
Operational scaling to drive growth and valuation gains
Starting at
$
75
/hrAbout this service
Summary
FAQs
What types of companies do you typically work with?
I work with early-stage startups, scaling SaaS companies, and mid-market businesses needing operational structure, improved efficiency, or increased valuation.
What problems do you help solve?
I specialize in eliminating operational bottlenecks, building scalable systems, improving financial clarity, aligning teams, and preparing companies for growth, fundraising, or acquisition.
How do you typically engage with clients?
Engagements range from fractional COO support (10-20 hours/week) to project-based work such as KPI dashboards, operational audits, financial modeling, or building process documentation.
What makes you different from other consultants?
I’ve scaled multiple startups, built patented technologies, led transformations under private equity pressure, and increased valuations from $6M to $56M in under a year. I don’t just advise, I build and execute.
How quickly can I expect to see results?
Most clients see clarity and improvements within the first 1–2 weeks. More substantial operational gains or systems implementations typically show impact within 30-90 days.
Do you work with companies that aren’t technical or SaaS?
Yes. I’ve delivered major operational improvements in manufacturing, supply chain, hardware/software integrations, and services-based businesses.
What tools do you use?
I commonly work with Notion, Asana, QuickBooks, Power BI, JD Edwards, HubSpot, and other CRM/ERP systems—but can adapt to your existing tools.
Can you help us prepare for fundraising or acquisition?
Absolutely. I build financial models, KPI frameworks, operational maturity assessments, and investor-ready materials that strengthen confidence and valuation.
Do you offer ongoing support after a project ends?
Yes. Many clients continue with monthly advisory or periodic check-ins to ensure systems remain aligned as the company grows.
What's included
Operational Blueprint
A comprehensive, founder-friendly blueprint outlining the systems, processes, and workflows required to scale efficiently. Includes roles, responsibilities, KPIs, and immediate next steps for execution.
KPI & Performance Dashboard
A customized metrics dashboard (Excel/Sheets/BI-ready) that identifies the numbers that truly drive growth and valuation. Includes definitions, targets, and tracking templates.
Scalability Assessment
A full audit of current operations, staffing, systems, and workflows to identify bottlenecks, redundancy, or cost drains and actionable recommendations to improve efficiency and readiness for growth.
Strategic Growth Roadmap
A phased 30/60/90-day or quarterly roadmap detailing how to reach key growth milestones, strengthen operations, and improve valuation. Includes dependencies, timelines, and priorities.
Financial Operating Model
A valuation-focused financial model that forecasts revenue, expenses, staffing needs, and cash flow. Helps founders understand runway, pricing strategy, and investor expectations.
Process Redesign & SOP Package
Clear, standardized operating procedures for core business functions (sales, fulfillment, support, production, onboarding). Reduces errors, training time, and operational inconsistency.
Hiring & Org Structure Plan
A recommended organizational structure with future-state staffing, role definitions, and hiring priorities aligned to growth and valuation targets.
Investor-Readiness Packet
Operational and financial materials investors expect: KPIs, financials, risk assessment, systems overview, and a clear demonstration of operational maturity.
Go-to-Market Execution Plan
A tactical, step-by-step GTM plan that aligns marketing, sales, product, and operations to accelerate new revenue streams and customer acquisition.
Skills and tools
Brand Strategist
Business Analyst
Business Consultant

Google Docs

Microsoft Excel

Microsoft PowerPoint

Microsoft Word

Trello