Vetted Strategic Planning Professionals

“Candidate brings experience across both startups and big tech, along with direct exposure to pitching ideas to several VCs. They show a practical founder mindset centered on rapid prototyping, customer feedback, retention, and building AI/agent-driven products with strong product-market fit potential.”

“Operations leader/advisor experienced in bringing structure to early-stage/growing companies by connecting Vision-Mission-Strategy to execution via roadmaps, accountability, and KPI scorecards with defined operating cadences. Demonstrated measurable impact by redesigning sales compensation around margin by product/retailer, improving profitability by 4 points within six months, and has reported directly to founders/CEOs with sales and finance backgrounds.”

“Board member/advisor to a mid–$10M revenue company aiming for $100M+, focused on portfolio trimming, analyst-quadrant positioning (Gartner/Forrester/ISG), and building scalable commercial operations. Has driven org redesign (separating marketing and sales), CRM rollout (Salesforce) alongside existing Dynamics accounting, and coaches founders to adopt metrics, messaging discipline, and delegation for global scale.”

Jon Silvon

Screened ReferencesStrong rec.

Executive COO and brand/operations leader specializing in HealthTech and consumer growth

Wilmington, DE26y exp

“Operator/consultant with ~25 years of experience who co-founded and scaled a startup from “two people and a PowerPoint” to a $10M raise and eventual merger exit, building the full operational stack (HR, support, FP&A, investor relations) and scaling to 30+ employees plus 25–30 contractors. Has led rigorous compliance programs (HITRUST, SOC 1/2, PCI, HIPAA) and applies structured methodologies (Miller Heiman, Lean, Agile) while advising founders across sectors including defense tech, blockchain/Bitcoin, and food safety.”

“Chief of Staff / PMO leader at CAIS who built a firm-wide product & technology roadmap and delivery governance from the ground up, partnering directly with the executive committee to define OKRs and prioritization. Led cross-functional GTM readiness tracking and delivered major platform modernization (monolith to microservices) plus trade lifecycle automation in the alternative assets/independent financial advisor space, while also instituting financial discipline and vendor negotiations that saved millions.”

“Senior engineering/technology leader who has defined and delivered a multi-year roadmap to modernize platforms and embed AI, leading global teams through cloud-native and microservices migrations on AWS/Azure. Demonstrated measurable outcomes including 99.99% uptime, 40% fewer incidents, 25% faster delivery, 5x scalability, and $30M in new business opportunities, while scaling a 100+ person distributed org with strong OKR-driven execution and mentorship culture.”

“Growth marketing and marketing ops leader who joined a PE-owned SaaS business after $150M in annual sales and built the demand gen function from the ground up (roles, processes, tech stack, and reporting). Implemented SiriusDecisions-based lead processes, Salesforce-driven lead scoring/routing, and multi-touch attribution, then enabled sales via Challenger training—driving $231M in pipeline and improving marketing ROI to $6 pipeline per $1 spent.”

“Former COO at a venture firm who founded a consultancy/startup serving luxury apparel and accessories brands, with current paying clients acquired through her executive network. Focuses on operational and business strategy for luxury brands of African descent and runs end-to-end product development and sourcing across NYC/China with supplier links to Turkey and India; previously built a book of business at Morgan Stanley and advised startups.”

Bryan Wang

Screened

Senior Business Operations & Chief of Staff specializing in growth and GTM for tech startups

New York, NY7y exp

“Chief of Staff at a high-growth startup who helped scale the company from Seed through Series B while owning fundraising/investor & board relations and building an enterprise GTM motion. Led the first enterprise launch by aligning CEO/CTO priorities under severe engineering constraints, then helped scale an enterprise account to 10-figures in GTV within six months. Known for executive leverage (CEO proxy), company-wide planning/communication systems, and operationalizing enterprise CS/AM processes.”

“Early-stage founder building a service business targeting small clinics, already with one client. Identified the opportunity by helping a family member and then validating needs through direct client conversations; uses AI (including AI agents) for content generation and plans deeper workflow automation to scale cost-effectively.”

“Cross-functional operator with experience coordinating a medical device build across functions and time zones, emphasizing executive alignment and decision sign-off. Has also standardized customer-site product deployment processes and streamlined investment screening/reporting using Bloomberg and Excel automation to enable faster executive decision-making.”

Joseph Vito

Screened

Principal Technology Transformation Executive specializing in cloud modernization and data platforms

New York, NY35y exp

“AWS advisory leader and long-tenured (4 decades) execution-focused operator who helps startups and enterprise "startup-like" business units scale operations through customer-centric mechanisms (Working Backwards/PRFAQ) and tech-enabled modernization. Delivered concrete process gains (e.g., ~30% faster mortgage workflow and ~10 manual handoffs eliminated via automation/microservices) and advises VC/startups on data/infra ops, AI-driven differentiation, and go-to-market positioning across multiple industries.”

RAMAKRISHNA JULURI

Screened

Executive Technology Leader (SVP/VP/CTO) specializing in cloud-native platforms and AI modernization

Seattle, WA28y exp

“Engineering leader with experience across MSCI (Index business), Microsoft Teams (callings/meetings), and MSN Weather. Has led business-aligned roadmaps, scaled orgs (including an ~80-person Teams org during COVID demand surge), and delivered Azure-based, multi-region architectures achieving ~2000 RPS and 99.9% availability with improved RTO/RPO.”