Vetted Strategic Planning Professionals

“Private Equity Secondaries Analyst (Series 7) who founded and launched the Canadian Student-Athlete Association during the pandemic while in university, playing varsity football, and running a window glass business. Drove executive alignment by directly engaging CEO/President-level decision makers with tailored, concise written cases and relationship-building across universities, sports governing bodies, and government stakeholders.”

“Candidate is developing a plan to consolidate paving maintenance businesses into a nationwide residential brand centered on high quality and sustainability. They bring private equity and strategic partnership experience, plus direct segment knowledge and industry relationships, with a thesis around recycling materials without sacrificing quality or cost.”

“Product leader with deep edtech experience who helped take Honor Education from an incomplete early product at zero users/zero revenue to general availability and a $38M Series A. Combines zero-to-one product building, AI feature delivery, LMS integration strategy, and team leadership, with a clear philosophy around human-centered AI that supports educators and learners rather than replacing them.”

“Operations and strategy generalist who has built a career helping leaders bring structure to complex, fast-moving environments. Most notably led multi-year digital transformation work at McCarthy Mentoring while simultaneously owning client services, operations, finance, and stakeholder management, and has also advised on cybersecurity governance and supported senior decision-makers in government, research, and climate-tech contexts.”

“Startup-style fund operations professional from Servicy, an outsourced finance and operations partner to venture capital funds, who grew from business analyst into owning full fund workflows across reporting, cash management, investor communications, audit prep, and planning. Particularly interesting for roles needing analytical rigor plus operational structure: she built audit frameworks, automated manual processes, advised GPs on fund-structure incentives, and developed reporting infrastructure for a crypto fund.”

“Lifecycle/CRM marketer with 14 years of cross-functional experience, leveraging SQL-driven segmentation and structured A/B/multivariate testing to optimize engagement and conversions. Has led coordinated national/regional launches for a hardware product and tracks impact through CRM campaign codes tied to closed sales.”

“Hands-on architect/executive who built a virtual sales platform from scratch with real-time video delivery and autoscaling global video nodes, while also operating at the stakeholder/roadmap level. Previously scaled IT as Arbonne grew from ~$11M to $1B in annual sales and led large digital transformation efforts including a 70-person team for princesshouse.com; also advises startups (e.g., SocialBud) on product expansion and roadmaps.”

“Chief of Staff with experience driving cross-functional execution and executive alignment, including in real estate development environments with shifting timelines. Implements PM tooling (Notion/Monday.com) plus KPI/OKR systems to improve clarity, accountability, and executive productivity, and has experience mediating priority conflicts between functions like marketing and operations.”

Ryan Echols

Screened

Senior Workforce Analytics & WFM Leader specializing in contact center operations

Marietta, GA8y exp

“Operations-focused team lead currently managing 20 coordinators, with strong workforce management experience spanning forecasting, scheduling, KPI/staffing reporting, and executive-facing data presentations. Led a cross-functional Salesforce implementation and redesigned forecasting/workflow to support a newly created internal-promotion department, improving flexibility in coverage planning.”

“Candidate participated in Launch Factory's venture studio selection process, which introduced them to a formalized startup methodology, and then went on to found and recently exit their own business. They are highly motivated to keep building companies, with a clear emphasis on creating products that serve a community and validating market need through product-market fit.”

Cia Hang

Screened

Executive IT and Operations leader specializing in digital transformation and security

Chicago, IL13y exp

“Candidate is very familiar with the venture capital and broader investment landscape, but is not interested in founding a company. They have worked with several TPG-backed or TPG-owned organizations, helping drive business scaling, cost reduction, and execution against investor governance requirements.”

“Enterprise Customer Success leader in fleet/telematics who managed a multi-million ARR portfolio through complex post-acquisition platform migrations and a large-scale 3G-to-4G transition. Uses data-driven health scoring, QBRs, and stakeholder alignment to drive adoption, reduce churn risk, and support renewals/expansion, and has influenced product roadmap via customer-driven reporting enhancements.”

John Abraham

Screened

Executive Credit Risk Leader specializing in underwriting and lending portfolio management

San Diego, USA21y exp

“Operations leader with deep fintech/lending startup experience (OnDeck Capital, 1st Merchant Funding, ForwardLine, Founders First) building end-to-end underwriting-to-portfolio operations, compliance, and supporting functions like sales/marketing. Known for scaling teams and automating repeatable work—citing growth from ~$3MM to ~$20MM in 2 years—while implementing systems like Salesforce/QuickSight and helping build proprietary funding and portfolio management software. Also provides structured part-time advisory support with clear scope/cadence, including helping set up a global finance company based in Argentina.”

Akam Pachachi

Screened

Executive Sales & Partnerships Leader specializing in Enterprise SaaS, Travel Tech, and Market Expansion

Oshawa, Canada14y exp

“Partnerships and growth leader (Traveronto) specializing in partner-led GTM through enterprise/API integrations and white-label distribution. Uses rigorous analytics (audience overlap, engagement quality, cohort retention/LTV) to source and scale creator/platform partnerships, and runs funnel-driven A/B tests on onboarding and pricing to improve activation, GMV, and recurring revenue while keeping CAC low.”

Ben Coats

Screened

Executive technology leader specializing in startups, SaaS, and cloud-native platforms

Newport, VT24y exp

“Early-stage technical advisor working fractionally with an AI health tech startup focused on autism therapy, helping turn a functional prototype into a deployable enterprise application. Brings a mix of hands-on coding, infrastructure/Terraform experience, and founder-oriented thinking around market opportunity, studio fit, and right-to-win.”

JOSHUA DAVIS

Screened

Director-level Digital Marketing leader specializing in SEO, PPC, and growth strategy

Kansas City, MO13y exp

“Digital marketer with 12+ years of hands-on SEO and PPC experience managing accounts across many industries rather than a single niche. He has owned sizable multi-platform budgets across Google, Meta, Microsoft, and TikTok, and stands out for a disciplined testing methodology tied to CPA/ROAS improvement, including a cited e-commerce win reducing CPA from 65 to 40 and recovering stalled performance within two weeks.”

“Program manager with experience leading a federally oriented biomedical research SaaS platform at Velsera, overseeing contract deliverables, budgets, SOWs, and roughly 10 concurrent projects across cloud-based data and analysis environments. Stands out for managing complex cross-functional initiatives in a regulated research context while maintaining 99.5% budget adherence over two years, plus earlier hands-on biotech operations experience in equipment, sample, and compliance tracking.”

“Senior Business Strategist (Robotproof) who effectively operated in a Chief-of-Staff-like capacity for both internal executives and Samsung’s President/CMO/Head of Strategy, running multi-workstream initiatives across strategy, marketing, and VR product/engineering. Built KPI/OKR dashboards and executive briefing rhythms to accelerate decisions and delivered an 8% sales lift via a targeted regional strategy pilot that included localized assets, an incentivized sales program, and a bespoke VR training tool.”

“CTO candidate who independently built an AI bot to assist store associates by first analyzing manual workflows, then delivering a nights/weekends POC that earned executive sponsorship and immediate funding. Successfully scaled the initiative to production by reallocating developers and later secured budget for a dedicated FTE within four months, citing strong adoption and cost savings.”

“Recruiting Operations leader with 10 years across transportation, staffing, and tech, managing teams up to 40 in both remote-first and onsite settings. Known for rebuilding end-to-end recruiting workflows (interviewing, pay equity/salary transparency, onboarding automation) and delivering measurable outcomes including 140% revenue growth, plus strong ATS analytics and HRIS/LMS implementation experience (Workable, SmartRecruiters, Paycom, Litmos).”

“Chief-of-staff–type operator supporting a president and executive director with high-intensity, day-to-day execution and strategic planning. Has led complex cross-functional work including standing up a Canadian subsidiary and aligning stakeholders across two legally separate entities (exec team, board, legal, accounting, volunteer staff), relying on tailored communication and strong discretion.”

“Operations-focused advisor who has helped organizations scale through major transitions (including doubling headcount and moving from fully remote to hybrid) by implementing structured scheduling, space planning, and documented processes. Uses EOS/Level 10 to drive accountability and execution, and has mentored a young executive team through role definition, ownership transfers, and exit planning culminating in a $12M sale.”

Kristen Giovanis

Screened

Executive operator and board advisor specializing in scaling PE-backed and founder-led services firms

Minneapolis, MN30y exp

“Former CEO of a rapidly scaling, PE-backed company (ULG) who rebuilt the operating model and unified fragmented systems after acquisition-driven growth. Implemented EOS and led phased deployments of NetSuite, Salesforce, Monday.com, and Power BI to create a connected, data-driven organization, with strong change-management and executive coaching experience.”

Deandra House

Screened

Director-level Talent Acquisition leader specializing in global recruiting operations

Plano, Texas19y exp

“Talent/Recruiting Operations leader who has managed 6–20 person TA Ops teams and led a global "Recruiting 2.0" transformation standardizing intake and structured interviews, automating screening/scheduling, and building Power BI funnel dashboards. Delivered measurable impact including ~30% time-to-fill reduction and improved candidate/hiring manager experience, and has hands-on systems implementation experience across Workday Recruiting, SuccessFactors, Eightfold, DocuSign, and background check integrations.”