Advisory Services

Founder Advisory

Pre-Seed through Series A Founders

A seasoned operator in your corner across every dimension of building a company.

A full-breadth strategic partnership across every dimension of building a company. Product, technology, hiring, business model, financial modeling, fundraising, pitch preparation. James works directly alongside you on whatever the company needs most.

Five founded companies. Nine acquisitions. Three IPOs. $200M+ in capital raised. And actively investing right now, so he knows exactly what investors are looking for in 2026.

• Product strategy and roadmap
• Technology architecture
• Engineering team and hiring
• Business plan and GTM
• Financial modeling
• Fundraising and pitch preparation

Total capacity capped at 5 active founders across all tiers. Minimum 3-month commitment.

Tech Due Diligence

VC Funds · Family Offices · Corp Dev

Operator-grade technical assessment for technology investments and acquisitions.

Institutional-quality technical assessment written from the perspective of a founder who has built similar systems. Architecture review, IP landscape, team assessment, competitive moat analysis, and a structured debrief.

With 14 granted US patents across AI, distributed systems, blockchain, and networking, and hands-on experience building CDN infrastructure, cloud platforms, and edge computing systems, James evaluates what no generalist advisor can: whether the technical claims are real, whether the IP is defensible, and whether the founding team can execute.

• IP fluency: 14+ granted patents across AI, edge, blockchain, and distributed systems
• Operator authenticity: pattern-matching from scars, not slides
• No conflict of interest: flat fee paid regardless of deal outcome
• Speed: 5 to 10 business days standard; 48-hour sprint available

Custom Research

VC Funds · Hedge Funds · Family Offices

Bespoke technology investment research no off-the-shelf service can replicate.

Whether you need to understand a market, evaluate a technology, stress-test a product strategy, or build an investment thesis, each engagement is scoped to your exact question and produced from scratch.

• Sector Technology Map: key players, architecture patterns, technical moats, build-vs-buy dynamics
• Disruption and Displacement Report: incumbents facing technology displacement, operator-lens thesis framing
• Technology Inflection Analysis: specific technology transition with investment positioning implications
• Competitive Landscape Brief: 5 to 10 company comparison across architecture, differentiation, moat, and trajectory
• Annual Technology Outlook: deep-dive on the next 12 to 18 months of technology inflection points

M&A Advisory

Founders · Corp Dev · Family Offices

Operator-led strategic advisory for technology transactions. No success fees. Ever.

Boutique strategic advisory for technology company transactions in the lower middle market ($10M to $200M deal value). Flat-fee and monthly retainer only. No success fees, no transaction-contingent compensation of any kind.

A success-fee advisor is incentivized to close a deal, not necessarily the best deal on the best terms. Nine acquisitions navigated as an operator. A repeat founder who has been on both sides of the table.

• Transaction Strategy: exit rationale, timing, valuation framing, technology positioning
• Preparation and Positioning: technical CIM authored with operator credibility
• Diligence Readiness: anticipating buyer questions, coaching the CTO team
• Negotiation Advisory: term sheet interpretation, deal structure, earnout mechanics

Maximum 3 to 4 active mandates. Minimum 2-month commitment for retainer engagements.