Sameer Jagetia

About

I've run a business from acquisition through exit, managing teams across product, tech, sales, and finance. That operating experience shapes how I work with founders - building financial models that connect to operational reality, not just spreadsheets in isolation.

"I view the financial model as the strategy quantified"

As a Strategic CFO, I partner with founders to build investor-ready financial models, prepare for fundraising and exits, and make data-driven strategic decisions. My approach combines elite modeling expertise with practical operating experience across the full company lifecycle.

How I Help Founders

Two levels of engagement: Strategic CFO for financial insights, or Advisory Board for strategic guidance

Strategic CFO Engagements

I partner with founders at the strategic level - building the financial insights that drive decision-making and position companies for growth and fundraising. A typical engagement includes:

Long-Term Financial Model: Develop a flexible five-year forecast with scenario planning (base, upside, downside), unit economics analysis, and capital structure evaluation
Budgeting & Reporting: Create detailed 12-month budgets with actuals vs. budget variance analysis and monthly reporting for internal and board use
Operational Dashboards: Design daily and weekly dashboards based on key KPIs to enable real-time decision-making
Sales Funnel & Production Tracking: Build visibility into conversion rates and operational throughput to align forecasting with actuals
Strategic Financial Planning: Evaluate payment terms, capital structure, financing options, and establish repeatable board deck frameworks
Fundraising Support: Develop pitch decks, craft financial narratives, and support investor communications (strategic guidance, not capital raising)

Advisory Board

Strategic guidance for founders who need experienced counsel but not full financial infrastructure:

Strategic Planning: Help founders think through major business decisions and growth strategy
Growth, Product & Operations: Guidance on scaling the business across all functions
M&A Strategy: Thinking through acquisition opportunities, deal structure, and exit planning
Fundraising Guidance: Refining the story, pitch deck development, and investor communication strategy
Team & Culture: Operational efficiency, team building, and how to think about company culture
Founder Mentorship: Ongoing strategic counsel and experience-based guidance

Exit & M&A Strategy

Having built and exited two companies, I help founders navigate critical decisions:

Evaluating acquisition offers and term sheets
Modeling different deal structures and economics
M&A strategy and planning (advisor perspective, not investment banking)
Building models for companies pursuing acquisitions and roll-ups
Preparing for investor diligence
Strategic thinking on timing and positioning

Financial Modeling Excellence

Elite analytical expertise validated through global competition and applied to real-world business challenges

Worldwide Ranking

Financial Modeling World Cup

Top 20

Consistently 5+ Years

Global Rankings

Competition Cases Authored

FMWC Case Designer

Credentials

CFA Charterholder

Chartered Financial Analyst
Since 2007

Advanced Certifications

CFM & AFM
Financial Modeling Institute

University of Pennsylvania

B.S. Finance | B.A. Economics
Wharton School

Thought Leadership

Contributing to the broader conversation through teaching, writing, speaking, and case design

Speaking & Teaching

Harvard Alumni Entrepreneurs - Instructor for "Business Modeling for Startups"
Oxford Entrepreneurs Network - Financial modeling workshops and startup bootcamp
Defense Entrepreneurs Forum - Business strategy
Bogota Bootcamp - Business strategy

Writing

Case Design

Financial Modeling World Cup: Authored 3 competition cases
Contributing to the global modeling community through case development and testing

Current Engagements

Active involvement across boards, advisory roles, and operating positions

Rumie

Board Member

Nonprofit organization focused on accessible education and learning.

Oxford Entrepreneurs Network

Board Member

Supporting Oxford alumni entrepreneurs through mentorship and community.

grIP Venture Studio

Senior Advisor

Providing strategic guidance to early-stage startups across technology sectors.

Entrepreneurs Roundtable Accelerator

Mentor

Mentoring founders in one of New York's leading startup accelerators.

Upland Road

Chief Financial Officer

Leading financial strategy for environmentally transformative waste management technology.

Track Record

Two successful company exits with hands-on operating experience

REDBOOKS

2010 - 2018 | Chairman & President

Acquired and scaled award-winning sales intelligence SaaS platform focused on marketing decision-makers. Managed teams across product, technology, sales, and finance. Successfully executed private-equity-backed exit in 2018.

Robuzz

2014 - 2022 | Co-Founder

Co-founded machine learning and natural language processing startup delivering real-time news alerts. Built proprietary technology leveraging AI for financial market insights. Successfully sold assets while retaining intellectual property and company name.