Build a scalable engine to drive equity value growthÂ
Commercial due diligence for private equity
We act as a strategic ally to PE sponsors and B2B founders, utilizing a diagnostic framework to de-risk GTM investments, expedite revenue capture, and increase SaaS exit multiples. Most clients begin with a Focused Commercial Assessment before deciding on follow-on work.Â
Commercial due diligence for private equity
Service Offerings
Focused Commercial Assessment
Our flagship engagement and mandatory first step. This intensive diagnostic provides PE sponsors with an objective, data-driven audit of the entire commercial engine. We identify friction in sales, marketing, and pricing to validate the GTM investment thesis and ensure the SaaS framework is structurally sound for repeatable, rapid scaling. Commercial due diligence for private equity
Targeted Value Creation Initiatives
High-priority, post-assessment workstreams designed to unlock specific levers of ROI. We solve critical bottlenecks in pricing architecture, lead generation, or net retention, delivering the rigorous execution required for firms seeking a material uplift in their total enterprise valuation.
Board Advisory & GTM Governance
Independent oversight for investors and boards concerning market defensibility, growth viability, and the management team’s ability to execute against the long-term investment case.
Fractional Revenue Leadership / CRO
A secondary engagement model for ongoing execution. We provide senior leadership to synchronize S&M, stabilize forecasting, and transition manual sales processes into professional, performance-based GTM machines.
Engagement Model
Headquartered in Portland, I provide a flexible hybrid model that combines remote strategy with on-site intensity for clients across North America. Partners receive a dedicated consultant who integrates directly with the C-suite, providing high-touch guidance and execution through a mix of virtual and in-person deep-dive sessions.