Derrick Roth

Derrick is a seasoned CFO with deep experience providing finance and strategy advice to startup and growth companies. Derrick is well regarded by his clients for his overall strategic guidance, assisting with capital raising, managing the accounting function, budgeting, forecasting and FP&A, risk management, and M&A / business development.

Prior to his CFO work, Derrick worked at Morgan Stanley for thirteen years as Managing Director, Investment Banking. Derrick also serves as an Advisory Board Member of Bridge & Branch.

Education & Professional Certifications

Areas of Expertise

  • Analytics
  • Business Intelligence
  • Capital Raising
  • Contracts Review
  • Due Diligence
  • Financial Modeling
  • Forecasting
  • Fundraising
  • Investor Relations
  • Management Reporting & KPIs
  • Mergers & Acquisitions
  • SaaS Metrics/Metrics
  • Strategy
  • Venture Funding

Industry Experience

  • Consumer SaaS
  • Enterprise SaaS
  • Consumer
  • eCommerce
  • Management Consulting
  • Real Estate
  • New Ventures

Recent Engagements