JB

Jerry Bellman

Senior Financial Advisor at TA3

San Francisco Bay Area

Overview 

Jerry Bellman is a Fractional CFO at California Innovation Fund and 2.0 Group, with a notable background in financial modeling, capital raising, and investment banking. He has served as a Director on the Vetting Committee at California Innovation Fund and founded 2.0 Group Advisory, showcasing his expertise in corporate finance and advisory roles.

Work Experience 

  • Director, Vetting Committee

    2022 - Current

    Venture Capital and Private Equity Principals. Seed to Series C Investments in companies incubated or originated at the University of California Berkeley and other University of California institutions.

  • Senior Financial Advisor

    2024

  • Fractional CFO

    2020 - 2024

    Apparel & Fashion

  • Fractional CFO

    2022

Leading online retailer in home health and medical products

  • Fractional CFO

    2019

    • WAVEAI, creator of LyricStudio, augmented creativity AI that helps professional songwriters in their craft, and creator of Alysia, AI that makes songwriting readily accessible to everyone.

WaveAI provides advanced, proprietary AI and machine learning technology.

  • Founder

    2018

    • Fractional CFO Advisory Services, Strategy and Financial Modeling: Apparel, Health & Beauty, Healthcare, Digital Marketing and Digital Services and Online Marketplaces.

  • Fractional CFO

    2021

We make universally decadent beauty products inspired by African beauty rituals.

  • Fractional CFO

    2020

    Apparel & Fashion

  • Finance Expert

    2019

    Advising firms on financial modeling, budget, analysis, valuation and growth analytics. Areas of focus include Artificial Intelligence, Media, Health and Wellness. Full profile can be found here: https://www.toptal.com/finance/resume/jerry-bellman

Toptal is a network of talent in business, design, and technology that enables companies to scale their teams, on demand.

  • Advisor to Chief Executive Officer

    2018

    • Largo Films SA has created a proprietary tool using artificial intelligence to optimize all phases of film making from script development to marketing for theatrical release.

  • Fractional CFO

    2019 - 2023

    • 08 is a Web Design and Digital Marketing Agency. • Budget and Forecasting. Supervision of Bookkeeper, A/R and Accounting Function. • FP&A: Analysis of Profitability by Project, Personnel Costs and Other Operating Expenses.

O8 provides web designing, marketing, and advertising services.

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