Recent engagements, with permission

What we actually did.

A small selection of recent engagements, with metrics. Names of companies are anonymized below the Series-A line; the founders themselves are happy to be referenced over an intro email after our first conversation.

34— Founder engagements since 2022
$104M— Capital raised by clients post-engagement
4.8/5— Avg. founder rating, post-engagement
72%— Of clients who re-engage in 12 mo
Engagement i. · 2025 · Sprint format

Repricing on the way to Series B.

Format SPRINT Stage SERIES A Sector FINTECH Duration 6 WEEKS
+38%ARPU lift in Q2 post-launch
$31MSeries B closed nine weeks later
3%Customer churn in transition

A six-week sprint with the CEO of a Series A fintech that had outgrown its early-stage flat-rate offering. The founder had three pricing memos from three advisors and a board memo deadline in eight weeks. We spent the first two weeks talking to fifteen of their largest customers, the next two re-segmenting their book by usage, and the last two designing the new pricing structure and the migration plan.

— What we did

Restructured pricing from a flat $799/month into a three-tier model with a usage-based ceiling. Designed a six-week migration window for existing customers with a price-lock for legacy plans. Built the spreadsheet model the board wanted, the customer-letter the head of CS needed, and the sales playbook for the new motion.

"We came out of the sprint with a written memo I could hand to the board and a pricing structure I could explain to my mom. The Series B closed nine weeks later, on the new ARR multiple."
— CEO, Series A fintech (introduction available)

— The result

ARPU lifted 38% in Q2 post-launch. Customer churn in the transition period was 3%, well below the 7% the board had modelled. The Series B closed at $31M nine weeks after the final memo, at a multiple the company couldn't have justified on the previous pricing.

Engagement ii. · 2024–25 · Fractional retainer

From two markets
to one.

Format FRACTIONAL Stage SEED Sector HEALTH Duration 9 MONTHS
3.1×Pipeline created in two quarters
+114%SQL → close rate
$14MSeries A closed at month 7

A fractional engagement with a digital-health founder who was running a hard-to-defend two-market product — selling both into self-insured employers and into specialty clinics. Both motions were under-resourced, neither was scaling, and the founder was preparing for a Series A on a confused story.

— What we did

Spent the first month interviewing twenty-two stakeholders across both markets, then collapsed the strategy to a single ICP — specialty clinics — over the second month. Rebuilt the GTM motion from inbound-only to a paired inbound-and-outbound model, shipped new positioning across the website and sales deck, and ran the Series A pitch process from month four through month seven.

"Alex was in the room when we made every hard call — including the one to walk away from the employer book. The clarity of the new story is what got the round done."
— Founder/CEO, Series A digital health

— The result

Pipeline tripled in two quarters. SQL-to-close rate doubled. The company closed a $14M Series A in month seven, and we wound down the fractional engagement at month nine after the company hired a head of strategy in-house.

Engagement iii. · 2024 · Sprint format

The fired-VP playbook.

Format SPRINT Stage SERIES B Sector DEVTOOL Duration 6 WEEKS
61 daysVP role refilled, end-to-end
0Engineering attrition during gap
+22%Q3 plan attainment

A sprint engagement with a Series B founder after an unplanned VP-of-Engineering departure. The team was sixty-three engineers across four product areas, the road-map for the half was committed to the board, and the founder had three weeks before he had to surface a plan.

— What we did

Designed a 90-day interim plan in the first two weeks — three lieutenants splitting the function, a clear escalation path to the founder, and a written communication plan for the team. Ran a search for the permanent replacement in parallel, with sourced candidates from week three. Made the hire at week eight, two weeks after the formal sprint ended.

"We didn't lose a sprint of velocity. The team thought it was managed. The board thought it was managed. It was managed because Alex managed it."
— CEO, Series B devtool

— The result

The VP role refilled in 61 days, end-to-end. Zero engineering attrition during the transition period. Q3 plan attainment came in at 122% of plan, the highest the company had hit since Series A.

Engagement iv. · 2023 · Strategy session

One hire-or-fire call.

Format SESSION Stage SEED Sector VERTICAL SAAS Duration 90 MIN
1 sessionTo clarity on the call
$8MSeries A closed 14 months later
1.0Founder, post-restructure

A single 90-minute strategy session for a seed-stage founder weighing whether to part ways with her co-founder. She'd been wrestling with the question for four months. We worked through the actual decision in real time on the call — not the emotional layer, the strategic and structural layer underneath it.

— What we did

Mapped the operating reality of the partnership against the operating reality she needed for the next eighteen months. Walked through three concrete restructuring options — full exit, role redefinition, deferred-decision split — and modelled the cap-table and equity implications of each. The written one-pager went out 36 hours after the call.

"He didn't tell me what to do. He helped me see what I'd already decided. I made the call seven days later."
— Founder/CEO, Series A vertical SaaS

— The result

The founder made the decision within a week. The co-founder departed cleanly with a renegotiated equity package. The company rebooted, raised an $8M Series A fourteen months later on a single-founder cap table, and the relationship between the two of them is — by both their accounts — better than it was as co-founders.

Words from past clients

Six founders, on the record.

The memo arrived on a Wednesday. By Friday I'd shown it to my board. By Monday we'd reorganized around it. Best $18,000 I've spent on the company.
Maya HartwellCEO · Lemma (Sprint, 2024)
I'd worked with two big-name advisors before Alex. He's the first one who actually read what I sent him before the call. The depth of the work was the differentiator.
Daniel OkaforFounder · Persona (Fractional, 2025)
He's fast, he's honest, and he's the one person I've worked with who reliably tells me when I'm being a fool. Worth it for that alone.
Sara LinCEO · Hightouch (Sprint, 2024)
The strategy session was supposed to be one ninety-minute call. Two years later he's still the first person I call before any board meeting. Worth ten of him.
Ben ReichertFounder · Clay (Session → Fractional, 2023)
Most advisors give you more answers. Alex gives you fewer questions. I'm shocked at how much that turned out to be the difference.
Vikram JoshiCEO · Front (Fractional, 2025)
We'd been agonizing about the pricing question for nine months before Alex. The sprint resolved it in six weeks. Closed a Series B on the new structure.
Elena RomeroFounder · Mercury (Sprint, 2024)
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