Jake Lawson

About Jake Lawson

Strategic finance executive with 8+ years of experience guiding SaaS startups and established businesses through growth, fundraising, and operational scaling. Brings proven expertise in FP & A, corporate development, M&A advisory, and investor relations, with a track record of aligning financial strategy to business objectives.Experienced in implementing scalable financial systems and controls, and in delivering insights that influence board and C-suite decision-making. Skilled in fundraising strategy across equity and debt, capital allocation, valuation, and deal structuring, with direct experience collaborating with venture capital, private equity, and banking partners.Recognized for driving ARR growth, optimizing SaaS unit economics, and introducing financial models that improve forecasting accuracy and resource allocation. Skilled at balancing strategic vision with operational discipline, enabling companies to navigate inflection points, improve capital efficiency, and create long-term enterprise value.Core Strengths & Expertise- Financial Planning & Analysis (FP & A)- Strategic Finance & Growth Strategy- SaaS Metrics & Financial Modeling (CAC/LTV, cohort analysis)- Corporate Development & M&A (valuation, deal structuring, due diligence)- Fundraising & Investor Relations- Capital Allocation & Cost Optimization- Board & Executive Reporting- Scalable Systems Implementation

Experience

1. Head of Capital Strategy

   Wltr

   Feb 2026 — Present · Reno, NV, US

   Leading capital strategy and company positioning for WLTR, an early-stage software platform focused on data infrastructure and workflow systems.The focus is on industries where data is critical but still managed across fragmented systems, manual processes, and legacy tooling.Focus Includes:• Structuring early-stage financing and investor strategy• Aligning product development with capital milestones and market entry• Supporting early go-to-market efforts and category positioning• Exploring how software can improve data aggregation, standardization, and auditability across complex environmentsWLTR is focused on building foundational infrastructure for how lab data is managed, interpreted, and audited.

Education

• Elmira College

  Bachelor’s Degree, Economics

  2012 — 2016

• Elmira College

  Minor, Finance

  2012 — 2016

Skills

• Time Management
• Public Speaking
• Stata
• Econometrics
• Higher Education
• Maple
• Financial Modeling
• Financial Analysis
• Data Analysis
• Economics
• Public Relations
• Teamwork
• Financial Projection
• Research
• Microsoft Excel
• Powerpoint
• Market Research
• Leadership
• Crm
• Microsoft Powerpoint
• Microsoft Office
• Microsoft Word
• Event Planning
• Social Media