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Growth and Tech Advisory Services for Private Equity and VC Firms



Private equity and venture capital firms have historically been great clients for me and the people I work with. They usually try to stick to certain industries, which gives them the chance to repeat what they have learned in growth and tech across multiple companies in their portfolios. Each market is complex, but with research and analysis, we can find a winning formula and develop repeatable playbooks that produce fantastic results.


I work closely with funds and portfolio companies to unlock the secrets of each market, and then use a program management model to execute the strategies we have developed. Together, we can create new value by optimizing operations, strengthening product-market fit, and re-engineering the go-to-market function so that companies run efficiently and reach their full potential.

Why Hire Me and My Team?

• Proven Innovation: I have extensive experience in the startup and innovation field, having worked jobs and contracts in the space in Pittsburgh, Washington DC, New York and Silicon Valley (San Francisco and San Jose) since 2005. 

• Data-Driven Strategies: I blend strategic analysis with extended market intelligence and creative problem-solving to develop growth strategies that deliver measurable results.

• Trusted Program Management: If you want more than strategy, our project and program management approach to execution will satisfy your needs and save you money over traditional methods. My experience in various roles from smaller organizations to top organizations like PwC has helped me in developing a robust advisory practice that can deliver when it matters.

  • Strategic and Business Planning

    • Market and competitive analysis
    • Business model innovation, design, and feasibility studies
    • Go-to-market strategy development with integrated project planning
    • Roadmapping, milestone definition, and financial forecasting
    • Strategic portfolio management for concurrent initiatives

  • Product Development & Innovation

    • Ideation, concept validation, and feasibility assessments
    • MVP strategy with iterative development plans
    • Prototyping, UX/UI design, and product design execution
    • Agile project management with sprint planning and iterative reviews
    • Cross-functional coordination and resource scheduling

  • Digital Marketing & Web Presence

    • Website Development:
     – Custom design and responsive development projects
     – CMS integration, e-commerce setups, and project timelines
     – Mobile optimization with staged rollouts
    • Email Marketing:
     – Campaign planning, segmentation, and performance tracking
     – A/B testing, automation setup, and milestone reviews
    • Social Media Management:
     – Strategic content calendars and campaign management
     – Community engagement, influencer collaborations, and scheduling
    • SEO & Digital Analytics:
     – SEO audits, keyword strategies, and execution plans
     – Performance monitoring and iterative optimization
    • Additional Digital Services:
     – Content marketing, PPC campaigns, conversion rate optimization
     – Project oversight for integrated digital marketing efforts

  • Technology & Infrastructure

    • IT architecture and cloud infrastructure planning
    • Cybersecurity and data protection initiatives with risk management
    • Implementation of smart systems and multimedia integrations
    • Phased rollouts with project governance and performance monitoring

  • Operational Excellence

    • Process and workflow optimization with project roadmaps
    • End-to-end project and change management
    • Vendor and supply chain management integrated with program oversight
    • Quality assurance, testing protocols, and continuous improvement cycles
    • Remote collaboration tools with clear project deliverables

  • Talent & Leadership Development

    • Organizational culture and team-building programs
    • Leadership coaching, executive mentoring, and talent management projects
    • Recruitment strategies and onboarding process projects
    • Continuous performance management and skills development initiatives

  • Customer Experience & Support

    • Customer journey mapping with project implementation plans
    • CRM deployment, customer success programs, and support infrastructure
    • Design and management of helpdesk systems, feedback loops, and post-launch engagement
    • Continuous improvement projects for customer experience optimization

  • Ecosystem & Partnership Development

    • Strategic partnership and alliance building with project timelines
    • Accelerator/incubator program design and management
    • Innovation workshops, hackathons, and cross-collaboration initiatives
    • Corporate venture projects and market trend analysis initiatives

  • Project & Program Management

    • Integrated project planning and portfolio management across all service lines
    • Cross-functional team coordination, resource allocation, and schedule management
    • Risk management, performance tracking, and milestone reporting
    • Communication protocols and stakeholder engagement strategies