What We Do
Leverage AI to Transform Data into Competitive Advantage
Operating advisory service to empower data-rich companies with transformative growth and enhanced valuation.
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Experience working with 150+ firms
PayPal
Meta
Booz Allen
Boeing
Capital One
Nestle
Unilever
VolksWagon
Liquid IV
Madison Reed
Tovala
SHRM
Bee Digital
Dollar Shave
Chegg
Backcountry
Our Thesis
PE/VC backed companies with (1) large amounts of data and (2) sizable customer base, are in the best position to take advantage of the AI/ML wave
Who we work with
Valued over $50 million
Seeking an exit or funding in the next 12 to 18 months
Sitting on Large Amounts of Data
Looking to leverage it to generate additional value
Large Customer Base
Enabling low-cost distribution of data value
Our Approach

1

We work with boards and CEOs
To identify and implement innovative AI-driven solutions

2

We leverage predictive LTV and use LLMs
To improve sales and marketing efficiencies

3

We strategize on LLM based product improvement
To improve EBITDA

4

We commit to helping you execute
To enable fast-turnaround and transition
Our process to get started is simple and effective

1

Intro Call (No Cost)
Schedule a 15-30 minute intro call to discuss your needs and goals.

2

Discovery Session w/ team (No Cost)
Schedule a 45 minute call with both teams to plan and discover audit

3

Initial Board Meeting
Two days of fully immersive board meeting from data and ML lens.

4

Weekly Checkins
Work with me for 8 hours a week to execute on AI/ML Strategies

5

Regular Board Meetings (Quarterly)
Strategic review and quarterly course correction

6

Funding or Transaction Event
An elevated outcome supported by AI/ML products
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