How I can help you

I have twenty years of experience helping companies plan for and finance their growth. I've worked in banking, venture capital and consulting - and started and run my own small business - and have deep experience with finance, strategy and organizational planning. I've written and read hundreds of business plans and pitch decks, and know that a good financial model is more than numbers on a page; it's an operational roadmap that can help clarify the issues you face today, set milestones on the path to your future goals and allow you to identify the people and resources you'll need to get there.  

Areas of Expertise
  • Business Finance & Accounting
  • Business Strategy & Planning
  • Business Operations
  • Human Resources & Internal Communications
  • Technology & IT Services

Industry Experience
  • Banking, Finance & Insurance
  • Arts, Entertainment & Recreation
  • Technical & Scientific Services
  • Professional & Business Services
  • Nonprofit, Public and Professional Organizations


B.A., Princeton University

Carolyn  Katz

Communication Methods

  • In Person