Joshua Goldstein
Fractional CFO | Principal at TechCXO | Helping Growth Companies with Fundraising, Financial Modeling, Investor Communications and Market Analysis | ex. Equity Analyst Covering Tech
- Role
- Principal - Finance & Operations at TechCXO
- Location
- Atlanta, GA, US
- LinkedIn followers
- 500 followers
About Joshua Goldstein
I am a principal in the finance and operations practice at TechCXO. I provide fractional CFO services to startups, growth-stage and established companies. I work with clients on fundraising, financial modeling, KPI development and investor communications. Companies I have assisted are in the SaaS, e-commerce, e-learning, robotics and footwear/apparel industries. Maturity levels range from pre-seed to series A and beyond.Recent engagement highlights include: advising on fundraising rounds in terms of security type, valuation cap and corporate structure; modeling SaaS KPIs such as CAC, LTV and payback period; designing an investor pitch deck that helped a client gain acceptance into an accelerator program.Earlier in my career, I was a buy side equity analyst covering the internet and technology sectors. As part of this role I also led a team of data scientists and developers that used machine learning tools to look for investment signals in large data sets. Areas of expertise include:Financial Modeling | Designing Investor Presentations | Fundraising | Investor Communications | Cash Flow Budgeting | Unit Economic Analysis | FP & A | KPI Design and Monitoring | Cap Table Management | Directing Data Science Research | Equity Analysis | Corporate Governance
Experience
Principal - Finance & Operations
Nov 2021 — Present · Atlanta, GA, US
TechCXO provides executive level financial management to growth-stage and established companies in the software, technology and services industries. We help with raising capital, increasing revenue, entering new markets and improving margins. I provide CFO services on a fractional / interim / part-time basis. Areas of expertise include-Capital raising-Financial Planning & Analysis-KPI development-Capital structure analysis (cap table, employee stock plan design)-Cash flow budgeting-Investor communication-Investor presentations and pitch decks-Board relations-Investment valuation
Education
Brown University
Bachelor of Arts (B.A.), Political Science
DIS - Study Abroad
International Business
University of Virginia Darden School of Business
Master of Business Administration (MBA)
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.