments
• Google Analytics
• Financial Analysis
• Marketing Strategy
• Financial Modeling
• Equity Research Analysis