Vetted Board Members

“Operations/finance leader with experience building the operational backbone for fast-growing firms, including setting up recordkeeping, internal controls, and brokerage-specific clearing firm decisions. Helped scale an entity from ~$30M to nearly ~$300M and later modernized consulting-firm expense operations by implementing Concur integrated with ERP, with a hands-on approach to systems selection and change management.”

Kathy Gagne

Screened ReferencesStrong rec.

Executive Leadership Advisor specializing in organizational design, culture transformation, and board coaching

East Greenwich, RI37y exp

“Operations and organizational effectiveness advisor who builds scalable playbooks and maturity-based operating frameworks for growing organizations, including investment portfolio companies. Has led change and regulatory adoption work in a large financial institution and coached a rapidly scaling fintech founder/exec team to improve trust, delegation, and decision-making.”

“Product leader with a strong track record of modernizing legacy SaaS platforms, including an API-first rebuild that increased engagement by 40% and reduced support burden. Also led AI-powered workflow automation that delivered 80-90% time savings through human-in-the-loop design, showing a pragmatic, user-centered approach to applied AI.”

Mark Orsini

Screened

Executive Literary Agent and Managing Partner specializing in talent, IP, and entertainment dealmaking

New York, NY21y exp

“Long-tenured agency leader (20+ years) who built foundational operational systems for contract and payment tracking—driving an immediate 33% revenue jump and lasting process improvements. Managed high-stakes, compliance-heavy initiatives like the COVID-era Shuttered Venue Operators Grant and led cross-functional alignment across finance/legal/admin during catalogue acquisition integration, with a strong emphasis on executive trust and discretion.”

“Previously co-founded a company and describes that experience as the most fulfilling work of their career, which strongly motivates them to found again. They are actively searching for a monetizable problem to solve, bring prior startup experience, and already have a network of former collaborators they could recruit into a new venture.”

Aidan Anderson

Screened

Director-level engineering leader specializing in AI, security, and FinTech SaaS

California, USA12y exp

“Engineer and bootstrap founder who has worked across roughly five venture-backed startups from pre-seed through Series E. He combines hands-on startup execution with strong judgment around product-market fit, founder fit, and customer validation, while independently building profitable, self-owned micro SaaS ventures on the side.”

Edward Robinson-Adams

Screened

Executive cybersecurity and AI leader, CEO/co-founder specializing in enterprise SaaS and strategy

Boston, MA35y exp

“Operator who took a seed-funded university spin-off in cybersecurity from zero revenue and heavy losses to profitability and industry leadership, while building the full internal ops stack (HR/payroll/benefits/401k) and the initial GTM engine (Salesforce/HubSpot, SPIN + MEDPICC). Personally led fundraising across 30+ VC pitches, raising $11.2M total and delivering $98M returned to investors to date, with additional upside from a subsequent spin-off.”

“Recently left United and is independently building software prototypes, with a strong interest in AI-native company creation. Brings Fortune 5 exposure to acquisitions and early involvement in a corporate venture initiative (Redventure), giving them some perspective on how startups and larger enterprises intersect.”

“Chief of Staff to a President with deep experience driving cross-functional strategic initiatives and executive operating cadence in a commercial banking environment. Delivered a $25M contribution initiative, built governance and reporting systems (including Salesforce leaderboards), and stood up a PM function that cut the project portfolio by >50% and doubled throughput; also supported org design work during a merger with high discretion.”

Michael J

Screened

Executive Retail Transformation Leader specializing in omnichannel and e-commerce turnarounds

“Operations-focused executive with CEO experience who scaled Lucy Activewear from $7M to $70M in three years and helped drive its $110M sale to VF Corporation, implementing classic operating committee governance plus audit/operational controls in a high cash-burn environment. Also mentored multiple founders at eBags through structured weekly engagement, board involvement, and even co-invested to facilitate a major shareholder buyout.”