
In-Depth Discovery & Team Workshops
Structured sessions with you and your key team members to thoroughly understand the current state, challenges, and ambitions.
Feeling stuck or overwhelmed by scaling complexity? This assessment provides a clear, objective diagnosis of your primary growth constraints across Operations, Finance, and Technology. I deliver a prioritized, actionable roadmap designed to guide your venture through its next crucial stage.
Assess Your Scaling ReadinessThrough structured deep dives and rigorous analysis, I identify constraints and opportunities to construct your tailored growth plan.
Structured sessions with you and your key team members to thoroughly understand the current state, challenges, and ambitions.
Mapping critical operational processes to pinpoint inefficiencies, dependencies, and expose potential scaling risks.
Analyzing financial performance, unit economics, cash flow dynamics, and key metrics to accurately gauge financial readiness for scaling.
Evaluating your current technology infrastructure and identifying pragmatic AI opportunities to enhance efficiency, data insights, or customer value.
A dedicated working session to review findings, validate priorities, and finalize a clear, actionable growth roadmap together.
Gain an objective understanding of your scaling readiness and receive a prioritized, integrated plan enabling confident, focused execution.
Beyond typical advisors: An experienced founder partnering with you to navigate the messy realities of scaling by integrating finance, operations, and technology.
Read More about the entrepreneur co-pilot retainerTransform financial data into strategic foresight. Build the robust financial framework essential for navigating growth, optimizing profitability, and securing investment.
Read More about strategic finance for scale-ups: build your performance frameworkDesign and implement the core processes, structure, and metrics required to break through the 'Operational Wall' and scale your venture efficiently.
Read More about implementing your operational scaling engineMove beyond AI hype. I help you identify, plan, and pilot 1-3 high-impact, achievable AI initiatives tailored to generate tangible business value.
Read More about pragmatic ai: roadmap & pilot implementationI diagnose critical bottlenecks across your Operations, Finance, and Technology, delivering a prioritized roadmap to confidently navigate your next growth stage.
Read More about scaling readiness assessment & growth blueprintYou've built something valuable, but now face the scaling paradox: success creates the very chaos that prevents further growth. Your operations strain, financial visibility blurs, and technology becomes a bottleneck rather than an accelerator. I've guided dozens of founders beyond this critical juncture by integrating battle-tested operational frameworks, financial clarity tools, and pragmatic AI solutions. Book a no-obligation 30-minute diagnostic call to pinpoint your specific scaling levers and outline a concrete path forward.
Not just advising, but personally building and scaling ventures through the same complexity you face today.
Measurable growth achieved by implementing integrated operational, financial, and technology frameworks.
Proven expertise in strategic asset growth and complex portfolio management applying the same scaling principles I bring to your venture.