Case Evidence

Structural Diagnostics. Institutional Outcomes.

Each engagement installs measurable operating infrastructure. These are not advisory projects — they are structural installations with quantified outcomes.

Logistics Technology

Post-Seed GTM Build

Founder stepped out of sales within four months of engagement.

Exposure

Strong product with early traction but no dedicated sales team. Founder running demos, closing, and onboarding simultaneously. No outbound motion.

Correction

Hired and trained initial sales team. Built outbound playbook, territory model, and lead scoring. Established pipeline reporting and forecast cadence.

Outcomes

2.6x pipeline growth

33% CAC reduction

0 to 14 GTM headcount

Financial Services

Pre-Series B Readiness

Board deck redesigned around cohort-level KPIs. Series B closed in 11 weeks.

Exposure

Narrative-heavy board updates with no standardized reporting. Investors couldn't assess unit economics or capital efficiency from existing materials.

Correction

Built investor reporting package with cohort metrics. Redesigned board deck. Prepared data room and financial model for fundraise.

Outcomes

Series B closed in 11 weeks

$18M round from 4 term sheets

Monthly reporting cadence established

B2B SaaS

Series A Growth

Sales process rebuilt from spreadsheet tracking to stage-gated pipeline with CRM.

Exposure

Sales were entirely founder-led. Pipeline lived in spreadsheets, close rates were declining, and the team had no visibility into what was actually converting.

Correction

Defined ICP and segmentation. Built structured sales process with CRM and reporting. Hired and onboarded two account executives.

Outcomes

$480K to $2.7M ARR in 14 months

Sales team grew from 3 to 12

Company acquired post-engagement

Consumer Goods

DTC Channel Expansion

Reduced single-channel dependency from 80%+ to under 40% of revenue.

Exposure

Over 80% of revenue from a single marketplace. Margins shrinking from rising ad costs. No direct customer relationship or owned email list.

Correction

Launched owned storefront with retention flows. Built wholesale channel with retail partnerships. Implemented customer segmentation and LTV tracking.

Outcomes

3 channels live in 5 months

Customer LTV up 74%

Gross margin improved 22% to 38%

Professional Services

Firm Restructure

Founder removed from active delivery. Two senior consultants now lead engagements.

Exposure

Every engagement required the founder to scope, sell, and deliver. Pricing was ad hoc. Utilization was poorly tracked across the team.

Correction

Packaged three repeatable service offerings with fixed-scope pricing. Built utilization tracking. Trained senior consultants to lead independently.

Outcomes

Revenue per head up 58%

Net revenue grew 31%

Utilization reached 82%

Industrial IoT

Post-Seed Commercialization

First enterprise contract signed five months after engagement began.

Exposure

Engineering team had built a strong product but no sales motion existed. First customers came through personal networks. No pricing, no collateral, no pipeline.

Correction

Defined pricing tiers and packaging. Built sales collateral and demo flow. Hired first enterprise reps and established outbound process.

Outcomes

$1.1M first-year pipeline

5 months to first enterprise deal

Avg. deal size of $62K

Capital Markets

New Venture Build

Platform went live with three institutional partners in seven months.

Exposure

Validated demand from institutional buyers but no operational infrastructure. No compliance framework, no clearing relationships, no technology vendor selected.

Correction

Selected and integrated core technology stack. Established compliance framework. Negotiated clearing and custody partnerships.

Outcomes

Concept to live in 7 months

3 institutional partners at launch

Full regulatory compliance

Measured Results

Where We've Operated.

B2B SaaS Platform

Growth → Exit

HR Technology · Series A

What We Installed

Defined ICP and segmentation model, built stage-gated pipeline with CRM, hired and onboarded two AEs.

$480K → $2.7M

ARR Over 14 Months

Acquired

Strategic Exit

14 months

Engagement Length

3 → 12

Sales Team Size

Fintech Startup

Institutional Readiness

Financial Services · Pre-Series B

What We Installed

Built investor reporting package with cohort-level metrics. Redesigned board deck around KPIs. Prepared data room and financial model.

Series B

Closed In 11 Weeks

$18M

Round Size

Term Sheets Received

Monthly

Reporting Cadence

Healthcare Analytics Firm

Scale

Health Tech · Series A

Revenue In 18 Months

92%

Client Retention

3 → 28

Team Size

Supply Chain Platform

Operational Rebuild

Logistics SaaS · Post-Series A

40%

Fulfillment Cost Reduction

$3.2M

New Annual Contracts

6 weeks

Onboarding Cycle

Legal Tech Startup

GTM Launch

Enterprise Software · Seed

$840K

ARR In First Year

Enterprise Accounts Signed

68%

Inbound Close Rate

Real Estate Fund

Infrastructure

Commercial RE · $120M AUM

3.1x

Deal Flow Increase

$18M

Largest Acquisition Closed

12 days

Avg. Diligence Cycle

EdTech Company

Expansion

K-12 SaaS · Growth Stage

310

School Districts Onboarded

+126%

Net Revenue Retention

$2.4M

Expansion Revenue

Regional Contractor

Growth

Home Services · Owner-Operated

$41K → $112K

Monthly Revenue

< 30 min

Quote Turnaround

28/month

Inbound Leads

Operating Experience Compounds.

Each engagement strengthens the systems that govern architecture, execution, and enterprise value at scale.

Request Strategic Briefing