Applied thinking.
These are not résumé line items. These are case studies in building, scaling, and exiting technology companies. They represent the practical application of the frameworks discussed throughout this platform.
The Problem
A single-product vertical SaaS company in higher education had hit a growth plateau. The market demanded broader solutions, but the product architecture and GTM strategy were constrained.
The Opportunity
Universities were using fragmented systems to manage international travel and education abroad. A unified operating system could capture the entire value chain.
Executive Insight
Growth wasn't a product issue—it was a GTM issue. We needed to diagnose the unit economics first, then expand the platform to increase LTV.
The Solution
Transformed Via into a four-product platform covering education abroad, SEVIS compliance, travel risk management, and the Via Connects provider marketplace. Rewired the sales engine.
Measurable Impact
Drove 240%+ revenue growth (51% CAGR) with 98.8% retention. Expanded the client base from ~115 to nearly 250 institutions.
Lasting Lesson
A great product with the wrong GTM strategy is a failing business. Fix the go-to-market engine before you expand the product suite.
The Problem
A behavioral health company was overly dependent on consumer revenue — roughly 85% B2C — limiting revenue durability, growth profile, and valuation narrative.
The Opportunity
Universities, healthcare systems, and enterprise clients needed institutional-grade behavioral health tools. A B2B product line could fundamentally change the company's economics.
Executive Insight
Valuation is a function of revenue durability. Shifting the mix toward institutional contracts changes not just growth, but what the company is worth per dollar of revenue.
The Solution
Designed and championed a new institutional product line, contributing on growth strategy, product direction, and go-to-market as a board member.
Measurable Impact
Transformed the revenue mix from ~15% B2B to over 50% B2B — a key value driver ahead of Triad's successful exit to Baum Capital Partners.
Lasting Lesson
The fastest way to change a company's valuation is to change the durability of its revenue, not just the volume.
The Problem
The world's most extensive authorized IT training partner was stuck in a classroom-era franchise model while the market rapidly shifted to digital, self-paced learning.
The Opportunity
Leverage a massive global footprint (30M+ students trained) to build a digital-first learning ecosystem connecting students directly to technology careers.
Executive Insight
Digital transformation isn't about moving offline content online; it's about fundamentally changing how value is delivered and measured.
The Solution
Led a global digital transformation across product, marketing, and sales. Co-created ATLAS, an Adaptive Technology Learning Assessment Solution.
Measurable Impact
Delivered 73% year-over-year revenue growth. Positioned the company for successful acquisition.
Lasting Lesson
Legacy companies don't die from bad products; they die from failing to adapt their delivery models to new realities.
The Problem
A pioneer in psychometrics had sophisticated predictive models (Item Response Theory) but lacked a modern, scalable platform to commercialize them.
The Opportunity
The testing industry needed a fast, fair, and scalable platform that could automate complex psychometric models using AI.
Executive Insight
AI isn't magic. It's measurement at scale. We needed to build systems that amplified human psychometricians, rather than replacing them.
The Solution
Partnered with domain experts to build assess.ai, one of the first AI-driven assessment platforms integrating NLP and ML pipelines.
Measurable Impact
Grew North American revenues 554% YoY and ARR 488%. Reduced ARR expenses by 77%. Scaled to 9 nations.
Lasting Lesson
When you pair deep domain expertise with scalable architecture, you create an unfair competitive advantage.
Exam Ave
The Problem
Future nurses were failing nursing school entrance exams — not from lack of intelligence, but lack of structured preparation. Existing prep content was static and one-size-fits-all.
The Opportunity
Adaptive learning technology could deliver personalized content paths at scale, turning 2,000+ hours of interactive content into an individualized readiness journey.
Executive Insight
Personalization is a measurement problem. If the assessment engine can locate the learner precisely, the content path builds itself.
The Solution
Set product vision and led development of a patent-pending adaptive LMS with algorithmic assessment, built the company infrastructure from the ground up, and drove a hyper-growth strategy of academic boot camps.
Measurable Impact
Scaled from zero to $500K ARR in two years and established boot camps at 50+ colleges nationally, leading to acquisition.
Lasting Lesson
In edtech, the assessment engine is the product. Content is only as valuable as the precision with which it's delivered.
The Problem
The U.S. patent database was a black box. Fortune 500 companies couldn't extract actionable intelligence from millions of dense technical documents.
The Opportunity
Apply early Natural Language Processing (NLP) to the patent database to generate predictive competitive intelligence.
Executive Insight
The value of AI isn't the algorithm; it's the translation of complex data into executive decision-making capability.
The Solution
Helped commercialize proprietary NLP algorithms serving Google, Amazon, HP, and Apple—building AI products a decade before the category existed.
Measurable Impact
Drove 367% partnership growth, culminating in the company's acquisition by AON IP.
Lasting Lesson
Being early to a technology requires an intense focus on translating technical features into undeniable business value.
The Problem
Education technology companies kept failing in predictable ways: strong teams with the wrong ICP, great products with broken GTM, capital-ready companies with messy financial narratives.
The Opportunity
A boutique advisory network could bring operator-grade pattern recognition to founders, investors, and boards — particularly through capital events and leadership transitions.
Executive Insight
Most growth stalls are diagnosable. The same three or four failure patterns repeat across the industry; the edge is knowing which one you're looking at.
The Solution
Co-founded an advisory practice covering growth assessment, GTM optimization, fractional leadership, and operational remediation for edtech founders, investors, and C-suite operators.
Measurable Impact
Engagements include scaling TripleTen from $300K to $5.2M ARR in two years — a 17× revenue multiple — alongside advisory work with InnovateK12 / TechSpark.
Lasting Lesson
Consultants provide answers; advisors provide clarity. The client's team has to own the solution for it to stick.
The Problem
Healthcare education portfolio companies had strong products but underleveraged sales organizations — growth was linear while the market opportunity was exponential.
The Opportunity
A rapid-growth sales model with a cohesive, collaborative culture could compound revenue while protecting EBITDA targets.
Executive Insight
Sales culture is an operating system. Doubling revenue is a design problem — territory architecture, account coverage, and incentives — not a heroics problem.
The Solution
Created and executed a rapid-growth sales model across ATI Testing, ATI Nursing Education, and NHA, leading four regional VPs and a 21-rep national organization.
Measurable Impact
Doubled revenues in 11 months while expanding EBITDA 23 points. Grew ATI from $300K to $3.1M ARR and NHA from $4.7M to $11.8M in a single year. Personally drove $3.2M of new revenue in 10 months as Director of National Accounts.
Lasting Lesson
Revenue doubles when the sales system is rebuilt, not when the same system is pushed harder.