Featured Cash Flow Management 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.

Experienced Software Engineer with a demonstrated history of working in the computer software industry. Have worked across multiple business domains some of which are Fintech, B2B enterprise systems, E-Commerce, 3D visualisation, AI/ML based smart systems, etc.. Skilled in Python, Javascript, Go, databases and related technologies. Experience of working with software companies ranging from early age startups to mid sized organisations to big tech giants at different levels ranging from individual contributor to leading and managing large teams. Strong engineering professional with a Master of Business Administration (M.B.A.) focused in Technology Management from Indian Institute of Technology, Delhi. Published author of the series of Flask framework cookbooks.

Coastal Kapital LLC is a financial services leader in commercial equipment financing and working capital. We maintain thousands of relationships with business owners, vendors, and manufacturers across the US who value partnerships as well as integrity. Our products at Coastal Kapital LLC include commercial equipment financing, working capital, merchant services, and business consulting. Coastal Kapital LLC was founded in 2007 under the original name Farhat Leasing LLC. Coastal Kapital LLC has also opened many doors for other successful account executives looking to further their careers. We are always looking for motivated individuals to help grow our business and expand their careers. Coastal Kapital LLC has relationships with over 20 funding sources to provide consultative relationships with long term solutions for each of our clients/partners.

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.

Diverse experience including international senior financial leadership roles at private and public companies, leading strategic financial planning and forecasting, operational accounting, annual budgeting, mergers and acquisitions and building and developing top talent.Joined AvidXchange in 2017 as the Chief Financial Officer. Previously CFO at Quantros, a software-as-a-service (SaaS) company in Greenville, S.C., that offers an enterprise-wide suite of applications that helps hospitals better manage the quality and safety of patient care. Prior to Quantros, was the Senior Vice President of Finance for BenefitFocus, a leading SaaS provider of benefits administration software and solutions, and the CFO for the International division of Blackbaud. Began career as an auditor at KPMG. Received bachelor’s degree in Accounting with honors from the University of South Carolina.

Starting in the world of internet marketing in 2009 and graduating with honors in 2011 marketing has become my life. My real strengths come from the ability to see opportunities for companies to expand their marketing pursuits effectively with out of the box solutions relevant to individual industries and situations.Strengths:- Blog planning and strategic and effective linking structures- Lead cultivation and nurturing - Funnel Design- Directing marketing departments into single coordinated efforts- Identifying untapped, out of the box marketing opportunities- Coordinating asset creation and application, Product Images, Video Creation/distribution

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.

Data-driven growth marketing leader specializing in high-growth B2C/B2B fintech, marketplace, and SaaS startups. Demonstrated success in spearheading GTM strategies and maximizing revenue through innovative growth experiments and demand generation initiatives.Specialties: Growth marketing strategy, go-to-market strategy, demand generation strategy, lifecycle marketing & automation, and customer activation & retention.

Nick Chandi is the CEO and Co-Founder of ForwardAI, the creator of Forwardly, the award-winning instant business payments provider for small businesses and accountants in the United States. As CEO, Nick oversees all levels of the organization. He is a serial entrepreneur and, before Forwardly, built and exited multiple successful businesses during his two decades in accounting technology and finance. Nick is a co-chair of the BC Tech CEO Scale C-Council, a regular contributor to the Forbes Finance Council, and has been an expert judge for multiple awards, including the US Fintech Awards, American Business Awards, Globee Awards, and FinTech MassChallenge, among others. Nick has an MBA and BEng and often touches on his education and experience when mentoring other CEOs and speaking at fintech, business, and accounting events, discussing small business issues, including technology, payments, and lending practices.

A little about me: - 10+ years of marketing and branding experience - Took over democratically-run high school's school council with a coalition of other students - Had first TV interview at 6 years old on father's daytime talk show - Has strong opinions on the right number of computer monitors to have - No nickname has ever successfully taken off - Reads historical fiction, sci-fi, and court decisions - Carries around hundreds of electrolyte packs at conferences to keep everyone hydrated - Manages digital communities of 3-20+million subscribers for fun - Generally knows "a bit too much" about the internet - Always happy to make new friends, but not interested in buying anything unless I reach out to you

Senior Digital Product Manager learning everyday and wanting to be part of bringing great experiences to customers

I’m a results-driven Project Management Director with a strong background in legal funding operations, strategy execution, and cross-functional team leadership. At High Rise Financial, I lead initiatives that streamline processes, enhance service delivery, and support client advocacy through innovative solutions. My mission is to deliver scalable systems that align with growth while maintaining a human-first approach to leadership.

Gaps in the cash flow are keeping most small businesses up at night. I am on a mission to help small businesses get better access to the capital using technology. I have thorough expertise working with all the major accounting systems being used in North America.

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.

Jonathan is the Founding Principal of Commons Capital, LLC. He has worked for many of the big Wall Street firms over his career including Smith Barney, Tucker Anthony, RBC Dain Rauscher, Advest and Merrill Lynch/Bank of America ― three of them by way of acquisition. Jonathan has an extensive background providing comprehensive wealth management advice and services to individuals and businesses. He is a member of a select group of advisors who can offer personalized, discretionary asset management services. This enables him to function as your personal portfolio manager and to construct a portfolio that is aligned with your investment objectives, time horizon, risk tolerance, and overall financial strategy. Jonathan currently holds the Series 7, 63, 65, 66 & 24 securities licenses, as well as, Life, Health & Accident Insurance licenses. He held the CSNA designation (Certified Special Needs Advisor) through the Families of Children With Disabilities (FCWD) Program while employed with Merrill Lynch. He gained key experience addressing the complex financial issues that arise when a child or other loved one has a serious disability.Jonathan received his Bachelor of Science in Business Administration from the University of Hartford. He is the former President of the 124 Beacon Street Association Trust, lives in the Back Bay of Boston, is an avid fly fisherman and is an active volunteer with The Jimmy Fund, Dana-Farber and local charities from his hometown.

A professional builder, breaker, fixer, innovator, and party starter While my experience and skill set span across a wide range of departments, my professional identify can best be classified as a problem solver. What gets me excited to wake up in the morning is the opportunity to build something that will make others’ lives easier. To create solutions that others may not have thought were possible. To automate tasks that my team members hate doing. I’d like to think of this as making the wildest dreams come true People come first for me, and I strive to make any room I walk into one full of energy, excitement, and passion. We’ve only got so much time in this life, and I believe that whether at work or at home, we owe it ourselves to always keep it lively and fun

Certified Business Continuity Professional (CBCP) Specialties: Business Continuity, Crisis Management, Crisis Communications, Emergency Management, Risk Analysis, Risk Management Business Impact Analysis, Business Continuity training and awareness, Disaster Recovery, Disaster Recovery testing.

I’m a passionate technologist and entrepreneur with a focus on creating impactful and scalable solutions in Fintech, payments, and emerging technologies. I thrive on solving complex problems, building innovative products, and driving transformational change. With a strong foundation in enterprise software development, SaaS, and start-ups, I combine strategic planning with hands-on execution. My expertise spans product design, engineering, scalable operations, recruitment of top talent, and overseeing the end-to-end technology lifecycle to ensure optimization and growth. I’m skilled in building products that make technology a competitive advantage while delivering real-world value. My experience includes Fintech, Edtech, and disruptive SaaS platforms, where I’ve developed scalable solutions that redefine industries. In 2024, I served as a judge for the US Fintech Awards, contributing my insights to recognize innovation in financial technology. Let’s connect to discuss scalable solutions, transformative technologies, and the future of Fintech.

Shane Hurley opened his first payment processing company in 2005. In 2012, Inc. Magazine named his firm the 16th fastest-growing business in Washington State and the 237th fastest-growing company in the United States. He was acknowledged as one of the 50 most influential people in the Inland Northwest, and at 27, was named one of his area’s top 20 professionals under 40. Shane's entrepreneurial success taught him the true value of dedication and hard work, and he carries this lesson with him in his personal and professional life. He is committed to leading and developing his team with a hands-on approach and takes pride in his coworkers' and his corporation's growth and progress. In addition, he enjoys giving back to the community, participating in the Cops for Kids 5K Cancer race, supporting the fight against breast cancer, and mentoring future entrepreneurs. Shane’s role as a business consultant in FinTech is a testament to his expertise and commitment to the industry, developing innovative strategies to maintain relevancy and navigate the ever-evolving credit card landscape.

As a direct lender, we specialize in providing senior secured credit solutions to Small and Medium-sized Businesses (SMBs) in the Software as a Service (SaaS), Platform as a Service (PaaS), Internet of Things (IoT), Managed Service Provider (MSP), Health care, Biotech, and other tech-enabled industries. Our focus lies in supporting U.S. companies with tailored credit and preferred equity solutions, empowering their growth initiatives, operational enhancements, and strategic acquisitions. We cater to companies with revenues ranging from $5,000,000 to $30,000,000, offering capital solutions between $2,000,000 and $15,000,000. #saaslending #saasfinancing #revenuecapitalization #paasfinancing #revenuefunding #growthcapital #cashflowlending #linesofcreditforSaaS