Advisory Services
With a wealth of experience and a career spanning almost two decades, I am proud to offer comprehensive advisory services for scaling companies, funds, and family offices. My services are tailored to each client, providing investment committees with effective governance structures and valuable insights.
In my advisory capacity, I uphold three key pillars of governance -transparency, alignment, and candor. Transparency ensures open and honest communication, fostering mutual trust. Alignment involves working towards common goals and ensuring my advice aligns with the organization's vision and mission. Candor encourages open feedback and constructive critique, promoting continuous growth and improvement. These principles guide my approach to providing strategic advisory services, leading to meaningful partnerships and successful outcomes.
By working closely with the decision-makers within these entities, I aim to help them navigate the complex landscape of their respective industries, seize lucrative opportunities, and drive future growth. I provide strategic insight that helps portfolio teams navigate through challenges, capitalize on growth opportunities, and enable investors to realize premium returns.
Offering:
- Hourly advisory calls (include a link to calendly for scheduling)
- Board governance
- Investment committee advisory
- Operating partner for funds and family offices
“Plans fail for lack of counsel, but with many advisers, they succeed.” — Proverbs 15:22
