Startup Advisory Engagements

I help startup teams crystallize product vision, establish competitive differentiation, and navigate key business and technology decisions. I work with founders and senior leadership across the product lifecycle, including business ideation, prototype / MVP, market-ready solutions, and scaling go-to-market. I also provide founder-level coaching on strategic matters like fundraising, capital structure, strategic partnerships, and M&A.

Common Engagement Scopes

The descriptions below help clarify how companies most often leverage my experience. If you’d like more specifics, contact me with your requirements and I’ll share relevant engagement plans as a starting point.

  • This engagement provides flexible, executive-level support for early-stage companies navigating growth, uncertainty, and complex decisions. Offered on a retainer basis, this service gives founders and leadership teams direct access to seasoned startup expertise when they need it. Common advisory topics include fundraising strategy, product-market fit, technology architecture, team building, go-to-market execution, compliance planning, and investor communications. Clients use this service to pressure-test ideas, avoid costly mistakes, and accelerate critical decisions. Advisory sessions are scheduled on-demand and delivered via video or phone, giving startups real-time access to a trusted, experienced advisor who has walked in their shoes.

  • This is a focused advisory service that helps validate how well a product truly meets the needs of their target market. Through customer & analyst interviews, competitive benchmarking, usage data analysis, and positioning review, I assess alignment between the product’s value proposition, customer pain points, and market demand. I identify gaps, unmet needs, and potential adjustments to improve traction and growth. The outcome is a clear, actionable report outlining how your product aligns to buyer pain points, how your buyers prioritize these needs, and how to strengthen market fit. This service is ideal for early-stage companies preparing to scale or struggling to convert market interest into sustainable revenue growth.

  • This service provides a clear, multi-faceted understanding of your competitive posture and opportunities to gain competitive advantage. I analyze direct and indirect competitors, product-market fit, meaningful differentiation, pricing, positioning, and go-to-market strategy. Insights from this analysis inform strategic decisions around target markets, messaging, feature prioritization, and competitive SWOT. Whether you’re entering a crowded space, seeking to reposition against incumbents, or are encountering new market entrants, this engagement delivers risks, opportunities, and recommended moves. Ideal for startups refining their strategy or preparing for fundraising, this service ensures your positioning is grounded, compelling, and aligned with market realities.

  • This service helps startups design and execute a go-to-market (GTM) strategy that aligns with their product, audience, capabilities, and business goals. I collaborate with your product, marketing, and sales teams to analyze target customer segments, value propositions, sales channels, pricing, and messaging frameworks. The engagement often includes refining positioning, identifying strategic early adopters, planning launch activities, and setting KPIs to track performance. This effort can also include direct review and refinement of marketing and sales messaging, including technical sales strategies. Whether preparing for initial launch or optimizing an existing GTM plan, this service ensures market efforts are focused and effective. Ideal for startups transitioning from build to sell, it turns early product momentum into a real, repeatable market motion.

  • This service helps startups identify opportunities to improve the financials related to building, marketing, selling, and delivering products and services. I break down development expenses, customer acquisition costs, operational overhead, and delivery margins to uncover hidden inefficiencies and identify opportunities for improvement - including how technology platforms and practices impact financials. By mapping financial inputs to product lifecycle stages, I reveal where time, money, or resources may be misaligned with business goals. The result is a practical, actionable analysis that supports smarter budgeting, pricing, and scaling decisions. Ideal for startups seeking to improve product economics, increase runway, or prepare for fundraising with defensible financial insights.

  • This service helps startups build high-performing, scalable technology teams aligned with their product and business goals. I assess current team structure, identify gaps in skills or leadership, and define the optimal hiring strategy for current and future growth stages. Whether assembling a founding team, scaling engineering capacity, or filling leadership roles, I help guide leadership decisions regarding recruiting, interviewing, onboarding, and team design. The focus is on balancing speed with quality, ensuring the right people are in the right roles at the right time. Ideal for startups transitioning from prototype to product, or preparing for rapid scale, this service lays the foundation for long-term team success.

  • This service helps startups and growth-stage companies assess the effectiveness of their overall organizational structure, leadership roles, and team dynamics. I evaluate current organization structure, staffing levels, decision-making processes, communication flows, and team-level alignment with strategic goals. Through interviews, org chart analysis, and functional mapping, I identify structural gaps, inefficiencies, or role confusion that may hinder execution or scaling. The engagement concludes with a set of actionable recommendations to realign teams, clarify responsibilities, and support future growth. Ideal for companies experiencing growing pains, leadership transitions, pushing into a fast-growth phase, or preparing for funding, this service ensures the organization is built to execute with clarity, speed, and resilience.

  • This service provides investors and corporate development teams with expert, objective evaluation of a technology company’s strengths and weaknesses - with special focus on SaaS and technology-driven products. Scope can include topics including team, product-market fit, feature roadmap, competitive posture, revenue velocity, solution technology, customer retention, and financials. The goal is to uncover risks, validate claims, and identify gaps that may impact future growth or integration. I deliver a concise, actionable report that supports investment decisions, M&A activity, or strategic planning. Ideal for venture firms, corporate development teams, or startups preparing for a transaction, this service brings clarity and confidence to high-stakes technology and product assessments.