Expert Profile

Executive Financial Strategist | Impact Investor | Social Entrepreneur

Kasem Rodriguez Mohsen

Kasem is a seasoned financial strategist and entrepreneur with over 20 years of experience in driving financial success for both for profit and nonprofit organizations while maximizing social good. A 3x-exited social entrepreneur and active impact investor, Kasem prioritizes mission to ensure communities and founders are funded for growth in ways that are equitable, non-extractive and supportive of creating intergenerational wealth.
Kasem Rodriguez Mohsen

Areas of Expertise

  • Financial Strategy:
    Developing and executing comprehensive financial plans including funding strategies, growth initiatives, treasury management, and long-term investment planning to support business objectives.
  • Fundraising:
    Leading efforts to secure investment or growth capital from a variety of sources, crafting compelling pitches, and managing investor communications to fuel company expansion.
  • VC, PE, M&A:
    Managing complex investment rounds, conducting thorough due diligence, and overseeing liquidity events, including mergers and acquisitions, to maximize value and ensure smooth transactions.
  • FinOps:
    Optimizing financial and back-office workflows, designing sustainable business models, and preparing detailed budgets and financial projections to support operational excellence.
  • Investor / Board Relations:
    Building and maintaining strong, transparent, and productive relationships with investors, potential funders, Board members, and other key stakeholders to ensure alignment and ongoing support.

$400 /HR

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More About the Expert:

Kasem is a seasoned financial strategist and entrepreneur with over 20 years of experience in driving financial success for both for profit and nonprofit organizations while maximizing social impact. His extensive background includes operating as CFO for multiple national nonprofits since 2021, managing nearly $10M in restricted and government grants, preparing annual budgets, managing endowments and treasury, collaborating directly with the Board of Directors on strategy, leading annual audits and managing reporting back to grantors. Kasem also consults with foundations, family offices and other nonprofits on financial strategy, including use of endowments for impact investing.  His other experience includes raising over $100 million to scale his startups (including running point on 3 exits); leading negotiation, due diligence and go-forward planning for majority investments, mergers and acquisitions for small, medium and large deals; driving change management initiatives for Fortune 500 companies, and leading all levels of venture capital funding, including fund establishment, fundraising, investor management, pipeline building, diligence, negotiation, investment and ongoing portfolio company support.

We are called to be the architects of the future, not its victims.
Kasem Rodriguez Mohsen
Executive Financial Strategist | Impact Investor | Social Entrepreneur