About Career Press
Barrett Daniels

Barrett Daniels

San Francisco, California

Finance executive and entrepreneur at the intersection of capital markets and emerging technology.

Experience

Deloitte SoftBank PwC SAP SuccessFactors Nextstep

As Seen In

CNBC The New York Times The Wall Street Journal Bloomberg

I started in public accounting, ran an IPO from the inside, built a firm and sold it to Deloitte, and spent years helping the biggest names in tech go public. Now I'm focused on what institutional finance looks like in the age of AI.

2025 — Present

Co-founded a stealth-stage fintech startup building at the intersection of AI and institutional digital asset management. Raised VC and Angel funding, MVP in process.

2020s

Led Deloitte Capital Markets as Partner and US IPO Services Leader; helped build the Silicon Valley Accounting and Reporting Advisory function from the ground up. Led all media efforts for Deloitte Capital Markets (see below).

Operating Partner, IPO Readiness, for Softbank Vision Fund.

2014 — 2019

Founded Nextstep Advisory Services, an IPO and Accounting Advisory firm based in Silicon Valley, later sold to Deloitte Audit, their first acquisition since the 1980s.

CFO of GigCapital SPAC from foundation through IPO and beyond.

2007 — 2013

Helped start and grow Connor Group, a Silicon Valley Accounting Advisory firm.

2000s

Led the SAP SuccessFactors IPO as Director of Finance.

Worked with the PwC Capital Markets Group, including a secondment to Sydney, Australia, to assist with US IPOs.

Owned and managed Backstage Cafe, the only bar in Beverly Hills, CA at the time.

Education

B.S., Accounting, Florida State University.

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