Partner
Josh Sadoff
Josh Sadoff is a finance executive with 25+ years of experience leading venture backed software technology and SaaS businesses through growth cycles and M&A exits. Josh brings his FP&A background and expertise partnering with operational leadership teams across functions to client engagements helping entrepreneurs, company founders, and CEOs through strategic planning and operational challenges. Josh’s experience spans from business modeling for planning, forecasting, and fund raising and M&A support to accounting operations, and cashflow management. He has extensive experience with legal contract review and negotiation including M&A definitive agreements.
Relevant Experience
- Chief Financial Officer – Next Force Technology, Inc.
- Chief Financial Officer – TheFind, Inc.
- Financial Controller – Almaden Golf & Country Club
- Corporate Controller – Scalix Corporation
- Corporate Controller – CashEdge, Inc.
- Director of Finance – Seven Networks
- Corporate Controller – Onebox.com
- Senior FP&A Analyst – Silicon Graphics
- Senior FP&A Analyst – Tandem Computers
Education, Licenses & Certifications
- Master of Business Administration – Santa Clara University
- Bachelor of Arts in Economics – University of California, Santa Barbara
Functional Experience
- All Finance & Accounting Functions
- FP&A and Financial Reporting
- Financial Modeling, Budgeting, and Forecasting
- SaaS Metrics
- M&A / Transaction Prep and Due Diligence
- Post M&A Transition and Integration Management
- Customer Contracts and Revenue Recognition
- Cash and Working Capital Management
- Bank and Audit Relations
- Legal Contract Review and Negotiation
- Partner and Vendor Management
- Cap Table and Investor Relations Management
Partner
Josh Sadoff
Josh Sadoff is a finance executive with 25+ years of experience leading venture backed software technology and SaaS businesses through growth cycles and M&A exits. Josh brings his FP&A background and expertise partnering with operational leadership teams across functions to client engagements helping entrepreneurs, company founders, and CEOs through strategic planning and operational challenges. Josh’s experience spans from business modeling for planning, forecasting, and fund raising and M&A support to accounting operations, and cashflow management. He has extensive experience with legal contract review and negotiation including M&A definitive agreements.
Relevant Experience
- Chief Financial Officer – Next Force Technology, Inc.
- Chief Financial Officer – TheFind, Inc.
- Financial Controller – Almaden Golf & Country Club
- Corporate Controller – Scalix Corporation
- Corporate Controller – CashEdge, Inc.
- Director of Finance – Seven Networks
- Corporate Controller – Onebox.com
- Senior FP&A Analyst – Silicon Graphics
- Senior FP&A Analyst – Tandem Computers
Education, Licenses & Certifications
- Master of Business Administration – Santa Clara University
- Bachelor of Arts in Economics – University of California, Santa Barbara
Functional Experience
- All Finance & Accounting Functions
- FP&A and Financial Reporting
- Financial Modeling, Budgeting, and Forecasting
- SaaS Metrics
- M&A / Transaction Prep and Due Diligence
- Post M&A Transition and Integration Management
- Customer Contracts and Revenue Recognition
- Cash and Working Capital Management
- Bank and Audit Relations
- Legal Contract Review and Negotiation
- Partner and Vendor Management
- Cap Table and Investor Relations Management
Industries
- Software / SaaS
- eCommerce
- Technology / Hardware
- Hospitality