AI-driven B2B SaaS growth

My ideal client is an early-stage, funded SaaS venture building a high-growth business. During our engagement, I typically work with the CEO/founder and/or the product development leader, e.g. CTO or Head of Engineering.

I keep my advising business relatively small. I typically work with no more than 6 companies at one time. Because of this, I require a discovery call before working together. The main purpose of the discovery call is to assess mutual fit and not to sell you on my services.

My minimum commitment is for at least three months together. I always work with companies and people who I believe will be a good fit long term. My long-term goal is to position you and your business to operate without my advice.

I do not. I believe that each relationship requires something very different given the age of the business, the founder, the product, team, etc. My goal is not to come in and give "one-size-fits-all" advice. My goal is to listen, learn, and collect as much context as possible before making a recommendation of any sort.

I do. Whether you need help from Engineering, Product, UX/Design, or Project Management, I can bring them to our meetings. I pay each of these extended teammates out of my own pocket so that you do not incur any unexpected charges.

Once we have a discovery session and believe there is a mutual fit, I simply require the first month's payment before getting started. Once that payment is complete, we schedule an initial 1-hour session to do a deeper dive into your business, set expectations, learn about specific challenges, etc.

I typically meet with each customer weekly or bi-weekly based on the package selected. The benefit of our advising relationship is that you can text or email me at your convenience. I will typically respond right away, but I also guarantee a 24-hour response. If you find yourself in a situation where you need immediate guidance and believe a meeting is the best forum, I will always work to schedule something as soon as possible.

As of right now, my sessions are almost all virtual through Zoom. If you'd prefer a phone call vs. Zoom, that's absolutely fine. I have some limited availability for in-person meetings in New York City, if this is of interest to you then please let me know.

Advising sessions typically last 60 minutes. However, there are times when a client might need to speak with me for just 10 minutes on Zoom, and other times a challenge may require the full 60 minutes. I don't run a "pay-per-minute" type of service. My goal is to provide valuable advice to my clients.

You should reach out as often as possible, whether it's once per week or once per day. The point of our relationship is for me to provide strategic guidance when you need it. Don't be shy to text or call me.

I typically make myself available between 9am and 5pm PST Monday through Friday. If you need me outside of those hours, I will always do my best to free up some time to connect.

I have a very simple Calendly link that gives you access to my schedule.

I can help in countless ways. Review a plan, talk through a decision, discuss product strategies, software architecture, interviews and hiring, technology trends, quality and operational audits/reviews, deep dives with your team(s), review code etc. I can help make introductions to my network of operators and individual contributors. I can send interesting and useful articles, podcasts, and webinars that I believe are high quality, and much more.

As an advisor, I focus on providing guidance, rather than traditional consulting deliverables. For tasks such as software design, coding, or document creation, I can discuss case-by-case arrangements. I recommend having a client representative attend meetings to capture and implement discussed ideas.

I always try to have a 24 hour response time. If something requires a faster response, the best way to reach out is via text.

As much as you need. There is no urgency for you to make a decision to work with me. I prefer the right founder and the right company at the right time.

Advisory packages are 90-day retainers starting at $1,000/month*. Rates depend on factors such as needs and the number of meetings selected. All packages come with a monthly meeting (60 minutes) and access via phone, email, chat, and text 9am to 5pm PT, Monday through Friday.

*For a limited time

To get the process started, you can click the button below to book a free initial call.