David S.

I help B2B tech and services executives build board-ready strategic plans, go-to-market strategies, and M&A/exit roadmaps that actually get adopted and drive results. Whether you’re expanding into new markets, launching a new product, or presenting a major growth initiative to your board, I bring the research, frameworks, and storytelling to back it up. I’ve worked with 110+ founders, CEOs, and investors - from startups/scaleups to enterprise - to solve high-leverage problems at the intersection of strategy, growth, and capital. Who I Work With: Executive Teams & Boards (PE, VC, Founder-Led) - Commercial due diligence and strategic growth planning - Market expansion, product launches, or portfolio repositioning - Executive and board presentation development High-Growth Startups - Go-to-market strategy & growth modeling - Positioning and pricing strategy - Investment narrative & pitch refinement Selected Results: $950M Acquisition: Built GTM & product strategy to commercialize an internal iPaaS for a PE-backed logistics company; became a key pillar of the $950M exit. $36M Exit: Led go-to-market transformation of a FinTech, increasing valuation 55% in 7 months. 32% ARR Growth (12mo): Developed a unified “Health Intelligence” platform strategy for a $20M HealthTech firm - exceeding growth projections by 2.4M in 12 months. $40M+ Raised: Helped early-stage companies craft investor-ready narratives, models, and decks that secured over $40M in funding. 75+ B2B Services CEOs: Scaled premium services firms to 70%+ margins, 7-figure deals, and defensible category leadership. Experience Across Industries: AI / ML | SaaS | HealthTech | FinTech | Infrastructure | Supply Chain | Web3 | IoT | Agencies | Tech-Enabled Services