David Fogel, CPA

Visionary
DISC Type : Ds

Managing Director / Founder / Part-time CFO at Swifton CFOs LLC

Greater Boston, United States

Overview

David Fogel is the Managing Director of Swifton CFOs, providing part-time CFO services to emerging tech and life science businesses. A CPA and angel investor with multiple Boston-based groups, he also teaches entrepreneurial finance at Northeastern University. Colleagues describe him as a "trusted advisor" who "thinks like an entrepreneur. "

David is deeply embedded in Bostons entrepreneurial ecosystem, frequently speaking at universities and mentoring startups. He extends his community involvement beyond business, serving as the Treasurer and a board member for the Cambridge Art Association, blending his financial acumen with support for the arts.

He was the financial director for a high-technology startup that became profitable in its first year and was sold for $120 million within three years.

Personality Overview

Fast But Thoughtful

Early Adopter

Goal-Oriented

Reading between the lines and seeing beyond your words comes naturally to them.  They are very professional in their approach and can weigh multiple perspectives together. They exhibit a rare combination of being result-oriented but patient at the same time.

Topics They Care About

Startup Finance
He runs an outsourced CFO firm for startups, teaches Entrepreneurial Finance at Northeastern, and authored an article on common financial mistakes startups make.
Angel Investing
He is an active member of the screening and due diligence committees for three angel investor groups: TBD Angels, Mass Medical Angels, and Beacon Angels.
Life Science Ventures
His firm focuses on life sciences, and he is an investor with Mass Medical Angels, a group exclusively focused on healthcare and life science investments.

Media Appearances

David Fogel CPA, MBA, Managing Director - Swifton CFOs LLC. Featured in Featured.com

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Work History

4-2006
Managing Director / Founder / Part-time CFO at Swifton CFOs LLC
1-2019
Adjunct Faculty - MBA, Undergraduate - Entrepreneurial Finance at Northeastern University
3-2025
Member at TBD Angels
6-2010
Investor / Member of Screening, Due Diligence Committees at Mass Medical Angels
7-2011
Investor / Member of Screening and Due Diligence Committees at Beacon Angels

Education

BS Bus from Miami University
MBA from University of Cincinnati

More Information

Social Presence :

Prographics :

Exp : 19 Location : Greater Boston, United States Job Level : Leadership Designation : Managing Director / Founder / Part-time CFO at Swifton CFOs LLC
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Insights For Selling To David

During A Call Or A Meeting

DO's

  • Focus on the results that your product produces, expect some strategic questions in return
  • Use phrases like 'your team deserves', 'best in class' etc.
  • Suggest clear next steps with confidence, don't be vague or hesitant

DONT's

  • Don't focus too much on mutual contacts or bother about other stakeholders, focus on them
  • Don't get into pricing discussions early on, steer conversation towards proven results
  • Avoid putting conscious effort into relationship-building

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with David is

  • Strong proof of impact and their conviction will matter the most, but they wouldn't want to act unilaterally either
  • Will you ever get a clear answer from David

  • They will say no if they are not convinced but you will have to prompt them.

Insights For Deal Planning

    How fast (or slow) will David move?

  • They will want to understand things well but can move fast once they have a clear picture.
  • Can David take some risk or not?

  • They have good risk tolerance but are likely to think it through once or twice.

You And David

Personality Compatibility


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