Advisory for software companies
Your budget is your real strategy. Is it the one you chose?
I help software companies put their people, products and money behind what matters most, and build the organization that delivers it.
What the strategy says
Where the budget goes
Transform: 20% planned, 5% funded.
Illustrative
Clients
Who I work with
Venture-backed startups
Seed to Series C
You've just raised, and the roadmap is filling faster than the team can deliver.
- Every initiative has a champion, and none has enough people.
- AI has changed what's worth building, and part of the plan you raised on no longer holds.
- Your pricing doesn't fit an AI or open-source product, and inference costs are eating gross margin.
- Product still runs through the founder, and the next round will ask about efficiency.
Enterprise software companies
Established product lines
Something's stalled, and it's not obvious what. The organization and the portfolio were built for a plan that no longer fits.
- The org chart reflects last year's strategy.
- AI is a board mandate, but the results haven't shown up.
- You're shifting from growth to value, or back, and nobody has re-cut the budget.
- Legacy and subscale products absorb engineering time the new strategy needs.
Private equity & holding companies
And their portfolio companies
You own a software business, with a value-creation plan to deliver and an exit to prepare.
- You've held on to it longer than planned, and the story for the next buyer isn't strong enough yet.
- A bolt-on has closed, leaving overlapping products, duplicated R&D and a stalled cross-sell.
- AI spend is up, but EBITDA hasn't moved.
- Pricing upside is on the table, but migrating the installed base feels risky.
- The board can't see retention by product line.
Practices
What I offer
I help align your organization, products and investments with your business strategy, across four practices.
Organizational Transformation
When the strategy changes, the organization has to change with it. I help redesign R&D and product organizations and make AI adoption show up in results, while keeping the people you can't afford to lose.
Product Strategy
Pricing, packaging and the full product lifecycle, from building or buying a product to retiring one. I help change what customers buy and how the business earns from it, including open-source and AI products.
Product Portfolio & Operations
Every product line and initiative is a bet. I work alongside your teams to build the investment framework, metrics and operating rhythm that move people and budget to the best ones, and I can run that rhythm for you while you hire for it.
M&A & Diligence
Before the deal, I tell you whether the product is real, what it will cost to fix, and whether the roadmap holds up. After the close, I build the first-100-day plan and integrate the products and teams.
Every practice can be delivered as a diagnostic, an embedded program, ongoing advisory, or interim and fractional leadership.
Why work with me
I've been in your seat, more than once.
For over 25 years I've led reorganizations, acquisitions, pricing changes and product sunsets inside software companies. So you get someone who already knows where these efforts go wrong.
Let's talk.
Tell me what's changed and where the plan feels stuck. The first conversation is free, takes about 45 minutes, and ends with a clear view of how I can help.