Service Options
Helping CEOs navigate growth, complexity, and change with clarity and execution
“We lead with humanity. Our diversity of thought sparks unique insights and drives real-world solutions for our clients at every step of their journey.”
- José Cotto, Founder, Managing Partner
Empowering AI
AI Enablement that helps CEOs move beyond experimentation and apply AI where it materially changes how the business operates. Rather than pilots or tool sprawl, we focus on embedding AI into core workflows with clear ownership, adoption, and measurable impact. The engagement is designed to produce practical, business-level outcomes — not technical artifacts.
AI Enablement delivers one or more of the following outcomes, based on where leverage matters most in the business:
- Accelerate Decision-Making Improve speed and quality of decisions by augmenting teams with AI-supported analysis and insights.
- Improve Execution Consistency Reduce variability in how work gets done through AI-supported process enforcement and guidance.
- Create Scalable Leverage Without Hiring Absorb growth without immediately adding headcount by embedding AI into existing workflows.
AI Enablement is led by senior operators who step in where most organizations lack clear AI leadership.
José Cotto anchors the engagement around business outcomes and execution discipline, ensuring AI efforts stay aligned to real priorities. Doc Williams drives rapid, off-the-shelf and no-code AI implementation where speed and adoption matter most, while Naveen Sydney guides core and regulated AI decisions in more complex or risk-sensitive environments. Throughout the engagement, Amilya Antonetti focuses on the human and behavioral dynamics that determine whether AI is actually adopted and sustained.
Together, this leadership team actively guides design and execution end-to-end, closing the gap between intent and impact so AI becomes an operational advantage — not an experiment that stalls.
OrganizingSales
Sales Enablement helps CEOs move from inconsistent revenue and founder-dependent selling to a repeatable, scalable sales motion. Rather than isolated tactics or one-off hires, we focus on building the systems, playbooks, and discipline required for predictable pipeline and execution. The engagement is designed to create durable, scalable sales capability — not short-term spikes, no gimmicks.
Sales Enablement is designed to deliver three clear outcomes:
- A Clear Sales Process Your team has a simple, documented way to sell — from first conversation to close — that everyone follows. Deals move forward consistently instead of stalling or getting stuck.
- A Full and Growing Pipeline Your pipeline is actively being filled with the right prospects, not just tracked. Leads are qualified, nurtured, and moved forward deliberately so pipeline grows instead of constantly being rebuilt.
- A Trained Sales Team Your team knows how to work the pipeline — what to say, when to follow up, and how to move deals forward without relying on you. New hires ramp faster, and performance becomes consistent across the team.
Sales Enablement is led by senior revenue operators who step in where most organizations lack experienced sales leadership.
John Glover leads the design of the sales process and pipeline mechanics along with sales team training, ensuring the system reflects real buyer behavior and revenue goals. José Cotto ensures the sales motion aligns with broader business strategy and growth priorities, while Amilya Antonetti focuses on the behavioral and organizational shifts required for teams to adopt and consistently execute the new system.
Together, this leadership team guides design, implementation, and training end-to-end — ensuring the sales engine is not only built, but actually used.
Scaling Capital
Capital Readiness helps CEOs prepare for, pursue, and execute capital events with confidence. Rather than scrambling when capital is needed, we focus on building the financial foundation, narrative, and execution path required to engage investors, lenders, or funding programs credibly. The engagement is designed to support capital decisions that materially shape the future of the business.
Capital Readiness is designed to drive one or more of the following capital outcomes, depending on where the business is today.
- Venture Preparation. The company is positioned to credibly receive outside funding, with a clear story, a defensible pitch deck, and leadership prepared to communicate the opportunity confidently. Founders are trained to present the business clearly, answer hard questions, and engage investors from a position of readiness rather than pressure.
- Venture Financials. The business has decision-grade financials that hold up under scrutiny. Market research, revenue models, forecasts, and operational financials such as P&L and cash flow are aligned and defensible, giving leadership and investors confidence in how the business works and how it scales.
- Capital Raise Execution. When appropriate, we support the full capital raise process — including private equity, venture capital, angel investment, or government funding — guiding outreach, positioning, and execution so the process is deliberate, organized, and aligned with the company’s goals.
67Capital Readiness is led by senior operators who step in where most organizations lack experienced financial and capital leadership.
Patrick Deane leads the financial foundation of the engagement, ensuring models, forecasts, and operational financials are decision-grade and defensible under real investor and lender scrutiny. Danny Beckett leads capital raise execution, guiding positioning, outreach strategy, and engagement across private equity, venture capital, angel investors, and applicable funding programs.
Together, they guide the capital process end-to-end — from preparation through execution — so capital decisions are deliberate, credible, and aligned with the company’s long-term objectives, not rushed reactions to pressure.