Investor · Venture, PE & family office
Diligence and post-close operations on a $100M+ transaction
Family office (anonymized)
$100M+
transaction value
Engagement
Investor Advisory & Portfolio Value Creation
A single trusted operator for diligence, deal flow and portfolio companies that need a lift.
The problem
You need someone who can read a technical opportunity, diligence the operations behind it, and step in after close. That usually takes three different advisors.
What you get
- Technical and operational due diligence on emerging-technology deals
- Deal-flow review and investigation
- Post-close operating plans, roll-ups and M&A integration
- Portfolio-wide AI adoption programs, including for the family office itself
- Special projects: turnaround and pivot evaluations
How it runs
The D-I-V-E method
Step 1
Determine your outcomes
Leadership and stakeholder workshop. Map where needs, time and money go.
Output: Opportunities and prioritized action plans, including an AI opportunity map.
Step 2
Investigate your solutions
Assess workflows, demands, data and tools. Pick pilots.
Output: A business case and a roadmap.
Step 3
Vest your expectations
Form the stakeholder team, train employees so no one is left behind, and launch agents when you are ready.
Output: Working pilots and trained staff.
Step 4
Execute to completion
Scale across departments and measure results.
Output: AI-augmented operations with KPIs.
Related track record
Programs John has led
Start with a confidential conversation.
Tell John where the gaps are. Every conversation is confidential, and an NDA comes first if you need one.