Advisory Services
We deliver high impact strategic guidance and execution support for investors and operators in learning markets.
Read below for more details on how we can help.
Our Focus Areas
We partner with private equity firms and growth-stage companies to unlock value across the investment lifecycle.
Our sector depth and operator mindset turn insight into action, faster.
Our Advisory Services include:
Investment Strategy & Diligence
Strategic support for PE firms to shape investment themes, build deal pipelines, and validate early-stage hypotheses.
Commercial Due Diligence
Sector-smart diligence to de-risk investments and surface growth levers.
We support private equity and growth investors with targeted commercial due diligence across EdTech and workforce learning. Our work validates product-market fit, benchmarks Go-To-Market, and identifies commercial risks and post-close opportunities.
What We Deliver:
- Market and competitive analysis
- GTM & product assessment
- Customer validation and risk mapping
- Post-close 180-day action roadmap
NEW: AI Strategy & Operating Impact Assessment:
Evaluate company’s current and planned use of AI across product, operations, and customer experience identifying efficiency levers, competitive risks, and long-term value creation potential.
Fast, focused insights designed to support investment decisions and early value creation.
Investment Thesis Development
Turn ideas into actionable investment strategies.
We work with private equity firms to shape and validate thematic investment theses in the EdTech and workforce learning sectors.
Our structured, insight-driven approach helps deal teams focus on the right segments, prioritize targets, and go to market with confidence.
What We Deliver:
- Market sizing and segmentation
- Competitive mapping and whitespace identification
- Long list and prioritized short list of target companies
- Development of 2–3 IC-ready investment themes
- Deal Roadmap / Deal Sourcing aligned to thesis
Get clarity, conviction, and pipeline before diligence begins.
Voice of the
Customer Research
Deep customer insight to validate assumptions and uncover growth risks.
We design and conduct qualitative customer research with current users, past clients, or target buyers to validate product experience, reveal market sentiment, and assess adoption risk. Our deep sector expertise ensures insights are relevant and actionable.
What We Deliver:
- Customer interviews to explore satisfaction, usage, and renewal intent
- Validation of internal claims and identification of retention risk
- Actionable insights to support investment, post-close planning or growth initiatives
Available pre-deal, post-close, or as part of ongoing strategic support.
Growth & Value Creation
Post-close acceleration initiatives focused on revenue growth, retention, and GTM performance.
Go-to-Market /
RevOps Optimization
Align strategy, execution, and operations to drive scalable growth.
We combine our go-to-market strategy expertise with deep RevOps capabilities to help companies not only clarify their message but operationalize their growth engine. In collaboration with a proven RevOps partner, we connect vision to execution across the funnel.
What We Deliver:
- Pricing & packaging strategy
- Messaging and sales enablement support
- Customer journey design and churn mitigation
- Customer Education Advisory
- GTM process review, funnel diagnostics, and RevOps alignment
- Roadmap from strategic direction to operational execution
We'll lead a GTM upgrade combining strategic clarity and operational enhancements.
Product Marketing &
Data-Driven Insights
Use data and market signals to sharpen positioning and drive conversion.
We synthesize internal and external data to help companies understand why they win, where they lose, and how to improve. Our structured approach informs product, marketing, and sales decisions.
What We Deliver:
- Competitive and pricing analysis
- Win/loss and churn diagnostics
- Sales & funnel performance analysis
- Cross-functional stakeholder alignment
Clarity to guide smarter go-to-market execution.
Digital Learning Product
& Content Assessment
Uplevel your digital learning products with expert guidance.
We assess the quality, engagement, and development process of your eLearning content, helping you raise standards, improve speed-to-market, and deliver better learning outcomes.
What We Deliver:
- Content quality and instructional design review
- Learner satisfaction and usage analysis
- Workflow and authoring process assessment
- Recommendations to improve content scale and impact
Trusted by leading providers to improve product quality and team efficiency.
Product Strategy & Org Assessment
Support for product leaders and teams to align vision, execution, and organizational structure.
Product &
Portfolio Strategy
Align your product suite to market needs and revenue goals.
We assess product offerings, roadmaps, and organizational readiness to unlock growth and retention.
From product positioning to development strategy, we help teams focus on what drives long-term value.
What We Deliver:
- Product suite and roadmap review
- Differentiation and innovation strategy
- Product org design and capability development
- Scalable product frameworks
Practical product strategy guidance backed by sector expertise and operator insight.
Product Leadership Development
Elevate product leadership and align strategy to growth.
We assess product leadership capabilities and partner with executives to define scalable product strategy.
Our structured process builds stronger product organizations and sets direction for innovation and M&A.
What We Deliver:
- Product leadership assessment and mentorship
- Review of product processes and decision-making
- Executive strategy workshop and vision setting
- Directional strategy deliverables for internal alignment
Build the foundation for long-term product success.