Focus Areas
Advisory for Companies Scaling to $100M+ ARR
We provide comprehensive advisory services across all critical areas needed to scale your business. Our team brings decades of experience in building and scaling successful SaaS businesses, with a proven track record of helping companies achieve extraordinary outcomes.
Go-To-Market
Strategic GTM Leadership
•Sales process development & funnel optimization
•Outbound strategy & playbook creation
•Pricing strategy for customer lifecycle continuity
•Modern sales stack implementation
•Executive coaching on sales process
GTM Engineering & Automation
•Custom GTM + AI tech stack with Clay, Koala, RB2B
•Automated lead scoring with behavioral signals
•Personalization at scale for outbound campaigns
•Data engineering for growth analytics
•RevOps workflow automation
Talent & Team Building
•Repeatable hiring processes for AEs, CSMs, SDRs
•Talent sourcing and interviewing
•Team coaching and mentorship
•Strategic guidance on IC vs. leadership hiring
•Introductions to top GTM talent
Finance
Financial Strategy & Operations
•Cap table management and equity structures
•Operating model development for P&L
•Vendor negotiations to optimize OpEx
•Benchmark analysis for financial targets
•FP&A systems implementation
Fundraising Support
•Access to investors across 50+ top VC firms
•Pitch deck development and refinement
•Financial model creation for fundraising
•Investor introduction strategy
•Term sheet negotiation guidance
Growth & Scale Planning
•Financial roadmap to $100M+ ARR
•Cash flow optimization and runway planning
•Financial compliance frameworks
•M&A preparation and guidance
•Board and investor relations strategy
HR & Operations
People Operations
•HR infrastructure development
•Compensation benchmarking and leveling
•Onboarding/offboarding process design
•Employee experience strategies
•Performance management frameworks
Recruiting & Talent
•Full-stack recruiting support
•Offer extension and closing strategies
•Talent pool development
•Employer branding optimization
•Diversity and inclusion hiring practices
Business Operations
•SOC2/GDPR/ISO27001 compliance
•Legal templates for MSAs and contracts
•Process documentation and optimization
•Cross-functional workflow alignment
•Strategic planning and OKR implementation