Lover of type 2 fun, entrepreneurship, and creating shareholder value.
I started Analyst House to help businesses scale through on-demand financial services and intelligence.
Here's my story.
BEFORE ANALYST HOUSE
As a kid, I found ways to make money. I delivered newsletters door to door. I umpired and announced baseball games. In high school, I built a tutoring company. I taught math and science. By senior year, I had hired 30 people.
I also started Arctic Attire, a cool idea in a crowded space. It failed.
THE FORMATIVE YEARS
During college, I joined Meati Foods as employee 7. While I was there, we raised $228M across our Series A, B, and C and grew the company to 300 people. When I left, I was leading $60M of corporate FP&A.
I learned from great finance leaders and built a network across food and beverage and technology.
In 2021, I tried to launch Ramp. Leadership instead chose SAP Concur. At 23, I took charge of our NetSuite implementation because it was not getting the attention it deserved.
Our team was visionary, but we did not prioritize financial systems. There was a very thick dividing line between the internal and external accounting teams.
THE PROBLEM
Founders went 3–6 months without financials. That felt wrong.
Founders unknowingly sold products at a loss. That felt wrong.
Founders gave up an extra 15% by undervaluing their company. That felt wrong.
Founders are rarely finance people. But they need someone to advocate for the company at every impasse.
Our goal is to operate like an in-house finance team, building alongside our clients as an extension of their team from day 1.
THE JOURNEY SO FAR
My role had become too niche in FP&A. I wanted to zoom out and go earlier stage. I joined OpenTug, a SaaS focused on optimizing Barge & Tugboat logistics. They became our first client. I moved to Los Angeles. It was a short stint, but it marked the point when Analyst House became a real company.
I spent almost all of 2024 building Analyst House from the office in my Houston apartment. My window became a whiteboard. Most nights were late nights, doing the work of many people for many companies, from bookkeeping to board strategy.
After just over a year, I moved to Boulder and opened our first office co-located with an interior design shop. Roger joined. As we grew, we needed more space and moved into “the dungeon,” an underground bunker lit by fluorescent lights, because we felt we needed to earn a better office. Here, Analyst House became a team.
After a year and a half in Boulder, I relocated to Miami. Peyton came too. We became a fully remote company. Today, our 10-person team works with 25 startups. We've found an operating model that works, and our goal is to support more and more companies.
WHERE WE'RE HEADED
Every person on the team brings experience, a humble attitude, and an eagerness to innovate. It is truly a team of A players.
We are ambitious about where Analyst House is going and humble about how we will get there: by creating tremendous value for our clients.
Read more about our team →Think we can help?
(305) 728-4866