Technology · Product · Operations · M&A

Most companies don't need more consultants. They need an operator.

Technology leadership, operational efficiency, and strategic advisory for growth-stage companies preparing to scale, acquire, or exit — from someone who's built companies, not just advised them.

15+
Years as CTO / CPO
B+
Data signals managed
Both
Sides of the deal table
0→Exit
Company built & acquired
AI
Native operations

We work with companies at inflection points

When the stakes are high and the margin for error is small

🎯

Preparing for an Exit

You're 12-18 months from a sale. Your tech, operations, and data story need to be airtight for due diligence. We help you create enterprise value, not just clean up.

🔍

Evaluating an Acquisition

You're buying a company and need to know: does the tech actually work, will the team survive integration, are the metrics real? We bring operator-level diligence.

🔧

Post-Acquisition Integration

The deal closed. Now you need to merge two tech stacks, two teams, two cultures — without losing customers or momentum. We've done it under pressure.

📈

Scaling Without Breaking

Revenue is growing faster than your operations can handle. You need systems, automation, and leadership — not more headcount on top of broken processes.

AI Transformation

You know AI should be changing how you operate, but you're stuck between overhyped vendors and underwhelming POCs. We've built AI teams that run real operations.

🏗️

Building the Right Thing

You need a product and technology leader who can turn business strategy into shipped software — without the overhead of a full-time executive hire.

What we do

Hands-on advisory from someone who builds, not just advises

M&A Advisory & Due Diligence

Operator-level diligence for acquisitions, exits, and post-deal integration. We've sat on both sides of the table and know what breaks after the deal closes.
  • Sell-side preparation & enterprise value creation
  • Buy-side technical, product, and operational DD
  • Post-acquisition integration planning & execution
  • Technology and team assessment for PE portfolios
  • Carve-out planning and separation architecture

Fractional CTO / CPO

Executive-grade product and technology leadership embedded in your team. Not a temp — a partner with skin in the game and a bias toward outcomes.
  • Product strategy, roadmap, and execution
  • Engineering team assessment, hiring, and scaling
  • Architecture review and technical debt prioritization
  • Board-ready technology and product narratives
  • Build vs. buy decisions with real numbers

Operational Efficiency & Automation

Systematic audit and transformation of operations — eliminating waste, automating the repeatable, and giving leaders visibility they actually trust.
  • End-to-end operational audit & automation roadmap
  • KPI frameworks + real-time dashboards
  • Sales ops, lead management, and call center optimization
  • AI-powered workflow automation and agent deployment
  • CRM rationalization and data infrastructure cleanup

Data Strategy & Intelligence

Building the data infrastructure that drives decisions — from first-party data strategy to attribution to the analytics that boards actually care about.
  • First-party data strategy & identity architecture
  • Analytics infrastructure (Snowflake, BigQuery, dbt)
  • Marketing attribution & media mix modeling
  • Audience intelligence & behavioral signals
  • Data product strategy & monetization

Advisory firms tell you what to do.
We help you do it.

Our approach is rooted in operating experience, not frameworks

1 Operator, not observer

We've built companies from zero to acquisition — managed P&Ls, shipped products at 2am, negotiated deals under pressure. Our advice comes from scar tissue, not case studies.

2 AI-fluent, not AI-curious

We run our own operations on autonomous AI agents. When we recommend AI for your business, it's from direct experience building and deploying it — not from reading about it.

3 Speed over ceremony

No 12-person engagement teams. No 90-day discovery phases. We're a senior operator who'd rather build a working solution this week than debate strategy for a quarter.

4 Full-stack perspective

Product, engineering, data, operations, M&A — in one advisor. Business problems don't respect org chart boundaries, and neither do we.

What makes us different

🏢

vs. Big Firms

They send junior analysts for 6 weeks and deliver a 200-page deck. We show up as a senior operator and start solving problems on day one.

💻

vs. Freelance Consultants

They manage your Jira board. We tell you whether your product strategy will survive due diligence — and restructure it if it won't.

📊

vs. PE Operating Partners

They optimized a company a decade ago. We built and exited one recently — and we're running AI-native operations right now.

How we work together

Flexible engagement models designed around your situation

Sprint

Focused Engagement

2–4 weeks
From $15K

A targeted sprint on a specific challenge: technical due diligence, operational audit, AI assessment, or exit preparation. Clear scope, actionable deliverables.

Best for: Pre-acquisition DD, exit prep, architecture review
Retainer

Strategic Advisor

Ongoing
$5–10K/mo

A senior sounding board on speed dial. Monthly deep-dives with async access for the decisions that can't wait for a scheduled meeting.

Best for: Founders preparing for a raise or exit, PE portfolio oversight
[ Photo ]

Built from the inside,
not the outside

15+ years building, scaling, and transforming technology companies — as the operator, not the advisor. I've led organizations from startup to acquisition across performance marketing, data infrastructure, and SaaS.

I've been the CTO who gets the call at midnight. The product leader who kills the feature everyone loves because the data says it's bleeding money. The operator who integrates two companies after an acquisition while keeping the lights on.

Today, I work with founders, executives, and PE teams on the things that actually move the needle: building products people pay for, making operations that scale, leveraging AI where it creates real value, and preparing for the transactions that define a company's trajectory.

I run my own operations on AI agents — four autonomous agents deployed in Slack handling development, project management, data analysis, and marketing. It's not a pitch deck. It's what I do every day.

📍 Pacific Northwest · Available globally

Let's talk about
what you're building

No pitch deck. No proposal template. Just a conversation about your business and where an operator's perspective might help.

Schedule a 30-Minute Call →