JB

Josh Burwick

Chief Financial Officer, Technology Investor and Advisor

New York City Metropolitan Area

Investor

Invests in

Stages:

Seed
Pre-seed

  • Min Investment:

    $0.00

  • Max Investment:

    $0.00

  • Target Investment:

    $0.00

Skills

Managerial Finance
Strategic Planning
Financial Reporting
Financial Accounting
Hedge Funds
High Yield
Equity Research
Alternative Investments
Equity Valuation
Equities
Asset Allocation
Bloomberg
Fixed Income
Portfolio Management
Investment Strategies
Asset Managment
Trading
Series 7
Derivatives
Investments

Education

Investments

Bezar

Seed

Total Funding: $2M

Airlock

Pre Seed

Total Funding: $2.6M

Work Experience

OpenEnvoy

2024

  • Fractional CFO

    2024

Mobot

2024

  • Strategic Advisor

    2024

SnapTrade

2023

  • Strategic Advisor

    2023

LUDEX

2023

  • Strategic Advisor

    2023

Daloopa

2023

  • Strategic Advisor

    2023

MonetaGo

2017

  • Adviser/Investor

    2017

Sand Hill East LLP

2013

  • Member of the Advisory Board

    2013

    I co-founded Sand Hill East LLC, an early stage business technology and advisory firm, where we specialize in financial and business analysis, financial organizational and operational strategies, develop forecasting models, business acceleration and go to market analysis. Our key clients include: Digital Asset Holdings, Inpensa, msg.ai, Revolution Credit, Roomi, The Wing, and Street Contxt.

Street Contxt

2015

  • Investor/Advisor

    2015

Motus Global

2015

  • Investor/Advisor

    2015

    World-leader in advanced biomechanical analysis for all levels of athlete. Recently approved by MLB for use.

Roomi

2014

  • Investor/Advisor

    2014