Three ways in. One standard of work.

01

Strategic Advisory

Format: Ongoing retainer

Duration: Deal-specific or ongoing advisory

Investment: Monthly, structured for continuity

An ongoing partnership for PE/VC investors and operators, CEOs and senior leaders who want a steady outside thinking partner. Not a "consultant", not a coach, but the person you work closely with before the board meeting or investment committee to drive the right results. Most often paired with PE/VC-backed (re)insurance, MGA, brokerage, and Insurtech leadership teams, but with deep experience in scaled enterprises and public companies as well.

Best for

• PE/VC-backed portfolio companies modernizing technology, operations or distribution
• Insurance, MGA, brokerage, and Insurtech leadership teams
• Founders and CEOs in growth, transition, or post-acquisition phases
• Boards that want a strategic operator embedded with the executive team
• Founders building outside their primary domain who need a counterpart with deep domain experience

02

Scoped Engagements

Format: Defined-scope project

Duration: 6–12 weeks typically

Investment: Hourly or fixed fee per engagement

For when you have a specific issue that needs structured work — a strategy refresh, implementation solutions, product strategy, or deal diligence. We agree on the outcome, the timeline, and what "done" looks like before we start.

Best for

• Operator-level diligence — pre-LOI read on technology, ops, and distribution for PE/VC sponsors
• Strategic refresh — pressure-test the current plan, surface alternatives and design of implementation roadmap
• Data & analytics roadmap — what to build, in what order, at what cost, based on ROI
• Technology and operating platform modernization — diagnose the stack, design the replacement

03

Interim Operating Roles

Format: Embedded operating leader — Interim COO, CIO, or CTO

Cadence: Monthly engagement, full or fractional

Investment: Monthly retainer, scoped to role and objectives

Stepping into a senior operating seat — Interim COO, CIO, or CTO — when you need experienced leadership in place right now. Hands on the levers, accountable for outcomes, with a clear plan to develop or recruit your permanent operator before the handoff. Especially well-suited for PE-backed insurance, MGA, brokerage, and insurtech businesses that need both domain depth and modernization capability in the seat.

Best for

• From startup to enterprise-level
• Accelerated strategic transformation plans
• Founder/CEO transitioning company to professional operating leadership
• Post-acquisition integration
• Bridging an executive search with continuity in the seat
• Pre-IPO or pre-exit operational readiness