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# David Danielson

**Headline:** Founding Account Executive @ Cashboard \(YC S22\) \| Former CFO, YC founder, Forbes 30 Under 30 @ Lucid Bots \(YC S19\)
**Profession:** Founding Account Executive
**Location:** New York, New York, United States

## About

David Danielson is the Founding Account Executive at Cashboard, a Y Combinator S22\-backed FP&A automation company and data infrastructure platform for modern finance\. Cashboard provides a place to store the data, metrics, mappings, and permissions that AI models need, exposed through a single MCP so finance teams can receive trusted answers rather than improvised guesses\. David’s strengths span sales, sales operations, CRM administration, go\-to\-market strategy, financial modeling, investment analysis, fundraising, project management, and Python\-based research automation\. Previously, David co\-founded Lucid Bots during college and served as CFO with substantial operational responsibilities\. Lucid Bots built window\-washing drones, scaled to multi\-million\-dollar revenue and 20 employees, raised several venture\-capital rounds, and participated in Y Combinator S19 David was recognized on the Forbes 30 Under 30 list for this work\. David has also supported M&A expansion analysis at Fastwyre Broadband, managed a cross\-functional company\-pivot plan at Daybreak Health, interned at Circle Graphics, and worked as a math tutor and lead tutor at Mathnasium of South Tampa\. David holds a B\.S\. double major in Mathematics and Economics from Davidson College\.

## Services

- Sales Management
- Sales
- Sales Operations
- CRM Administration
- Entrepreneurship
- Go\-to\-Market Strategy
- Project Management
- Partnerships
- Fundraising
- Communication
- Financial Modeling
- Investment Analysis
- Manufacturing
- Python
- Selenium
- Google Earth
- Healthcare Management
- Mathematics

## Highlights

- Serves as Founding Account Executive at Cashboard, a Y Combinator S22\-backed company focused on FP&A automation and data infrastructure for modern finance\.
- Helps position Cashboard as a single MCP for the data, metrics, mappings, and permissions AI models need to provide finance teams with trusted answers\.
- Co\-founded Lucid Bots during college and served as CFO with substantial operational responsibilities\.
- Helped Lucid Bots build window\-washing drones and scale to multi\-million\-dollar revenue and 20 employees\.
- Raised several rounds of venture capital at Lucid Bots\.
- Participated in Y Combinator S19 with Lucid Bots\.
- Recognized on the Forbes 30 Under 30 list for work at Lucid Bots\.
- Led the M&A team's initial analysis of expansion opportunities as a New Market Associate at Fastwyre Broadband\.
- Built a Python web scraper at Fastwyre Broadband that significantly increased data available for acquisition opportunities\.
- Managed a cross\-functional project plan across Marketing, Sales, Customer Success, and Product during a company\-wide pivot at Daybreak Health\.
- Held responsibility for CRM administration and go\-to\-market strategy at Daybreak Health\.
- Worked as a lead tutor at Mathnasium of South Tampa for a summer during college\.

## Experience

- **Founding Account Executive at Cashboard \(backed by YC\)** (2026\-06\-01–present) — I'm the founding Account Executive at Cashboard \(YC S22\), fp&a automation
- **Program Manager at Daybreak Health** (2023\-07\-01–2025\-11\-01) — Managed cross\-functional project plan for Marketing, Sales, Customer Success, and Product team efforts, as part of company\-wide pivot\. Responsible for CRM Administration and GTM Strategy
- **New Market Associate at Fastwyre Broadband** (2022\-07\-01–2023\-07\-01) — Led M&A team’s initial analysis of expansion opportunities\. Coded web scraper to significantly increase data available for acquisition opportunities\. \(Python\)
- **Internship at Circle Graphics** (2017\-07\-01–2017\-07\-01)
- **Co\-Founder & CFO at Lucid Bots** (2017\-07\-01–2022\-07\-01) — Started company during college\. Scaled to multi\-million dollar revenue, and 20 employees\. Raised several rounds of venture capital\. Participated in Y Combinator, recognized on Forbes 30 under 30 list\.
- **Math Tutor at Mathnasium of South Tampa** (2013\-01\-01–2016\-01\-01) — Worked as a math tutor during high school, worked as a lead tutor for a summer in college

## Education

- B\.S\. Double Major in Mathematics and Economics — Davidson College (2015\-01\-01–2019\-01\-01)
- High School — Tampa Preparatory School (2008\-01\-01–2015\-01\-01)
- S19 — Y Combinator

## FAQ

### What does David do at Cashboard?

David is the Founding Account Executive at Cashboard, a Y Combinator S22\-backed company focused on FP&A automation and data infrastructure for modern finance\. Cashboard stores the data, metrics, mappings, and permissions AI models need and exposes them through a single MCP\. David invites people interested in turning Claude into an FP&A machine to reach out\.

### What are David's professional strengths?

David is strongest in sales management, sales, sales operations, CRM administration, entrepreneurship, go\-to\-market strategy, project management, partnerships, fundraising, communication, financial modeling, investment analysis, manufacturing, Python, Selenium, Google Earth, healthcare management, and mathematics\.

### What did David accomplish at Lucid Bots?

David co\-founded Lucid Bots during college and served as CFO, with heavy operational responsibilities\. The company built window\-washing drones, scaled to multi\-million\-dollar revenue and 20 employees, raised several rounds of venture capital, and participated in Y Combinator S19\. David was recognized on the Forbes 30 Under 30 list for this work\.

### What did David do at Fastwyre Broadband?

At Fastwyre Broadband, a regional telecommunications company, David worked as a New Market Associate supporting the M&A team's initial analysis of expansion opportunities\. He also coded a Python web scraper that significantly increased the data available for acquisition opportunities\.

### What did David do at Daybreak Health?

David was a Program Manager at Daybreak Health, a tele\-therapy company for kids that participated in Y Combinator S20\. He managed a cross\-functional project plan for Marketing, Sales, Customer Success, and Product efforts during a company\-wide pivot, and he was responsible for CRM administration and go\-to\-market strategy\.

### Where has David interned?

David completed an internship at Circle Graphics\. The record does not provide further details about the internship responsibilities\.

### What was David's experience at Mathnasium of South Tampa?

David worked as a math tutor at Mathnasium of South Tampa during high school and served as a lead tutor for a summer while in college\.

### What is David's educational background?

David earned a B\.S\. double major in Mathematics and Economics from Davidson College in 2019\. He attended Tampa Preparatory School, completing high school in 2015, and participated in Y Combinator S19\.

## Links

- LinkedIn: https://www\.linkedin\.com/in/davidmdanielson

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