Strategic Advisory

Be ready, and get in the room.

For founders who aren't raising yet, or are between moves. David sharpens the story and the numbers, makes the introductions that matter, and makes sure that when the moment comes, you walk in ready.

Most doors don't open because you knocked. They open because someone trusted on the other side made the call.

What advisory looks like

Ready before the moment comes.

01

The story

The narrative and the numbers, sharpened until they hold up in any room.

02

Readiness

Diligence-ready before anyone asks, so you are never caught flat-footed.

03

Introductions

The doors a thirty-year Wall Street career opens, the right ones, warm.

04

Counsel

A straight read whenever the big decisions come, from someone who has been on both sides.

What you get

Ready for whatever is next.

David is the sounding board most founders never get: thirty years of pattern recognition, on call when it counts.

  • A narrative and financial story that holds up
  • Readiness for diligence, before it is asked
  • Warm introductions that actually matter
  • A sounding board for the big calls
  • Someone who has been on both sides of the table

Who this is for

Founders who aren't raising yet, are between moves, or just need a straight read from someone who's done it. Serious about getting ready, not just talking.

Not sure that's you? The intake will tell us both, honestly, in about four minutes.

Built on Wall Street Morgan Stanley · Merrill Lynch

Not sure what is next? Let's figure it out.

Start with a short intake. It's the fastest way onto David's calendar, and it means the first call starts from a real place.

Start your intake