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Financial Fundamentals for Startups

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K&L Gates

925 4th Avenue #2900

Seattle, WA 98104

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Every founder knows that having a passion for your product and the ability to tell the story to stakeholders is critical to success. How many, though, can tell their story with numbers? How many know how to make operational adjustments based on what the numbers say? This is about more than building forecasts – though we’ll do that too. This is about developing a range of financial and analytic tools and practices that grow with your business. From the germination of your idea, through validation, launch, scale, and exit, how numbers and metrics can help smooth your journey.

Carlee’s career is marked by extensive experience in fiduciary roles on Wall Street. Since transitioning to Private Equity and Angel Investing in 2013, she has served as due diligence lead on many seed-stage deals, as well as Advisory Board member and interim CFO. A frequent speaker, panelist, and pitch competition judge Carlee is a CFA charterholder, has completed Data Science coursework at the Master’s level at UC Berkeley and is an avid endurance runner.

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K&L Gates

925 4th Avenue #2900

Seattle, WA 98104

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