$28M → $80M Enterprise account growth over two years

BUSINESS RESULT

6% → 44%
Operating margin improvement

P & L Responsibility

97%
First-pass AI Accuracy

Applied AI: RFP Management

25+
Advisory Company Breadth

Clients

WHERE WE CREATE BUSINESS VALUE

Start with what the business needs to improve

Explore the mandate closest to your needs. See what is at stake, what better looks like and the evidence behind the work.

01

Transform Business & Change Management

Icon

02

Realize Value from AI

Icon

03

Improve Execution, Economics & Recovery

Icon

04

Accelerate Growth & Commercialization

Icon

05

Strengthen Investment and Governance

Icon

selected client WORK & business results

Our experience across GTM, transformation, recovery, governed AI and investment

01 · TRANSFORMATION

Make registry growth possible without another costly EDC build

Legacy EDC customizations and fragmented data constrained clinical registry expansion.

$1M+ build + $250K/yr cost path avoided per registry

Read clinical registry case ↗

02 · AI VALUE

Put AI to work without replacing the RFP platform

A buy-side asset manager needed source-grounded responses reviewed within its existing RFP workflow.

97% first-pass accuracy rate

Read governed RFP case ↗

03 · EXECUTION & RECOVERY

Restore margin and delivery discipline on a $90M account

A 1,100-person operation faced eroding margins, delivery penalties and difficult contract terms.

6% → 44% operating margin

View enterprise recovery ↗

04 · COMMERCIALIZATION

Prove orthopedic buyer economics before scaling

Hospital buyers needed financial and clinical evidence before scaling.

$1.86M modeled net impact

Read orthopedic GTM case ↗

04 · COMMERCIALIZATION

Find the first civilian market before further investment

A military-tested IV platform needed a defensible first civilian market before committing further capital.

90+ → 30-day validation cycle

Read IV device GTM case ↗

05 · INVESTMENT & GOVERNANCE

Make a $1M+ digital health license case testable by a CFO

A $1M+ proposed license rested on a $300K/year assumption below the buyer's investment hurdle.

2–3× expansion in modeled ROI

Read Digital Front Door case ↗
WHY OPERATING EXPERIENCE MATTERS

Advice is not the same as carrying the result

Geoffrey has carried P&L, delivery, capital, product, people and growth responsibility. He connects AI investment directly to product, workflow design, governance and commercial value.

Across enterprise operating roles, venture building, consulting and advisory platforms like MassChallenge, Geoffrey has guided CEOs and executive teams through commercialization, business cases and operating turnarounds.

Meet the principal ↗
Commercial judgment

Buyer validation, business case, economics and channels connected to actual delivery capabilities.

Operating reality

Margin, skills, capacity, controls, risks and tradeoffs under P&L constraints and market competition.

Decision discipline

Evidence to advance, correct, pause or stop before sunk costs accumulate.

Useful AI

Use-case prioritization, workflow redesign and adoption, rapid prototyping, quality evaluation, guardrails, governance, measurable business value.

THE VALUE CONVERSATION

Start with the business result worth funding

  • Objective: What should improve, for whom and by when?
  • Measure: What is happening today, and what change would prove progress?
  • Value: What financial or strategic gain would make the work worth funding?

BUSINESS OBJECTIVE

Win more paying enterprise customers for an existing product.

MEASURES OF SUCCESS

Qualified buyers, proposals, signed contracts, revenue and time to close each sale.

VALUE OF IMPROVEMENT

More revenue and profit after the costs of winning and serving those customers.

BUSINESS OBJECTIVE

Improve profit and delivery performance in an existing business.

MEASURES OF SUCCESS

Operating margin, missed service targets, contract penalties and time to deliver.

VALUE OF IMPROVEMENT

Higher operating profit, fewer penalties and more time available for productive work.

BUSINESS OBJECTIVE

Reduce routine screening work so specialists can focus on cases that need judgment.

MEASURES OF SUCCESS

Time per review, false alerts, source evidence and specialist approval quality.

VALUE OF IMPROVEMENT

Fewer hours spent on false alarms and more specialist capacity for important decisions.

BUSINESS OBJECTIVE

Find a market with buyers before committing more product and expansion capital.

MEASURES OF SUCCESS

Buyer demand, willingness to pay, purchase access and time to an advance or stop decision.

VALUE OF IMPROVEMENT

Avoid spending on weak markets and direct capital toward opportunities with real demand.

What business result do you need?

HOW WE WORK

Match the engagement to the mandate

Focused advisory for a defined decision or scoped project. Program leadership when cross-functional direction is the bottleneck. Fractional or interim capacity when the organization needs sustained senior operating leadership without a permanent seat.

01 · ADVICE & SCOPED PROJECTS

Focused Advisory

Best when: Leadership needs a consequential investment, operating, governance, commercial or execution decision resolved, or a scoped advisory project delivered, with clear evidence, options and next steps.

02 · CROSS-FUNCTIONAL DIRECTION

Program Leadership

Best when: Transformation, integration, AI initiatives, commercialization or recovery needs continuing senior direction across teams and functions.

03 · SUSTAINED LEADERSHIP

Fractional & Interim Leadership

Best when: A transition, transformation, growth or recovery mandate needs experienced senior operating or commercial leadership without adding permanent executive headcount.

How our engagements work

Start with the business objective and the work required. Agree on scope, accountabilities, timelines, success measures and relevant decision gates before selecting the level of senior involvement.

1
2

Establish Measures & Decision Gates

3

Select Engagement Model

4

Advance the Agreed Work

A BETTER STARTING CONVERSATION

Discuss the business result you need.

It may be growth, performance, AI adoption, a major product decision or a program that needs direction.

Start with the improvement, the barriers and the value of getting it right.