Partial Client List
Client Impact
Provided rapid due diligence to vet multiple venture capital investments for a venture capital firm with $1 billion under management. Identified post-close priority actions by portfolio companies for VC to monitor.
- Diligence
Provided due diligence for a PE client evaluating investment in a tech company as part of a potential roll up strategy.
- Diligence​
Performed a technology audit and cost restructuring exercise that saved a multi-billion dollar services firm over $2 million in annual technology. Put in place a more proactive vendor management approach, saving additional millions.
- Assess
Performed a tech leadership, organization and spending assessment for a Series C portfolio company of a VC client. Recommendations led to immediate leadership changes and streamlining of the technology organization.
- Assess
Assessed tech leadership, organization and spend for a Series C portfolio company of a VC client, identifying the absence of a strong CPO as the true bottleneck for product roadmap development and on-time releases.
- Assess
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Assessed architecture and migration strategy for portfolio company of a PE client, leading to a decision to rethink integration strategy rather than rebuild the existing tech platform.
- Assess
Guided a product-led vision and design process to develop a B2B product for a large consumer focused media and gaming company.
- Innovate
Managed hiring and interview process for a CEO seeking to replace an “old school” CIO with a “next gen” leader who could both manage IT while also helping build a modern organization and approach.”
- Hire
Provided interim fractional CTO and CPO leadership while also managing the hiring process for both CTO and CPO for a PE/family office client seeking to incubate and build a data driven tech startup.”
- Hire
Partnering with a VC client and early-stage portfolio company CEO to provide interim fractional CTO and CPO leadership as well as help them build a world class internal tech team as both a co-pilot and investor.”
- CoPilot