How I Create Value
I work with investors and portfolio executives in moments that require execution ownership, operating discipline, and results. Engagements are hands-on, time-bound, and aligned to the investment thesis.

Operating Partner & Interim Leadership

I embed directly with portfolio companies when leadership bandwidth, operating cadence, or execution discipline is missing. This includes interim COO-style roles, execution ownership for critical initiatives, and hands-on leadership during periods of transition.

Typical situations:

  • Early post-close stabilization

  • Leadership gaps during scale or transition

  • Execution ownership for priority initiatives

Post-Merger Integration & Carve-Out Execution

I lead integrations and carve-outs from Day 1 through steady state, aligning teams, systems, and operating models to the deal thesis. The focus is speed, clarity, and minimizing execution risk while value is captured.

Scope typically includes:

  • Operating model alignment

  • Cross-functional execution cadence

  • Governance, metrics, and accountability

Operational Scale & Governance

As companies grow, execution breaks without structure. I help portfolio companies build repeatable operating models, management cadence, and performance metrics that support scale without adding unnecessary complexity.

This work often includes:

  • Defining operating rhythms and KPIs

  • Clarifying ownership across functions

  • Establishing leadership and board-level reporting

Product, GTM, and Value-Creation Execution

I support execution across product and go-to-market functions when growth stalls or delivery risk increases. This is not advisory; it is execution leadership focused on improving throughput, decision quality, and time-to-impact.

Use cases include:

  • Product roadmap execution

  • GTM alignment and delivery performance

  • Cross-functional dependency management

AI and Automation as Value Levers

When appropriate, I help portfolio companies deploy AI and automation to reduce operational friction and improve execution efficiency. The focus is practical application, not experimentation.

Typical applications:

  • Intelligent automation

  • Document and data workflows

  • Decision-support tooling

This is always tied to measurable operational outcomes.