Strategy
Where to Play & How to Win
Strategy assessment or creation involves working alongside an owner or senior leadership team to ensure a compelling growth strategy is in place.
Where a strategy already exists, the work will typically involve reviewing your existing materials, information sets and strategy documents, and providing scoring and recommendations against key criteria such as uniqueness, AI readiness and commercialisation potential.
Where a strategy doesn't already exist then the work is typically more about creation and may involve stakeholder interviews, voice of customer, trends review, addressable market sizing, competitive assessment and strategic choice creation.
I tend to think in terms of "where to play" and "how to win" as a guiding framework, along with a principle of "strategy on a page" as a key communication vehicle.
Pitch
Pitching to PE, VC or other stakeholders for Investment $
Having a highly professional, articulate, future proof pitch is paramount to securing funding in an increasingly competitive market for investment dollars.
I work iteratively alongside an owner or senior leadership team to create the structure, story and content to secure successful investment outcomes.
This service is relevant for data owners or companies who are looking to secure external investment. This may include Venture Capital injection, Private Equity involvement or IPO readiness.
Invest
Investing the right $ in the right companies
Investors have an increasingly large and complex range of options when deciding which data companies to invest in.
Being able to understand the landscape, trends and ability of individual companies to win is key to making the right choices.
I provide that expert guidance, either through consulting on landscape, structure and trends, or by "going deep" in assessing individual company investment opportunities.
Who benefits? Investors looking for an expert opinion, research or due diligence support when assessing the credibility of a potential investment in a data company.
Board
Longer-term advisory and advocacy
For a very select number of companies, I act as board advisor or full board member.
Rather than a one-off engagement, this allows for a longer-term more continuous relationship where I can work with other board members and executive leaders to support sustainable growth, ensure the right governance and advocate for the company.
My working style is collaborative and open, cultural fit is a critical enabler.
This option is most appropriate for companies seeking longer-term board involvement (advisory or full board) from an influential and credible expert who can provide governance and on-going growth advice, as well as act as an advocate for the company and the work it does.
How I work
Advice tailored to your requirements
It always starts with an initial discussion so that I can understand your needs and satisfy both of us that I can add the required level of value. This is also an important step to ensure I have no conflict of interest or other restrictions that would prevent me from working on your business. The initial discussion is no charge and no obligation.
Once we're aligned on the key questions, scope and desired outcomes, I will share the proposed approach. Every assignment is tailored to the specific needs and requirements of the brief.
After go ahead is received then work starts. I use a variety of methods dependent on the requirements, feel free to browse my testimonials to give you confidence in my offering.
I pride myself on strong communication throughout the work process and believe that great outcomes require iteration. Final deliverables will again be customised to specific requirements.
