Advisory
Engagements typically run multiple quarters and include direct CEO support — drawing on twenty-five years building businesses at Google, Stripe, and Xero.
What I work on
Setting direction and priorities, often working directly with founders and CEOs.
Target segmentation, value proposition, pitch materials, lead development, and pipeline-management best practices.
Strategy and enablement for platform, channel, and ecosystem partnerships at scale.
Strategy and execution best practices — roadmap prioritization, phasing, and technical option-setting.
Investing strategy and M&A support.
Org structure, leadership recruiting and interviewing, and team build for growth-stage companies.
Selected work
Company names are anonymized; engagement detail is real.
Fintech infrastructure
Engaged by the Board as fractional CEO during a critical period leading to a strategic sale. Doubled customer revenue in four months by reprioritizing the roadmap toward highest-opportunity customers, identified and addressed serious cost-structure issues by renegotiating data-aggregator contracts (cutting COGS by 30%), and led BD and Engineering through the uncertainty of the sale process. The company ultimately sold for 2× the initial estimate.
Customer data platform
Built the partner strategy with major cloud platforms to grow the reseller business, including securing key pitch meetings and refining value-proposition materials. The work contributed to the company being named Google Cloud Partner of the Year. Also supported organizational development, including team structuring and recruiting a Chief Revenue Officer.
SMB SaaS leader
Designed a channel strategy to open a new customer-acquisition pipeline, then operationalized it — pipeline prioritization aligned to customer segment and life stage, pitch materials, and operational playbooks. Also supported organizational development, including team structure and hiring a new Director to run the function.
Pre-Series A telecom platform
GTM strategy and execution — target-segment identification, value-proposition development, and pipeline-management best practices — alongside investing strategy (round timing and ideal lead-investor profile), product strategy (customer-UI phasing and technical options), and organizational development. Provides ongoing coaching to the CEO.