Look: with this much experience, an embedded veteran who can respond to your company’s particular needs and situation in unique ways is eminently doable. But if you’re looking for packaged solutions to save you time and effort, try these.
Pitch Prep
Fundraising Readiness Sprint
A 3–4 week engagement to refine your narrative, package your goals and plans, update your projections, and align your roadmap to investor expectations.
Deliverables
- Clear investor narrative (vision + traction + roadmap)
- Financial model + key assumptions validated
- Go-to-market summary and proof points
- Pitch deck + data room
- Investor FAQ documents to prep founders
SaaS Strategy Playbook
Strategic Planning Intensive
A cross-functional strategy workshop + playbook development cycle. Facilitate a process with your leadership team to document your vision, annual plans, quarterly milestones, and near-term executable goals.
Deliverables
- Strategy workshops with key execs
- Company- and team-level OKRs
- 12–18 month strategic roadmap that resonates with investors
- Functional interlock document (who owns what and why)
Scaleable Tech OperationS Plan
Product and Tech Optimization Intensive
An engagement to help address technical debt, operational bottlenecks, and the unscalable workarounds and stopgaps that happen during a startup’s early days.
Deliverables
- Key process mapping and optimization insights
- Automation & tooling recommendations
- Cross-functional workflow design
- Metrics and dashboards for operational health
