The most significant risks and opportunities in any organization live in people and relationships.
Yet traditional diligence rarely captures the subtle dynamics that shape trust, leadership effectiveness, conflict, and long-term performance.
I provide clarity into those dynamics.
WHAT I PROVIDE
I read individuals and relational patterns at a core level — revealing strengths, blind spots, emotional drivers, trust indicators, and potential friction points.
This insight supports:
Hiring and promotion decisions
Founder and leadership dynamics
Investment partner evaluation
Negotiation preparation
Culture integrity assessment
Conflict resolution
Leadership development
The work surfaces what teams often sense but cannot fully articulate.
HOW ENGAGEMENTS WORK
Engagements are private, flexible, and tailored to scope.
Clients may engage me for:
Single-person assessments
Leadership team insight
Deal support
Portfolio company guidance
Ongoing advisory partnership
Insight is delivered rapidly and designed to complement existing diligence rather than replace it.
Case Studies
Investment Risk Clarity - Co-Owner Large Multi-Asset family office
An investor was considering an investment in a close friend’s newly launched fund but felt hesitation that couldn’t be clearly articulated.
My analysis identified leadership insecurities and unresolved patterns likely to create internal friction and limit long-term success. The insight provided clarity to decline the investment, avoiding both financial risk and strain on the personal relationship.
Partnership Evaluation — Founder of private network for business leaders
An entrepreneur was evaluating a potential co-founder for a new venture. While the opportunity appeared strong on paper, something felt uncertain.
My assessment revealed that while talented, the individual lacked the emotional steadiness required for the leadership role envisioned. Subsequent communication confirmed the exact dynamics identified in the analysis.
“Both of these were exceptionally accurate… The alignment was remarkable.”
Leadership Insight - Global head of family offices for leading financial services firm
A senior leader engaged me to assess two direct reports within a fast-moving team.
The assessments clarified how each individual operates under pressure, their growth edges, and how to support development without creating unnecessary friction. The insight informed both coaching strategy and role alignment.
Founder Dynamics - CMO
A growth leader was exploring a role with a founder they had only recently met.
My analysis highlighted communication patterns, emotional triggers, and leadership blind spots likely to surface under pressure. The client later confirmed these dynamics appeared exactly as anticipated, allowing them to navigate the role effectively without personalizing challenges.
Negotiation Strategy - Partner at leading Private Equity firm focused on food and beverage sector
A private equity professional was preparing for a meeting with a highly discerning prospective client.
I provided strategic guidance on communication style, presence, and positioning. The prospect responded positively and expanded the scope of work beyond the original proposal.
Founder Comparative Analysis - Managing Partner at VC firm
A venture capital partner engaged me to assess three founders under consideration for investment.
I delivered comparative insight into strengths, limitations, and potential roadblocks, along with recommendations for support structures required for each founder’s success.
Hiring & Culture Fit - President Multi-Asset Family Office
A private investments professional was hiring a CFO for a portfolio company entering a rapid growth phase and needed strong alignment with the CEO.
I analyzed two leading candidates, outlining leadership style, cultural fit, and potential friction points. I also provided communication guidance to address the candidate’s underlying concerns.
The candidate accepted the role and has since proven to be an exceptional hire.