Patrick Hoogendijk
Finance Expert
Location
Dallas, TX, United States
Toptal Member Since
July 20, 2020
Patrick is a CFA and certified chief compliance officer with 20 years of experience as a CFO or COO. He specializes in working with founders to hone their business models, build out their companies' financial and operational backbones, acquire their senior team to attract VC funding, and scale their companies through a metrics-focused approach. Patrick is comfortable in the inherent creative chaos of fast-moving teams, and his experience is backed by an MBA and MSc in chemical engineering.
Patrick is available for hire
Hire PatrickCareer Highlights
CFO and COO
Blue Phi Capital
Interim CFO
Intend (dba Tangelo)
CFO
Wethos
Education
Master's Degree
NYU Stern School of Business
Select Certifications
Certified Chief Compliance Officer
Regulatory Compliance Association (RCA)
Chartered Financial Analyst (CFA)
CFA Institute
Case Studies
Launch of a Unique Oil & Gas IP Private Equity Fund
FundraisingPrivate EquityInvestment StrategyInternational FinanceTeam BuildingFinancial Investment Structuring+ 48 more
Reverse IPO of Harvest Cannabis Company
Financial ModelingFundraisingPitch DecksDue DiligenceInvestor PresentationsInvestor Relations+ 43 more
Optimized Business Operations in a Fast-scaling eCommerce Retailer
Pitch DecksBudget ModelingGrowth StrategyFinancial ForecastingOperationsContract Negotiation+ 67 more
Build and Launch of a Cannabis Marketplace
Pitch DecksFundraisingGo-to-market StrategyBusiness ModelsFinance StrategyCash Flow Modeling+ 76 more
Industry Expertise
HR & StaffingResearch & DevelopmentSecurity Products & ServicesFinanceVenture Capital & Private EquityData Collection & Internet PortalsSocial NetworksManufacturingOther Expertise
CFOFinancial Planning & Analysis (FP&A)FundraisingGo-to-market PlansInvestor PresentationsLean StartupsTeam BuildingWork Experience
2019 - PRESENT
CFO and COO
Blue Phi Capital
- Acted as the embedded CFO and COO for VC-backed, fast-moving startups to enable the founders to accelerate their company from seed to scale.
- Structured the creative chaos at startups to ensure that founders, members of the board of directors, and future investors can trust the financials, metrics, and forecasts.
- Assisted founders in creating a repeatable, scalable business through OKRs, an integrated fintech stack for operations, and key drivers for the business model.
- Collaborated closely with founders as the embedded CFO at Agora Solutions, Tangelo, Carketa, Kensu, and Wethos and advised founders as the outsourced CFO at over 20 early-stage startups, including Bateau, Sage, Epik, and Spark.
Focus areas: Lean Startups, Fundraising, Financial Systems, Objectives & Key Results (OKRs), Metrics, Modeling, Early-stage Venture Capital, Deal Structuring, Investment Presentations, Term Sheet Negotiations, Venture Funding, Storytelling, Asset Management, Cash Flow Management, Mobile User Acquisition, Budgeting, Financial Reporting, Enterprise SaaS, Software as a Service (SaaS), Investment Analysis, Deal Sourcing, Investment Committee Advisory, Excel Expert, Cost Accounting, Business Plan Consulting, Partnerships, Business Modeling, Pricing Models, Web 3.0, United States, eCommerce, Market Segmentation, Pricing, Sales, Business Analysis, B2B Partnerships, Reconciliation, Bank Reconciliation, Bookkeeping, Tax Accounting, Family Office, Family Office Management, Mobile Apps, Transaction Comparables, Real Estate, Pro Forma Financial Statements, International Growth, High-tech Startups
2022 - 2022
Venture Capital Expert
Indigi Labs
- Advised the founding team of the first Czech blockchain VC fund on go-to-market and fundraising strategies.
- Built entire VC fund and portfolio company financial forecasts with the in-house finance team.
- Collaborated with founders on partnerships with the Czech government to repurpose Strahov Stadium into Europe's largest startup accelerator.
Focus areas: Venture Capital, Financial Modeling, Private Equity, Investment Thesis, Fund Formation, Early-stage Venture Capital, Blockchain, Technology, Europe, IRR, Return on Invested Capital (ROIC), Investor Reporting, Institutional Investors, Roadshows, Investment Analysis, Deal Sourcing, Investment Committee Advisory, Excel Expert, Business Plan Consulting, Pricing Models, Web 3.0, Business Analysis, Tax Accounting, Transaction Comparables, Pro Forma Financial Statements, International Growth, High-tech Startups
2022 - 2022
Interim CFO
Epik
- Advised the COO on monetization strategies for a $20 million digital real estate portfolio in multiple metaverses.
- Provided deep-dive valuation analysis of the company's digital assets, focusing on price volatility and liquidity constraints.
- Modeled future cash flow generation scenarios based on hybrid cash and digital asset compensation for the company's multiyear contracts.
Focus areas: Financial Planning & Analysis (FP&A), Corporate Treasury, CFO, Fundraising, Asset Management, Cryptocurrency, Cash Flow Management, Blockchain, Deal Sourcing, Investment Committee Advisory, Excel Expert, Business Modeling, Pricing Models, Web 3.0, Tax Accounting, Transaction Comparables, Pro Forma Financial Statements, International Growth, High-tech Startups
2022 - 2022
Interim CFO
Intend (dba Tangelo)
- Restructured Quickbooks to provide easy-to-read financial statements relevant to an enterprise SaaS company. I created eight different reports for the eight stakeholders, including department heads, the board of directors, and future investors.
- Cleaned up Quickbooks transactions since January 2021 to correctly show revenue recognition from multi-year, multimillion-dollar contracts and expense allocations to each department.
- Enabled executives and department heads to manage their teams more effectively by setting up Mosaic dashboards, Divvy card management, bill expense management, and automating 80% of the financial operations workflows.
Focus areas: Forecasting, Financial Modeling, Fundraising, Mergers & Acquisitions (M&A), Revenue & Expense Projections, CFO, Financing, Interim CFO, Business Models, Part-time CFO, Excel Expert, Cost Accounting, Business Plan Consulting, Partnerships, Business Modeling, Pricing Models, United States, eCommerce, Market Segmentation, Pricing, Sales, Business Analysis, B2B Partnerships, Reconciliation, Bank Reconciliation, Bookkeeping, Tax Accounting, Mobile Apps, Transaction Comparables, Pro Forma Financial Statements, International Growth, High-tech Startups
2019 - 2021
CFO
Wethos
- Engineered the pivot from an agency business model to a product-led growth technology platform.
- Guided the founding team through multiple fundraises, the most recent being $8 million.
- Initiated and implemented the OKR management methodology from top-to-bottom, including the use of 15five.com, Mixpanel, and Lean experimentation.
- Set up the investor relations strategy and due diligence rooms for multiple investor rounds.
- Helped the founders determine the engines of growth for the company, key metrics, and viral feedback loops through flywheel analysis.
Focus areas: Growth, Strategy, Fundraising, Accounting, Finance Strategy, Business Models, Management, HR Analytics, Marketing Strategy, Entry Strategy, CFO, Startups, Lean Startups, Financial Planning & Analysis (FP&A), Venture Capital, Investor Relations, Competitive Strategy, Pitch Decks, Go-to-market Plans, Financial Analysis, Financial Accounting, Entrepreneurship, Analysis, Team Leadership, Financial Modeling, Growth Strategy, Intuit QuickBooks, Slack, HubSpot, Airtable, Xero, Objectives & Key Results (OKRs), Team Building, Budget Modeling, Contract Negotiation, Turnaround Management, Seed Fundraising, Microsoft 365, Google Docs, Human Capital Strategy, Go-to-market Strategy, Cash Flow Modeling, Lean Product Development, Market Research, Team Development, Fintech, Three-statement Modeling, EBITDA, Revenue & Expense Projections, Forecasting, Business Strategy, Fundraising Consultant, Early-stage Venture Capital, Early-stage Funding, Investor Presentations, Pitch Deck Consultant, Cash Flow Consultant, B2C, Business to Consumer (B2C), Cash Flow, Profit & Loss (P&L), Key Performance Indicators (KPIs), Angel Investing, Angel/Seed Funding, Marketing Research & Analysis, Total Addressable Market (TAM), Market Sizing, Market Research & Analysis, Valuation, Artificial Intelligence (AI), Competition Research, Competitive Intelligence, Interim CFO, Fractional CFO, SaaS, Software as a Service (SaaS), Business Planning, Early-stage Startups, Marketplaces, Marketplace Platforms, Consumer Marketplaces, Startup Funding, Information Memoranda, Investment Memoranda, Investment Thesis, Deal Structuring, Investment Presentations, Term Sheet Negotiations, Venture Funding, Storytelling, Corporate Treasury, Cash Flow Management, Mobile User Acquisition, Budgeting, Financial Reporting, Investment Committee Advisory, Excel Expert, Cost Accounting, Business Plan Consulting, Partnerships, Business Modeling, Pricing Models, United States, eCommerce, Market Segmentation, Pricing, Sales, Business Analysis, B2B Partnerships, Reconciliation, Bank Reconciliation, Bookkeeping, Tax Accounting, Transaction Comparables, Pro Forma Financial Statements
2016 - 2020
Principal
Fort Trinidad Investors
- Assisted in creating and implementing an investment strategy leading to a leveraged, diversified natural gas portfolio with an estimated ROI of 2.5x in four years.
- Built the senior team from scratch, including two portfolio managers, each with 30+ years of oil and gas experience.
- Created a fundraising strategy and ran all investor relations through the harvesting phase of the fund.
Focus areas: Marketing Strategy, Portfolio Analysis, Fundraising, Fund Management, Investment Strategy, Startups, Strategy, Financial Planning & Analysis (FP&A), Investor Relations, Pitch Decks, Go-to-market Plans, Financial Analysis, Financial Accounting, Private Equity, Entrepreneurship, Analysis, Finance, Fund Accounting & Administration, Team Leadership, Compliance, Financial Modeling, Financial Systems, Growth Strategy, Team Building, Budget Modeling, Contract Negotiation, Accounting, Oil & Gas, Seed Fundraising, Fund Analysis, Microsoft 365, International Finance, Management, Entry Strategy, Cash Flow Analysis, Human Capital Strategy, Go-to-market Strategy, Cash Flow Modeling, Market Research, Team Development, Three-statement Modeling, EBITDA, Revenue & Expense Projections, Forecasting, Business Strategy, CFO, Investor Presentations, Pitch Deck Consultant, Cash Flow, Profit & Loss (P&L), Key Performance Indicators (KPIs), Angel Investing, Angel/Seed Funding, Market Research & Analysis, Fundraising Consultant, Investing, Energy Utilities, Competition Research, Competitive Intelligence, Renewables, Carbon, Interim CFO, Fractional CFO, Business Planning, Early-stage Startups, Startup Funding, Information Memoranda, Investment Memoranda, Fund Formation, Investment Thesis, Deal Structuring, Investment Presentations, Term Sheet Negotiations, Venture Funding, Storytelling, Corporate Treasury, Asset Management, Cash Flow Management, Budgeting, Financial Reporting, Investment Analysis, Deal Sourcing, Investment Committee Advisory, Excel Expert, United States, B2B Partnerships, Tax Accounting, Pro Forma Financial Statements
2014 - 2016
CFO
EIM Capital
- Bid on government E&P licenses, structured projects in midstream infrastructure, created service company partnerships with Pemex, and built a portfolio of small power plants.
- Built and managed an operations platform with a team of ten individuals in accounting, HR, legal, compliance, and investment functions.
- Developed and executed a two-pronged investor relations strategy focused on Mexican pension funds and US private equity firms.
- Collaborated to turn around two failing portfolio companies—an oil pipeline security company and an offshore services company.
Focus areas: Trading, Power Plants, Oil & Gas, Arbitrage, CFO, Startups, Strategy, Financial Planning & Analysis (FP&A), Fundraising, Investor Relations, Competitive Strategy, Pitch Decks, Financial Analysis, Financial Accounting, Private Equity, Entrepreneurship, Analysis, Finance, Fund Accounting & Administration, Team Leadership, Compliance, Financial Modeling, Financial Systems, Growth Strategy, Team Building, Budget Modeling, Contract Negotiation, Turnaround Management, Accounting, Fund Management, Fund Analysis, Microsoft 365, International Finance, Management, Entry Strategy, Cash Flow Analysis, Human Capital Strategy, Go-to-market Strategy, Cash Flow Modeling, Market Research, Team Development, Three-statement Modeling, EBITDA, Revenue & Expense Projections, Forecasting, Business Strategy, Fundraising Consultant, Investor Presentations, Pitch Deck Consultant, Fund of Funds, Cash Flow Consultant, Cash Flow, Profit & Loss (P&L), Key Performance Indicators (KPIs), Market Sizing, Market Research & Analysis, Investing, Energy Utilities, Competition Research, Competitive Intelligence, Renewables, Carbon, Interim CFO, Fractional CFO, Business Planning, Marketplaces, Marketplace Platforms, Consumer Marketplaces, Startup Funding, Information Memoranda, Investment Memoranda, Fund Formation, Investment Thesis, Deal Structuring, Investment Presentations, Term Sheet Negotiations, Venture Funding, Storytelling, Corporate Treasury, Asset Management, Cash Flow Management, Budgeting, Financial Reporting, Investment Analysis, Deal Sourcing, Investment Committee Advisory, Excel Expert, Cost Accounting, Pricing Models, B2B Partnerships, Tax Accounting, Pro Forma Financial Statements, High-tech Startups
2013 - 2014
CFO
Dagda Technologies
- Oversaw the go-to-market strategy for new commercial kitchen safety equipment.
- Set up and implemented the seed fundraising strategy for $2 million.
- Ran all company operations with the co-founder in a Lean fashion.
Focus areas: Go-to-market Plans, Strategy, Seed Fundraising, Accounting, CFO, Startups, Financial Planning & Analysis (FP&A), Fundraising, Investor Relations, Competitive Strategy, Pitch Decks, Financial Analysis, Financial Accounting, Entrepreneurship, Analysis, Team Leadership, Financial Modeling, Team Building, Budget Modeling, Contract Negotiation, Microsoft 365, Management, Entry Strategy, Go-to-market Strategy, Cash Flow Modeling, Market Research, Team Development, Three-statement Modeling, EBITDA, Revenue & Expense Projections, Forecasting, Business Strategy, Early-stage Venture Capital, Early-stage Funding, Investor Presentations, Pitch Deck Consultant, Cash Flow Consultant, Cash Flow, Profit & Loss (P&L), Angel Investing, Angel/Seed Funding, Marketing Research & Analysis, Total Addressable Market (TAM), Market Research & Analysis, Competition Research, Competitive Intelligence, Interim CFO, Fractional CFO, Business Planning, Early-stage Startups, Startup Funding, Information Memoranda, Investment Memoranda, Investment Thesis, Investment Presentations, Term Sheet Negotiations, Venture Funding, Storytelling, Corporate Treasury, Cash Flow Management, Budgeting, Financial Reporting, Excel Expert, Cost Accounting, Business Plan Consulting, Partnerships, Business Modeling, Pricing Models, United States, eCommerce, Market Segmentation, Pricing, Sales, Business Analysis, B2B Partnerships, Reconciliation, Bank Reconciliation, Bookkeeping, Tax Accounting, Transaction Comparables, Pro Forma Financial Statements, High-tech Startups
2004 - 2013
CFO
Capital E Advisors
- Set up back-office operations from scratch, including accounting, legal, and compliance. Built an operations team in New York and Bermuda. Initiated and led the company through the SEC registered investment advisor (RIA) process.
- Managed investor relationships and third-party service providers. Worked closely with onshore and offshore legal counsel, auditors, administrators, and tax advisors to provide investor reporting and ensure fund compliance in five jurisdictions.
- Created and implemented a fund and direct investment due diligence process. Reviewed approximately 1,500 PE funds, analyzed secondary transactions, performed due diligence, and wrote investment memos for direct investments.
Focus areas: Fund Accounting & Administration, Venture Capital, Portfolio Management, Fund Analysis, Private Equity Secondaries, CFO, Startups, Strategy, Financial Planning & Analysis (FP&A), Fundraising, Investor Relations, Financial Analysis, Financial Accounting, Private Equity, Analysis, Finance, Compliance, Financial Modeling, Financial Systems, Team Building, Budget Modeling, Contract Negotiation, Accounting, Fund Management, Microsoft 365, International Finance, Management, Cash Flow Analysis, Human Capital Strategy, Go-to-market Strategy, Cash Flow Modeling, Market Research, Team Development, Three-statement Modeling, EBITDA, Revenue & Expense Projections, Forecasting, Business Strategy, Investor Presentations, Fund of Funds, Cash Flow, Profit & Loss (P&L), Marketing Research & Analysis, Total Addressable Market (TAM), Market Sizing, Market Research & Analysis, Fundraising Consultant, Valuation, Investing, Artificial Intelligence (AI), Energy Utilities, Carbon, Interim CFO, Fractional CFO, Business Planning, Early-stage Startups, Startup Funding, Internet of Things (IoT), Information Memoranda, Investment Memoranda, Fund Formation, Investment Thesis, Deal Structuring, Investment Presentations, Term Sheet Negotiations, Venture Funding, Storytelling, Corporate Treasury, Asset Management, Cash Flow Management, Budgeting, Financial Reporting, Investment Analysis, Deal Sourcing, Investment Committee Advisory, Excel Expert, Cost Accounting, Business Plan Consulting, Business Modeling, Pricing Models, United States, eCommerce, Market Segmentation, Pricing, Sales, Business Analysis, B2B Partnerships, Reconciliation, Bank Reconciliation, Bookkeeping, Tax Accounting, Family Office, Family Office Management, Mobile Apps, Transaction Comparables, Pro Forma Financial Statements
Education
1997 - 1999
Master's Degree in Business Administration (MBA)
NYU Stern School of Business - New York, New York, USA
1988 - 1994
Master's Degree in Chemical Engineering
Delft University of Technology - Delft, The Netherlands
Certifications
JULY 2011 - PRESENT
Certified Chief Compliance Officer
Regulatory Compliance Association (RCA)
SEPTEMBER 2006 - PRESENT
Chartered Financial Analyst (CFA)
CFA Institute