Sandy Hill Partners brings a value-first approach, informed by decades of operating experience with emerging companies. We blend public-market discipline with hands-on management and private-company knowledge.
Identifying opportunities, executing solutions.
At Sandy Hill Partners, we adopt a patient, value-oriented approach to investing. Our portfolio is concentrated on businesses we understand deeply, allowing us to let compounding work over time while maintaining a strong focus on intrinsic value.
We blend public-market discipline with hands-on operating experience — chief financial officer roles, board service, and founding-investor positions inform how we read corporate filings, capital structure, and management quality.
Investment Management
Active management of a concentrated public-securities portfolio. Bottom-up fundamental analysis. Selective use of options for income and entry discipline.
CFO Advisory Services
Hands-on financial leadership for emerging companies — interim CFO, cash-flow management, capital raising, IPO readiness, and AI-augmented financial modeling.
Actively guiding investments through fundamental analysis and disciplined position construction.
We employ a rigorous bottom-up fundamental analysis approach, utilizing discounted cash flow models, earnings multiples, and free cash flow yields to ensure informed investment decisions.
Assessing management quality and capital allocation is vital. We prioritize insider transactions and track management changes to gauge company health and strategic direction.
Generating income while retaining ownership of stocks.
Acquiring stocks at a discount through options.
Expressing targeted views with limited capital commitment.
Returns on prior realized exits have ranged from 2x to 9x invested capital.
Actively supporting executive and financial professionals for success.
Pre-revenue investment experience adds value to executives working through operational issues, IPO preparation, fundraising, supplier relationships, compensation, and board structure.
Strategic guidance for early-stage and growth-phase companies navigating product-market fit, capital structure, and operational scaling.
Experience modeling and managing corporate finance: CFO support and interim services, cash flow management, financial distress advisory.
Experience integrating artificial intelligence into chief financial officer modeling, support, and interim services.
Board of Directors, senior executive, and staff advisory. Shepherding companies through the initial public offering process (Draft Registration Statement, Form S-1, and SPAC), including chief financial officer of a $300 million NASDAQ SPAC and an ASX-listed company. Investor relations, board processes, compensation structure, finance, and regulatory guidance.
Three decades in finance, executive management, and investing. Public-company chief financial officer experience includes Pivotal Systems (ASX-listed, sold to private equity) and the initial public offering of a $300 million NASDAQ SPAC. As Chairman, led Digital Persona's sale to Crossmatch in 2014. As President, took CCIX public on NASDAQ in 1993. Now focused on Sandy Hill Partners' public-securities investing.
Bachelor of Arts in Economics, University of California Berkeley · Master of Business Administration, Harvard Business School
A seasoned entrepreneur, financial analyst, and advisor. Bob has founded and exited several technology companies and now supports entrepreneurs on strategy, software and technology, fundraising, and financial structure.
Master of Business Administration, UCLA
For information on our investment management or CFO advisory services, please contact us directly.