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Achieving Your Company'stransformative goals, whatever they may be.

Form formation to exit, fundraising to investment, crisis to opportunity,

I can help.

About Scott Soderstrom

Husband; father of 2 great boys.
Repeat founder, board advisor, consultant.
Interested in all things finance/fintech, insurance/insurtech, SaaS and real estate.

  • Strategy Development
  • Special Project Execution
  • Due Diligence
  • M&A/Transactions
  • Various Roles (CEO, COO, CFO, etc.)
  • Reporting and Board Decks
  • Financial Modeling
  • Financial Analysis

Industry Experience

As an investor, mentor and client service professional, I’ve been fortunate to serve companies in a wide variety of industries, including: 

Insurance/Insurtech

SaaS/Business Services

Fintech/Financial Services/Banking

Healthcare

Manufacturing/Distribution

Insurance/Insurtech

SaaS/Business Services

Fintech/Financial Services/Banking

Healthcare

Manufacturing/Distribution

My Career History & Timeline

2001

University of Notre Dame, Undergrad degree in Finance and International Business

University of Notre Dame, Masters Degree in Managerial Accounting and Operations

Certified Public Accountant

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2001- 2008

Consulting and Professional Services

Ernst & Young

Alvarez & Marsal

Achieving key business objectives and completing critical business processes for clients, including financial audits, internal control implementations and assessments, system implementations and assessments, mergers and divestitures, and financial due diligence.
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2009 to 2010

Venture Capital and Private Equity

Next Gen Venture Partners (Ongoing)

Great Hill Partners

Private equity investment, portfolio company improvements, financial reporting and fund reporting

2011 - 2014

Startups, Scaling & Exits

Trusted Resource Underwriters - President/CFO - PE/Strategic Backed Insurance Company; Exited

FilingMate - CEO/Co-Founder - Angel Backed SaaS Company

Madaket Health - CFO/Co-Founder - VC Backed SaaS Company

Homesite Insurance - Director of Finance - PE Backed Insurance Company, Exited

Startup operations and execution – strategic planning, fundraising, business modeling, financial planning, budgeting, analysis, reporting, investor/board management, human resources, process/operational improvement and system implementations.

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My Career History & Timeline

20+

Years Experience

  1. 2001
  2. 2001 - 2008
  3. 2001 - 2008
  4. 2016
  5. 2009 to 2010
  6. 2016 to Current Also
  7. 2015
  8. 2011 - 2024
  9. 2020

  1. Education and Training

    University of Notre Dame, Undergrad degree in Finance and International Business

    University of Notre Dame, Masters Degree in Managerial Accounting and Operations

    Certified Public Accountant

  3. Consulting and Professional Services

    Ernst & Young

    Alvarez & Marsal

    Achieving key business objectives and completing critical business processes for clients, including financial audits, internal control implementations and assessments, system implementations and assessments, mergers and divestitures, and financial due diligence.

  5. Venture Capital and Private Equity

    Next Gen Venture Partners (Ongoing)

    Great Hill Partners

    Private equity investment, portfolio company improvements, financial reporting and fund reporting.

  8. Startups, Scaling & Exits

    Trusted Resource Underwriters - President/CFO - PE/Strategic Backed Insurance Company; Exited

    FilingMate - CEO/Co-Founder - Angel Backed SaaS Company

    Madaket Health - CFO/Co-Founder - VC Backed SaaS Company

    Homesite Insurance - Director of Finance - PE Backed Insurance Company, Exited

    Startup operations and execution - strategic planning, fundraising, business modeling, financial planning, budgeting, analysis, reporting, investor/board management, human resources, process/operational improvement and system implementations.

Helping companies achieve transformative goals, whatever they may be. 

Form formation to exit, fundraising to investment, crisis to opportunity, I can help.

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