The PE playbook, installed
Monthly board cadence, a live KPI dashboard, initiative reviews: the same practices funds use to run their companies, working inside yours.
The Operating Partner
Private equity firms get more out of a company than its owner does - not because they know it better, but because they run a playbook. I bring that playbook to your table as your external Chief of Strategy and Technology, without you selling a single share.
How it works
Your numbers on demand, your tech decisions with criteria, your directors thinking for themselves.
Monthly board cadence, a live KPI dashboard, initiative reviews: the same practices funds use to run their companies, working inside yours.
Where to play and how to win, turned into a ranked initiative map - and systems that point in the same direction, month after month.
What systems you have, how they connect, where the gaps are - and a hard look at what you pay for versus what actually gets used.
Sourcing, vendor meetings, contract, signature. I sit at the table, not behind you: nothing gets signed until it gets past me.
Managers who grow into people you can hand decisions to, not just tasks.
Put to work in your people's hands, measured by what it returns, not by the headline.
It starts with the four-week Decision Architecture Sprint - $4,970 USD, and you keep everything even if we stop there. If we sign, it comes off your first month. From $10,000 USD a month, six-month commitment. An executive seat, not a project.
What changes
You answer "how are we doing?" in minutes, not after three days of someone assembling a PowerPoint.
No vendor gets your signature until his pitch survives 20+ years of buy-side scrutiny.
Your directors bring you decisions instead of problems, so the company stops needing you in every room.
Case in point: the same team that spent 18 months stuck on their BI dashboard built it in a week and a half once the project changed hands - AI wired into the CRM.
A real client's words will sit here. This page doesn't ship with invented praise.
The fine print, up front
An executive seat, not a consultant's report: not a dollar of technology spend gets approved without getting past me - and I put my name on the savings.
Questions owners ask
A working executive seat: monthly board cadence with a live KPI dashboard, strategy and technology kept aligned, every technology negotiation carried by me at your side of the table, your directors and managers coached, and AI put to work where it actually pays off.
A consultant hands you a report and leaves. I sit at the table and carry the decisions with you, month after month. The judgment stays in your building.
From $10,000 USD a month, with a six-month commitment. A full-time executive with this track record costs several times more, and you don't need their forty hours - you need their judgment at the table. The four-week sprint fee comes off your first month.
With the four-week Decision Architecture Sprint: your architecture map, your paid-versus-used technology audit - how much you're paying today for technology nobody uses - and the three initiatives that unlock the most value, ranked. You keep it all even if we stop there. Getting in takes an application and an interview: I only keep a few seats open.
The Operating Partner
You built a company that needs you in every room. The next version of it shouldn't.
If the seat isn't for you, or $10K a month isn't in the budget, the alternative is The PE Playbook: the same method, with your team, in a group, at $497 USD a month per person on the annual plan.