Helm
Bryan Slauko, CFA has a diverse work experience primarily in the investment and advisory industry. Bryan is the Managing Partner & Co-Founder of Metiquity Ventures since November 2018, where they provide early-stage growth equity to Alberta-based founders. Bryan also offers management expertise and actively supports portfolio companies. Before that, they were the President of Metiquity Merchant Group starting from June 2014. Bryan believes in delivering confidence to investors and provides objective expertise to protect the best interests of businesses and investors.
Additionally, Bryan has held directorship roles in various companies. Bryan has been a Director at TakeMeTuit Inc., Helm | Cash Flow App, Arolytics, and Sawback Technologies Inc. since 2020 and 2021. Bryan also founded Base10 Capital Advisors in July 2009, an independent real estate advisory firm focused on helping commercial real estate investors and entrepreneurs make informed investment decisions.
Overall, Bryan Slauko's work experience showcases their expertise in investment, management, and entrepreneurship, with a focus on providing value to businesses and investors.
Bryan Slauko, CFA completed their undergraduate education at the Smith School of Business at Queen's University, where they obtained a degree in Commerce with a specialization in Finance.
Additionally, Bryan has obtained the Chartered Financial Analyst (CFA) Charterholder certification from the CFA Institute. However, the specific month and year of when they obtained this certification are not provided.
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Helm
Helm is cash flow forecasting software that helps bookkeepers and advisors become incredible outsourced controllers. Using their cash flow software, they can easily forecast cash flows, income, and expenses and create budgets and forecasts.