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Services ·01 · Strategic

Positioning before pitching.

Board-level counsel on positioning, GTM, commercial strategy, and category architecture. For founders and growth-stage CEOs navigating the next inflection — usually one level above the next raise.

Engagement
Monthly retainer
Lead
Daniel Bae
Cadence
Ongoing · quarterly readout
Best fit
Series A → growth
Deliverable · narrative architecture
how the same story scales across every audience
One-line
"The eval layer for vertical AI."
7 words
Three-line
Production AI in regulated industries breaks at the eval layer. We give legal and healthcare teams the harness their compliance teams will sign off on. Used by 14 companies including three of the top-five AI legal platforms.
~40 words
Ten-line
Board-deck version. Problem, why now, what we built, who uses it, traction, moat, team, ask. The version that survives a partner meeting and the version we rehearse against.
~250 words
Memo
10–14 page long-form memo. Internal doc, never the deck. The reference that future board decks, fundraise materials, M&A teasers, and recruiting pitches all collapse out of.
~3,500 words
Output of Phase 02 · Narrative architecture Built from the diagnostic, used by everything downstream

Three phases. No filler.

A diagnostic, then narrative architecture, then a continuous engagement that lives in board prep, GTM reviews, and quarterly readouts.

01
Diagnostic
Read the product, the team, the last two board decks. 90-minute founder session. Honest view on category fit and the next inflection.
2 weeks
02
Narrative architecture
The one-line, the three-line, the ten-line. Competitor framing, category design, ICP tightening, the long-form market memo.
3 weeks
03
Board & GTM ops
Board-deck rewrites, GTM strategy reviews, pricing work, and the quarterly readout. The retainer.
ongoing

Deliverables, named.

01
Positioning memo
A 6–10 page narrative that explains what you are, why now, and what category you're playing in. The reference doc for everything else.
02
Board deck rewrites
Quarterly board-deck pass with substantive structure, not slide-jockeying. Designed for a sharp board, not a polite one.
03
Pricing & packaging audit
A read on whether your pricing structure matches your story and what your buyers actually value. Often the highest-ROI deliverable.
04
Competitive map
Living document on direct, adjacent, and incoming competitors. Updated quarterly with what they shipped, raised, or hired.
05
GTM review
Quarterly review of your funnel, sales motion, and partnership pipeline. Tactical recommendations, not just frameworks.
06
Founder office hours
A standing 60-minute slot per week. Use it for what's actually on your mind, not what's on the agenda.

Strategic advisory starts here.

Thirty minutes, confidential, no deck required. Tell us where you are — we'll tell you honestly whether a retainer makes sense.

Book a confidential intro → Pick a slot →