
A deli conversation opened the door. A $45 million exit proved the operating model. Then the introverted CFO discovered the harder equation: turning expertise into a firm that could grow without consuming its founder.
Eliana Berger is the co-founder and CEO of Joyful Health, a New York startup building AI-powered financial infrastructure for healthcare providers. The company focuses on the hardest part of the revenue cycle - chasing down denied and unpaid insurance claims - and works on performance-based pricing, getting paid only when it recovers money for clients. In April 2026, Joyful Health raised a $17M Series A led by CRV, bringing total funding to $22M. Berger's path to the problem was personal: she grew up watching her mother and grandmother run a therapy practice and struggle to understand what had been paid and what was still owed.
Jerry Connelly is the Chief Executive Officer of KeepingCount, a remote-first outsourced accounting and advisory firm that gives growing small businesses and nonprofits the bookkeeping, reporting, and fractional-CFO horsepower they usually cannot afford to hire in-house. Built around the promise of 'better numbers for growing businesses,' KeepingCount pairs platform technologies like Sage Intacct and QuickBooks Online with hands-on accounting teams serving construction, consumer products, professional services, real estate, life sciences, and vacation-rental clients. Originally headquartered in Boise, Idaho, the company now runs as a distributed organization, and Connelly leads it with a stated emphasis on values - conscientious, disciplined, gracious, integrity, and serving all clients.
James Chan is the CFO of LDV Capital, a New York-based early-stage venture fund investing in visual technology and AI startups. With 20+ years spanning public accounting, Fortune 500 corporate finance, and CFO roles at hypergrowth startups and venture firms, he founded JMC Strategic Advisory in 2022 to serve as a fractional CFO across multiple funds simultaneously - including Bow Capital, BankTech Ventures, Breakout Ventures, Lineate, and First Spark Ventures - overseeing more than $1 billion in assets under management. He holds a BA from UCLA and an MS in Business Taxation from USC, and is known for eating ice cream with chopsticks.