Portfolio Support

• Fractional Operating Partner: Embedded support to drive value creation initiatives within one or multiple portfolio companies

• Initiative Execution: Focused projects around revenue growth, operational efficiency, cost reduction, or pricing strategy

• Interim Leadership Roles: Short-term placement in COO, GM, or project-specific leadership roles

Private Equity Firm Support

• Operating Model Design for PE Firms: Blueprint for standing up an in-house ops team: structure, hiring, KPIs, workflow integration

• “What Good Looks Like” Playbooks: Custom playbooks and case studies illustrating high-ROI operating interventions

• Trial Operating Partner Engagement: A short-term embedded pilot to demonstrate value before full-time hiring decisions

Startup Services

• Business Plan Development: Strategy articulation, market sizing, and financial modeling for early-stage ventures

• Go-To Market Strategy: Target customer segmentation, sales motion design, and marketing channel planning

• Operational Setup & Scaling: Initial systems and process design (HR, finance, CRM, tools stack) to support growth

• Fundraising & Investor Readiness: Pitch deck refinement, capital raise strategy, financial model valuation, and data room prep

SMB Services

• Fractional COO Engagements: Hands-on executive support for managing day-to-day operations and scaling teams/processes

• Growth & Profitability Consulting: Strategic planning, pricing optimization, customer segmentation, and margin improvement

• M&A Advisory & Sell-Side Prep:

  • Exit readiness assessments and scorecards

  • Financial clean-up and documentation

  • Buyer targeting and preliminary outreach (if desired)

  • Data room setup and due diligence coaching