VALUE CREATION FOR PE-BACKED AND FOUNDER-LED COMPANIES
Growth that shows up in the P&L.
I join growing companies as a fractional operator and run the playbooks that move revenue and margin. Pricing, sales, partnerships, retention, operations and AI. When I leave, your team owns it.
16+ years
Audit, M&A, venture, operating
EY · KPMG
Audit and buy-side deal advisory
Chicago Booth
MBA, venture
VP, B2B SaaS
Owned the P&L, sales, customer success and partnerships
ABOUT ME
I read companies like an investor and run them like an operator.
I've spent 16+ years learning how companies make money.
I started in audit at EY, then did buy-side deal advisory at KPMG, helping buyers pay the right price or walk away. After Chicago Booth, I joined a VC-backed B2B SaaS company and went from Senior Manager to VP, owning the P&L, sales, customer success and partnerships.
Today I work with PE-backed and founder-led companies as a fractional operator. I build the systems and I help the team scale them.
WHAT I COME IN TO DO
Six levers. One P&L.
The growth is usually already in the business. Pick a lever to see when to call me, what I run and what it delivered.
LEVER 01
Go-to-market and sales
Pipeline depends on a few people and nobody agrees on who the best customers are.
WHEN TO CALL
- Unclear ideal customer
- Founder-led sales that won't scale
- Positioning that sounds like everyone else
WHAT I RUN
- Sharpen positioning and the ideal customer
- Build the sales playbook and stages
- Set the pipeline rhythm and reporting
- Launch into the next market
New market launched and hit pipeline projections
WHEN I COME IN
Before close, after close, through the hold.
I've sat on the buy side and the operating side, so I read a business the way your investment committee does.
BEFORE CLOSE
A clear read on revenue
Where growth leaks across revenue, operations and finance, and which levers are real.
Diagnostic
FIRST 100 DAYS
A plan the team can run
The first playbook picked, scoped and started, with the operating rhythm in place.
Diagnostic, then a playbook project
THROUGH THE HOLD
Senior leadership, part-time
Inside the team two to two and a half days a week, running the playbooks and building the systems.
Fractional lead
ENGAGEMENTS
Three ways to work together.
Each one runs on a playbook I've run before, with a set scope and a clear end.
01 · DIAGNOSTIC
Growth and operations diagnostic
I find where growth leaks across revenue, operations and finance, and which lever to pull first.
- Length
- 2 to 4 weeks
- Pricing
- Fixed fee
- Best for
- New owners who want a clear read fast
02 · PROJECT
Playbook project
One lever, a set scope and a clear end date. Pricing and packaging is a strong place to start.
- Length
- 6 to 8 weeks
- Pricing
- Fixed fee
- Best for
- Teams who know what needs fixing
03 · FRACTIONAL
Fractional GTM and operating lead
I join the leadership team, run the playbooks with your people and build AI into the work.
- Length
- 6 months
- Pricing
- Monthly retainer
- Best for
- Growth before a full-time hire
STATEMENT OF RESULTS
What moved.
From leading revenue at a VC-backed B2B SaaS company.
BACKGROUND
Every side of the table.
AUDIT · EY
How the numbers get reported
Financial services, SMBs and high-tech.
DEAL ADVISORY · KPMG
How companies get valued
Buy-side diligence across software, industrials and healthcare.
VENTURE · BOOTH
How investors think
MBA at Chicago Booth, venture along the way.
OPERATOR · VP
How revenue gets built
Senior Manager to VP at a VC-backed B2B SaaS company.
SPEAKING
For PE portfolios and leadership teams
- 01AI and value creationPE and operators
- 02Pricing is your fastest growth leverRevenue teams
- 03AI that buys back timeLeadership teams
Recent: AI and value creation conference, speaker · Chicago Booth ETA conference, panel host
Book a talkWRITING
AI After Carpool
I also write a Sunday newsletter for 2,600+ ambitious people mid-career.
Read itLet's find your biggest lever.
Send a note. We talk for 30 minutes about where growth is leaking, and you get a short proposal with scope and fee.