STRATEGIC ADVISORY SESSIONS


Focused advice for one important decision.

When a full advisory engagement is not necessary

Sometimes you do not need an ongoing coach or advisor. You need focused help with one important issue.

A Strategic Advisory Session gives us time to clarify the problem, test your thinking and identify practical next steps.

This is a working session, not an introductory call or general conversation.

Cancellation policy

Sessions may be rescheduled with at least 24 hours’ notice. Sessions cancelled or rescheduled with less than 24 hours’ notice are non-refundable.

Materials deadline

Materials for review must be submitted at least two business days before the session. Documents received later may not be reviewed in advance.


CHOOSE THE RIGHT FORMAT

STRATEGIC ADVISORY
- 60 minutes

Best for a specific decision or challenge, including:

  • Strategy and priorities

  • Leadership or team issues

  • Cofounder, board or investor dynamics

  • Fund or CVC decisions

  • Capital strategy

  • Preparing for an important conversation

You will leave with a clearer view of the issue and practical next steps.

STRATEGIC ADVISORY
- 90 minutes

Best when you want detailed feedback on materials such as:

  • Investor or fundraising decks

  • Fund presentations

  • Investment memos

  • Strategy documents

  • Board materials

Materials must be provided in advance. I will review them before the session so that we can use our time for focused discussion and feedback.