Trusted Budgeting and Forecasting Experts

Specialties: Deal structuring, Credit analysis, Credit Risk, Product design, Fintech, SME Finance, Alternative Finance, Merchant Cash Advance, Business Loans, Financial Due Diligence, business valuations, dispute resolution, accounting reconstruction, data analysis and interrogation, Advisory services, Tax advice and structuring, flow of funds analysis, Litigation support, Forensic/Fraud Accounting investigations.

CoFounder of DualEntry, a modern ERP/accounting software venture-backed startup. Prior, CoFounder of Benitago, an ecommerce CPG group that grew to $100M in sales.

Patrick Schultz brings a sharp analytical edge to real estate investing, shaped by his experience as a research analyst for Jim Cramer on CNBC’s Mad Money. His deep understanding of financial markets, asset valuation, and investment strategies allows him to identify undervalued properties and optimize yield across his real estate portfolio. Alongside his wife, Hilary Schultz—a licensed real estate agent in Texas and Florida— their small family owned portfolio of businesses operate across every stage of residential real estate. They acquire homes, execute strategic renovations in SFR properties, and selectively retain assets that align with their long-term investment strategy. For Patrick and Hilary, real estate isn’t just about buying and selling—it’s about crafting solutions for homeowners. Whether purchasing homes for cash, revitalizing physically distressed properties, or helping sellers move forward with confidence, they approach every transaction with a problem-solving mindset. Their goal? Delivering outsized returns for investors while creating a delightful real estate experience for Texas home sellers.​

Private-equity-trained fractional CFO & exit-prep firm for founder-led businesses. We convert to accrual, build MFRs and KPI dashboards, run forecasting, and package for diligence to lift EBITDA and multiples across trades, e-commerce, tech, and professional services. 35+ clients Serial Founder in Health Tech, Veterinary Medicine, Plumbing, CPGs, Consulting, SaaS. Scaled from 0-2MM, sold or stabilized.

With experience in team leadership, project management and corporate communications, my diverse background enables quick connection with clients and coworkers alike. * Highly analytical thinker with a talent for motivating and coordinating teams dedicated to continuous process improvement * Strong leader with a continuous passion for learning to apply best practices and achieve mission-critical milestones throughout a project's lifecycle * An excellent listener and effective communicator able to positively respond to clients’ needs and concerns * Ability to take initiative and work independently, yet a great collaborator

Nauman Poonja is a seasoned financial executive and Certified Public Accountant who serves as CEO of Accounovation, a specialized consulting firm focused on providing fractional CFO services and comprehensive accounting solutions to manufacturers and growing businesses. With his MBA from the University of Houston's C.T. Bauer College of Business and a Bachelor's degree in Accounting from UT Dallas's Naveen Jindal School of Management, Nauman combines deep financial expertise with practical business acumen. Since founding Accounovation in 2020, Nauman has dedicated his career to helping small to mid-sized manufacturers maximize cash flow and profits by providing them with the tools and insights needed to understand their financial numbers. His firm operates as a virtual accounting department, delivering services at a fraction of the cost of traditional in-house accounting teams while maintaining the highest standards of financial management.

9+ years of experience in Developing Web Application using J2EE enterprise solutions.Developing and enforcing data modeling standards and best practices.Experience in analysis design development testing and deployment of J2EE applications.Experience in understanding the requirement and develop Object Oriented Concepts.Good technical skills in Core Java.Good experience on Spring, Hibernate, Spring boot using Micro services and Rest Web Services.Hands of experience on JavaScript, jQuery, Ajax.Hands of experience on JSP, HTML.Good exposure with Application Servers Web Servers like Web sphere and Apache Tomcat.Experience with unit testing using JUnit and API testing through SOAPUI Pro.Good exposure in working with MySQL, NoSQL (Cassandra) Database.Good Exposure in Deployment on AWS Cloud Server.Responsible for delivering the Applications to the client at the specified time lines.Involved in all phases of Software Development life cycle.Experienced in Agile Methodology.Good exposure on java Coding Standards.

SEO and Web Design Specialist at KKT Management Enhance digital strategies and website functionalities. Improve search engine rankings and design user-centric interfaces. Conduct successful SEO campaigns, staying abreast of the latest trends and algorithms. Operations Manager at Anna Nasi Lemak Spicy Asia City Manage day-to-day operations and spearhead online presence. Oversee digital engagement and brand management. Integrate traditional marketing with digital solutions to boost brand visibility and customer interaction.

Saeed Darabi is the founder and CEO of MoneyPantry.com, a leading personal finance blog helping readers save money, earn extra income, and make smarter financial decisions. With years of hands-on experience in content marketing, SEO, and entrepreneurship, Saeed provides practical, actionable advice that resonates with everyday readers. His insights have been featured in articles on budgeting, side hustles, money management, and more, making him a trusted source for journalists looking for expert commentary on personal finance trends and strategies.

Redefining beauty isn’t just Samia’s mission, it’s her passion. She is the founder of Lino Cosmetics, home to the Oprah Daily Sun O-Ward, multifunctional skincare honors both your skin and your lifestyle. With a background in finance and entrepreneurship, Samia combines strategy, creativity, and purpose to build brands with impact. From raising capital to raising kids, she knows the power of building with both integrity and heart.

There is an interesting phenomenon being on the receiving end of a sales meeting when you spend so much time trying to do just that, it's a tough job to be sure and it is so easy to see what the difference makers are doing that seperate them from their peers. What amazes me is when there is a top notch service but it's ruined by a below average, sales rep. If you've ever been there - we should talk!

If you’re here, you’re probably curious about who I am and what we do at spectup. Let me fill you in. I started my career with a banking apprenticeship, thinking I’d spend my life crunching numbers. But then I discovered startups—and everything changed. At N26, the fintech unicorn, I got my first taste of the fast-paced world of innovation. I fell in love with the chaos, creativity, and energy. After that, I joined Civey, where I dove into digital market research, business models, and marketing strategies. Then came Deutsche Bahn, where I worked on international expansion, competitor analysis, and market strategies. I learned how to make sense of complex industries (global transport markets, anyone?) and drive growth. At diffferent (yes, that’s how it’s spelled), I helped brands like Audi and Zalando identify growth opportunities and design innovative business strategies. And at Deloitte’s Innovation & Ventures team, I worked on building future-proof businesses with cutting-edge tech. One highlight? Leading 30+ projects at the BMW Startup Garage, helping startups find their place in the world of mobility. That’s where I saw the real power of connecting startups with the right partners. Now, I’m building spectup. We work with growth-stage companies and select early-stage startups, helping them raise capital, connect with the right investors, and position themselves for long-term success. We also work with investors—PEs, VCs, angels, and family offices—helping them find promising, vetted companies to invest in without spending countless hours on due diligence. Why? Because startups fail too often, and investors waste too much time looking for the right opportunities. We’re here to bridge that gap. Whether you’re a founder looking for investors or an investor seeking quality opportunities, spectup is about making those connections—and making them work.

Doug Perry is a visionary leader known for inspiring exponential personal and professional growth. He is the Managing Partner of Qual-Cap, a borrower centric boutique mortgage brokerage focused on client's financial goals, providing innovative real estate financing solutions and education. Doug has held senior leadership positions at ArchWest, Temple View Capital, Citadel Mortgage Services, 5 Arch, PennyMac, IndyMac, Countrywide Financial and Privlo, a pioneer fintech Non-QM start up. He is a recognized mortgage finance industry expert featured in segments on CNBC, CNN, Fox News, USA Today, US News and World Report, and the Wall Street Journal. Doug has a BA in Business Economics from the University of California at Santa Barbara.

Senior finance and operations executive with a background spanning a variety of industries, including SAAS software, ed tech, healthcare services, advertising/marketing services, and retail. Focused on optimizing people, processes, and systems to support rapid growth. Having been a Controller, FP&A leader, and CFO, deeply knowledgeable in all areas of accounting and finance, including day-to-day accounting and processes, financial systems, buy-side and sell-side M&A, financings, capital raises/recapitalizations, and international operations. Extensive experience managing areas such as Human Resources, Facilities, Data & Analytics, Project Management, and Technology Infrastructure. Very experienced with leading high-growth private equity-backed companies with revenues in the $10M-$300M range and have led multiple companies through successful exits.

Personal Finances, Budgeting, Investing, Crypto, Digital Marketing, SEO, Team Leading, Recruiting, Affiliate Marketing. Biggest strengths are in personal finances, leadership, SEO, link building, recruiting and general communication.

I’m Peter Lai, the Chief Financial Officer at Engage Wellness. I oversee all aspects of the company’s financial management, providing strategic direction to teams in accounting and controls, financial planning, tax, treasury, and investor relations. My role involves partnering with business leaders to execute strategies that drive profitable growth. With over 20 years of financial management experience, I’ve held leadership roles in diverse industries. Before joining Engage Wellness, I served as the CFO for Haven Health Management, specializing in clinical, medical, and psychiatric care for substance use and mental health disorders. I’ve also held financial management positions at Lenovo and ADT Security Services. I earned a bachelor’s degree in accounting and an MBA from Nova Southeastern University.

Founder of Vungle (sold for $780M to Blackstone). Partner at Blue Field Capital and run my family office via Zain Ventures. Contributor to various publications on topics such as AI & Tech. I also do my philanthropic activities through the Zain Jaffer Foundation which produces documentaries and funds a variety of causes throughout the world.

12,000+ Connections. Unique and experienced CA(SA) with a strong track record across the financial services and technology industries.

I am a serial tech entrepreneur and investor with a history of building digital products and businesses based on deep technology and market understanding. I have advised numerous Fortune 500 companies on innovation strategy and venture development, including Novo Nordisk, Shell, LEGO, Aker BP, IKEA, Maersk, Barclays, Lloyds Bank, Anglo American, CEMEX, and Engie.