Superplan / Toshi AI
Part-time CXO / Chief of Staff. Ran the investor data room, the financial model, and roadmap support.
- 32
- diligence documents tracked
- 9
- data-room categories
- 3 yrs
- financial model horizon
- 2
- investor dashboards
A part-time founder-office seat covering finance, product, and IR.
One founder-office seat covering finance, product, and IR.
Built the financial model, organized the diligence, pressure-tested roadmap calls, and kept the record clean across Superplan and Toshi AI.
- Indexed
- Data room
- Modeled
- Finance + ROI
- Briefed
- Investors
- Built
- Dashboards
Organize
An AI-queryable investor data room in Notion. A 32-document tracker across 9 categories, fed by a PDF-to-PNG plus OCR ingestion path.
Data roomModel
A 3-year P&L and a formula-driven product ROI model. Fundraising and product calls both ran off it.
Finance + ROICommunicate
Two investor dashboards backed the raise. Private diligence stayed off them.
Investor relationsDecide
Shaped 5+ product and go-to-market decisions on recurring founder strategy calls.
RoadmapPart-time CXO / Chief of Staff. Ran the investor data room, the financial model, and roadmap support.
32
32 is the lead proof point for diligence documents tracked.
9
9 is the lead proof point for data-room categories.
3 yrs
3 yrs is the lead proof point for financial model horizon.
2
2 is the lead proof point for investor dashboards.
The resume is public. The diligence and modeling stay private.
Public resume entry with dates, role, and condensed bullets for this chapter.
public · resumeNotion diligence tracker, OCR ingestion path, and investor dashboards. Contents are private.
private · investor materials