Finance and Equity Analyst
Carta
Leading valuations work, providing C-suite support, managing venture fund tax matters, and advising on QSBS qualifications for high-growth startups.
Mar 2025 - Present
Seattle, Washington
MEET THE FOUNDER
Farris Refai
Finance and Equity Analyst | Valuations Expert | Strategic Financial Advisor
With a passion for empowering small businesses and startups, I founded Rawt to bridge the gap between enterprise-level financial expertise and accessible services for growing companies. My mission is to help you route your business to financial success.
The Story Behind Rawt
After graduating from Texas A&M University with a degree in Economics, I was driven by a deep passion for finance and a keen interest in helping businesses thrive. My journey took me through diverse experiences - from conducting equity research at Stanton Research Group to working on high-stakes valuations at PwC in Dubai.
Currently serving as a Finance and Equity Analyst at Carta, I work daily with startups and growing companies on valuations, venture fund tax matters, and providing strategic C-suite support. This experience showed me a critical gap in the market: small businesses desperately need the same caliber of financial expertise that large corporations enjoy, but at an accessible price point.
That's why I founded Rawt. The name represents our core mission - to help businesses find their "route" to financial success. Whether you're a startup needing foundational bookkeeping or an established business seeking strategic CFO guidance, we're here to be your trusted financial partner on that journey.
Education
Texas A&M University
Bachelor's Degree in Economics
2021 - 2024 | College Station, Texas
Activities & Leadership:
- International Club - President
- TAMU Economics Society
- TAMU AOTW
Professional Experience
Equity Research Analyst
Stanton Research Group
Conducted in-depth equity research and market analysis, developing investment recommendations and financial models.
Aug 2024 - Dec 2024
New Brunswick, New Jersey
Deals Advisory Intern - Transaction Services (Valuations)
PwC
Supported M&A valuation engagements at one of the Big Four, gaining exposure to international transactions and valuation methodologies.
Jul 2023 - Aug 2023
Dubai, United Arab Emirates
Data Analyst Intern
IMI
Developed data analysis capabilities and research skills working with large datasets to drive business insights and operational improvements.
Dec 2021 - Jul 2023
California
M&A Research Analyst Intern
Virginia Institute of Finance & Management
Gained foundational experience in mergers and acquisitions research, financial modeling, and due diligence processes.
Jul 2021 - Aug 2021
Dubai, United Arab Emirates
Areas of Expertise
Valuations & Analysis
Expert in business valuations, 409A assessments, and comprehensive financial analysis for startups and growing companies.
C-Suite Support
Experienced in providing executive-level financial guidance and strategic support to leadership teams.
Client Partnership
Dedicated to building long-term relationships and understanding each client's unique business needs.
Continuous Learning
Committed to staying current with industry trends, regulations, and best practices in finance.
Ready to Work Together?
Let's discuss how Rawt can help route your business to financial success. Whether you need bookkeeping support, strategic planning, or CFO-level guidance, I'm here to help.
Rawt Assistant
Ask about our services
Hi! I'm the Rawt assistant. Ask me anything about our bookkeeping, financial planning, or CFO services.