Independent Advisory

Make the
platform
decision you
can defend.

Operator-led independent advisory for high-stakes enterprise software and infrastructure decisions. Commercial defensibility. Execution certainty. Measurable value.

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Portfolia AI Advisory — principal advisor
150+
Diligence and selection cycles
$1B+
SaaS and platform spend influenced
$100M+
Value enabled through adoption outcomes

Practice

Two service lines.
One standard of judgment.

Primary

Enterprise Infrastructure
& Software Diligence

Independent buyer-side advisory for platform selection, commercial diligence, contract risk, and adoption confidence. For decisions with material commercial and operational consequences.

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Select

Fractional CCO
Services

Selective advisory for SaaS companies that need stronger post-sale leadership, operating discipline, and renewal confidence — without a full-time executive hire.

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Why it matters

Because platform decisions rarely fail
on slides.

They fail in commercial structure, delivery reality, ownership, adoption, and renewal pressure.

I help leadership teams make better decisions before signature — and make value more visible after it.

Commercial structure
Pricing logic, licensing exposure, and contract risk reviewed before commitment.
Delivery reality
Vendor claims and implementation assumptions stress-tested against execution truth.
Adoption ownership
KPIs, governance, and accountability installed before value is expected to arrive.
Renewal pressure
Post-sale discipline structured so that renewal is earned, not negotiated under pressure.

Selected outcomes

Work that holds up
before and after signature.

Platform diligence
Strategic platform decision
Structured evaluation, decision criteria, and executive alignment across a high-stakes software selection.
Outcome: stronger decision confidence and materially reduced execution risk.
Commercial review
Commercial risk review
Reviewed pricing logic, licensing exposure, and contract structure ahead of commitment.
Outcome: improved negotiating position and reduced commercial downside.
Fractional CCO
Fractional CCO engagement
Installed segmentation, KPI cadence, and post-sale operating rhythm across the customer function.
Outcome: stronger renewal confidence and more disciplined execution.
View all results
Selected experience
IBM Adobe Software AG Dynatrace Telstra
Top 24 CS Leaders 2024  ·  Speaker & Moderator  ·  Responsible AI

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Tell me the decision,
timeline, and stakes.

I'll assess quickly whether I can add value.

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