Operators who help companies scale
Fractional Leadership, Transaction Readiness, Information Security Programs and Certifications, and Smarter Systems.
Services
Built for momentum — leadership, systems, and readiness when you need them.
01
Fractional Executive Leadership
COO, CIO, CISO and operational leadership tailored to your stage.
02
Operational Infrastructure & System Integration
Finance, RevOps, ERP/CRM, integrations, and single-pane visibility.
03
AI Enablement & Operational Efficiency
Cursor, Claude, ChatGPT, custom GPTs, and AI-driven workflows.
04
Information Security & Compliance
ISO 27001, SOC 2, HITRUST, HIPAA, and security program build-out.
05
Deal Readiness & Transaction Support
M&A, due diligence, TSAs, and software contract optimization.
06
HR, Compliance & Workforce Operations
PEO strategy, compensation, performance, and multi-state compliance.
How we show up
Embedded when you need us. Clear when you don't.
Practical partners for your stage of growth.
Technologies in the mix
We use many different tools in our projects — from CRM and revenue platforms to cloud, security, and development.
- Salesforce
- Pardot
- Marketo
- HubSpot
- Deal Hub
- Outreach
- Salesloft
- Cirrus Insight
- Microsoft 365
- Google Workspace
- OpenAI / ChatGPT
- Claude
- Cursor
- Thoropass
- Drata
- AWS
- Azure
- Google Cloud
- Expensify
- NetSuite
- QuickBooks
- Intacct
- KnowBe4
- DocuSign
- Python
- Bill.com
- Jira
- Trello
- Tableau
- Lucidchart
- Cisco Umbrella
- ActivTrak
- Zoho
- WordPress
- Webflow
Certifications & Compliance
Whether you are starting from zero or inheriting an incomplete program, we help you build compliance frameworks from the ground up, take over existing programs, achieve certification, and maintain it over time.
ISO 27001
Build or take over your ISMS, achieve certification, and maintain audit readiness.
HIPAA / HITECH
Design privacy and security programs from scratch or strengthen existing compliance.
SOC 2
Prepare for Type I or II audits, close gaps, and keep controls current year over year.