Access to the world's
top CFOs & COOs

Customer Discovery with Decision Makers
to Supercharge Your Startup

Iterate and hit
inflection faster by
by connecting with



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The Program

For founders wanting to hone their offering and iterate at breakneck speed.

Backed by the most extensive and preeminent community of CFOs and COOs (Operators Guild), FOG Advisory puts you and your co-founders in front of the world's top tech operators and executives – who have the relevant battle scars, decision-making authority, insights and deep connections to supercharge your business.

We’re looking for best-fit companies and founders, so we can make the highest impact when matching you with our advisors' expertise. We have no quotas, we care only about relevance.

Benefit from deeper customer insights, perfect your go-to-market challenges, meet your next CFO/COO or advisory board.

We optimize for relevance and the impact we can make. May the best teams and products win.

How can we help you?

Some of the ways we've helped other great companies

use case   Go Broad...
...I'm looking for a broad range of 10-20 prospective customers to ideate and brainstorm our product vision, feature set. Would love to meet with individuals for shorter time commitment per week.

Superpowers: Product, BizOps,
Payments, Compliance

Business Model: Saas, B2B,
B2C, Marketplace

Industry: E-Commerce, Healthcare,
Payments, Marketplace, Consulting,
FinTech / Financial Services

Key Accomplishment:
Scaled HintMD » Seed stage startup to
Series B to $170M Acquisition.

LinkedIn  |  Revance


Superpowers: Finance, Fundraising,
Systems, Board & IR, Accounting, Tax

Business Model: SaaS, B2B,
B2C, Lending/Venture Capital

Industry: E-Commerce, FinTech /
Financial Services, Retail / Consumer

Key Accomplishment:
$100M of investments at Lighthouse,
COO of startup now 80 employees.

LinkedIn  |  Kruze Consulting


Superpowers: Board-CEO-CFO Leadership/
Coaching, SPAC - IPO - VC Investor Relations
IPO Readiness (People-Processes-Systems)

Business Model:
SaaS, Consumer Software

Industry: VC, P/E

Key Accomplishment:
Intuit IPO (1993), Advisor to Dozens
of IPOs and M&As. On the founding teams
of Netflix and Mozilla.

LinkedIn  |  BenchBoard


Superpowers: Framework Development,
Strategic Finance, Leadership Strategies,
BizOps, Critical/Organized Thinking, IR

Business Model: SaaS, B2B

Industry: Ad Tech, SaaS, Business
Services, FinTech / Financial Services

Key Accomplishment:
Built & sold a SaaS company from 0-1.
Currently scaling from $5MM to $50MM+ (CFO).

LinkedIn  |  PandaDoc


Superpowers:
Strategic Finance, BizOps,
Fundraising, Growth

Business Model: SaaS, B2B,
B2C, Marketplace

Industry: AI, E-Commerce,
Healthcare, Fintech, Construction,
Transportation, Cleantech, Hospitality

Key Accomplishment:
Helped raise $200M+ in capital for over 20+
startups helping them scale (Seed to Series C)

LinkedIn  |  Elevation Advisory


Superpowers: Strategic Finance,
Board / Investor Relations,
Career Development, Fundraising

Business Model: B2B, B2C

Industry: Technology, E-Commerce,
Business Services, Private Equity

Key Accomplishment:
Scaled Pantheon (70 to 300), secured
many rounds of debt & equity fundraising.

LinkedIn  |  Pantheon


Superpowers:
BizOps, Strategic Finance,
Performance Management

Business Model: B2C, SaaS,
IAP, Marketplace, Social Gaming

Industry: Consumer, AdTech,
E-Commerce, Dating, Social Gaming

Key Accomplishment:
Led Storm8's growth & acquisition for $400M.
Built OpenTable's BizOps framework.

LinkedIn  |  Coffee Meets Bagel


Superpowers: Strategic Finance,
Fundraising, M&A, FP&A, Ops

Business Model: SaaS, B2B,
B2C, Marketplace, Consumer Tech

Industry: Adtech, AI, Biotech
Crypto, Fintech, Healthcare, Payments
Retail/Consumer, Business Services

Key Accomplishment:
CFO, COO, and Advisor to 40+ tech startups. Raised
>$120M in equity/debt & executed M&A worth >$235M.

LinkedIn  |  Attivo Partners


Superpowers: Career Development
Performance Management, Board
Relations, Business Development

Business Model: SaaS, B2B,
Marketplace, B2C

Industry: Adtech, E-Commerce,
Consumer, Business Services,
Marketing (Automation)

Key Accomplishment:
Scaled self-funded company to $26M & sold for $110M.
Sold again for $160M at $40M revenue.

LinkedIn  |  BestReviews


Superpowers:
Strategic Finance,
Organizational Development

Business Model:
SaaS, B2B, B2C

Industry: E-Commerce, Network
Infrastructure, Cloud computing / big data

Key Accomplishment:
Grew Chegg Books market share by 30%.
Built Meraki's International GTM.

LinkedIn  |  Codecademy


Superpowers:
Analytics, Sales Ops,
Sales Territory Planning

Business Model:
SaaS, B2B, Ads

Industry:
Adtech, CRM Software

Key Accomplishment:
Scaled & centralized analytics at Facebook.
Scaled Sales GTM at Salesforce.

LinkedIn  |  Facebook


Superpowers: Sales systems,
Business Development,
Corporate Development

Business Model: SaaS, B2B,
B2C, Marketplace

Industry: E-Commerce, FinTech,
Financial Services, Real Estate

Key Accomplishment:
Scaled Beatport to become industry standard.
Repeated that rare status with Housecall Pro.

LinkedIn  |  Housecall Pro


Superpowers: People, Strategy, Planning,
Career Development, High/hyper-growth,
B2B Enterprise SaaS, Exec hiring, Ops

Business Model: SaaS, B2B

Industry: Ad Tech, Business Services,
E-Commerce, FinTech / Financial Services

Key Accomplishment:
Scaled Bolt from 10-200 people as COO. Scaled
Addepar from 4-150 as the first business hire.

LinkedIn  |  Boom & Bucket


Superpowers: Starting companies,
Fundraising, Strategic planning,
Truthseeking

Business Model: SaaS, B2B, B2C

Industry: Artificial Intelligence

Key Accomplishment:
Co-founded Enview, raising >$20M in
three rounds. Secured first sales to grow
past $2M ARR.

LinkedIn  |  Enview


Superpowers: People Ops/Management,
BI, Investor/Board Relations, Fundraising

Business Model: SaaS, B2B

Industry: Real Estate
Business Services

Key Accomplishment:
Co-founded Ten Spot, secured two
rounds of funding, and scaled from two
employees, pre-revenue to 30 person team.

LinkedIn  |  Ten Spot


Superpowers: Operational Design &
Process Optimization, GTM Strategy,
Strategic Partnerships, Project Management

Business Model: SaaS, B2C, B2B

Industry: Biotech, Cleantech,
Construction, E-Commerce

Key Accomplishment: Investment Committee
Member at $300M VC fund, leading Strategy &
Operations Advisory for 18 portfolio companies.
Co-founded & scaled an e-commerce brand into
automated cash cow.

LinkedIn  |  Stealth Co.


Superpowers: Strategic Finance,
Fundraising, M&A

Business Model: SaaS, B2B,
B2C, Marketplace

Industry: E-Commerce, Retail /
Consumer, Robotics, Food

Key Accomplishment: First GM, UBER Eats
in the Bay. Built from launch to $100M+
in GMV & scaled team from 0 to 50.
Scaled startup through $400M+ in funding.
Partner with a dozen+ founders (Advisor & VC).

LinkedIn  |  Renegade


Superpowers: Strategic Finance,
Fundraising

Business Model: SaaS, B2B,
B2C, Marketplace

Industry: Business Services, FinTech,
Payments, Retail / Consumer

Key Accomplishment: Ground up build
& scale of Finance & Business Operations
at Handshake, from Series B to Series E Unicorn.
Built sales finance org at Square,
launched & scaled sales org pre-IPO.

LinkedIn  |  Checkr


Superpowers: Data & Analytics,
Strategic Finance, Financial Operations

Business Model: SaaS, B2B,
B2C, Marketplace

Industry: AI, E-Commerce,
Business Services, Fintech,
Transportation, Retail / Consumer

Key Accomplishment: Early hire at Uber finance,
scaled team to hundreds, with multi-billion $ P&L.
Fundraised $200M+ (debt + equity) for Series C (Fundbox)

LinkedIn  |  Sudozi


Superpowers: Service Design, Early
Stage Strategy/Ops/Finance, Software-Enabled
Service, Governance and Productivity

Business Model: B2B, B2C

Industry: Business Services, Retail /
Consumer, Healthcare, Transportation

Key Accomplishment: Led operations for
Wellthy while scaling from 10-150 employees.
As CEO, expanded offering & got acquired
by WillisTowers Watson.

LinkedIn  |  Wellthy


Superpowers: Strategic Finance, Fundraising
Talent & Team Development, Investor Relations,
Multi-Stage Growth Ops (Early to Mid to Pre-IPO)

Business Model: B2C, B2B, Marketplace

Industry: Fintech, Hospitality,
Consumer, Real Estate

Key Accomplishment: 10 years of
multi-stage operations: Seed to Pre-IPO,
Turnarounds to Hyperscale, pure
software to heavy operations.
WeWork: Hyperscaled team of 2 & $100M
to team of 30 and $1BN revenue
in 2 years (finance, biz ops, ops)

LinkedIn  |  Landing

use case   Go Deep...
...Our product is 80% there. I'm looking for 5 CFOs/Heads of Finance to create a Product Advisory Group to go DEEP (10 hours a quarter), use the product in-house, and meet every other week for 6 months in exchange for [equity/cash/free product] to nail our GTM messaging and product UI.

Superpowers: Strategic Finance,
Board / Investor Relations,
Career Development, Fundraising

Business Model: B2B, B2C

Industry: Technology, E-Commerce,
Business Services, Private Equity

Key Accomplishment:
Scaled Pantheon (70 to 300), secured
many rounds of debt & equity fundraising.

LinkedIn  |  Pantheon


Superpowers:
BizOps, Strategic Finance,
Performance Management

Business Model: B2C, SaaS,
IAP, Marketplace, Social Gaming

Industry: Consumer, AdTech,
E-Commerce, Dating, Social Gaming

Key Accomplishment:
Led Storm8's growth & acquisition for $400M.
Built OpenTable's BizOps framework.

LinkedIn  |  Coffee Meets Bagel


Superpowers: Framework Development,
Strategic Finance, Leadership Strategies,
BizOps, Critical/Organized Thinking, IR

Business Model: SaaS, B2B

Industry: Ad Tech, SaaS, Business
Services, FinTech / Financial Services

Key Accomplishment:
Built & sold a SaaS company from 0-1.
Currently scaling from $5MM to $50MM+ (CFO).

LinkedIn  |  PandaDoc


Superpowers:
Strategic Finance, BizOps,
Fundraising, Growth

Business Model: SaaS, B2B,
B2C, Marketplace

Industry: AI, E-Commerce,
Healthcare, Fintech, Construction,
Transportation, Cleantech, Hospitality

Key Accomplishment:
Helped raise $200M+ in capital for over 20+
startups helping them scale (Seed to Series C)

LinkedIn  |  Elevation Advisory


Superpowers: Finance, Fundraising,
Insurance, Business Development

Business Model:
B2C, B2B2C

Industry: Real Estate, InsurTech,
FinTech / Financial Services

Key Accomplishment:
Co-Founded Rhino, secured multiple
funding rounds, and grew to 100+ FTEs.

LinkedIn  |  Rhino


Superpowers: Strategic Finance,
Fundraising, M&A, FP&A, Ops

Business Model: SaaS, B2B,
B2C, Marketplace, Consumer Tech

Industry: Adtech, AI, Biotech
Crypto, Fintech, Healthcare, Payments
Retail/Consumer, Business Services

Key Accomplishment:
CFO, COO, and Advisor to 40+ tech startups. Raised
>$120M in equity/debt & executed M&A worth >$235M.

LinkedIn  |  Attivo Partners

use case   Go Big...
...My product is good, we're gaining traction. I'm looking for mass exposure to highly relevant and targeted customers.

Superpowers:
GTM Strategy, Pipeline Strategy,
Revenue Operations

Business Model:
SaaS, B2B

Industry: Business Services, CRM,
Identify Mgmt, Digital Adoption

Key Accomplishment:
Led RevOps, helping Okta scale through IPO.
Built three RevOps teams from scratch.

LinkedIn  |  Udemy


Superpowers: Sales systems,
Business Development,
Corporate Development

Business Model: SaaS, B2B,
B2C, Marketplace

Industry: E-Commerce, FinTech,
Financial Services, Real Estate

Key Accomplishment:
Scaled Beatport to become industry standard.
Repeated that rare status with Housecall Pro.

LinkedIn  |  Housecall Pro


Superpowers:
Strategic Finance,
Organizational Development

Business Model:
SaaS, B2B, B2C

Industry: E-Commerce, Network
Infrastructure, Cloud computing / big data

Key Accomplishment:
Grew Chegg Books market share by 30%.
Built Meraki's International GTM.

LinkedIn  |  Codecademy


Superpowers: Operations, Hardware Ops,
Supply Chain, Field Ops, Service Ops

Business Model: SaaS, B2B,
B2C, Marketplace

Industry: Ad Tech, Cleantech, FinTech,
Retail / Consumer, Transportation

Key Accomplishment:
Tripled Shift's Field Org in less than year
(100-300+). Built out Boosted's supply chain,
function rivaling Apple.

LinkedIn  |  Shift


Superpowers: Strategic Finance, Legal,
People Ops, M&A, Frameworks

Business Model: B2B, B2C

Industry: Ad Tech, Fintech,
Business Services

Key Accomplishment: Led Ampush
to EBITDA positive mindset, growing over
4+ years consistently. Evaluated, acquired,
& integrated a high NPS M&A prospect.

LinkedIn  |  Ampush


Superpowers: Data & Analytics,
Strategic Finance, Financial Operations

Business Model: SaaS, B2B,
B2C, Marketplace

Industry: AI, E-Commerce,
Business Services, Fintech,
Transportation, Retail / Consumer

Key Accomplishment: Early hire at Uber finance,
scaled team to hundreds, with multi-billion $ P&L.
Fundraised $200M+ (debt + equity) for Series C (Fundbox)

LinkedIn  |  Sudozi


Superpowers: Service Design, Early
Stage Strategy/Ops/Finance, Software-Enabled
Service, Governance and Productivity

Business Model: B2B, B2C

Industry: Business Services, Retail /
Consumer, Healthcare, Transportation

Key Accomplishment: Led operations for
Wellthy while scaling from 10-150 employees.
As CEO, expanded offering & got acquired
by WillisTowers Watson.

LinkedIn  |  Wellthy


Superpowers: Strategic Finance,
Fundraising, M&A

Business Model: SaaS, B2B, B2C

Industry: Retail / Consumer, Fintech,
Business Services

Key Accomplishment: Raised $100M+
in VC financing as an operator & over $1B
as an investment banker. Conducted
two accelerated M&A transactions as a CFO.
Led two successful radical GTM strategy pivots.

LinkedIn  |  Logikcull


Superpowers: Business development.
International Expansion

Business Model: B2C, B2B

Industry: Crypto, Blockchain,
Fintech, Healthcare, Payments

Key Accomplishment: Helped scale
Anchorage from $0 to $1B in assets as first
non-engineerhire. Launched pan-Asian insurtech
with Prudential, scaling from 1 to 3 markets.

LinkedIn  |  BitPay


Superpowers: People, Strategy, Planning,
Career Development, High/hyper-growth,
B2B Enterprise SaaS, Exec hiring, Ops

Business Model: SaaS, B2B

Industry: Ad Tech, Business Services,
E-Commerce, FinTech / Financial Services

Key Accomplishment:
Scaled Bolt from 10-200 people as COO. Scaled
Addepar from 4-150 as the first business hire.

LinkedIn  |  Boom & Bucket


Superpowers: Starting companies,
Fundraising, Strategic planning,
Truthseeking

Business Model: SaaS, B2B, B2C

Industry: Artificial Intelligence

Key Accomplishment:
Co-founded Enview, raising >$20M in
three rounds. Secured first sales to grow
past $2M ARR.

LinkedIn  |  Enview


Superpowers: People Ops/Management,
BI, Investor/Board Relations, Fundraising

Business Model: SaaS, B2B

Industry: Real Estate
Business Services

Key Accomplishment:
Co-founded Ten Spot, secured two
rounds of funding, and scaled from two
employees, pre-revenue to 30 person team.

LinkedIn  |  Ten Spot

use case

I have a great product and engineering team, but am light in the strategic finance and business operations side. I would love to find 1 or 2 very seasoned and battle-tested CFOs/COOs to be a strategic business partner in building the biz ops and finance teams as well as working with my board.

Superpowers: Career Development
Performance Management, Board
Relations, Business Development

Business Model: SaaS, B2B,
Marketplace, B2C

Industry: Adtech, E-Commerce,
Consumer, Business Services,
Marketing (Automation)

Key Accomplishment:
Scaled self-funded company to $26M & sold for $110M.
Sold again for $160M at $40M revenue.

LinkedIn  |  BestReviews


Superpowers:
Strategic Finance,
Organizational Development

Business Model:
SaaS, B2B, B2C

Industry: E-Commerce, Network
Infrastructure, Cloud computing / big data

Key Accomplishment:
Grew Chegg Books market share by 30%.
Built Meraki's International GTM.

LinkedIn  |  Codecademy


Superpowers:
Analytics, Sales Ops,
Sales Territory Planning

Business Model:
SaaS, B2B, Ads

Industry:
Adtech, CRM Software

Key Accomplishment:
Scaled & centralized analytics at Facebook.
Scaled Sales GTM at Salesforce.

LinkedIn  |  Facebook


Superpowers: Sales systems,
Business Development,
Corporate Development

Business Model: SaaS, B2B,
B2C, Marketplace

Industry: E-Commerce, FinTech,
Financial Services, Real Estate

Key Accomplishment:
Scaled Beatport to become industry standard.
Repeated that rare status with Housecall Pro.

LinkedIn  |  Housecall Pro


Superpowers: Board-CEO-CFO Leadership/
Coaching, SPAC - IPO - VC Investor Relations
IPO Readiness (People-Processes-Systems)

Business Model: SaaS, B2B,
B2C, Marketplace

Industry: VC, P/E

Key Accomplishment:
Intuit IPO (1993), Advisor to Dozens
of IPOs and M&As. On the founding teams
of Netflix and Mozilla.

LinkedIn  |  BenchBoard


Superpowers: Product, BizOps,
Payments, Compliance

Business Model: Saas, B2B,
B2C, Marketplace

Industry: E-Commerce, Healthcare,
Payments, Marketplace, Consulting, FinTech

Key Accomplishment:
Scaled HintMD » Seed stage startup to
Series B to $170M Acquisition.

LinkedIn  |  Revance

use case
Customized for you.
Tell us where we can be most helpful.

Superpowers: Board-CEO-CFO Leadership/
Coaching, SPAC - IPO - VC Investor Relations
IPO Readiness (People-Processes-Systems)

Business Model:
SaaS, Consumer Software

Industry: VC, P/E

Key Accomplishment:
Intuit IPO (1993), Advisor to Dozens
of IPOs and M&As. On the founding teams
of Netflix and Mozilla.

LinkedIn  |  BenchBoard


Superpowers: Career Development
Performance Management, Board
Relations, Business Development

Business Model: SaaS, B2B,
Marketplace, B2C

Industry: Adtech, E-Commerce,
Consumer, Business Services,
Marketing (Automation)

Key Accomplishment:
Scaled self-funded company to $26M & sold for $110M.
Sold again for $160M at $40M revenue.

LinkedIn  |  BestReviews


Superpowers: Finance, Fundraising,
Systems, Board & IR, Accounting, Tax

Business Model: SaaS, B2B,
B2C, Lending/Venture Capital

Industry: E-Commerce, FinTech /
Financial Services, Retail / Consumer

Key Accomplishment:
$100M of investments at Lighthouse,
COO of startup now 80 employees.

LinkedIn  |  Kruze Consulting


Superpowers: Strategic Finance, Fundraising,
Business Intelligence, People Operations

Business Model: SaaS, B2B,
B2C, Marketplace

Industry: Business Services, Ad Tech,
Marketing (Automation), E-Commerce,
Retail / Consumer, Transportation

Key Accomplishment: Built and led Finance,
BI, People/Talent & Sales Ops at Shift and
Zenreach. Helped raised +$100M VC capital.

LinkedIn  |  Uber


Superpowers: International Expansion
BizDev, Business Operations, Payments

Business Model: B2B, B2C

Industry: Ad Tech, E-Commerce,
Payments, Consumer, Business
Services, FinTech

Key Accomplishment: Scaled Square
core payments business ~$40B to $100B+
TPV. Co-founded 3 startups, and secured four
rounds of funding.

LinkedIn  |  Adyen


Superpowers: Strategic Finance,
Fundraising, M&A

Business Model: SaaS, B2B,
B2C, Marketplace

Industry: E-Commerce, Retail /
Consumer, Robotics, Food

Key Accomplishment: First GM, UBER Eats
in the Bay. Built from launch to $100M+
in GMV & scaled team from 0 to 50.
Scaled startup through $400M+ in funding.
Partner with a dozen+ founders (Advisor & VC).

LinkedIn  |  Renegade


Superpowers: Strategic Finance, Board
Relations, Investors Relations,
Career Development

Business Model: B2C

Industry: E-Commerce, Retail / Consumer

Key Accomplishment: Scaled Gap's
EMEA business from 150 to 300
stores, and 19 to 37 countries. Launched
two new brands (Stella & Dots).

LinkedIn  |  Brandless


Superpowers: Scaling Processes,
Business Development

Business Model: B2B, B2C

Industry: Business Services,
FinTech, Hospitality, Payments,
E-Commerce, Transportation

Key Accomplishment: Scaled internal
process to enable autonomous driving.
Built world-class teams to enable growth.

LinkedIn  |  Waymo


Superpowers: Strategic Finance,
Fundraising, M&A

Business Model: SaaS, B2B, B2C

Industry: Retail / Consumer, Fintech,
Business Services

Key Accomplishment: Raised $100M+
in VC financing as an operator & over $1B
as an investment banker. Conducted
two accelerated M&A transactions as a CFO.
Led two successful radical GTM strategy pivots.

LinkedIn  |  Logikcull


Superpowers: Strategic Finance, Fundraising
Board/Investors Relations

Business Model: SaaS, B2C,
B2B, Marketplace

Industry: Cleantech, Fintech,
Agtech

Key Accomplishment: Scaled B2B marketplace
from 6 to 40 people & 10x sales growth
Built first sales ops team + led FP&A
for energy storage company that's now public.

LinkedIn  |  Full Harvest


Superpowers: Business development.
International Expansion

Business Model: B2C, B2B

Industry: Crypto, Blockchain,
Fintech, Healthcare, Payments

Key Accomplishment: Helped scale
Anchorage from $0 to $1B in assets as first
non-engineer hire. Launched pan-Asian insurtech
with Prudential, scaling from 1 to 3 markets.

LinkedIn  |  BitPay


Superpowers: Operational Design &
Process Optimization, GTM Strategy,
Strategic Partnerships, Project Management

Business Model: SaaS, B2C, B2B

Industry: Biotech, Cleantech,
Construction, E-Commerce

Key Accomplishment: Investment Committee
Member at $300M VC fund, leading Strategy &
Operations Advisory for 18 portfolio companies.
Co-founded & scaled an e-commerce brand into
automated cash cow.

LinkedIn  |  Stealth Co.


Superpowers: Experience across Financial
Operations, M&A/Fundraising, & Strategic
Finance. I hate the word superpowers,
but maybe I'm just shy 🙂

Business Model: SaaS, B2C, B2B

Industry: Business Services,
E-Commerce, Retail / Consumer

Key Accomplishment: Deployed over

$350M to date across capital raising,
M&A & venture investing in career.
First dedicated Finance hire at Ironclad;
scaling the team & function.

LinkedIn  |  Ironclad


Superpowers: Strategic Finance,
Fundraising

Business Model: SaaS, B2B,
B2C, Marketplace

Industry: Business Services, FinTech,
Payments, Retail / Consumer

Key Accomplishment: Ground up build
& scale of Finance & Business Operations
at Handshake, from Series B to Series E Unicorn.
Built sales finance org at Square,
launched & scaled sales org pre-IPO.

LinkedIn  |  Checkr


Superpowers: Product, BizOps,
Payments, Compliance

Business Model: Saas, B2B,
B2C, Marketplace

Industry: E-Commerce, Healthcare,
Payments, Marketplace, Consulting,
FinTech / Financial Services

Key Accomplishment:
Scaled HintMD » Seed stage startup to
Series B to $170M Acquisition.

LinkedIn  |  Revance


Superpowers: Framework Development,
Strategic Finance, Leadership Strategies,
BizOps, Critical/Organized Thinking, IR

Business Model: SaaS, B2B

Industry: Ad Tech, SaaS, Business
Services, FinTech / Financial Services

Key Accomplishment:
Built & sold a SaaS company from 0-1.
Currently scaling from $5MM to $50MM+ (CFO).

LinkedIn  |  PandaDoc


Superpowers:
Strategic Finance, BizOps,
Fundraising, Growth

Business Model: SaaS, B2B,
B2C, Marketplace

Industry: AI, E-Commerce,
Healthcare, Fintech, Construction,
Transportation, Cleantech, Hospitality

Key Accomplishment:
Helped raise $200M+ in capital for over 20+
startups helping them scale (Seed to Series C)

LinkedIn  |  Elevation Advisory


Superpowers: Strategic Finance,
Board / Investor Relations,
Career Development, Fundraising

Business Model: B2B, B2C

Industry: Technology, E-Commerce,
Business Services, Private Equity

Key Accomplishment:
Scaled Pantheon (70 to 300), secured
many rounds of debt & equity fundraising.

LinkedIn  |  Pantheon


Superpowers:
BizOps, Strategic Finance,
Performance Management

Business Model: B2C, SaaS,
IAP, Marketplace, Social Gaming

Industry: Consumer, AdTech,
E-Commerce, Dating, Social Gaming

Key Accomplishment:
Led Storm8's growth & acquisition for $400M.
Built OpenTable's BizOps framework.

LinkedIn  |  Coffee Meets Bagel


Superpowers: Strategic Finance,
Fundraising, M&A, FP&A, Ops

Business Model: SaaS, B2B,
B2C, Marketplace, Consumer Tech

Industry: Adtech, AI, Biotech
Crypto, Fintech, Healthcare, Payments
Retail/Consumer, Business Services

Key Accomplishment:
CFO, COO, and Advisor to 40+ tech startups. Raised
>$120M in equity/debt & executed M&A worth >$235M.

LinkedIn  |  Attivo Partners


Superpowers:
Strategic Finance,
Organizational Development

Business Model:
SaaS, B2B, B2C

Industry: E-Commerce, Network
Infrastructure, Cloud computing / big data

Key Accomplishment:
Grew Chegg Books market share by 30%.
Built Meraki's International GTM.

LinkedIn  |  Codecademy


Superpowers:
Analytics, Sales Ops,
Sales Territory Planning

Business Model:
SaaS, B2B, Ads

Industry:
Adtech, CRM Software

Key Accomplishment:
Scaled & centralized analytics at Facebook.
Scaled Sales GTM at Salesforce.

LinkedIn  |  Facebook


Superpowers: Sales systems,
Business Development,
Corporate Development

Business Model: SaaS, B2B,
B2C, Marketplace

Industry: E-Commerce, FinTech,
Financial Services, Real Estate

Key Accomplishment:
Scaled Beatport to become industry standard.
Repeated that rare status with Housecall Pro.

LinkedIn  |  Housecall Pro


Superpowers:
GTM Strategy, Pipeline Strategy,
Revenue Operations

Business Model:
SaaS, B2B

Industry: Business Services, CRM,
Identify Mgmt, Digital Adoption

Key Accomplishment:
Led RevOps, helping Okta scale through IPO.
Built three RevOps teams from scratch.

LinkedIn  |  Udemy


Superpowers: People, Strategy, Planning,
Career Development, High/hyper-growth,
B2B Enterprise SaaS, Exec hiring, Ops

Business Model: SaaS, B2B

Industry: Ad Tech, Business Services,
E-Commerce, FinTech / Financial Services

Key Accomplishment:
Scaled Bolt from 10-200 people as COO. Scaled
Addepar from 4-150 as the first business hire.

LinkedIn  |  Boom & Bucket


Superpowers: Starting companies,
Fundraising, Strategic planning,
Truthseeking

Business Model: SaaS, B2B, B2C

Industry: Artificial Intelligence

Key Accomplishment:
Co-founded Enview, raising >$20M in
three rounds. Secured first sales to grow
past $2M ARR.

LinkedIn  |  Enview


Superpowers: People Ops/Management,
BI, Investor/Board Relations, Fundraising

Business Model: SaaS, B2B

Industry: Real Estate
Business Services

Key Accomplishment:
Co-founded Ten Spot, secured two
rounds of funding, and scaled from two
employees, pre-revenue to 30 person team.

LinkedIn  |  Ten Spot


Superpowers: Operations, Hardware Ops,
Supply Chain, Field Ops, Service Ops

Business Model: SaaS, B2B,
B2C, Marketplace

Industry: Ad Tech, Cleantech, FinTech,
Retail / Consumer, Transportation

Key Accomplishment:
Tripled Shift's Field Org in less than year
(100-300+). Built out Boosted's supply chain,
function rivaling Apple.

LinkedIn  |  Shift


Superpowers: Strategic Finance, Legal,
People Ops, M&A, Frameworks

Business Model: B2B, B2C

Industry: Ad Tech, Fintech,
Business Services

Key Accomplishment: Led Ampush
to EBITDA positive mindset, growing over
4+ years consistently. Evaluated, acquired,
& integrated a high NPS M&A prospect.

LinkedIn  |  Ampush


Superpowers: Data & Analytics,
Strategic Finance, Financial Operations

Business Model: SaaS, B2B,
B2C, Marketplace

Industry: AI, E-Commerce,
Business Services, Fintech,
Transportation, Retail / Consumer

Key Accomplishment: Early hire at Uber finance,
scaled team to hundreds, with multi-billion $ P&L.
Fundraised $200M+ (debt + equity) for Series C (Fundbox)

LinkedIn  |  Sudozi


Superpowers: Service Design, Early
Stage Strategy/Ops/Finance, Software-Enabled
Service, Governance and Productivity

Business Model: B2B, B2C

Industry: Business Services, Retail /
Consumer, Healthcare, Transportation

Key Accomplishment: Led operations for
Wellthy while scaling from 10-150 employees.
As CEO, expanded offering & got acquired
by WillisTowers Watson.

LinkedIn  |  Wellthy


Superpowers: Strategic Finance, Fundraising
KPI Dashboarding, SaaS

Business Model: SaaS, B2B

Industry: FinTech / Financial Services

Key Accomplishment: Co-founded PocketSuite, Inc.
Grew from pre-revenue to $3MM runrate.
Handled venture funding (YC & other institutionals).
Helped 8 SaaS companies raise $100MM+ funding.

LinkedIn  |  Propeller Industries


Superpowers: Strategic Finance,
B.I., Fundraising, Corporate Development

Business Model: B2B, B2C, Marketplace

Industry: Retail / Consumer
E-Commerce, Transportation

Key Accomplishment: First finance hire
& scaled SunBasket to 1200+ employees,
100x revenue growth & 4 rounds.
Assisted Caviar acquisition for DoorDash.
Responsible for Caviar's finance, two
other B.U.s, and M&A.

LinkedIn  |  DoorDash


Superpowers: Strategic Finance, Operational
Finance, Partnerships, Product Vision,
Storytelling

Business Model: SaaS, B2C,
B2B, Marketplace

Industry: Ad Tech, Biotech, Healthcare

Key Accomplishment: Scaled Verily » 50 to 800
employees, and raised $1.8B in investment.
Partnered or led over ~$970M in partnerships.
Early Google X'er, building finance practices
across Waymo, Verily, Wing, Loon, and others.

LinkedIn  |  Solv Health


Superpowers: Building Biz Ops, GTM
Strategies, Early Stage Fundraising Decks/Pitches

Business Model: B2C, B2B, Marketplace

Industry: Ad Tech, Business Services,
E-Commerce, Marketing (Automation),
Retail / Consumer, Transportation

Key Accomplishment: Part of 10-person
team in charge of redesigning the entire
Starbucks US & Canadian food supply chain.

LinkedIn  |  Checkout


Superpowers: FP&A, Legal/Deal Desk,
Business Development, Board/Investor Relations

Business Model: SaaS, B2B, Marketplace

Industry: AI, Blockchain,
Fintech, Payments, Customer Success

Key Accomplishment: Co-Founded Kanjoya,
raised $20M, and sold to Ultimate Software.
$115M in fundraising from Greylock,
GGV, NEA. Significant experience in M&A.

LinkedIn  |  Gladly Software


Superpowers: Strategic Finance,
Fundraising, Board and Investor Relations

Business Model: SaaS, B2B,
Marketplace

Industry: AI, E-Commerce, Retail

Key Accomplishment: Built Strategic Finance
(Yammer & Zenefits). Led Yammer through $1.2B
acquisition. Raised $500M at Zenefits.
Comcast Ventures investments.

LinkedIn  |  Mixmax


Superpowers: Strategic Finance, Fundraising
Talent & Team Development, Investor Relations,
Multi-Stage Growth Ops (Early to Mid to Pre-IPO)

Business Model: B2C, B2B, Marketplace

Industry: Fintech, Hospitality,
Consumer, Real Estate

Key Accomplishment: 10 years of
multi-stage operations: Seed to Pre-IPO,
Turnarounds to Hyperscale, pure
software to heavy operations.
WeWork: Hyperscaled team of 2 & $100M
to team of 30 and $1BN revenue
in 2 years (finance, biz ops, ops)

LinkedIn  |  Landing


Superpowers: B.I., Strategic
Partnerships/BD, Scaling CX Ops,
Pricing & Contracting

Business Model: SaaS, B2B, B2C

Industry: Fintech, Healthcare,
Business Services.

Key Accomplishment: Supporting $40M
bookings with 97% CSAT. Grew CX team
from 0 to global worldwide. Led GTM
initiatives & sales enablement for business pivots.

LinkedIn  |  TravelBank


Superpowers: Marketplace Operations,
Growth Marketing, Business Operations

Business Model: B2C

Industry: E-Commerce, Retail /
Consumer, Transportation

Key Accomplishment: Ran West Coast
Operations at Lyft (grew to $1B
in revenue & team from 20 to 800).

LinkedIn  |  AllStripes


Superpowers: Product, Strategy

Business Model: SaaS, B2B,
B2C, Marketplace

Industry: AI, E-Commerce, Retail

Key Accomplishment: More than $2BN
in new products created & shipped.
Founded & scaled several companies.

LinkedIn  |  Future State


Superpowers: Scaling Global Ops
Commercial Growth & Ops models, SaaS,
Customer Lifecycle

Business Model: SaaS, B2B,
B2C, Marketplace

Industry: Ad Tech, Fintech,
Payments, E-Commerce, Marketing
(Automation), Business Services, Construction

Key Accomplishment: Advised Toyota USA
for finance Governance. Scaled Marketing Ops
at HP to 60+ countries ($350M investments)
As CSO, launched SaaS Marketing Platform with Nextroll

LinkedIn  |  Diebold Nixdorf


Superpowers: Planning, Product,
General Management, Culture, Integrating
Customer-Centric Strategy & Execution,
Building Low-Ego, High-Performance Teams

Business Model: SaaS, B2C, Marketplace

Industry: E-Commerce, Retail / Consumer

Key Accomplishment: Developed & led eBay's
new business team, diversifying business with
expansion into category with $300M in sales.
Managed operating for eBay NA during
its turnaround, working with leadership
to rewire culture, strategy, process, and
execution on a path to driving sustained growth.

LinkedIn  |  Facebook


Superpowers: Strategic & Ops Finance
Fundraising (equity and debt), Int'l Expansion

Business Model: SaaS, B2B, B2C

Industry: Ad Tech, Business Services,
E-Commerce, FinTech, Consumer

Key Accomplishment: First finance at Tubi TV;
built foundation for $500M Fox purchase.
First finance at Lyric; built orgs that resulted
in $160M debt & equity raise."

LinkedIn  |  Homebound


Superpowers: Fundraising, BizOps,
Strategic Finance, Board + Investor
Relations, M&A, BD

Business Model: SaaS

Industry: Real Estate, Industrial

Key Accomplishment: M&A Investment
Banker turned Venture Capitalist turned
Operator. Pivoted business & landed $60M
Series D during pandemic.

LinkedIn  |  Parsable

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If you want intimate one-on-one access to the braintrust at Fog Advisory
and the Catapult Program, then drop us a line to see if you're a fit

Our Story

Let’s cut straight to the chase — strategic finance and business operations are having a moment.

Much like the HR renaissance that rebranded “Human Resources” as “People” and unleashed a torrent of new products into the HR space, innovative companies around the world are catching on to the unique potential of business operations and strategic finance.

You certainly caught on — after all, isn’t that why you’re here?

We are a highly curated group of active CFOs and COOs from some of the country’s top companies, drawn directly from the Operators Guild founded by Casey Woo and Jamie Ceglarz in 2014. We love what we do, and we’re passionate about finding the best tools to help us do it.

Are you developing a product in the business operations/strategic finance sphere? Do you want feedback and mentorship directly from some of the top professionals in your target market?

Let us help you help us.

We work with founders and CEOs to clarify their vision, optimize their products, and solidify their strategy. At the end of the day, we need the tools you’re creating, and it’s in our best interest to help you make them as useful as possible.

Our Values

Authenticity — Our advisors are all active operators working with active companies. We understand this market because we are this market, and our feedback will always be based on our own professional needs, insights, and experiences.

Candor— We’ll tell you exactly what we need because we’re the ones who need it. We can’t promise to buy your product, but we can promise to tell you exactly what it takes to sell your product.

Support— We like to say that operators are the “moms” of the startup + corporate world, raising businesses instead of kids. We’re team-oriented, strategy-minded, and most of all, we love to help. We’re not here to extract, we’re here to make improvements.

Relevance + Impact — We value your time and resources, so we make absolutely sure that our services are both relevant and useful to our clients. If we don’t have the right people to understand your product and genuinely help you, we won’t take you on as a client. We will only team up and engage if we think we can make a real impact for you and your company.

FAQs

Who should apply?

Any founder or team working full-time and completely committed to their startup, or at a minimum, in the late idea stage and on the precipice of launching their MVP.

What services do you offer?

The FOG Advisory program and our collective advisors will work with each company to address their custom needs.  Asks have ranged from: targeted feedback, dog-fooding beta products, in-depth evaluation or adoption as a customer, referrals and introductions, advising in needed/available capacities, hiring executive talent (CFO/COOs) and assisting in raising/funding/investment.

Is there a cost to apply? Is there a cost if I get accepted into the FOG Advisory Program?

There is no cost to apply.  If you are accepted into the FOG Advisory program, there is an equity and/or cash arrangement – all to be discussed depending on your needs.

What’s the ideal stage?

The ideal stage is any founder or team actively working within a formed startup, both with or without their product/MVP launched. Ideally, you would have already raised a round (pre-seed/F&F at minimum).

How many founders or companies are accepted?

We accept as many companies that we feel we can make a significant impact - primarily for products where we are the direct buyer/customer or tangential products we have significant influence over the purchase of or use of.  The only limit is that of our collective advisory team’s capacity.  If we do not feel we can properly support a company, we will decline or defer their application.

What’s the application process and timeline?

Applicants are evaluated and accepted on a rolling basis. The process starts once you submit a request for an invitation. If accepted, an official invite is extended and a kick-off meeting is scheduled to evaluate fit. The last step is introducing the company to the FOG Advisors and a custom program is then created.

What is the time commitment once accepted?

This can range from 4-10 weeks, depending on the needs of each individual founder/CEO/business.

Who qualifies as an Advisor?

FOG Advisory experts must meet a very high bar to qualify - both in terms of commitment to the program and the value of their experience. Many experts are members of the preeminent Operations and Finance group, Operators Guild. Operators Guild members have on average more than 15 years of leadership experience running and scaling fast-paced startups from seed to IPO.

How do I become an Advisor?

If you have nearly two decades or more of experience, have a track record of scaling companies everywhere you go, and want to bump shoulders with a community of fellow top-level leaders, visit Operators Guild for more information on joining as well as getting an invitation to join FOG Advisory.

© 2021 FOG Advisory