Simon Coulthard

Initiator
DISC Type : Di

Chief Financial Officer at TwinVita

Cambridge, England, United Kingdom

Overview

Simon Coulthard is a CIMA-qualified Chief Financial Officer with over 30 years of experience, specializing in SaaS, Digital Health, and Ed-Tech sectors. A graduate of Sheffield Hallam University, he excels in guiding startups and scale-ups through complex financial transformations, from systems to processes, within both multinational corporations and privately held companies.

He has a distinguished track record in fundraising for early-stage and high-growth SMEs, having successfully closed multi-million-pound seed, Series A, and Series C investment rounds from international investors.

Personality Overview

Impact-Oriented

Friendly Challenger

Confident

They don’t mind taking a stand if they believe in something.  They usually prefer to drive the conversation. They measure a product on its merit but can be influenced by strong testimonials.

Topics They Care About

Startup Fundraising
Demonstrated expertise in securing capital, having led successful fundraising rounds including a £65m Series A, a $50m Series C, and multiple seed rounds for healthcare startups.
SaaS Financial Models
Specializes in providing CFO services to private equity and venture capital-backed SaaS companies, focusing on financial administration and growth strategies.
Digital Health Finance
Holds extensive experience as a CFO in the digital health and life sciences sector, supporting companies spun out of institutions like the University of Cambridge.

Media Appearances

Simon has no verified media appearances

Work History

10-2025
Chief Financial Officer at TwinVita
1-2024
Chief Financial Officer / Financial Consultant at Immutrin
1-2024 - 9-2024
Interim CFO at Congenica
10-2023 - 12-2023
Consultant CFO at Congenica
1-2023 - 9-2023
Chief Financial Officer at Wondr Medical

Education

1994 - 1996
Qualified by examination from The Chartered Institute of Management Accountants
1989 - 1993
Bachelor of Arts (BA Hons) from Sheffield Hallam University

More Information

Social Presence :

Prographics :

Exp : 34 Location : Cambridge, England, United Kingdom Job Level : Leadership Designation : Chief Financial Officer at TwinVita
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Insights For Selling To Simon

During A Call Or A Meeting

DO's

  • Look like someone who is on top of their game
  • Acknowledge their status and position during the conversation
  • Clearly address the competitive aspects

DONT's

  • Don’t be too verbose or overly friendly; a little bit, however, is fine
  • Avoid focusing only on the product or its ROI, keep building trust subtly
  • Don’t be very informal even if they are being so themselves

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Simon is

  • Product value plays a big role, followed by relationship and a sense of achievement.
  • Will you ever get a clear answer from Simon

  • If they do not firmly believe in you, they will refuse without hesitation.

Insights For Deal Planning

    How fast (or slow) will Simon move?

  • If they develop confidence in your product and you, then they can make fast decisions.
  • Can Simon take some risk or not?

  • If necessary, they have the ability to take risky decisions.

You And Simon

Personality Compatibility


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