David Shabotinsky

Director of Finance

Strategic finance and corporate development lead at a Series B AI company building a client intelligence platform for wealth management. I own the company model, forecasting, and the monthly close and board reporting cycle, and I built the pricing and unit economics behind our newest AI feature. On corp dev, I structured and ran financial diligence on an acquisition end to end, from consideration mix through earnout design and integration planning. I also own gross margin, AI cost of goods, and ARR reporting integrity, working directly with the CEO, COO, and CRO.

Chief of Staff

Ran the CEO's office at Zocks through the Series B period. I built and co-owned the company financial model and forecast, supported capital raising including SAFE structuring, and produced board materials and investor communications. I also led the enterprise due diligence process for large financial institutions and broker-dealers and supported contract negotiations on our largest deals, and I built an internal AI tool that drafts DDQ and security questionnaire responses, cutting turnaround from roughly a week to a couple of days. The role converted into Director of Finance.

MBA Associate

Investment Banking Analyst

Israel coverage and execution with key focus on Technology sector ***Selected Transactions*** • $459M Follow-On Offering of Kornit Digital (NASDAQ:KRNT) • $1Bn Green Contingent Convertible Bond Offering for Bank Hapoalim (TASE: POLI) • $857MM Follow-On Offering of Global-e (NASDAQ:GLBE)