Consulting
Strategy, valuation, M&A, leaders and founders.
Work with me
Work with me
Advisory for leaders, founders, funds, and students. Companies → Ventures.
Book a call My ventures →When to work with me directly
Advisory is about me, not my companies. See Ventures for those.
Ideal clients
- Corporate and Fortune 500 leaders, strategy, M&A, and valuation under pressure
- Founders preparing for institutional capital or a pivotal GTM decision
- Fund managers and allocators pricing private portfolios or healthcare thesis
- MBA students and early-career operators finding a path into venture or corp-dev
Not a fit
- Full-time operating roles or generic “advisor” titles
- Unscoped requests without a defined decision or deliverable
- Pure software implementation without strategy or valuation context
- Media interview requests (use the Media page instead)
Formats
How engagements work
Discovery call
30–45 minutes to frame the problem, stakeholders, and timeline. No commitment.
Outcome: Clear next step, scoped sprint, retainer, or pass.
Focused sprint
1–2 weeks on one decision: IC memo support, valuation framework, diligence plan, or narrative for raise.
Deliverable: Written recommendation, model outline, or decision memo.
Ongoing advisory
Retainer for funds, corp-dev, or founders with recurring deal flow or portfolio needs.
Deliverable: Standing office hours + async review on live deals.
One-off diligence
Independent view on a target, round, or asset, healthcare or private-markets valuation.
Deliverable: Diligence memo and risk map for your IC or board.
Practice areas
What I help with
01
Private Markets Valuation
Fair value methodology, framework design, and independent assessment, from years inside corp-dev and building valuation infrastructure.
02
Healthcare Investment Strategy
Thesis development, diligence support, and operator-lens evaluation, how I underwrite complexity as an investor.
03
Corporate Development & M&A
Origination, buy-side diligence, valuation, and integration planning for teams without a full in-house bench.
04
Founder Strategy & Fundraising
Narrative, positioning, and investor strategy, especially for immigrant and non-traditional founders.
05
AI & Infrastructure in Financial Services
Product strategy and GTM for teams building data and AI layers for funds and allocators.
Examples
Representative work
Private markets
Portfolio fair-value review
Problem: A fund manager needed IC-ready ranges across illiquid holdings with inconsistent internal models.
Judgment → deliverable: Rebuilt valuation framework aligned to institutional standards; memo and model template for recurring quarters.
Healthcare VC
Operator diligence on a seed round
Problem: An angel syndicate needed to stress-test operational claims in a complex care-delivery startup.
Judgment → deliverable: Diligence memo separating market story from executable operations; clear invest / pass recommendation.
Corp-dev
Acquisition pricing band
Problem: A corp-dev team evaluating a mid-stage asset lacked independent pricing discipline ahead of term sheet.
Judgment → deliverable: Pricing range with strategic rationale, integration risks, and negotiation guardrails for leadership.
Examples are representative of engagement types; client names withheld for confidentiality.
Starting point
Book a session
Paid expert sessions are the fastest way to get my judgment on a live decision. Sprints and retainers are scoped after a discovery call. For the companies I founded, see Ventures.
Advisory
Expert session
$500 USD
60–75 minutes with prep and a follow-up summary, for leaders, founders, funds, and students with a defined decision.
- Private markets, healthcare, M&A, or founder narrative
- Book via Cal.com (paid session)
Companies
Value Alpha & Sonnerie VC
Product access, fund relationships, and portfolio companies live on their own pages, not on this advisory page.
- Value Alpha, private-markets valuation platform
- Sonnerie VC, early-stage healthcare venture
Strategy sprints and fractional advisory are scoped per engagement, contact me with your timeline and deliverable. Guest lectures and workshops from $1,500 USD, see speaking.
Why work with me
What backs the advice
No borrowed authority, the judgment is grounded in operating experience, companies built, and institutional method.
Operator track record
Fortune 500 corporate development and M&A, with billions in transaction experience, origination, valuation, diligence, and integration.
Founder, not just advisor
Founder of Value Alpha and Sonnerie VC. The operator diligence I run on live deals is the diligence you get.
Institutional method
Value Alpha's fair-value models were developed with Columbia and NYU faculty, that discipline applies directly to your decision.
Limited capacity
Start with a discovery call
Tell me the decision you're facing. I'll tell you honestly if I'm the right person, or point you to Ventures if a company is the better front door.
Book a call Email an enquiry ↗Typical response within 48 hours.