We focus on eCommerce because we've lived and breathed eCommerce for 15+ years as investors and operators. Not as outsiders charting it from a boardroom.

Founder, Shopkeeper
Peak21 Holdings, $150M+ portfolio
Snuggle Me Organic, Copper Pearl, Nutrition Kitchen
PE-owned SaaS companies ($15M ARR)
Deloitte, Finance & Strategy Practice
INSEAD
University of Texas at Austin
Earlier in my career I spent several years at Deloitte in the finance and strategy practice, advising Fortune 15 companies on finance transformation. From there I went to WeWork, where I ran finance for the China region, a team of 50+, and worked directly with the CFO and SoftBank investors on $700M+ in cost savings during the restructuring.
After a stint as fractional CFO for two PE-owned SaaS companies, I joined Peak21 Holdings as Operating Partner and CFO. I managed a portfolio of five eCommerce companies, beauty, food and nutrition, pets, and baby, with $150M+ in combined revenue.
I wasn't advising from the outside. I was inside: building cash flow models, running demand planning, cutting inventory from 24 weeks on hand to 8, negotiating 20% unit cost reductions, and leading M&A diligence on 100+ targets.
The brands in that portfolio included Snuggle Me Organic, Copper Pearl, and Nutrition Kitchen, the same companies in our case studies. I was not only their CFO; in a few instances, I was also the GM.
I started Shopkeeper because every ecommerce brand I worked with had the same problem: the accountants and finance team didn't understand how DTC actually worked. The tech stack, the inventory cycles, the channel economics. We built the firm I would have wanted as an operator.
I have an MBA from INSEAD and a BBA in Finance from UT Austin. I've worked across the US, Europe, China, and Southeast Asia. The global perspective matters, many of our clients operate across borders, and multi-currency accounting and cross-jurisdiction tax aren't theoretical for me.
Five brands inside one portfolio, four categories. The same finance discipline applied across each.
Snuggle Me, Copper Pearl
Nutrition Kitchen
Peak21 portfolio
Direct-to-consumer
Tell us about your business and where you are today. We'll scope the right engagement and give you a flat monthly number on the first call.

Fractional CFO services for $1M–$50M DTC e-commerce brands. Margin, cash, growth, exit.
© 2026 Shopkeeper Financial Services LLC. Built by operators.