Work with me
Built by a 2x AI founder, ex-VC ($300M fund), and former J.P. Morgan equity research analyst.
I work in two areas. First, AI systems that automate the manual work eating operating teams at companies of every stage. Second, financial strategy and advisory across fundraising, capital markets, and the operating decisions that shape a company's trajectory. My background combines 2x founder experience with venture capital and institutional equity research.
AI Operations
AI Audit + Implementation
Best for businesses losing hours per week to manual work who want a clear, prioritized view of what AI can actually automate.
Start with a 90-minute audit that identifies the highest-ROI automation opportunities in your business. You leave with a written summary within 48 hours and a prioritized roadmap. If you proceed to implementation, the audit fee is fully credited.
AI Audit
$2,500
90 minutes + written summary within 48 hours
Audit + Implementation
$7,500
Audit fee credited. Net implementation cost $5,000.
What's included
- •90-minute live audit of your operations, systems, and workflows
- •Ranked automation opportunities with estimated time savings and ROI
- •Recommended tools and implementation approach for each
- •Written summary document delivered within 48 hours
- •If you proceed: 2 to 3 fully deployed automations and 30 days of support
- •Full client ownership of everything built
Businesses typically recover 20 to 40 hours per week across 2 to 3 automated workflows. At average labor costs, that's $26,000 to $52,000 per year, a 5x to 10x return on the net implementation cost.
Fundraise & Operating Support
Startup Advisory
Best for companies preparing to raise capital, scaling through growth stages, or navigating the operating decisions that come with them.
Two ways to engage: a focused fundraise sprint to get investor-ready, or an ongoing embedded role that covers finance, fundraise, GTM, marketing, and the operating decisions founders usually handle alone.
Fundraise Advisory
$5,000
4 to 6 weeks, fixed fee
Fractional Chief of Staff
$15,000/mo
3-month minimum. 15 to 20 hours per week.
Fundraise Advisory includes
- •Financial model cleanup or build (revenue, unit economics, projections)
- •Data room preparation and organization
- •Valuation framework and comparable analysis
- •Pitch narrative review and term sheet primer
- •Mock investor Q&A session
Fractional Chief of Staff covers
- •Strategic finance, board reporting, cash and runway management
- •Fundraise support, investor relations, cap table and scenario modeling
- •GTM, marketing, and operating priorities alongside the founder
- •Whatever else matters this week
Why this is different
Most fractional CFOs come from accounting or FP&A. I come from equity research and venture capital. I think about your finances the way your investors do, which is exactly who you're trying to impress. The Chief of Staff engagement extends that lens across the full operating surface.
One focused conversation
Strategy Session — $750
90 minutes, any topic
Not ready for a full engagement? Book a 90-minute session on one specific question. AI tool selection, fundraise readiness, term sheet review, valuation benchmarking, a hiring decision, anything strategic. You leave with a clear assessment and actionable next steps you can execute immediately.
Who you're working with
I've built and deployed production AI systems as a 2x founder and CEO, evaluated 40+ technology companies as a venture capital investor at a $300M fund, and worked as an equity research analyst at J.P. Morgan covering Facebook, Twitter, and Alibaba through their IPOs. I bring that combined perspective to every engagement.
Common questions
How does an engagement typically start?
For AI work, start with the $2,500 AI Audit. It's a 90-minute session that identifies the highest-ROI automation opportunities, followed by a written summary within 48 hours. If you proceed to implementation, the audit fee is credited. For startup advisory, email me directly to discuss fit, timeline, and scope.
Who owns the AI systems you build?
You do. Full client ownership of everything built, including all code, documentation, and deployed systems.
What makes your financial advisory approach different?
Most fractional CFOs come from accounting or FP&A. I come from equity research and venture capital. I think about your finances the way your investors do, which is exactly who you're trying to impress. The Fractional Chief of Staff engagement extends that lens across finance, fundraise, GTM, marketing, and ops.
What is the difference between the Strategy Session and the AI Audit?
A Strategy Session ($750) is a 90-minute conversation on one focused question across any topic. The AI Audit ($2,500) is specifically an operational assessment of your workflows to identify automation opportunities, followed by a written summary within 48 hours and a credit toward implementation.
Do you work remotely or in person?
Both. I'm based in San Francisco and work with clients anywhere. Most engagements are handled remotely with occasional in-person meetings when it makes sense.
Or reach me directly at bo@bonam.com