David Koegler

As the senior leader in finance, I take the time to find out what the functional areas need and leveraging financial analysis and modeling, and provide support and strategies to execute actionable goals. I develop a strong working culture, which results in a well-oiled organization that optimizes P&L performance through cost, revenue and asset management. I have a reputation as a business enabler who nurtures top line growth and bottom line health. I have a solid and successful history sourcing and securing funding for startup organizations and managing portfolios of public equities, derivatives, hedge funds and other private equities investments. RESULTS: ★ Key contributor to a successful $75.2M capital raise at Meakem Becker Venture Capital for first time-early stage venture capital fund and $300M capital raise at Tecum Capital Partners a SBIC mezzanine debt fund. ★ I was a critical key contributor to several successful Preferred Stock financing rounds at both Forever and Niche.com ★ Secured term loans and working capital line of credit and manage ongoing debt covenant compliance and reporting. Specialties: Strategic Financial Reporting, Budget Development, Treasury Management, Corporate Policy Development, Financing Agreements, Series A&B Funding, Equity Plan Management, Exit Strategies, Process Development, Technology Integration, Relationship Development, Financial Strategy, Due Diligence, Commercial Contract Negotiation, VC and PE Backoffice Administration, and Family Office Administration.