Planning, sales, accounting, legal, and project management (4K skills)
Evaluate prospective business partners using evidence of their customer relationships and sales contributions. Recommend a partnership tier, build a 90-day joint sales plan, and compare revenue sharing with direct-sale margins, including conditions for ending the partnership.
Review an AI Management System against six audit questions covering scope, policy, risks, reassessment, audit independence, and integration with existing management systems. Summarize evidence gaps, readiness, and three prioritized actions with owners and dates.
Assess startup engineering operations across delivery, hiring, team structure, and production practices. Use delivery metrics, hiring conversion rates, and staffing data to identify bottlenecks, estimate candidate needs, and plan management roles and operational improvements.
Map repeatable business processes by owner and analyze time spent working, waiting, or reworking. Using stage-level timing data, produce a process diagram, ranked bottlenecks, and cycle-time measures to focus improvements on the main constraint.
Analyze SaaS customer data with three Python tools that calculate account health, rank churn risk, and prioritize expansion opportunities. Use repeatable weighted scores to plan customer outreach and prepare quarterly business reviews.
Support startup financial decisions with cash runway scenarios, customer profitability analysis, fundraising models, and board materials. Compare spending plans, acquisition costs, and ownership dilution to prepare budgets and assess financing needs.
Support startup AI strategy by comparing API use, fine-tuning—additional training of an existing model—and in-house development. Assess three-year costs, regulatory risk, self-hosting breakeven points, and hiring priorities to inform leadership decisions.
Capture company context through a structured founder interview covering seven areas, from company identity to goals. Create a shared reference file for C-suite advisor skills and refresh it quarterly or after major business changes.
Find the right starting point in a bundle of executive advisory skills. Use its role map to locate help with finance, sales, technology, or people, plus entry points for company context setup and board-style deliberation.
Review proposal responses for missing requirements, compare competing products, and plan proof-of-concept trials that test customer needs. Supports technical sales work from requirement discovery and demo preparation through evaluation scorecards and technical proposals.
Support executive decisions by comparing strategic options, risks, trade-offs, and financial scenarios. Prepare board narratives and likely questions, assess fundraising readiness, review leadership metrics, and organize approaches to organizational culture and stakeholder communication.
Size support and operations teams using demand ranges and queueing calculations, which estimate how work waits for service. Assess workload imbalance and service target risks, then build a quarterly hiring plan that accounts for training time and attrition.
Turn company values into observable workplace behaviors. Develop a culture code, a document explaining how the company operates, design anonymous culture surveys, and choose recurring practices suited to the organization's size and growth stage.
Prepare employee communications for organizational changes, tool rollouts, and policy updates. Create announcements, audience-specific FAQs, manager talking points, and a communication calendar, while checking tone, channel choices, and sequencing against the change's impact.
Plan revenue growth for B2B SaaS businesses by analyzing sales opportunities, pricing, customer retention, and sales capacity. Develop scenario forecasts, churn intervention plans, hiring models, and revenue reporting for board discussions.
Route customer success, sales, revenue operations, and contract requests to one of four specialist skills. Use it when a business request is unclear, so the agent selects the relevant workflow before starting the work.
Plan hiring around business needs, estimate staffing costs, and develop salary bands, equity frameworks, and organizational structures. Use people metrics to examine retention and performance, producing practical proposals for growing companies and their HR leaders.
Track competitors’ products, pricing, and customer wins or losses, then turn findings into sales comparison sheets, market positioning updates, and feature gap summaries that inform product planning and leadership decisions.
Route business questions to relevant executive advisor roles, coordinate discussions across multiple functions, and combine their findings into clear agreements, disagreements, and action items. Record decisions and flag approved decisions that are due for review.
Turn company strategy into operational plans through process design, OKRs—objectives paired with measurable results—and regular reviews. Produce bottleneck analyses, efficiency scorecards, meeting schedules, and readiness reports for teams preparing to grow.
Structure board presentations and investor updates using financial, sales, product, and people perspectives. Turn supplied metrics into a coherent account of progress, explain missed targets, and make decisions and requests explicit, with placeholders for missing figures.
Turn a founder’s business vision into linked Markdown files through a phased interview covering strategy, finance, sales, operations, and governance. Build a company knowledge bundle that people and AI agents can read, with progress tracking and decision history.
Review SaaS and purchasing spend to find growing cost categories, slow approval processes, and overlapping suppliers. Produce categorized reports and consolidation options that account for migration costs, clustered renewals, and the risks of relying on one critical supplier.
Guide product strategy for growing companies by assessing customer fit, product investment priorities, and team structure. Produces scorecards, portfolio recommendations, organization proposals, and board reporting materials to support decisions about what to build and fund.