I provide strategic initiative or tactical project support across the executive management team of startups and later-stage technology providers in the space — to help you minimize your anxiety and maximize your excitement as you go into new and unfamiliar places in your role.
My management expertise is in SaaS B2B software companies in the fintech domain. I founded and grew a company for 13 years, bringing it to and through a successful acquisition. I have been on the executive team of another company that went IPO, and another that shut down due to loss of funding. I intimately understand the cadence of life in a SaaS company, and how each department (product, client-service, engineering, support, marketing, and sales) functions on its own while also contributing to the fortunes of the company. I will help you shortcut your decision making and illuminate the pathways that lead you to greater success.
Projects where I offer immediate value:
- Strategic planning - Financing plans, use of funds, pitch deck review
- Product - Vision, definition, market-fit, validation of a product plan, both strategic and tactical
- Marketing - Mission, messaging, ecosystem review, marketing plan, content writing
- Technology - Architecture review, flow between product and engineering
- Operations - Optimizing the internal workings of each team and the flow between teams
Domains that I have worked in
- Alternative Investments
- Asset Management
- Mortgage Lending
- Banking
- Insurance
- Transportation