I help owner-operated businesses build the operational infrastructure and financial controls to grow beyond the founder — backed by 15+ years in institutional finance, accounting ops, and compliance at firms like BGC Partners and Gresham Investment Management.
The businesses that scale aren't the ones with the best product. They're the ones that figured out how to run without the founder in every decision.
I'm a builder first. I've co-founded a veterinary and pet SaaS platform in Indonesia (PocketPet & iVet Data), launched Smoove Ice Cream from scratch, founded a university admissions nonprofit, assembled a 6-property real estate portfolio, and invested as an LP in a real estate fund in Japan — all while holding senior finance and product roles at institutional firms and SaaS companies.
The finance depth is real: 12 years at Gresham Investment Management running accounting operations, compliance, and fund accounting — plus product leadership at Clipp AI designing the operational systems that onboard hundreds of vendors. But the reason clients trust me is that I've taken the same risks they have. I know what it feels like to build something from zero, manage a team remotely, and make decisions without a safety net.
That combination — institutional rigor and founder instincts — is what C-LANG Advisory brings to every engagement. I don't just design systems. I build them, stress-test them, and hand them off knowing they'll survive contact with reality.
Two decades across hedge funds, global brokerages, SaaS platforms, and self-built businesses — every layer of the financial and operational stack.
Leading product development and supplier operations for an AI-powered order management SaaS platform. Designed and scaled onboarding systems for 100+ vendors — the same operational methodology delivered to every C-LANG client.
Co-founded PocketPet & iVet Data, an Indonesia-based veterinary and pet SaaS platform. Founded Smoove Ice Cream, grown and now third-party managed. Founded CAN International, a nonprofit supporting university admissions. Three ventures built across three industries — from zero.
12 years at Gresham Investment Management as Head of Accounting Operations, Compliance Manager, and Fund Accountant — building the financial controls and reporting infrastructure of an investment firm. Controller at BGC Partners, one of the world's largest inter-dealer brokerages. Core expertise: variance analysis, accounting ops, compliance, and financial controls.
Owner of 6 investment properties across New York and California — student housing and short-term rentals managed remotely. LP investor in a Japanese real estate fund. The financial modelling, cash flow analysis, and operational systems used across this portfolio inform the frameworks built for every C-LANG client.
Variance Analysis · Fund Accounting · Compliance & Controls · Accounting Operations · SaaS Product · Supplier Onboarding · Real Estate Operations
Controller, BGC Partners · MBA + MS Finance & Management, University of Rochester
English · Mandarin (普通话) · Cantonese (廣東話)
Three engagement models designed for different stages of growth — from a focused systems fix to full fractional COO partnership.
A focused 4-week engagement to audit, map, and systematize your most critical operations. You walk away with a Notion-based ops playbook your team can run without you.
An ongoing operational and financial partnership. I become your part-time COO — attending to strategy, systems, vendors, and team without requiring a full-time hire.
A deep 90-day engagement for businesses facing complex operational transformation — new markets, rapid hiring, acquisition integration, or preparing for exit.
Also available: Advisory Retainer (light-touch ongoing) and Wealth Circle (group advisory, $800–$1,200/mo — the one transparent price, because group programs work best when members self-qualify). All 1:1 engagements are scoped on a free diagnostic call. No surprises. No pressure.
Start with a Free DiagnosticEvery engagement follows the same five-step framework — regardless of industry, size, or complexity. Because operational clarity is always built the same way.
Map every process, identify every bottleneck, and find where time and money are leaking out of your business.
Visualize current-state operations end-to-end. Clarity before design — we don't fix what we haven't fully understood.
Architect the future-state system. Processes rebuilt for scale, delegation, and operation without founder dependency.
Implement SOPs, dashboards, and workflows in Notion. Delivered remotely via Loom walkthroughs your team can revisit.
Train your team and transition ownership. You leave with a system that runs — not a dependency on the consultant.
The return on a well-designed operations system isn't theoretical. These are the outcomes clients consistently see in the first 90 days.
When decisions no longer require you in the room, your team executes faster and you reclaim strategic time.
Most $1–5M businesses have operational waste they've normalized. A fresh audit surfaces it quickly.
From audit to handed-off Notion system. Not a 6-month consulting project — a focused, time-boxed sprint.
Every deliverable built for async collaboration. Your operations improve without a consultant in the room.
The litmus test: can the business operate if you disappear for two weeks? That's what we build toward.
Ops + financial KPIs in one Notion view. Weekly updates, monthly reviews, no more gut-feel decisions.
She walked into our operation and in one week knew exactly where we were broken. Three months later, my team runs without me in every daily decision. That's what I hired her for.
Founding Client · Restaurant Group, New York
All engagements are delivered 100% remotely via Notion, Loom, and Zoom. Onsite availability is reserved for Scale Intensive projects ($25,000+). Based in New York — available globally.
I'll ask five questions about your operations, identify your biggest bottleneck, and tell you exactly how I'd fix it — whether we work together or not.
Book Your Free CallNo pitch. No obligation. Just clarity.