Our team

Chris and Steve have been active members of Charlotte’s technology community for more than a decade. As finance team leaders, we were always excited by the value we created by empowering leadership team members, employees, and investors with financial and operational data. At the same time, we knew many more founders who were missing out on that information because they were in the early stages of building their businesses and lacked access to a been-there-done-that finance professional. We founded Fintelos to bring strategic finance to these founders.

Our experience

Senior finance leadership roles:
‍MapAnything  •  Levvel  •  Ekos  •  PSPDFKit  •  Right Side Up

‍Trusted partner of leading investors:
Insight Partners  •  Greycroft  •  Salesforce Ventures  •  NMP  •  HMC

Acquisitions and integrations (as operators):
‍TerrAlign  •  Orpalis  •  Muhimbi

Successful strategic exits (as operators):
Salesforce  •  Endava

‍Investment banking/capital markets foundation:
Piper Jaffray  •  RBC  •  Seaport Global  •  Edgeview  •  Factset