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A product partner for your portfolio.

Product diligence before you invest, a 100-day plan after you close, and hands-on help when product is the bottleneck.

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Before you invest: product diligence

Customer evidence

Do customers want what the roadmap says? I review calls, tickets and churn reasons, not just the deck.

Roadmap quality

Is it ranked by revenue and retention, or by the loudest voice?

Team and leadership

Is there a product leader who can scale with the company, and how is the team set up?

Speed

How long from idea to release, and how predictable is it?

AI readiness

Is the team using AI to build faster, and do the AI features drive usage and revenue?

Defensibility

What will still be hard to copy when AI makes features cheap?

You get: a short memo with a red, amber or green view on each area, the main risks and upsides, and the questions to ask management.

After you close: the 100-day plan

  • What to build first, ranked by revenue and retention
  • The product team the plan needs, and any key hires
  • How the team should use AI to ship faster
  • The monthly numbers the board will track
  • The risks to watch, and what would trigger a change of course

Across the portfolio

When product is the bottleneck at a portfolio company, I step in with a Roadmap Sprint or as fractional CPO. Typical moments: the product leader leaves, growth stalls, a big renewal is at risk, or the board wants an AI plan.

How it works with founders

Every portfolio engagement is agreed with both you and the company’s CEO, so the founder sees it as help, not oversight. What I learn about the company stays between me, the CEO and the board unless we agree otherwise.

Why me

I am a Venture Partner at Copper Sky Capital and have led product at SaaS companies for 25 years, including Zuora through its IPO. I know what a fund needs to see and what a founder needs to hear. See how I work →

Before you book

Questions.

Do you only work with Copper Sky companies?

No. I work with other funds and their portfolio companies too.

How fast can you turn around diligence?

On your deal timeline. Tell me the date on the first call and I will tell you what is realistic.

Who pays, the fund or the company?

Either. We agree it up front with you and the CEO.

Can you join a board meeting?

Yes, to present findings or a 100-day plan.

Talk to me about your portfolio.

A free 45-minute call about your thesis and the companies where product is the bottleneck.

Book a free diagnostic