

Defined deliverables. Clean hand-off.
Across engaged portfolio companies.
Fractional model. Full-time results.
Your portfolio company is producing revenue — but not reliably, not efficiently, and not in a way that survives an exit audit. Top-line momentum is one of the most misleading metrics in a PortCo review: it creates the appearance of health while operational drag quietly erodes the margin story you'll need at exit.
CRM is full, dashboards exist, but nobody can explain why pipeline is stalling. Activity is being logged — not managed.
Top-line momentum is masking operational drag and climbing cost of sale. The number looks right until it doesn't.
Growth requires headcount. The model doesn't survive the hold period without a system that multiplies rep output.
The talent is there. The systems and coaching cadences aren't. Leadership potential sits idle without the architecture to unlock it.
This is not a strategic recommendations engagement. Every sprint ends with operating systems installed, teams trained, and dashboards live. Nothing is delegated. Nothing is left in a deck.
Real-time dashboards tied to rep-level accountability metrics.
Structured cadences that hold managers — not just reps — accountable.
Deployed directly into daily rep workflows, not bolted on as a feature.
Coaching frameworks that close the gap between manager and director.
Operating norms that outlast the engagement and survive leadership transitions.
Revenue audit, leadership assessment, pipeline forensics. Every gap mapped before a single system is touched.
KPI systems installed, coaching cadences running, AI tooling deployed. Infrastructure built to spec.
Systems running, team trained, dashboard live. Handoff complete with full documentation.
Every deliverable in the 90-day sprint is engineered to produce a measurable, auditable outcome — the kind that holds up in an LP presentation and survives exit due diligence.
Forecast accuracy replaces gut feel. Every stage of the pipeline has an owner, a metric, and a consequence.
Operational drag is identified and removed. Cost of sale comes down as process efficiency rises.
Managers are coached against defined metrics. Performance conversations happen on cadence, not in crisis.
Intelligent tooling embedded in rep workflows — not an add-on, but a daily performance multiplier.
The revenue model grows without a corresponding headcount increase. The unit economics survive the hold period.
Systems documented, dashboards auditable, leadership trained. The story holds when a buyer's team walks in.
"We came in post-acquisition with inconsistent pipeline and a sales team that ran on relationships, not systems. Within 90 days we had KPI visibility across every rep, a coaching cadence that actually held managers accountable, and a forecast I could take to the LP meeting with confidence."
— Managing Director · PE-Backed ISO, Southeast Region
This engagement is designed for a specific situation. The clearer you are about where you are, the faster we can determine whether this is the right lever to pull — and the faster we can move if it is.
A career spent inside revenue organizations — not studying them. The work began in merchant services and financial services, building fluency in ISO economics, residual structures, and the relationship-driven sales cultures that define the industry. That context is not transferable from a case study. It comes from operating inside it.
The engagement model is deliberate. Every portco relationship is hands-on: running cadences, sitting in deal reviews, building dashboards, coaching managers directly. The work does not get delegated to a junior associate or abstracted into a slide deck. What gets built is operational — and what is operational gets handed off running.
The fractional structure is not a compromise. It is a precision instrument. You get Fortune 200-caliber revenue architecture delivered at a fraction of the cost of a full-time CRO — with a defined sprint model, documented deliverables, and a clean handoff protocol that protects the investment after the engagement closes.
BRAX
No pitch deck. No discovery form. A direct conversation about where the revenue system is broken — and whether I'm the right person to fix it. If the fit is there, engagements begin within two weeks of alignment.
Typical response within 24 hours. Engagements begin within two weeks of alignment.
Revenue Architecture
Fractional CRO services for PE-backed companies in merchant services and the ISO channel.