Susan Stone

For 15+ years, I've helped companies make better financial decisions, build infrastructure that scales, and drive measurable results. I operate across three core areas: strategic finance and operations leadership, portfolio and fund management, and building businesses from the ground up. What I do: I build financial infrastructure and manage portfolios, whether as a fractional executive, full-time leader, or fund manager. I develop forecasting models, prepare companies for fundraising, establish FP&A processes, manage investor relations, monitor portfolio performance, optimize capital allocation, and build the systems that enable growth. I've managed $600M+ across real estate and technology portfolios, raised $20M in capital, built automated platforms that improved executive decision-making, and consistently delivered results during complex situations, from COVID restructuring to rapid startup scaling. Recent experience: → Homebound (Series-C Proptech): Managed $300M+ portfolio, built automated reporting systems, coordinated across engineering/finance/operations → Ascent Commercial Real Estate: Co-founded firm, raised $20M, manage fund operations and provide fractional CFO/COO advisory → Independent Financial: Managed $300M CRE portfolio, achieved 92% retention during COVID → Fiserv (Fortune 250 Fintech): Eliminated 78% of compliance risks, coordinated cross-functional teams Core capabilities: Financial modeling & forecasting • Portfolio management • Capital raising • Investor relations • FP&A • Risk management • Systems building • Cross-functional leadership • Real estate finance • Startup advisory Currently open to: → Fractional CFO/COO engagements (any industry) → Strategic finance & operations roles at growth-stage startups → Portfolio/fund management positions in commercial real estate Denver, CO | Remote I Hybrid stone.susan.e@gmail.com