Operator Advisory

    Operational support and strategic guidance for founder-led businesses. Every engagement includes ownership participation (equity)—we're aligned from day one.

    Ownership participation in every engagement
    Hands-on execution support
    Aligned incentives, shared upside

    How We Engage

    Every commercial engagement includes equity/ownership participation, hands-on execution and a defined operating cadence.

    We do not offer hourly consulting, project-based advisory or retainer-only support.

    Capital + Operator Partnership

    We invest proprietary capital and work alongside founders on financial clarity, operating discipline and execution.

    • Growth initiatives
    • Acquisitions and integration
    • Financial infrastructure
    • KPI discipline and margin management

    Proprietary capital + equity/ownership participation + governance and execution cadence

    Retainer + Operator Advisory

    A monthly advisory commitment with ownership participation and shared accountability for execution.

    • No immediate capital need
    • Hands-on operating support
    • Financial reporting and cash planning
    • Role clarity and accountability

    Monthly retainer + equity/ownership participation + execution cadence

    Terms, governance and responsibilities are defined for each partnership. Capital is selective, not guaranteed.

    See If We're a Fit

    Who We Serve

    Founder-led businesses across industries at critical financial and operating inflection points. Stage matters more than an arbitrary revenue threshold.

    Revenue Inflection Points

    $1M–$5M Revenue

    Founder-Led Momentum

    Weekly cash visibility, a reliable monthly close and the first layer of management accountability.

    $5M–$20M Revenue

    Growth + Professionalization

    Budgeting, forecasts, margin visibility and repeatable systems as the team and business grow.

    $20M–$50M Revenue

    Scale, Structure, and Strategic Options

    Leadership alignment, management reporting, controls and preparation for capital or transition options.

    Business Inflection Points

    Emerging Businesses

    Build foundational financial discipline, cash forecasting and decision-ready information.

    Growth + Professionalization

    Move from founder-driven execution to team-driven accountability, KPI ownership and repeatable processes.

    Transition + Exit Readiness

    Reduce owner dependence and organize reporting, governance and documentation for future options.

    Our Process

    From first conversation to ongoing partnership in four clear steps.

    1

    Fit Call

    20-minute conversation to understand your situation and see if there's alignment.

    2

    Diagnostic

    Deep dive into financials, operations, and growth blockers. We identify quick wins and long-term priorities.

    3

    Execution Plan

    Agree priorities, governance and an execution plan before beginning the partnership.

    4

    Monthly Cadence

    Ongoing operating rhythm with regular check-ins, KPI reviews, and strategic support.

    All inquiries confidential. NDA available upon request.

    Ready to Explore Alignment?

    Start with a 20-minute fit call. No prep required—just tell us where you are and where you want to go.

    See If We're a FitSubmit a Deal Snapshot