I help lead the incredible team at The Dots, where my responsibilities include growth, operations, finance, legal / regs, people, board governance and investor relations. I'm passionate about diversity in the start-up and creative worlds, and am a founding committee member of Series Q - an LGBT+ professional network for entrepreneurs. Previously I've held strategy, M&A, consulting and operational roles across digital media, the creative industries and finance. This has been with a range of clients and employers, from small start-ups to corporates. Feel free to get in touch!
Commercial & Operations: Responsible for off-platform ops, working side-by-side with CEO to determine strategy and direction, as well as oversight of growth, data, goal-setting and research / decision support. • 20x platform member growth • Acquired The Dots' largest revenue client • Defined, named and sized the ‘No Collar' professional segment. People: CEO’s chief of staff responsible for recruitment, performance management, remuneration, diversity and HR systems & ops. • Scaled The Dots from 6 contractors to 25 staff in 4 geographies • The Dots is rated #44 in the UK's Top-100 SaaS companies to work for. Finance: Own all fundraising, forecasting, MI / reporting, finance ops (incl cash flow) and grants processes. • Led raise of > £6m in 3 separate rounds • Responsible for marketing materials, terms, due diligence, valuation and EIS. Legal & Regulatory: Oversee legal, IP, data protection, disputes & regulatory & policy environment. • Led The Dots to GDPR compliance with minimal disruption • Led Brexit policy response and political campaigning / engagement. Governance: Board secretary, CoSec, head of investor relations (120+ shareholders).
Clients included: • AMP - Mergers & Acquisitions, joint ventures, strategy (June 2009 to Jan 2013) - went full-time in 2013; • TheLoop.com.au - strategy, fundraising advisory (January to March 2011) • Other start-up ventures
Key projects: • Led / consulted on four fintech acquisitions, consolidating AMP as #1 in the self-managed pension platform space • Acquisition of AXA Asia Pacific - CFO Magazine's Deal of The Year for 2011 • Acquisition of 20% of China Life’s pension business, the first in the space and the largest Australian financial services investment in China at A$250m
Dual role: • Strategy: Planning, development and delivery of strategic projects and advisory • M&A: Research, valuation, due diligence management and execution of deals across Australasia & Asia
Valuation, modelling and investment due diligence across the technology, consumer and digital media sectors
Chartered Accountancy from Institute of Chartered Accountants in Scotland, September 2006
Perfect Grade Point Average of 4.0/4.0. Cited on the Dean's Honor Roll for every academic quarter.
First-class Masters with honours