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. When you need answers, to challenge your thinking, or to work through decisions you can’t workshop with your team, we’re in your corner.

We Win When You Do

For select Ventures, we may opt to reduce, or in some cases, waive initial fees in exchange for a longer-term equity stake in the firm. To qualify, firms need:

TAM (Total Addressable Market)
Traction
Team
PMF (Product-Market-Fit)

For these ventures, our compensation model includes a significant results-based component, because we believe in earning upside through impact.

We will jump in to assist in fractional roles to build out the business, establish systems, and refine the investor value proposition….We balance time investment with impact and acceleration.
To lower run-rate costs for you, we put real skin in the game with lower-then-market fees once the project objectives are clear enough to replace fees with payments on measurable success.
We behave like owners—because when you grow, we grow.

Ready to Shift Gears?

If you’re not moving as fast as you know you could be, let’s talk.
We’ll listen, get clear on your goals, and show you what’s possible.

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.