For Investors & Founders

Operating partner rigor, without the ramp time

GTM diligence, value creation, and revenue operating systems — from an operator who has run them inside a $4.5B public company and across a PE portfolio.

01 · DILIGENCE

Pre-close GTM diligence

Pipeline quality, forecast methodology, CRM architecture, and sales org design — the findings that predict post-close pain before the deal closes, and shape the integration roadmap.

02 · VALUE CREATION

100-day plans & post-close builds

Operating cadence, accountability models, and quick wins sequenced for PE timelines — informed by executing the 100-day GTM integration through Anaplan's Thoma Bravo acquisition.

03 · KPI ARCHITECTURE

Board KPI frameworks

The translation layer between operator metrics and investor language — pipeline coverage to ARR trajectory, forecast accuracy to NRR trend, rep productivity to sales efficiency — applied consistently across a portfolio.

04 · REVOPS BUILDS

RevOps from zero

Standing up the first real revenue operations function — forecasting cadence, pipeline inspection, CRM governance, and the accountability to run it. Done at $150M–$500M ARR scale and at $2B+ scale.

Is your revenue model outgrowing its operating system?

For founders shifting from booked revenue to product- and usage-driven revenue — six signals worth taking seriously:

Two or more of these, and the operating system — not the team — is the constraint. Worth a conversation →

Proof, not positioning

As Operating Director at Motive Partners, served as embedded operating partner and advisor across seven growth-equity and buyout portfolio companies in North America and Europe — advising boards directly on GTM strategy and org design, running pre-close diligence, and building the KPI framework investors used to evaluate commercial performance across the portfolio.

At InvestCloud ($150M–$500M ARR), built RevOps from zero — delivering the first credible, data-backed revenue narrative the board had received. The same frameworks now run at $4.5B public-company scale.

Start the conversation