I
Growth & Operating Strategy
The unglamorous infrastructure of growth: channel architecture, pricing discipline, KPI clarity, and the org design that lets all three actually work. Drawn from a decade inside top-quartile, PE-backed consumer businesses.
Deliverables
- · Go-to-market and channel strategy
- · Lifecycle, retention, and pricing systems
- · KPI architecture and operating cadence
- · Organizational design for the next stage
Engagement
6–10 week diagnostic, ongoing operator support.
II
Applied AI Adoption
Practical, commercially impactful AI, measured by the P&L, not the press release. A map of where generative systems, automation, and ML actually reduce cost and lift LTV, then a sequenced build that respects a running business.
Deliverables
- · AI opportunity mapping and ROI prioritization
- · Automation and agentic workflow design
- · Generative AI in marketing, sales, and operations
- · Build-versus-buy and vendor selection
Engagement
4-week audit through multi-quarter buildout.
III
PE Readiness & Transactions
The translation layer between founder-operator instinct and the discipline institutional capital expects. Pre-process positioning, diligence-grade reporting, the value-creation plan buyers actually price into the multiple, and operating partner support post-close.
Deliverables
- · Pre-process positioning and equity story
- · Diligence-grade data and reporting
- · Value-creation plan and 100-day plan
- · Post-close operating partner support
Engagement
Engaged ahead of a process or alongside a board.