How we engage.
Three engagement models. Each scoped to the problem, not to a template. The right shape is the one that fits what the business actually needs — sometimes that's ongoing advisory, sometimes it's embedded leadership, sometimes it's a focused project. We figure that out together.
Advisory
Founder-Level Advisory
Senior operating perspective for CEOs and founders navigating scale, transition, or transformation. Weekly working sessions, monthly retainer, focused on the commercial and operating decisions that move the business most.
Cadence:
Weekly 60-minute working sessions with the CEO or founder. Targeted working sessions with team members as needed. Async review and support between sessions.
Focus:
Pipeline health, GTM motion, operating cadence, customer experience, post-acquisition integration, executive visibility, organizational design, and the operating decisions that don't have an obvious owner.
Output:
Sharper decisions made faster. Better visibility into what's working and what's not. A working rhythm that makes the business more legible to the team running it.
Typical initial term:
90 days
This works for:
Founders running ahead of their operating model — strong demand, but the system underneath isn't keeping up
CEOs of PE-backed portfolio companies post-investment, navigating the operating shift from founder-led to institutional
Growth-stage operators preparing for the next stage — fundraise, expansion, integration, or exit
Executives who want a senior peer to think out loud with, without adding headcount
Embedded
Operating Leadership
Fractional or interim operating leadership for companies that need a senior operator in-seat. The work happens alongside the existing team — not on top of it — with accountability for shipped outcomes across operations, GTM, revenue, or cross-functional execution.
Cadence:
Significantly higher time commitment than advisory work — typically 2-4 days per week, depending on scope. Embedded in the company's operating rhythm, not external to it.
Focus:
Direct ownership of a function or a defined transformation. Leading the team, building the operating model, shipping the outcomes. Common scopes: head of operations, head of revenue, head of integration, or cross-functional senior operator.
Output:
A working operating model the team can run on. Hired and trained successors where appropriate. A clean handoff at the end of the engagement.
Typical initial term:
3-12 months
This works for:
PE portfolio companies needing senior operating leadership post-acquisition or during a value-creation period
Growth-stage businesses navigating a critical transition without the time to run a six-month executive search
Companies integrating an acquisition where the operating work has to ship before a permanent hire makes sense
Leadership teams managing a turnaround, restructuring, or major operational rebuild
Project-based
Diagnostics & Blueprints
Focused 2-4 week engagements scoped to a specific commercial or operating problem. Fixed fee, defined deliverables, clean handoff. For teams that want senior eyes on a constraint before deciding what to build, hire, or change.
Cadence:
2-4 weeks of focused work. Stakeholder interviews, system review, diagnostic synthesis, and recommendations. Light client time required — most of the work happens between conversations.
Focus:
A specific problem with a defined scope. Common examples: pipeline diagnostic, GTM architecture review, post-acquisition integration plan, service delivery audit, forecast governance assessment, or operating cadence design.
Output:
A diagnostic summary with priority recommendations. A roadmap the team can execute on internally or use as the foundation for a follow-on engagement.
Typical fee:
Scoped per engagement. Starts in the $5,000-15,000 range depending on complexity.
This works for:
Teams that know something is off but want senior diagnosis before committing to a fix
Companies considering a major hire, tool implementation, or process change — but want to validate the underlying problem first
Boards or investors who want an independent operator's read on a portfolio company's commercial or operating health
Founders who want to start with something concrete before scoping a larger engagement
How engagements start.
Most conversations don't start with a clear engagement model in mind. That's normal.
A first call is 30 minutes, no deck, no pitch — a working conversation to understand the situation, surface the constraint, and figure out what the right shape of engagement looks like. Sometimes that's advisory. Sometimes it's embedded. Sometimes it's a diagnostic. Sometimes the right answer is something we haven't talked about yet.
We scope the engagement based on what we find in the first conversation. The fit either works or it doesn't. Either way, the first call is useful.
Let's talk.
Most engagements start with a 30-minute conversation. No deck, no pitch — a working call to understand the problem and figure out whether we're the right fit.
