Upcoming Masterclass: CPG Finance and Fundraising Essential Practices

Personalized 1-on-1 financial coaching

Exclusive to MyPocketCFO clients: Personalized one-on-one financial coaching to help your business achieve defined business goals.

Let Our Coach Cut Your Stress of Financing and Fundraising Activities

Connect your systems
Connect your commerce, banking, and invoicing systems so we can produce a draft financial book.
Select a coach to co-work on your financials
Answer a few questions so we get to know better about your business and coaching needs.
Book 1on1 coaching session in-app
Schedule 1on1 session in-app, and collaborate on your financial data securely and on-demand.

Lisa Stone - fundraising coach

An advisor to MyPocketCFO, Lisa Stone is a Silicon Valley builder with multiple exits turned investor. Lisa has raised $100M+ in venture investment for companies she founded or helped lead, and built five customer movements (25-245M unique visitors/month). As an investor, Lisa to date has helped raise $140M+ from limited partners, including family offices and institutional investors. Today Lisa is a General Partner at the BrainTrust Fund, a $15M traditional venture fund investing in breakthrough beauty and wellness companies led by diverse teams demonstrating cultural and commercial leadership.

Existing MyPocketCFO client or masterclass participants may book Lisa for coaching on fundraising.
$499/session
Request a Coach

Keanna Vear - capital financing coach


As an advisor to myPocketCFO, Keanna brings ~10 years of experience as a commercial lender. Her foundational credit training comes from her banking and credit fund experience at Silicon Valley Bank and Trinity Capital, where she underwrote venture debt, ABLs, and equipment loans for businesses who built physical products. Most recently, she has spent the last 5 years in senior credit roles for various fintech startups, including Flexport Capital and Settle. With an extensive background in assisting a countless number of brands secure alternative financing for sustainable growth, Keanna will empower you with knowledge to make informed choices that can steer your CPG brand toward financial success.

Some areas where she can assist include:
- Recommendations on debt structures, including referrals to capital financing partners
- Review of financial statements/models with tailored recommendations to best meet the needs of lenders
- Assistance with debt restructuring/consolidation

Existing MyPocketCFO client or masterclass participants may book Lisa for coaching on fundraising.
$299/session
Request a Coach
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