The team

Real CFOs, accelerated by AI.

The operators behind Level. People who've sat in the seats — evaluated contractor roll-ups in private equity, built financial products at field-service software companies, and reviewed thousands of service business P&Ls.

Sam Young

Founder & CEO

Founder of Level. Former private equity investor evaluating contractor roll-ups. Spent four years at BuildOps building financial tooling for 1,000+ commercial contractors. Reviewed P&Ls across 2,200+ service businesses. Co-founded a real estate tax optimization firm analyzing $1B+ in real estate assets. Stanford MBA, Brown undergrad.

service business financecontractor financial operationsjob costingprivate equity evaluationfractional CFOAI-accelerated finance ops

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Stephen Chou

Contributor — Investor & ex-CFO

Investor and operator. Former venture investor at Translink Capital ($1B AUM) leading 15+ investments, with corporate development experience at Cisco and investment banking at Credit Suisse executing $8B+ in M&A and capital markets transactions. Most recently CFO at FitXR, a venture-backed VR fitness platform. Brings the buyer / investor / capital-events perspective to Level's content. Columbia MS Operations Research, UC San Diego BS Mechanical Engineering.

venture capitalM&A and corporate developmentexit readiness and PE evaluationfinancial modeling for service businessesfundraising and capital structureoperating CFO experience

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Want to talk numbers? Sam runs every client engagement directly.

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