
Services
Advisory Services
Raising your last round of funding was quite an achievement. However, fresh capital raises expectations and brings new voices to the table. New board directors, investors, executives, and employees across the company. Each with their own perspective on what defines success.
It can be easy for a founder to lose focus, trying to do too much, too fast. Cash burn accelerates. Key milestones slip further away.
A common trap you need to avoid.
I am an experienced, trusted advisor that can provide an outside perspective. Someone who is helping you keep key stakeholders, inside and outside your company, aligned with your goals and vision. So that you can keep your team focused on what matters most, ensuring that you reach your next set of milestones.
Areas of focus include:
- Strategic Planning
- Board & Investor Relations
- Funding Strategy (Equity & Debt)
- Growth Strategy
- Runway Optimization
- Margin Expansion
- Organizational Design
- Compensation Strategy
Pivot To Profitability®
At some point in the journey, many venture-backed startups struggle to raise their next round, with no clear path to an exit. However, if a founder acts quickly and decisively, they can extend their runway, giving their team the time and space to build enterprise value while reopening blocked paths to achieving their goals.
A thoughtful approach goes beyond simply looking for places to cut costs. Instead, it considers every aspect of the business. Pricing strategy. Gross margin improvement. A deep dive on your cap table and an assessment of the current funding environment. Interim sources of bridge funding. The potential for more robust debt facilities. Identifying “stop doing” items while accelerating investment in high-performing efforts.
Working together, we will leave no stone unturned.
I am an experienced, trusted advisor that can provide an outside perspective. I have walked this path before. I can help you balance competing interests and different points of view, allowing you to make critical decisions and get back to building your company.
I use a structured approach and years of experience to help you and your team plot the best path forward.
The Pivot To Profitability® Framework

Assess
From KPIs to cap table to cash flow, step one is creating a complete view of the current situation, your goals, and possible options.
Action
A well-defined action plan refocuses resources on the highest potential paths to profitable, scalable growth.
Advise
Communicate a compelling vision that will reignite the passion and confidence in you, your team, and your key stakeholders.
Self-Care
Shift out of crisis mode, do fewer things better, set achievable goals, and provide the time and space to enjoy the journey again.