Expert Financial Advice

Bruce Felt Interim/Fractional Chief Financial Officer

Empower your business with  a seasoned 3 time IPO chief financial officer that frees you up  so you can spend more time running your business

Bruce Felt Advisory Services

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Fundraising and financial optimization

Pitch the story after the creation of the annual operating plan and three year operating model. Guide the management team's financial execution

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Building a world-class team

Recruit, train and retain AI and process forward financial team members that accelerate and maximize the output of the the entire management team.

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Drawing on deep expertise

Leverage the experience of 3 IPOs, multiple acquistions, busines model pivots, debt and equity fundraising, PLT--> Enterprise transitions, board guidance and more

Strategic Financial Guidance for Success

I provide hands-on financial leadership to growth-stage companies navigating complexity, transformation, or change. As a former public company CFO and advisor to many private and public firms, I work directly with CEOs, boards, and finance teams to bring clarity to financial strategy, operating models, capital structure, and decision-making.

Whether you're scaling, refinancing, reorganizing, or just need a steady hand on the financial tiller, I bring experience, judgment, and a calm, practical approach to help you move forward with confidence.

Strategic Excellence

Transform Your Financial Strategy Now

Trusted by leading businesses providing unparalleled expertise and reliability, empowering companies to achieve financial excellence.

Noteable CFO Expertise

Current Advisory and Board Roles

· Advisor Dura Software- software aggregator

· Advisor Flex- rent advancement and related products

· Advisor ApolloGraphql- API management and orchestration

· Advisor Klarity- AI applied to accounting and compliance

· Board Member Veradigm Health (MDRX)

· Board Member Cambium Networks (CMBM)

· Board Member Jobs & Talent (staffing marketplace)

Notable Former Advisory and Board Roles

· Advisor to Integral Development Corp (saas + fintech) assisting in raising equity capital

· Advisor to Envision Digital (cleantech)- financing + operations

· Advisor to Agari (security)

· Board member Cambium Networks (CMBM) (wireless infrastructure)

· Board member , lead independent director, audit chair Evolent Health (EVH) (healthtech)

· Board member and audit chair Answers.com (internet)

· Board member (former), and audit chair Alfresco (cms)

· Board member (and audit chair Hightail (creative collaboration)

· Board member (and audit chair Yodlee (YDLE) (fintech)

· Board member), and audit chair Human Interest (SaaS + fintech)

· Board member(and audit chair Personal Capital (fintech)

· Board member and audit chair BetterWorks (hcm)

Notable Operating Roles

· SuccessFactors CFO (Human Capital Management): Successfully executed an IPO, followed by a secondary, acquired 6 companies in 6 quarters, public company CFO for 5 years, $3.4B exit to SAP (SAP)

· DOMO CFO (Analytics): Successfully executed an IPO and was public company CFO for 5 years, after 4 years private; raised almost $1B in debt and equity during the tenure there; drove the company to profitability overcoming significant burn and business model modifications

· FullTime Software (CFO) (Systems Management): Successfully execute an IPO, ran corporate development and acquired 2 companies and successful exit to Legato Systems

· Renaissance Software (CFO and Director of Sales) (Fintech): Ran sales for 3 years and generated significant early traction with the annual revenue of $2 million in year 1, $6 million in year 2 and $14 million in year 3.

· TenX CFO (Online Real Estate) for 2 years laying the ground work for ultimate sale to THL

Notable Complete Exit Transactions

· Answers.com (TA Associates) sale to Apax partners)

· Landesk (Vector Capital) sale to Advocent

· Yodlee (Warburg Pincus/Venture) sale to Envestnet (ENV)

· Alfresco (Venture) sale to TH Lee partners

· Personal Capital (Venture) sale to Empower

· Hightail (Venture) sale to OpenText (OTEX)

· SuccessFactors (SFSF) sale to SAP (SAP)

· Fulltime Software (FTSW) sale to Legato Systems (LGTO)

Education & Associations

· MBA, Stanford University Graduate School of Business, Arjay Miller Scholar (top 10%)

· Certified Public Accountant (inactive)

Chronological Work History can be Accessed via LinkedIn

https://www.linkedin.com/in/bruce-felt-383b869/details/experience/

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Bruce came in and in no time ran the finance org as if he had been here forever. He was able to reduce costs, re-finance debt, re-organize accounting and finance for maximum output, and lead the organization through significant change. We could not have survived without him.

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