Eliminate costly delays, misaligned initiatives, and workplace chaos by harnessing expert guidance where it truly counts. Walk away with a 90-day road-map, clarity on every project, and immediate wins that pay for themselves.
You’re juggling multiple projects, each fighting for attention, and you’re not even sure how they tie back to your core mission anymore. Deadlines slip, your team is frustrated, and each day brings new fires to fight. Sound familiar?
What if you could secure top-tier project management and strategic expertise without draining your cash flow? With our Equity-Based Partnership, you gain a trusted advisor who’s invested in your success—literally.
You offer a minority equity stake (or convertible note, or performance-based vesting) to us, and in return, we provide ongoing project management consulting, strategic advisement, and possibly AI/automation implementations—all geared towards driving your business forward.
1. Aligned Interests:
We become true stakeholders, focusing on your profitability and sustainability—not just ticking boxes.
2. Reduced Cash Burn:
Get expert support without hefty monthly consulting fees. Conserve your capital for product development, marketing, or team growth.
3. Long-Term Commitment:
We’re in this together for the long haul—anticipating challenges, adapting strategies, and scaling right alongside you.
4. Customized Structures
Equity can come in many forms: performance-based vesting, a convertible note, or direct equity in exchange for ongoing services. We’ll tailor the model to fit your business stage and risk profile.
Looking to stabilize and scale without burning precious cash reserves.
That need a trusted, longer-term ally to optimize projects and processes.
Seeking a strategic partner who invests more than just hours—investing in the mission itself.
We’ve combined battle-tested project management strategies with cutting-edge AI tools to create a membership that meets you exactly where you are—whether you’re a solopreneur, a growing small business, or an established company looking for done-for-you services.
Step 1. Half Day Consultation
We learn about your goals, timeline, current project challenges, and overall vision.
Discuss potential equity structures (e.g., vesting schedules, convertible notes, revenue-share with equity options).
Step 2. Mutual Fit Assessment
We evaluate if our skill set and investment is right for your growth trajectory.
You assess if you’re comfortable offering equity in exchange for high-impact, long-term support.
Step 3. Proposal & Agreement
We propose a custom plan detailing scope (e.g., monthly PM services, strategic advisory, AI integrations) and equity terms (percentage stake, conversion triggers, or milestone-based vesting).
Step 4. Onboarding & Implementation
We set clear project goals, success metrics, and timelines.
Begin hands-on project management: planning, risk oversight, resource allocation, and continuous improvement.
Step 5. Ongoing Strategic Partnership
Regular check-ins and progress reviews to adapt your roadmap as you scale.
Align on key performance indicators (KPIs) that drive valuation and overall business success.
12+ Years of experience across Agile, Waterfall, hybrid, and AI-driven solutions.
Templates, advanced automations, and strategic frameworks ready to deploy.
When we hold equity, we’re motivated to ensure your business thrives.
Clear communication, goal setting, and milestone tracking keep everyone accountable.
It varies by scope and company stage—anywhere from a fraction of a percent to a more significant stake. We aim for a fair exchange reflecting our time, expertise, and the growth potential.
Not at all. We typically take a minority, non-controlling stake. Our role is to advise, not direct.
That’s exactly why we’ll focus on risk management and strategic planning together. If certain performance triggers aren’t hit, the equity vesting might pause or adjust—again, all spelled out in our agreement.
We usually discuss a 12- to 24-month horizon to align with typical project cycles and growth phases. But exact terms are negotiable.
Yes, there will be an exit clause in the agreement. Typically, if you exit early, we address partial vesting or buy-back terms for any earned equity.
If you believe in collaboration over one-off transactions, and you’re ready to scale with a strategic ally who shares your vision, book a discovery call to explore how our Equity-Based Partnership can fuel your next phase of growth.