FUND MANAGER & CVC ADVISORY
Build a stronger venture practice.
I help fund managers and corporate venture leaders build clearer strategies, stronger decision processes and high-performance operating models.
Venture investing is a business, not just an investment activity.
Strong investment judgment matters. So do positioning, governance, portfolio construction, internal alignment and the ability to explain clearly what the venture practice is designed to achieve.
I work with fund managers and CVC leaders to identify weaknesses, make better decisions and build a more focused, professional platform.
The work is practical, independent and adapted to the realities of your organization.
HOW IT WORKS
1. Fit call
We begin with a conversation about the venture practice, the current challenges and the outcomes you want to achieve.
2. Strategy phase
Many engagements begin with a focused strategy phase around the most important priorities.
This may include interviews, document review, working sessions and the development of practical recommendations or frameworks.
3. Ongoing advisory
Engagements are typically structured as a fixed-fee strategy project or an ongoing retainer, with a carry component for longer-term fund relationships.
I do not act as a placement agent and do not charge commissions or fundraising success fees.
Any introductions are made selectively, where relevant, and are not the basis of the engagement.
FUND MANAGERS
I work with emerging and established managers on:
Fund strategy and differentiation
Clarifying the fund’s purpose, market position, competitive advantage and investment thesis.
Portfolio construction
Testing assumptions around fund size, ownership, reserves, pacing and return potential.
LP positioning and fundraising
Strengthening the story, materials, data room and fundraising process.
Investment process and governance
Improving sourcing, diligence, decision-making and investment processes.
Investment committee participation
Serving as an independent IC member or advisor, bringing outside perspective, pattern recognition and disciplined challenge to investment decisions.
Portfolio support
Helping portfolio companies and fund managers work through strategy, leadership, growth, capital and other important inflection points.
Firm development
Building the team, operating rhythm, reporting and portfolio-support model required to scale.
CORPORATE VENTURE TEAMS
I help CVC leaders build a practice that works both as a venture investor and within the realities of a larger organization, including the cultural and organizational changes needed to make venture work.
Areas of support include:
Mandate and strategy
Defining what the venture team exists to achieve and how success should be measured.
Governance and decision rights
Creating clear processes for investment decisions, approvals and accountability.
Culture and ways of working
Helping teams adopt the behaviors, decision-making habits and ways of working needed to move faster, experiment effectively and operate successfully inside a large organization.
Corporate alignment
Building stronger relationships with business units, senior leadership and other internal stakeholders so the venture team has the support and influence it needs.
Investment and partnership models
Determining when to invest, partner, pilot or pursue another form of strategic engagement.
Portfolio value
Improving how the organization supports portfolio companies and captures strategic value from the relationship.
TYPICAL ENGAGEMENTS
Projects may include:
Fund or CVC strategy review
Investment-thesis development
Portfolio-construction modelling
LP narrative and fundraising preparation
Investment committee participation or design
Portfolio company advisory and support
Governance and decision-process review
Corporate culture and ways-of-working change
Corporate alignment and stakeholder management
Team and operating-model development
The scope is agreed in advance and kept focused on the work that will make the greatest difference.
Building or improving a venture practice?
A fit call is a straightforward conversation about the current situation, the work that may be useful and whether there is a good fit.
Need help with one specific issue?
Book a focused strategic work session instead. Available as a fixed-scope project or paid advisory session when the need is specific and clearly defined.