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How We Help

How We Help You Accelerate

Advisory Services

You’ve got a strong team—but no one to turn to for strategic perspective. You want collaboration - but also high-conviction insight into how companies like yours scale. Someone who will take the necessary time to understand your business (and the lessons you’ve learned along the way) in order to guide your approach with bespoke solutions.

Executive Coaching

We support growth-minded founders and executives through coaching, assessments, and by being your reliable sounding board to create real accountability and sharper leadership. We also help executive teams build the trust and alignment required for scale.

Ventures

When you need an experienced team—but don’t have the cash or lack clarity about the ideal hire. For select ventures that meet our criteria, we take a “skin-in-the-game” approach. We embed with your leadership, design scalable systems, define your org strategy, and help build investor-ready operations. .

Advisory Services

You’ve got a strong team—but no one to turn to for strategic perspective. You want collaboration - but also high-conviction insight into how companies like yours scale. Someone who will take the necessary time to understand your business (and the lessons you’ve learned along the way) in order to guide your approach with bespoke solutions.

Executive Coaching

We support growth-minded founders and executives through coaching, assessments, and by being your reliable sounding board to create real accountability and sharper leadership. We also help executive teams build the trust and alignment required for scale.

The Challenges Our Clients Face

Sales & Marketing

How do we build a sales process our team can actually follow? - What should our sales playbook look like? - How do we improve our sales deck so it resonates with prospects? - What is our buyer actually thinking during the sales process? - Why are we losing deals—and how do we fix that? - What objections are we not hearing—or not handling well? - Is our lead gen actually working? Are we generating qualified leads? - How do we scale outreach without losing message quality? - Are we spending on marketing that’s not delivering?

Product Management & Market Fit

Do our prospects really understand what we do? - How close are we to product–market fit, and what’s missing? - What other options do our prospects have—and why would they choose us? - How do we sell against our competitors? - Are we solving a big enough problem to matter? - How do we prioritize feature requests and roadmap strategy? - Is our pricing model aligned with value? - Why do some customers churn—and what can we learn from them?

Operational & Financial Efficiency

Are our internal processes helping us scale—or holding us back? - Do we have the right people in the right roles? - What would our business look like with real operational leverage? - How do we identify the biggest blockers to growth? - Are we spending too much—or too little—in the right places? - Can we build systems that investors will trust? - What KPIs actually matter right now? - How do we prepare the business for outside capital or acquisition?

Recommendations

Jeremy Liles Chief Innovation Officer

Whether building a sophisticated financial model, structuring a pricing strategy, digging into a product roadmap, or analyzing key operational processes, Rick excels at creating analytical frameworks that get to the heart of the issue and spur constructive conversation. I often find myself confronting a new business challenge and thinking, "What would Rick ask/say about this?"

James Tieng Education Investor

Rick is a relationship-driven leader who brings a thoughtful approach to key decisions and problem-solving. He is authentic and someone I would welcome the opportunity to partner with again.

Jim Franco Senior Product Manage

First and foremost, [Rick] can see AND communicate the essence of a challenge - he understands what's going on quickly and what can be done about it. Next, he takes the time to listen to those around him and bring forth the strengths of the team - it's genuinely fun to be a part of that process.

Ajay Kapur Entrepreneur, Machine-Learning Pioneer

Rick has been an unbelievable mentor to me as the CEO of Kadenze. He came in and completely revolutionized our entire business development strategy and process from the ground up. … I really hope I get to work with Rick again in a new company in the future.

Jim Triandiflou X-CEO, Insight software

Rick's combination of intellectual horsepower and caring approach make him a unique leader who I hope to work with again.

Jamie Nacht Farrell Entrepreneur with 5 exits

Rick can take your start up from red to black, has innate people skills which allow him to connect as a manager, colleague or business partner, and I would recommend Rick to any Senior Role that needs a "game changer" brought to the table.

Some of Our Clients include

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