Portfolio Advisory · For Funds

Ten days from a high risk position to ten decisions. Before the next board meeting.

An outside operator portfolio CEOs will actually listen to, on call for the fund. A two-day diagnostic and a ten-day sprint for any portfolio company at risk of stalling.

FormatDiagnostic in 2 days · Sprint in 10 InvestmentRetainer, or per engagement Output3 blockers. Go / no-go. 10 decisions. AccessBy introduction

You see the risk increase early. The CEO is stuck.

Every portfolio has companies where the risk rises before it shows in the numbers.

Growth flattens after product-market fit. The next round needs a story the metrics don't yet support. The go-to-market that won the first customers doesn't scale to the next hundred. The leadership team needs to change shape for the next stage.

GPs and investment managers usually see it first. The CEO has heard it several times but hasn't moved much.

What the portco needs is a senior operator both the fund and the CEO trust: in the room within two weeks, out again with decisions the CEO owns.

One operator, trusted by fund and CEO.

A fund and its portfolio CEOs want the same thing: the right decisions, made early. I work with both.

For eight years I have been Venture Advisor to LUMO Labs, across their EUR 30M and EUR 100M funds investing in emerging technology for social impact.

Because I've worked with multinational corporations for 25 years, and with early stage ventures for 10+ years, as well as founded, raised for and operated venture-backed companies myself, CEOs take the conversation as counsel from someone who has been there.

Because I have built the business cases funds underwrite, GPs and investment managers get a read they can act on before the next board meeting.

What the fund gets

  • A Breakout Diagnostic on any portfolio company within two weeks of the ask: ten pillars assessed, the three real blockers named and sized.
  • A straight go / no-go on whether a sprint is warranted.
  • The Breakout Curve Sprint when it is: ten days, ten decisions, a 90-day plan and a board-ready narrative.
  • First-call access for GPs and investment managers on any portfolio company that needs it.

How it is bought

  • Retainer: a fixed number of diagnostics a year, priority scheduling, and the sprint at the standard rate.
  • Per engagement: diagnostic and sprint at list price, invoiced to the fund or to the company.
  • Terms agreed on the call.

Who it is for

  • Series A to pre-exit funds.
  • GPs and investment managers who would rather know in two days than at the next board meeting.
  • Portfolio companies past product-market fit and short of repeatable scale.
The Breakout Curve Sprint

Ten days to move your company through its critical inflection.

A focused advisory sprint for Breakout-Stage CEOs - Series A to exit - facing the decisions that will define whether your company ascends or stalls. Ten working days. Ten clarified decisions. One plan. One narrative.

Format10 working days · 10 steps Investment$250,000 flat Output10 decisions. One plan. One narrative. AccessBy referral only

You already know what's broken. You don't have the time, distance, or trusted counsel to fix it.

Your board is watching the runway clock. Your team is moving, but not in the same direction. The fundraise narrative isn't landing with investors. The GTM motion you bet the year on is sputtering. Or your leadership team has quietly become the thing nobody talks about in the all-hands.

You're at the inflection point on your Breakout Curve - the moment that determines whether your S-curve bends upward or flattens out. And you're making that call with imperfect information, under board pressure, and without a trusted sounding board who has been here before.

You don't need a 12-week consulting engagement with a deck and a team of associates. You need someone who has operated at this level - on five continents, across 50+ organizations - who can sit across from you for two weeks and force the ten decisions that unlock the next stage.

One engagement built the valuation model that told a major broadcaster what its content was worth: USD 50M in missed revenue over five years, and the price for the renewed agreement. The same pattern recognition, condensed into ten days, applied to your situation.

Built for the Breakout-Stage CEO. Not for everyone else.

This is for you if -

You run a venture-backed, PE-backed, or high-growth independent company - Series A through pre-exit - with real revenue, a real team, and real stakes. You're inside the inflection zone of your Breakout Curve: past product-market fit, not yet at institutional scale. You're facing a fundraising block, a go-to-market pivot, a leadership fracture, or some combination. You can name the problem. You're ready to make hard calls in days, not quarters. The cost of inaction is measured in millions.

This is not for you if -

You're pre-product-market-fit, looking for validation, or hoping a strategist will tell you your plan is good. You want a long engagement, a team of consultants, or a deck to put in front of your investors. You're not the decision-maker. You want accountability-free advice. You're shopping on price.

The Breakout Curve. Where your company is right now.

SERIES A B - D EXIT BREAKOUT ZONE INFLECTION 10 decisions made here Value / scale

Every company follows an S-curve. Early traction is hard and slow. At some point, the curve bends - and growth accelerates. After the inflection, the machine scales. Between Series A and exit, every CEO faces the same question: am I about to bend the curve upward, or flatten it out?

Most companies don't fail after the inflection. They fail before it. Not because the product isn't right or the market isn't there - but because the ten critical decisions that drive the curve upward get made slowly, wrongly, or not at all.

The Breakout Curve Sprint forces those ten decisions in ten days. No reports. No decks. Decisions - with rationale, with owners, with timelines.

Layer 1 - Clarity
What you're actually building - set before the inflection, or the ascent goes in the wrong direction.
  • Market position - who you're the undisputed winner for
  • Revenue architecture - how the money flows and compounds
  • Competitive moat - what makes you structurally uncopyable
  • Exit architecture - enterprise value, to whom, by when
Layer 2 - Momentum
What's blocking the inflection. Remove the right constraints in the right order.
  • GTM engine - the acquisition machine that scales past $10M ARR
  • Capital strategy - fundraise narrative, timing, investor alignment
  • Leadership design - right people, right seats, wrong ones out
Layer 3 - Execution
How you lock in the ascent once the inflection begins. Speed, authority, CEO bandwidth.
  • Decision authority - who decides what, with what information
  • Board & investor management - turning pressure into leverage
  • CEO bandwidth - stop, start, delegate to unlock the bottleneck

The Breakout Curve. Where your portfolio companies are right now.

SERIES A B - D EXIT BREAKOUT ZONE INFLECTION 10 decisions made here Value / scale

Every venture-backed company follows an S-curve. Early traction is hard and slow. At some point the curve bends and growth accelerates. Between Series A and exit, every portfolio company reaches the same question: will it bend the curve upward, or flatten out?

Most companies don't stall after the inflection. They stall before it. Not because the product or the market is wrong, but because the ten decisions that drive the curve upward get made slowly, wrongly, or not at all.

The Breakout Diagnostic shows in two days which of those ten decisions are holding the company back. The Breakout Curve Sprint makes them in ten days, with rationale, owners and timelines.

Layer 1 - Clarity
What the company is actually building - set before the inflection, or the ascent goes in the wrong direction.
  • Market position - who the company is the undisputed winner for
  • Revenue architecture - how the money flows and compounds
  • Competitive moat - what makes the company structurally hard to copy
  • Exit architecture - enterprise value, to whom, by when
Layer 2 - Momentum
What's blocking the inflection. Remove the right constraints in the right order.
  • GTM engine - the acquisition machine that scales past $10M ARR
  • Capital strategy - fundraise narrative, timing, investor alignment
  • Leadership design - right people, right seats, wrong ones out
Layer 3 - Execution
How the company locks in the ascent once the inflection begins. Speed, authority, CEO bandwidth.
  • Decision authority - who decides what, with what information
  • Board & investor management - one plan the board and the team both back
  • CEO bandwidth - stop, start, delegate to unlock the bottleneck

Ten working days. Structured for breakthrough.

Ten working days. Ten steps of the Breakout Architecture. Ten decisions. Every day has a clear purpose. Each session ends with a decision, a draft, or a discarded assumption. Nothing leaves the room until it's resolved.

Days 1 - 2

Diagnostic

Deep mapping of the business, the team, the cap table, the market position, and the live constraints. By end of day two, we've named the real problem - which is rarely the presenting one.

Days 3 - 5

Stress Test

Hostile interrogation of strategy, narrative, financial model, and team. We expose the assumptions you can't afford to keep - and the ones your board hasn't yet questioned.

Days 6 - 8

Decisions

Working sessions to force the ten decisions across the Breakout Architecture. Capital strategy, org design, GTM priorities, customer focus. Each closed with rationale, owner, and date.

Days 9 - 10

Synthesis & Narrative

The 90-day execution plan. The board-ready narrative. The communication cascade for the team. You walk into Monday with a different company.

Two days to know. Ten days to decide.

The diagnostic comes first: two days, ten pillars assessed, the three real blockers named and a straight go / no-go.

When the answer is go, the sprint follows: ten working days, ten steps of the Breakout Architecture, ten decisions. Each session ends with a decision, a draft, or a discarded assumption.

Days 1 - 2

Diagnostic

Deep mapping of the business, the team, the cap table, the market position, and the live constraints. By end of day two the real problem is named, which is rarely the presenting one.

Days 3 - 5

Stress Test

Hard testing of strategy, narrative, financial model and team, to surface the assumptions the company can't afford to keep.

Days 6 - 8

Decisions

Working sessions to force the ten decisions across the Breakout Architecture. Capital strategy, org design, GTM priorities, customer focus. Each closed with rationale, owner, and date.

Days 9 - 10

Synthesis & Narrative

The 90-day execution plan. The board-ready narrative. The communication cascade for the team.

Concrete artifacts. Not a slide deck.

  1. Ten clarified decisions across the Breakout Architecture - each with owner, rationale, and 90-day execution timeline.
  2. A board-ready narrative for your next round, your next quarter, or your next pivot.
  3. A 90-day execution plan with weekly milestones and named accountability.
  4. A revised capital strategy aligned to the decisions made.
  5. A diagnosis of the leadership and org dynamics blocking your inflection - and what to do about them.
  6. An honest assessment of which bets to double down on, and which to kill this quarter.

Concrete decisions. Not a slide deck.

  1. Ten clarified decisions across the Breakout Architecture - each with owner, rationale, and 90-day execution timeline.
  2. A board-ready narrative for the next round, the next quarter, or the next pivot.
  3. A 90-day execution plan with weekly milestones and named accountability.
  4. A revised capital strategy aligned to the decisions made.
  5. A clear view of the leadership and organization changes the next stage needs.
  6. A shared view between CEO and board of where the company stands and what happens next.

Priced against the cost of standing still.

The CEOs who say yes are not buying time. They are buying the avoidance of an eight-figure mistake, or the unlock of a nine-figure outcome. Priced accordingly. Two ways in: a two-day diagnostic that tells you whether you need more, or the sprint itself.

The Breakout Diagnostic · Entry
$35,000flat

Two days. Ten pillars assessed against evidence, the three real blockers named and sized, and a straight go / no-go on whether a sprint is warranted.

Proceed to the sprint within sixty days and $25,000 is credited against the $250,000. Diagnostic one-pager ↓
The Breakout Curve Sprint
$250,000flat

Ten working days, ten steps, ten decisions. Direct CEO engagement, on-site or remote. Fixed fee, no hourly, no overruns.

Retained Advisory · Optional
$15,000/ month

Six-month retainer to hold the team accountable to the 90-day plan. Bi-weekly CEO sessions, quarterly board check-ins, ad hoc strategic counsel. By selection only.

Equity-based engagements considered for select high-growth companies with proven leadership and a clear path to exit. Limited capacity - one in five engagements.

Priced against the value at risk.

For a fund, the measure is the value of the portfolio company it protects. Two products, per engagement or on retainer across the portfolio.

The Breakout Diagnostic
$35,000flat

Two days per portfolio company. Ten pillars assessed against evidence, the three real blockers named and sized, and a straight go / no-go on whether a sprint is warranted.

Proceed to the sprint within sixty days and $25,000 is credited against the $250,000. Diagnostic one-pager ↓
The Breakout Curve Sprint
$250,000flat

Ten working days, ten steps, ten decisions. Direct engagement with the CEO and leadership team. Fixed fee, no hourly, no overruns.

Retainer · Portfolio
Onrequest

A fixed number of diagnostics a year across the portfolio, priority scheduling, and the sprint at the standard rate. Terms agreed on the call.

Operator credibility. Not retired-consultant theater.

Two decades across strategy consulting and operating roles spanning five continents and 50+ organizations - from early-stage to Fortune 500. Principal at Capgemini Consulting across Europe, North America and the Middle East. Independent strategy advisor to some of the world's largest telcos, broadcasters, and media companies. Currently founder of a venture-backed AI platform, my 15th early stage tech company I'm involved in - meaning I bring experience from the ground up as well, not advising from a distance.

Active advisor to LUMO Labs portfolio companies. Proven across telecom, media, digital health, conservation tech, and frontier-market entry.

The large corporate names in my track record? In most cases, they hired me to do the smart work their own teams couldn't. The same pattern recognition is available to you - condensed into ten days.

$50M+
Missed Revenue Quantified and Repriced
Major Broadcaster, Five Years
50+
Organizations Advised
Early-stage to Fortune 500
10days
From Stuck To Resolved.
Series A to Exit.
By Referral
Sole Channel for
New Engagements
Marquee Case · Pan-African Telecom Group

A three-month group-level engagement built the enterprise business case across 14 operating countries, identifying USD 2bn cumulative revenue uplift through 2030, with the country CEOs building the numbers along the way.

Marquee Case · Major Broadcaster

Designed, built and ran the valuation model for a major broadcaster's content. It quantified USD 50M in missed revenue over five years and projected the value forward as the board's negotiation position.

Marquee Case · Venture-Backed Media Platform

Four years as head of corporate and business development for a creator platform in Africa: two new country operations live, entities set up and core teams hired, and the positioning and investor materials behind USD 3M raised across the period.

Full case walkthroughs available under NDA.

Operator credibility. Trusted by funds and founders.

Twenty-five years with multinational corporations, including Principal at Capgemini Consulting across Europe, North America and the Middle East.

More than ten years with early-stage ventures as founder, co-founder, executive and advisor. Currently founder of a venture-backed AI platform, my 15th early stage tech company I'm involved in.

Eight years as Venture Advisor to LUMO Labs and its portfolio companies.

Funds get an operator who reads a company the way an investor does. CEOs get one who has run companies himself.

8years
Venture Advisor
LUMO Labs
15
Early-Stage Tech Companies
Founded, Led or Advised
10days
From Stuck To Resolved.
Series A to Exit.
By Introduction
Sole Channel for
New Engagements
Marquee Case · Venture-Backed Media Platform

Four years as head of corporate and business development: two new country operations live, entities and core teams set up, USD 3M raised across the period, and the company at about USD 500K MRR and break-even.

Marquee Case · Venture-Backed XR Company

Co-founder, President and COO: built the service model and deal structures, brought in first institutional capital from Boost VC, and structured artist projects in the USD 2 to 3M range underwritten by a strategic investor.

Marquee Case · AI Platform, Founder

Founder and CEO: took the company from concept to platform, with angel investment in, pre-seed committed and a pilot site secured ahead of deployment.

Full case walkthroughs available under NDA.

If the timing is right, the conversation is thirty minutes.

The first call is a fit assessment, not a sales pitch. If it isn't right, we'll say so. If it is, we start with the diagnostic or go straight to the sprint, within four weeks.

The first call is thirty minutes on the portfolio company that prompted it. If it isn't right, we'll say so. If it is, the diagnostic is scheduled within two weeks and the terms follow.

Reviewed weekly. Response within five business days if aligned. Most engagements arrive by referral.