B.02.03, Practice / Consulting
Senior advice on the
decisions that matter.
Operating advisory across technology and market entry.
We help with the big calls — capital partnerships, joint ventures, family-office structures — in focused engagements sized to a quarter, a launch, or a board cycle. Senior people, confidential by default.
Advisory grounded in delivered work.
Most consulting firms sell the deck. We sell the operator. Each engagement is held by people who have run the same kind of build, the same kind of launch, the same kind of capital cycle, and can speak to it without a slide.
This practice grew out of the other two: our technology and market-entry clients kept needing help structuring deals, writing family-office models, and signing JVs — so we built a team to do it well.
We’re not a retainer shop. You bring us in for a specific decision, we help you make it, and we step out when it’s done.
Five concentrations.
Each one is here because we’ve been the operator inside it, not the consultant outside it. Engagements are short, senior, and held to a fixed scope.
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F.02.01
JV & partnership structuring
The architecture of a joint venture, equity splits, governance, operating control, exit. Held by people who have sat on both sides of the cap table and know which clauses get used and which sit dormant for a decade until they detonate.
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F.02.02
Family-office operating models
Governance, portfolio models, and the playbooks that decide whether a family office runs as an investment vehicle or a venture studio. We write the manual the next generation will operate against.
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F.02.03
Capital partnerships
Introductions and term work for the capital partnership that doesn’t announce itself, private credit, strategic equity, family-office co-investment. Sized to a single transaction, not a standing retainer.
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F.02.04
Portfolio operating advisory
Brought in by a holding company or family office to operate alongside a portfolio CEO for a defined window, a quarter, a launch, a board cycle. We sit in the room when the move is made, and step out when it’s closed.
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F.02.05
Applied AI advisory
When a Technology engagement isn’t the right shape but a senior read on AI is, build vs buy, agent surfaces, evaluation, deployment risk. The same team that ships our applied AI work, hired for the read alone.
Applied AI advisory.
One of several consulting concentrations, not the headline. When a senior read on AI is the right shape of engagement (build vs buy, agent surfaces, evaluation, deployment risk), this is where it sits.
The chat widget at the bottom-right of this page is Terrence, a real deployment of the same agent and retrieval pattern we ship inside client work. He answers questions about what we do and helps you get started. He’s a working example of this practice, not the practice itself.
Try Terrence at the bottom-right of this page
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