How We Can Help
Growth & Expansion - Portfolio
Opportunity Analysis, Investment Thesis Review, Portfolio Growth Strategies, Growth Portfolio Development. Our Scalable Growth Methodology provides a repeatable set of processes for teams and portfolio managers.
Ideation & Mentoring
Add your pricing strategy. Be sure to include important details like value, length of service, and why it’s unique.
Product Strategy Audit
The Strategy review analyzes the roadmap against a scale of investment and competitive criteria, identifying opportunities for rationalization and optimization. The Audit is suited for re-focusing sprawling roadmaps and product initiatives within individual organizations or across multiple businesses in a portfolio.
Geographic Expansion
In depth collaboration on geographic expansion; focus on multi-year planning, resource requirements, budget development and operations readiness. Optional partner / client introductions where appropriate.
Commercialization Jump Start
Leverage best in class Commercialization approach and checklist for Go To Market stakeholders in Sales, Revenue Operations, Marketing, Product, and CX. Deep dive into Pricing, Segmentation and Commercial Model development.
Fractional Leadership
Add your pricing strategy. Be sure to include important details like value, length of service, and why it’s unique.
Growth & Expansion
Opportunity Identification, Investment Thesis Development, Business Plan Development / Fundraising, Investment Due Diligence (DD). Implement and refine methodology for evaluating and tracking growth initiatives. Designed to engage with growth investors, portfolio managers, and executive leadership.
Product Strategy Audit, Competitive Baselining
Designed to re-focus sprawling roadmaps, support high impact investment plans, and regain competitive edge in market segment. Provide methodology to track firm’s “competitiveness” and its investment and resource allocation relative to competitive positioning. Key engagement effort: audit product strategy and roadmap, developing a competitive baseline.
Ideation, Mentoring & Coaching
Provide executive sound boarding, individual initiative review and staff mentoring / support. Calibrate organizational processes and imparting methodology to support Sustainable Growth. Collabarate with leadership and teams in Sales, Marketing, Corporate Strategy and Product Management teams.
Commercialization Jump Start
GTM strategy review, stakeholder coordination, asset inventory checklist, pricing model and segmentation. Go To Market and Commercialization Planning. Targeted engagement to identify best Go To Market approach for existing or new solution(s). Specific focus onLeverages our comprehensive Commercialization Playbook. Designed to support Sales, Product, Revenue Ops, and Customer Experience teams.
The Results
“A game changer.”
— CEO, publicly listed Fintech company