Senior advisor working where accounting meets equity meets systems — translating ASC 718, QSBS, and Black-Scholes into work the rest of the team can audit, ship, and trust.
Rafael M. — senior advisor for stock-based compensation, financial reporting, and Black-Scholes valuations. Big4 audit, then six years inside an equity management platform.
Real calculators. Short, deliberate notes on ASC 718, QSBS, and the cap-table data that founders never get a chance to read carefully. Pick a tile and start.
Big4 audit first, then six years at an equity management platform — Financial Reporting Analyst, Senior Analyst, and finally Senior Valuations Advisor — talking ASC 718, Black-Scholes inputs, and QSBS positioning with founders, CFOs, and finance teams. Now I write, build small tools, and take selective advisory work.
Selective advisory on equity compensation. Calculators, write-ups, and the occasional spreadsheet someone needs at quarter-end.
Equity management platform. ASC 718 reporting, Black-Scholes pricing reviews, platform migrations, founder-facing QSBS guidance, de-escalation on high-stakes accounts.
Big4 Accounting. Project planning, walkthroughs, risk analysis, control testing, mentoring junior associates.
Quote-to-Cash and Order-to-Revenue workflows, Salesforce, Alteryx, ACL Analytics, Metabase, and Excel macros that other people end up depending on.
Each lesson is a small card you can finish on the train. Quizzes, badges, and a skill tree so you can see what's next.
From Luca Pacioli's friar's notebook to IFRS. The why before the what.
T-accounts without tears. You'll read a balance sheet by lesson four.
Stocks, dividends, and what "value" actually means. Includes a real DCF.
What LLMs are good at in our jobs. What they're terrible at. How to use both.
Practical workflows: research, modeling, memos. Tool-by-tool, prompt-by-prompt.
Why smart people make dumb trades. Loss aversion, framing, the cost of being right.
Every input is annotated. Hover for the math. Built so you'll never have to Google "implied volatility formula" mid-meeting.
European call & put pricing with live Greeks. Drag the underlying to feel delta. Tooltip every variable.
Open calculator →Discounted cash flow with sensitivity table and terminal-value sanity checks.
Multi-asset correlation matrix, mean-variance optimization, frontier plot.
Long-form on Fridays, short audio mid-week. Both archived.
Three structural failure modes I see in nine out of ten models, plus a one-page checklist that catches them.
Why being right feels chemically better than being correct — and how that ruins traders.
Markets, math, and the occasional behavioral rabbit hole. No promotions. Unsubscribe in one click.