Transactions

Planning

Planning

Clarify the vision and translate into action

Clarify the vision and
translate into action

Build clearly articulated plans that work backwards from your next financing or exit. Align and integrate strategy, operations, and finances to unlock your next chapter.

Build clearly articulated plans that work backwards from your next financing or exit. Align and integrate strategy, operations, and finances to unlock your next chapter.

Operations

STRATEGIC

OPERATIONAL

FINANCIAL

Strategic Planning

Clarify the vision

Develop a Board-approved strategic plan working backwards from the Founder's vision, ready to be the scaffolding for operations and budgeting.

  • Market identification & segmentation

  • Where to play + why now

  • How to win + why us

  • Key assumptions & risks

  • Investments & operating implications

STRATEGIC

OPERATIONAL

FINANCIAL

Strategic Planning

Clarify the vision

Develop a Board-approved strategic plan working backwards from the Founder's vision, ready to be the scaffolding for operations and budgeting.

  • Market identification & segmentation

  • Where to play + why now

  • How to win + why us

  • Key assumptions & risks

  • Investments & operating implications

STRATEGIC

OPERATIONAL

FINANCIAL

Strategic Planning

Clarify the vision

Develop a Board-approved strategic plan working backwards from the Founder's vision, ready to be the scaffolding for operations and budgeting.

  • Market identification & segmentation

  • Where to play + why now

  • How to win + why us

  • Key assumptions & risks

  • Investments & operating implications