Real problems. Real outcomes.

A sample of the work we've done, generalized here to protect client details. Ask us for specifics that match your situation.

OPERATIONS · VENTURE CAPITALIST GROUP

Experienced Investor, New Team

THE CHALLENGE

An experienced investor launched a new firm with a team of excited, but unpracticed, staff. Founder was spending more time managing internal chaos and an informal investment process than driving strategy. No documented workflows, unclear ownership, and processes that weren’t understood.

WHAT WE DID

Toni led a 2-week operational audit, developed key workflows, and stood up a Corporate Development Program that provided team members with much needed guidance.

THE RESULT

Potential investment pipeline decreased from 18 months to 6 months. Team members felt more comfortable in their roles and the Founder could spend less time in the day-to-day operations and more effort in the business strategy.

REVENUE AND GROWTH STRATEGY · MED DEVICE

Established Company
in an Evolving Market

THE CHALLENGE

An experienced investor launched a new firm with a team of excited, but unpracticed, staff. Founder was spending more time managing internal chaos and an informal investment process than driving strategy. No documented workflows, unclear ownership, and processes that weren’t understood.

WHAT WE DID

Toni led a 2-week operational audit, developed key workflows, and stood up a Corporate Development Program that provided team members with much needed guidance.

THE RESULT

Potential investment pipeline decreased from 18 months to 6 months. Team members felt more comfortable in their roles and the Founder could spend less time in the day-to-day operations and more effort in the business strategy.

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