Tom, AJ, Adam, & Co.

75+ Combined Years of Expertise in Deriving Value from Software and Data

Executive Advisors to Private Equity and Portfolio Companies across Industries

Deep, Revenue-Centric Operational Expertise 1) from the CX, eBusiness, and CRM era of the 1990s to 2) the Analytical/Social/Mobile/AI Transformation of the 2010s, and 3) with discerning vision from now to 2030.

“We help PEs get better multiples in growth markets by pulling operational levers with software. The big opportunity we see right now is in staffing. It is underscored by a major movement within humanity, at least in the U.S. The Great Resignation will leave its mark on the history books. We will never be the same.”

We are experts at helping companies generate value from software.

Our current industry analysis and strategic thesis shows that PEs have many opportunities for outsized returns in the 2020s—through digitization of the staffing sector.

The time is ripe. And, we’ve have a lot of success in the area.

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Industries Served

Summary

  • Software, data, digital media, and online training
  • Consulting, advisory, agency, analyst research, and media services
  • Human cloud and virtual services
  • Consumer: healthcare, psychology, media, music, retail, wellness, training, services, self-help, mindfulness, and meditation
  • Web apps, website management, and social media
  • Search engines and artificial intelligence

Services + Specialization

Summary

  • Startup and product-market-fit hat juggling
  • Idea conceptualization and pitch design
  • Business design and market analysis
  • Behavior and employee experience design and training
  • Strategic messaging, creative, and brand delivery
  • Revenue, profit, and competitive analysis
  • Value pricing, optimization, and growth portfolio design
  • Customer experience, VOC, and metric design

Minutiae

  • CRM Sectors
    • Software for product teams, sales, marketing, customer support, and customer success
    • Business intelligence
    • Revenue operations
  • Financial
    • FinTech and and SaaS Accounting Software
    • Angel, Seed, and Venture Capital
    • Revenue-Based Financing and Factoring
  • Technology Platforms
    • Data Science and machine learning
    • Unified Communications and collaboration: Microsoft Teams, Slack, Cisco Webex
    • Search: Apache Solr and Apache Geode
    • Cloud: SaaS, PaaS, IaaS: Cloud Foundry, Kubernetes
    • Big Data: Graph, Hadoop, Spark, Greenplum, Redis, and Encryption
    • Development: Spring Framework (Java) and RabbitMQ
  • Healthcare: digital education, patient experience, hospital operations, and nuero-related specialties

Minutiae

  • Strategy
    • Value optimization and growth
    • Corporate development and go to market
    • Product
    • Sales, Channels, and Marketing
    • Services: Consulting, Support, and Success
    • Technology
    • Corporate development
  • Various operations and tactics across product, media production, sales, channels, services, marketing, technology, and corporate development.
    • Executive leadership, go to market facilitation, and whiteboarding
    • Product vision, conceptualization, storyboarding, product led growth, and value measurement
    • Training, video, writing, and graphic design
    • Sales presentations, offer definition, and proposals
    • Success process definition and customer interviews
    • Product Marketing and Pragmatic Marketing

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