BudgetSage

Over the last 6 months, I have taken my experience as an investment banker, impact investor, and CFO, as well as my love for financial modeling, and packaged it all into a financial planning product + service for young businesses. I am launching it today under the name BudgetSage.

BudgetSage is about empowering entrepreneurs with superior financial planning tools. These tools are a set of Excel-based financial models designed to address a wide range of needs – from testing new business ideas, to building projections for investors, creating team budgets, and understanding budget-vs-actual variances in order to improve performance. Best of all, they are priced at a fraction of the cost of hiring financial advisors. Despite, or perhaps because of, the global pandemic, we are likely to see a big wave of new businesses with founders coming from across the spectrum of financial and management experience. I hope BudgetSage can play a meaningful role in helping many of these enterprises find their way to profitability and long-term success.