SELECTIVE ADDITIONAL ENGAGEMENTS
Focused analytical capacity for recurring and high-consequence decisions.
Defined project engagements and limited retainers for organizations that need independent diligence or additional executive-intelligence capacity.
TECHNICAL-COMMERCIAL DILIGENCE
Determine whether the opportunity can work, scale, and create economic value.
Independent assessment of a technology, company, partnership, acquisition, licensing opportunity, or investment thesis across the factors that determine commercial credibility and execution risk.
Technology & Evidence
Architecture, performance claims, supporting evidence, development maturity, and material technical uncertainties.
Customer & Market Adoption
Customer need, economic value, buying process, qualification path, switching barriers, and adoption evidence.
Economics & Capital
Cost structure, pricing, margin potential, capital requirements, milestone funding, and financial sensitivities.
Manufacturing & Scale-Up
Process readiness, yield sensitivities, packaging, test, supplier dependencies, and production assumptions.
Competition & Differentiation
Existing alternatives, differentiation, switching barriers, pricing pressure, and likely competitive response.
Execution & Milestones
Integration and qualification requirements, team capacity, dependencies, decision gates, and priorities for reducing risk.
What you receive
An executive diligence memorandum, evidence-gap and risk register, management questions, and prioritized validation milestones.
Typical duration: 4-6 weeks, depending on scope and access to evidence.
EXECUTIVE INTELLIGENCE DESK
Senior analytical capacity without a full-time strategy hire.
A defined monthly advisory relationship for founders and leadership teams facing recurring market, customer, partner, funding, or strategic decisions.
Market & Competitive Monitoring
Monitor material market shifts, competitor activity, and industrial trends that may affect your priorities, positioning, or timing.
Financial Scenario Analysis
Quantitative modeling and financial scenario analysis to evaluate capital needs, commercialization risk, and the economic viability of technical milestones and growth paths.
Executive Decision Briefs
Strategic summaries and executive memoranda that distill complex technical-commercial data into clear, actionable insights for leadership review and decision-making.
Customer & Partner Assessment
Evaluate customer and partner fit, value exchange, qualification requirements, relationship dependencies, and execution risks.
A defined monthly remit
Monthly priorities, deliverables, meeting cadence, response expectations, and revision limits are agreed in advance. A retainer does not include unlimited on-demand support.
Three-month initial engagement.
CHOOSE THE RIGHT ENGAGEMENT
Choose the format that fits the decision.
ONE DEFINED DECISION
3C Decision Sprint
Use when one high-priority strategic or commercialization question must be resolved within weeks.
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Typically two weeks after kickoff and receipt of required materials.
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DEEP INDEPENDENT REVIEW
Technical-Commercial Diligence
Use when an investment, partnership, acquisition, or technology thesis requires a broader evidence and risk assessment.
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Typical duration: 4-6 weeks, depending on scope
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RECURRING DECISION CAPACITY
Executive Intelligence Desk
Use when the leadership team needs ongoing research, analysis, modeling, and executive-ready materials.
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Typical term: three-month initial engagement
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ENGAGEMENT PRINCIPLES
Clear boundaries strengthen the work.
Principal-Led
Clients work directly with the individual responsible for the analysis and recommendation.
Defined Outputs
Scope, deliverables, cadence, review cycles, and exclusions are agreed before work begins.
Evidence Discipline
Verified facts, assumptions, estimates, and inferences are distinguished throughout the work.
Conflict Screening
Potential competitive, customer, supplier, investor, and professional conflicts are reviewed before acceptance.