Scaling a venture-backed company from Series A to pre-IPO requires both Vision + Execution.​
Strategies need to be aligned with Operational Structures. CEOs require a true operating partner for the Structure and Execution pieces. CFOs and COOs face massive pressures to scale people, decisions, and CEO & Board trust.
Most coaches aren’t trained for these pressures. You don’t need therapy or a pep talk. You need a battle tested player/coach who can help you influence, level up, and win.
That’s Jim’s full-time, hands-on practice in a nutshell. With 30 years of operating experience scaling startups from early/founding stages to multi-billion valuations, Jim is now sharing all his “Best Of” lessons learned with key executives, leadership teams, and Boards and has produced dozens of successful, satisfied clients over the last 5+ years.
Tri-Mode Coaching/Advisory Model - Jim offers three ways to work together:
1:1 Coaching
STARTING AT $5,000/MONTH
HOW DOES THIS WORK?
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Weekly (60 min) or bi-weekly (90 min) Zoom sessions. Face to face sessions are also available depending on location.
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“Always On” quick-hit access via text, Slack, or email between sessions.
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Shared notes, frameworks, and curated “Best Of” leadership playbooks to ensure it’s not all “verbal” and all sessions are well documented.
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All clients are connected at their option via a Slack channel producing even more “collective knowledge”.
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Maximum of 12 clients at a time.
WHO IS THIS FOR?
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CEOs, COOs, and CFOs of venture-backed companies (Series A - IPO).
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Leaders who need to design and execute a 12-18 month roadmap for their team or Company.
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Executives navigating post-product-market-fit scaling chaos, team upgrades, or struggling to communicate and influence to level up themselves and their company.
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Example 1: Founder/CEO or COO/CFO trying to scale from “Founder Mode” to “Scaling Mode”.
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Example 2: Series B CEO or CFO doubling headcount in 12 months, needing sharper leadership systems and decision making structures.
Team Coaching
STARTING AT $10,000/MONTH
HOW DOES THIS WORK?
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Monthly sessions with the executive or department leadership team. Optional weekly or bi-weekly Team meeting “shadowing” (attending and listening only to the meetings, minimal disruption, and embeds Jim into the cultural pulse of the company or team the quickest).
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Framework-driven workshops to align strategy, structure, and execution.
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Live problem-solving on real company challenges.
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Optional Slack/Zoom channel for ongoing group knowledge-sharing.
WHO IS THIS FOR?
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Executive or Operational teams scaling beyond Series A
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Leadership groups struggling with alignment, communication, or execution discipline
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Example 1: Series C company with new executive hires or a new CEO / CFO who need to get on the same page fast, create a next 12 month roadmap and assign ownership and accountability.
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Example 2: 150+ employee company scaling to 500+ employees who need to design and build “best of” decision making and ownership systems within the company.
Company & Board Advisory
STARTING AT $15,000/MONTH
HOW DOES THIS WORK?
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Retained advisory relationship at the CEO and Board level.
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A trusted CEO “2nd Brain” and true Board Advisor (including meeting attendance, investor relations support, next fundraising readiness, and corporate governance structures).
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Focus on Strategy and Communications aligned with the “Best Of” scaling solutions for company financial and operational systems.
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Maximum 3 companies per quarter.
WHO IS THIS FOR?
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CEOs and Boards who need a leadership team and/or operational scaling roadmap. complex scaling and leadership issues, Board dynamics or investor pressure
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Companies preparing for M&A, IPO, or the next major fundraising
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Companies in search of a proven world class operator for their open independent Board Seat or Key Company Advisor.
TESTIMONIALS
CONNECT WITH JIM
Scaling From Series A to IPO
Let’s have a conversation about where you are, where you’re headed, and how Jim can help you get there.