Phoenix  CFO

Helping early and growth-stage Companies in the Technology and Consumer industries navigate through:

Budgeting & Forecasting

Financial Modeling

Fundraising (Debt & Equity) and Transaction Support

Board and Investor Reporting

Transaction Support

About Phoenix-CFO

Phoenix-CFO was founded by Ming in 2023 to bridge the gap between expectations from institutional investors when conversing with early-stage SaaS and Consumer brands. These Companies would often have amazing products and services, but were too early in their journey to have the financial expertise to build out detailed business plans that could help navigate strategic business decisions and assist investors in understanding the business in a tangible way. With over a decade of experience as a former VC-backed executive, investor, and CFO, Ming is able to bring a multitude of perspectives to help early-stage teams navigate through key early strategic and operational finance questions at a fraction of the cost of a experienced full-time CFO.

Ming holds a BBA from Texas A&M in Supply Chain Management and Business Honors and a Full-time MBA from the University of Texas with a concentration in Venture Finance. He loves helping people work through challenging problems and spends his spare time volunteering as the Treasurer and Board Officer for the Westcave Outdoor Discovery Center - a 501(c)3 nonprofit, traveling the world, and raising his two cats: Pumpkin and Nori.

Core Services

  • Budget & Forecasting

    Establish a defensible Financial Plan and track ongoing performance against the plan to facilitate managing the business and communicating with stakeholders.

  • Financial Modeling

    Develop a dynamic and interactive model to serve as a roadmap to communicate how you plan to grow the business through the next 2 - 5 years.

  • Fundraising

    Partner with an experienced investor to evaluate the best financing options, navigate investor conversations, and negotiate terms for equity and / or debt.

  • Board Reporting

    Build executive-ready board presentations which incorporate the best practices learned from participating and sitting in on over dozens of board meetings.

  • Transaction Support

    Coordinate all the moving pieces in a transaction including Legal, Accounting, Investors, and any other Parties involved in the Due Diligence and / or Closing process.

  • Other

    Have other needs from a growing business? Let us know and we’ll see if we can add value or refer you to an experienced partner who can.