Julian Cappelli CPA
Portfolio CFO
I help fast-growth businesses to improve performance, scale the business and prepare for investment.
I spent most of my career working in business advisory, growing, developing and leading teams to deliver an excellent client experience. I thrive on the variety of a portfolio of clients and enjoy nothing more than being the sounding board for entrepreneurs who have a vision they want to bring life. Having a chat, asking direct questions and challenging them to drive towards delivering growth and value. I also have experience delivering large scale finance transformation.
Outside of work, I enjoy travelling, keeping fit and spending time with my family. In my spare time I write and publish children’s books, with two picture books published and an adventure novel in the works.
Ask me about:
- Best practice tech and SaaS playbook for scaling and accelerating growth.
- Fundraising - preparation and execution.
- Optimising finance and operational data.
- Designing and implementing sector specific and operationally relevant strategic reporting.
- Standardised international group processes and reporting.
- Finance transformation.
- Data cleansing, mapping, migration and integration.
- Investor modelling and business planning.
- International expansion.
Recent insights I've contributed to
What’s a good ROAS benchmark for your e-commerce business?
