RESULTS YOU CAN COUNT ON Since 2005 , Alta Fintech has impacted over $ 500 Million in value for private companies, NGO's and investors.

INSPIRED VISION AND FORWARD THINKING FOR YOU BUSINESS

ALTA Finance & Technology was formed in 2005 after nearly a decade of mergers and acquisitions experience with leading Private Equity, Corporate Finance and Investment Banking institutions.

Since those early days, we have learned a lot about balancing the need for results with developing a thoughtful approach to growth strategies that incorporate relevant market and customer insights driving long-term success.

Our philosophy is not just about spending money.  We have honed a unique ability to provide world-class solutions in fast-paced, results-oriented environments.  In every engagement we take on, our goal is to structure a partnership that provides you with leading talent, market expertise, and technical acumen necessary to propel your business forward.  We make a difference, guaranteed!

Located on the West Coast, we are an agile group of professionals able to seamlessly integrate with existing leadership teams and DELIVER RESULTS in the areas of Financial Operations, Strategic Development, and Access to Funding.

  • July 1988

    Started Investment Banking

    Started Investment Banking with J.P. Morgan in New York City focused on Consumer Products and New Media Technology Sectors

  • Aug 2005

    Created Alta Fintech

    Started Alta Fintech to create accounting, financial operations, and M&A strategies for global and emerging growth clients;  Industries focused on include:

    1. B2B SaaS
    2. Consumer Products
    3.Asset Management 

  • March 2014

    Added Cannabis Industry

    Initiated first project for a medical marijuana dispensary client based in the Pacific Northwest.

  • Feb 2017

    Begin focus On Cannabis Industry

    Having worked with several cannabis companies (including cultivators, processors, and retailers) and learning about their growing needs, ALTA Fintech decided take to the deep dive and focus efforts in the cannabis industry.

  • Dec 2018

    Alta Fintech Repositions

    After realizing our passion for working with cannabis companies across the value chain, ALTA has decided to take nearly 20 years of experience and tailor it to the cannabis industry

  • Chuck has a unique ability to create order out of chaos!

    We had the pleasure of working together for an extended period of time while building W The Brand (a legal cannabis products company). With corporate offices/operations in four states at varying degrees of development, Chuck worked to wrangle all of them.

    What stands out most was the strategy session he initiated during the first week he was on the job. Things were pretty chaotic at the time with multiple recent turnovers at the executive level.

    Having a sense for what needed to be done, Chuck led an insightful and comprehensive session where we inventoried, mapped out, and prioritized all the major issues/projects the company needed to address.

    The transparency and alignment provided a significant boost to the business. On top of getting all the accounting cleaned up, he worked with our production team(s) to implement new compliance/tracking software required by multiple state regulatory authorities.

    He also implemented several new (and much needed) company-wide processes for cash management, expense tracking, sales pipeline management, and integrated order automation.

    Chuck was easy to collaborate with and significantly improved how the company handled both data and products. His ability to manage multiple projects was stellar and made a dramatic increase in the productivity of our people.

    No matter how intense the meetings, he was consistent in his efforts to ensure everyone had a voice. As a colleague and business leader, Chuck is one of the most effective that I've had the chance to work with.

    Juli Crockett
    Co-Founder
    W The Brand (a legal cannabis products company)
  • highly developed strategic vision and technical skills

    It’s rare to come across someone like Chuck with such highly developed strategic vision and technical skills who is also willing to get into the details and drive toward accomplishing a goal.

    We hired Chuck to help us complete a critical round of financing at GrayMeta. Many of us would say that his financial model and strategic plan were the key pieces that brought it all together.

    Chuck participated in investor calls and was instrumental in getting the company through due diligence. After closing the investment round, the company engaged him to help us set-up a new CRM (Salesforce.com) and transition our back-office to a more robust accounting platform.

    Beyond getting the job done, I would say that his communication style was what I most enjoyed about working with him. Chuck always treats everyone with respect and has never lost his cool even during the most stressful of situations.

    Part of his magic is that he also slows down to listen deeply. This allows him to get up to speed fast, and once that happens, he oozes credibility with both inside and outside teams.

    Aaron Edell
  • Natural ability to excel at business development

    I had the pleasure of working with Chuck at Aequitas Capital. Chuck is self-driven, motivated, and hardworking. He brings a strong combination of technical, financial, and managerial skills.

    His ability to process, understand, and articulate complex financial ideas and models into simple and intuitive communication was a key skill. In addition to these skills, Chuck also showed a natural ability to excel at business development.

    His ability to demonstrate his deep technical skills, big picture understanding, and long-term vision were a great advantage. In closing, Chuck is full of energy with a real "can do" spirit that is a tremendous asset to any organization. I highly recommend Chuck for his financial, operational and accounting skills.

    Brett M. Brown
  • Ability to collaborate with his peers on a technical and business level was very valuable

    I worked alongside Chuck at Aequitas for the last 8 months. In that short amount of time I’ve have seen him excel at using the Business Intelligence department to augment and drive his financial models.

    He was also instrumental in helping set the business requirements in cleaning up the SalesForce workflow for Investment opportunities. This ability to collaborate with his peers on a technical and business level was very valuable. I really appreciate his drive and focus on what will truly help the business grow.

    Nathan Reed
  • His enthusiasm, passion and excellence in his work resulted in high quality deliverables that were always completed in a timely manner.

    I hired Charles as a Corporate Development consultant and was very impressed at his capacity to learn our industry, business model and strategy quickly.

    Our Company has a unique and complicated structure with several subsidiaries and a wide range of financial and real estate brokerage services.

    His enthusiasm, passion and excellence in his work resulted in high quality deliverables that were always completed in a timely manner.

    His work exceeded expectations and continues to help our Company succeed. Charles is an asset to any team, he is reliable and fun to work with and brings a depth of knowledge and professionalism.

    Nick Spang
  • Chuck Is A Rainmaker.

    Chuck possesses a unique and powerful combination of technical, analytical and managerial skills with a natural business development personality.

    He has great business instincts and proven ability to cultivate relationships. In world where it is important to have rainmakers at every level, Chuck brings both sides to the table in that he possesses deep technical skills, sees the big picture, thinks long-term and is driven to win.

    Jonathan Roth
  • Innate skill of articulating the math with simplicity and clarity.

    Chuck has that unique ability of building complex financial models that capture the essence of the structure/idea/model and an innate skill of articulating the math with simplicity and clarity.

    Additionally, Chuck is a good person to spend time with.

    Matthew Brinker
  • Vital asset to any organization.

    Chuck is guy full of energy, and positive attitudes with the breadth and depth of attributes needed to drive a business.

    He is hands on with his analytical skills as well and has got very good people relation skills and is definitely a vital asset for any organization.

    Kannan Vaidyanathan
  • Chuck can operate very effectively in translating consumer needs to tangible results.

    Chuck's energy and enthusiasm is infectious and permeates all that he does. With very few resources at his disposal, his efforts in developing and executing against strategies focused on challenging emerging-market oriented initiatives have been a real value adder.

    His business savvy and direct operating style combine to deliver strong progress against commercialization goals. Whether in a meeting room in the first world or a jungle in the third world, Chuck can operate very effectively in translating consumer needs to tangible results.

    Andrew Clews
  • He is able to put himself in the shoes of the client.

    Chuck has a real "can do" spirit that would be a tremendous asset to any organization.

    He is able to put himself in the shoes of the client, understand their needs, then combine that with the goals of the company to find ways of executing agreements for the benefit of all.

    He has tremendous first-hand understanding of the unique facets of emerging markets, be they in Africa, Asia or elsewhere.

    Chuck also has a keen strategic mind which allows him to see the bigger picture and avoid tunnel vision in engagements. It was a real pleasure to work with Chuck, and I would highly recommend him in any kind of position involving strategic planning, business development, or sales management.

    Robert Anderson
  • Anyone who is looking for someone who thrives in ambiguous, stressful, and multinational environments has the right guy in Chuck.

    Chuck seamlessly worked along-side multinational businesses, NGO and local entities for over 9 months on a joint project with Mars, Inc. in Indonesia.

    His efforts helped drive the adoption and development of low-cost water purification devices for Base of the Pyramid communities. Anyone who is looking for someone who thrives in ambiguous, stressful, and multinational environments has the right guy in Chuck.

    Elizabeth Willett Murchison
  • Knowledgeable and creative problem solver.

    Chuck advised us on a key acquisition in the renewable energy sector. We found him to be a knowledgeable and creative problem solver who worked hard getting up to speed on the industry almost immediately.

    As a neutral third-party with seasoned corporate finance insights, he helped us negotiate terms without us being heavy-handed & we were able to build a strong relationship with the target company as a result.

    Jay Richardson
  • I would recommend Chuck for any project management/business development role.

    Chuck and I worked together on a development project commissioned and funded by DelAgua. The development is market driven and seeks a solution that leverages a unique water purification technology combined with a biopolymer flocculation technology.

    Chuck was responsible for ensuring that DelAgua's needs were met within Halosource. I found Chuck to be excellent in this role.

    He has:
    - vision and a relentless determination This helped to keep the project on schedule.
    - a strong and commendable focus on features specific to customer use patterns
    - excellent communication skills (both written and verbal)
    - inspirational leadership qualities
    - he never gives up and is exceptional at getting everyone he interacts with excited about his work
    - an open mind, is intelligent and understands the power of integrity and enthusiasm.
    I would recommend Chuck for any project management/business development role - he has all the attributes required and thoroughly deserves all success that comes his way.

    James Beaumont
  • "Outside-the-box" thinking helped CAG formulate and develop a robust and scalable growth model that has propelled us forward beyond expectations for more than four years.

    Chuck has a significant grasp of the complex issues that growth-oriented businesses like Clear Advantage Group (CAG) face both from the day-to-day tactical stuff to complex long-term strategic issues.

    Chuck's "outside-the-box" thinking helped CAG formulate and develop a robust and scalable growth model that has propelled us forward beyond expectations for more than four years.

    He has the education, experience and proven business instincts that have come together to generate great ideas and help my business achieve rapid growth.

    This perspective has been incredibly valuable in allowing us to reach our potential. I've known Chuck now for almost 10 years, and he is always eager to help, committed, ready to work late if necessary, and is very passionate about teaching clients how to create more value than the competition and win.

    We plan on consulting with Chuck for a long time and would recommend him to any other small or medium sized business who needs a real pro to guide them.

    Smith Sinclair
  • He has a fantastic ability to apply best practices from cross sector experiences to help develop unique and logical solutions to complex problems.

    Chuck Doud brings a wide array of skills and talent to the table as a professional and I am pleased to highly recommend Chuck to you.

    I had the pleasure of working with Chuck on the development of The Venture Philanthropy Company over the past nine months.

    He was excellent at developing rapport and collaborating with international philanthropists and NGOs in the US, Europe and Africa to develop a comprehensive value proposition with full support and buy-in from all key stakeholders.

    We initially brought Chuck in because of his financial, operational and accounting skills. Chuck always completed his work on time and to high standards.

    He has a passion for excellence and creating something meaningful, which was often an inspiration for the team. We were impressed with his overall business acumen in the areas of leadership, planning, marketing and fundraising.

    He has a fantastic ability to apply best practices from cross sector experiences to help develop unique and logical solutions to complex problems.

    Chuck is extremely energetic and full of life, yet his persona is calm and deliberate. He was always the first to take on tasks that were both difficult and esoteric.

    His initiative, dedication, and ability to work well in a group environment was extremely impressive and a breath of fresh air. Chuck’s financial and operational acumen combined with a solid educational background affords him a broad perspective that is incredibly valuable for any business facing growing pains or inefficiencies.

    Joe Duran