Meet the Team
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Co-FounderWith a Master’s in Accounting from the University of Utah, Gavin has built his career in mergers and acquisitions analytics, specializing in private equity and SaaS transactions. His experience at Deloitte’s M&A analytics team gave him a strong foundation in top-line retention analysis, helping investors assess revenue trends and business performance.
Skilled in Python, Tableau, and Alteryx, Gavin translates complex financial data into clear, useful insights. He has worked with venture capital, private equity, wealth management, and asset management firms, tailoring analytics to meet the unique challenges of each industry. He knows that good analytics aren’t just about numbers—they’re about answering the right questions. By identifying patterns and simplifying complex information, he helps clients see the bigger picture with confidence.
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Co-FounderJames brings a unique blend of financial expertise and technical proficiency to transforming complex data into actionable insights. As a Certified Public Accountant (CPA) with a Master's and Bachelor's degree in accounting and a minor in Information Systems, James has a deep understanding of data-driven decision-making.
With hands-on experience in Python, Tableau, and Alteryx, he specializes in developing intuitive and impactful data visualizations that empower businesses to uncover trends, optimize performance, and drive strategic growth. His background in finance and technology allows him to bridge the gap between raw data and meaningful storytelling, ensuring clients receive clear, insightful, and decision-ready analytics.