About Us

Providing financial and tactical advice to business owners in Southern California

Archit Kagalwala

I’m Archit. In my career, I’ve been fortunate to pick up and really enjoy two core skills: analyzing a business and executing on strategies to improve them. The times it’s brought me the greatest satisfaction are when I’ve done it to improve small businesses.

In my career, I’ve worked across a range of business functions, understanding how they all fit together to create a well-functioning business. Most recently, I was at the Boston Consulting Group. Prior to that, I built and launched the first electric-vehicle rideshare product, working cross functionally across marketing, engineering, and operations. I previously was also in Strategic Finance, deploying capital globally and understanding returns on investment from both a business and customer perspective. I started off my career in a new graduate rotation program at PayPal, working in pricing, treasury, corporate finance, and analytics.

I am fortunate to have grown up in Southern California, in Riverside. I attended UCLA where I got my BA in Economics. After a few years of working, I went back to school to get my MBA from the University of Chicago Booth School of Business.

Why do I do it?

The simple fact is that I truly, genuinely believe that being an entrepreneur is a noble calling. A founder that goes in with the right intentions isn’t just creating a vehicle to make money, but building a community. They’re motivated to do right by their customers, partners, and employees. And while they’re building this complicated, messy, sometimes maddening system called a “business”, they’re seeing the impact they’re creating: making their customers’ lives a little bit better, developing their employees, finding in themselves growing confidence and of course, slowly but surely earning a living.

I come from a family of small business owners. Both my parents own their small businesses. My grandpa and many members of my extended family have their own businesses too. It lights a fire under you. It forces you to put your head down and work hard and earn every single cent. There’s an immense satisfaction in every little win. The emptiness that comes from earning a steady paycheck in corporate just isn’t there. I love that.

I started off by using my learnings and skills to help my family improve their businesses. I wanted their hard work to pay off, to really mean something, at the end of the day. And I want to help you and your business too. Please reach out and let’s build something great together.