Mission-driven strategy and operations expertise.

Leveraging deep experience, knowledge, and network to diagnose and solve problems, realizing ROI for small- and mid-sized organizations.

Services

Business Planning — Define concept, strategy, and roadmap for success. Prepare financial projections for long-term organizational health.

Change Management — Project scoping and management for a change in process or technology from concept to testing, communications, and full implementation.

Competitive Intelligence — Breakdown of competitors using tested frameworks (e.g., SWOT) and development of a clear attack strategy.

Go-to-Market (GTM) Strategy — Identify target market, define competitive advantage and value proposition, and determine the sales and marketing approach with relevant KPIs.

Operations Assessment — Deep dive into operational and financial data to assess KPIs and areas to tighten, speed up, or eliminate to increase margins.

Political/Policy Analysis —The political, policy, and regulatory landscape is intertwined with business success. Production and delivery of analysis and recommendations.

Project Management — Full project ownership from scoping to delivery including OKR development, team management, and platform administration.

Why us? Deep and broad expertise.

Founding team for a startup consultancy, scaled it from $0 to 8-figures revenue.

Advised Fortune 500 clients on strategy, operations, and special initiatives.

Managed 6- and 7-figure programs and projects from scoping to delivery.

Improved GTM strategy resulting in 5X average contract increase.

Built-from-scratch performance management, OKR, and KPI systems.

Senior advisor to SaaS platform shaping 0-to-1 product and GTM strategy.

Extensive change management and transformation success saving 10%+.

Policy and research experience on top-tier U.S. Senate campaigns.

Meet Rory

Part strategist part operator, Rory has a range of expertise that allows him to solve problems in a variety of contexts. A multi-tooled expert, he is as comfortable planning GTM strategy for a product in the concept phase, leading a change management initiative, diving into excel to understand what operational components have the biggest impact on margin, or diagnosing why a financial model isn’t adding up. He has his MBA from Wharton.

When he isn’t working he is probably renovating his Catskills farmhouse.