I have founded and led three ventures, owning the finance function in each with no separate CFO, and raised over £3m across them from angels and VCs. Kuber Ventures, an investment platform serving wealth managers and advisers, which I took from an Excel model to a full online platform and built the team around it. Board Originator, a governance SaaS business built around board workflows, investor reporting and management systems. Augentic, working on how AI agents could carry routine governance work while leaving judgement with people.
Before that, seven years in senior roles at UBS Wealth Management, latterly as a director leading a team serving professional intermediaries, with responsibility for around £500m of client assets, substantial collateralised lending exposure, and a restructuring that halved headcount while improving returns.
Alongside, I have been treasurer and a trustee of a public-interest organisation, taking it through charitable conversion and a finance-function rebuild that started with reconstructing the accounts from raw records. And I advise a smaller listed company on governance reform, board effectiveness and reporting cadence.
Earlier still, I flew commercially. It taught me more about structured decision-making under pressure than anything since.
Most of this work has been in founder-led and growth-stage businesses, because that is where the need is greatest. The discipline does not change with size: the same structure, decision rights and financial rigour that keep a small team running well are what keep a larger one running well too, which is what the UBS desk and the listed-company advisory work drew on at a materially bigger scale.