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Source:  Ricky Pelletier, OpenView Venture Partners CEOs are constantly facing new challenges and dilemmas; they are tasked with wearing multiple hats, answering to various stakeholders, driving revenue growth, expanding margins, managing a team, etc. Raising capital can throw yet another challenge into the mix. For a company that has been bootstrapped by its founders, the dilemma […]

Senior Accountant, Scale Finance varner@scalefinance.com

CFO & Director, Scale Finance LLC (Director of Florida) South and Central Florida 919-349-3077 schell@scalefinance.com CFO, CEO and President of several technology companies in North Carolina and South Florida; responsibilities included raising capital, improving and building operations and reducing costs (2010 to 2012) CFO and SVP of Operations of CipherOptics, Inc. – Raleigh-based $10M technology

Managing Director & Co-Founder 704.258.6653 gilroy (at) scalefinance.com

COO, Managing Director and Co-Founder 919.618.2551 hayes@scalefinance.com

CFO & Partner 919.616.1947 livingston@scalefinance.com Scale Finance, LLC, Research Triangle Park, NC: CFO & Partner (August 2008 – present)—Providing part-time and project based CFO services to multiple clients in various industries including biotech, medical device, and molecular diagnostics. Lead life sciences partner for Scale Finance. Named a ‘Top CFO’ in the Triangle by Business Leader

CFO & Partner 919.815.2076 paladino@scalefinance.com CFO & Director, Scale Finance LLC, Research Triangle Park, NC (2009 to Current). Providing part-time and project based CFO services to multiple clients in various industries including Web Commerce, SaaS, Medical Staffing, Services, Distribution, Software and Manufacturing President & CFO, TSA Catering Inc– Greensboro NC (2007- 2009). Largest Off-premise caterer

CFO & Transaction Advisor mcclanahan@scalefinance.com

Transaction Advisor & Director 910.585.1793 xsmith@scalefinance.com Director & Transaction Advisor, Scale Finance, LLC – Broad experience & expertise as a principal & agent in Investment Banking & Real Estate Development industries; Capital Raise, Corporate Finance & M&A advisory support to entrepreneurs/CEOs of transformational growth companies. (2012-present) Co-Founder & Managing Partner, The Fulton Group, LLC –

Transaction Advisor & Director 910.246.8246 (o) 910.724.3483 (m)oleary@scalefinance.com Transaction Advisor & Director, Scale Finance, LLC, NC – Broad corporate finance experience, record of equity deal origination and execution for emerging growth healthcare and technology companies, client relationship management Managing Director Equity Capital Markets, Sanford C. Bernstein (Alliance Capital), New York, NY – Origination, marketing and