Introducing your Trusted Advisor
Hello and thank you for stopping by.
My name is Daniel Kirstein and over the past 18 years I have been working with a variety of innovative businesses and partnering with forward thinkers on how to grow their businesses with a strong financial foundation.
With my experience, I am able to provide value across a wide swath of your business with the focus of ensuring your business remains resilient and seizes all its competitive advantages. A bit more about myself:
Graduated from the University of California Santa Barbara with a BA in Economics, emphasis in Accounting. Obtained California Certified Public Accountant (CPA) credential
Have led finance teams for 3 different startups within the Digital Media, Hi-Tech and Robotics spaces
Have raised over $75M and put in place numerous financing arrangements (term loans, working capital revolvers, lines of credits, venture debt)
Built and scaled teams and processes from scratch. Managed a org of 35+ people
Strong expertise in cashflow and runway management to ensure R&D goals are met in a fiscally responsible way.
Along the way - I’ve lead numerous teams outside the typical finance function - driving excellence in Human Resources, Sales, Marketing, Post Sales Support and Manufacturing
Provide pro-bono accounting services and I currently serve as the Treasurer for a local school.
Testimonials from some of our prior engagements
Mihai S. —- Startup Founder
“Daniel was super helpful and easy going - we had some very specific questions related to some of the slides in our pitch deck, and we receive feedback along with personal recommendation backed up by facts. It's refreshing, as a founder, to get objective feedback and down to earth advice. We'll definitely look forward to chat again with Daniel.”
Horacio R. —- Small Business Owner
Daniel was insightful, patient and helped with many creative ideas. Highly recommend him!
Greg W. —-Small Business Owner
“Direct. To the point. And directly on point. Daniel's depth of experience helped him quickly diagnose the problem I was experiencing and offer a simple, easy-to-understand framework for me to solve the problem on my own. Definitely, a "teach a man to fish" moment -- which I greatly value and appreciate.”
