Strategic Advisory

Strategic Advisory

Strategic Advisory

I help B2B SaaS scale-ups and growth-stage companies navigate critical strategic decisions that determine their trajectory. Drawing on experience from SAP’s Winners’ Circle and leading digital transformation at Wiiisdom, I provide hands-on advisory for the moments that matter most.

Services

Strategy & Pivot Planning

Strategic Planning:

  • Market analysis and competitive positioning
  • Business model design and validation
  • Product-market fit assessment
  • Growth strategy and expansion planning
  • International market entry (especially EMEA)

Pivot Strategy:

  • Market repositioning and messaging
  • Product pivot planning and execution
  • Target customer segment shifts
  • Business model transformation
  • Change management and stakeholder communication

When to Engage:

  • Pre-Series A/B/C strategic planning
  • Market headwinds requiring repositioning
  • Competitive landscape shifts
  • Technology disruption opportunities
  • Post-acquisition integration

Pricing Strategy

Pricing Model Design:

  • SaaS pricing architecture (tiered, usage-based, hybrid)
  • Value-based pricing and packaging
  • Pricing psychology and anchoring
  • Competitive pricing analysis
  • Price testing and optimization frameworks

Revenue Optimization:

  • Price increase strategies and communication
  • Discount and deal desk policies
  • Multi-currency and geographic pricing
  • Enterprise vs. self-serve pricing models
  • Upsell and cross-sell strategies

Proven Results:

  • Led €3M+ deal at SAP as EMEA Key Contributor
  • Pricing transformations yielding 20-40% revenue lifts
  • Experience across B2B SaaS and Financial Services pricing

Fundraising Advisory

Fundraising Preparation:

  • Investor deck development and storytelling
  • Financial model building and projections
  • Valuation analysis and negotiation strategy
  • Due diligence preparation
  • Pitch coaching for founders and executives

Investor Relations:

  • Board deck preparation and presentation
  • Investor update communications
  • Strategic investor identification
  • Term sheet analysis and negotiation support
  • Post-funding execution planning

Fundraising Experience:

  • Series A-C fundraising advisory
  • Financial Services and B2B SaaS focus
  • EMEA and US investor landscape knowledge
  • Experience with strategic and financial investors

External Growth Operations (M&A / Acquisitions)

Buy-Side Advisory:

  • Acquisition strategy and target identification
  • Technical and business due diligence
  • Valuation modeling and deal structuring
  • Integration planning and execution
  • Technology stack consolidation

Sell-Side Preparation:

  • Company positioning for acquisition
  • Data room preparation
  • Buyer identification and outreach
  • Due diligence management
  • Integration planning and transition

M&A Focus Areas:

  • Acqui-hires for technical talent
  • Technology and IP acquisitions
  • Market expansion through acquisition
  • Competitive consolidation
  • Roll-up strategies

ERP Implementation

ERP Strategy & Selection:

  • Business requirements analysis
  • ERP vendor evaluation (SAP, Oracle, Microsoft Dynamics, NetSuite)
  • Total cost of ownership (TCO) modeling
  • Implementation partner selection
  • Change management planning

Implementation Leadership:

  • Project governance and PMO setup
  • Phased rollout planning
  • Data migration and cleansing
  • Custom development and integration
  • User training and adoption

ERP Expertise:

  • SAP Top Talent 2016 with deep SAP ecosystem knowledge
  • B2B SaaS and Financial Services implementations
  • Cloud ERP migration strategies
  • API integration and workflow automation

Common Scenarios:

  • Scale-up outgrowing QuickBooks/Xero
  • Pre-IPO financial system requirements
  • International expansion requiring multi-entity ERP
  • Private equity portfolio company standardization

Sales Transformation

Sales Enablement:

  • Sales process design and optimization
  • Sales playbook development
  • Competitive battle cards and positioning
  • Sales training and certification programs
  • Sales technology stack (CRM, sales engagement, analytics)

Enterprise Sales Methodology:

  • MEDDIC/MEDDPICC implementation
  • Solution selling and value-based selling
  • Account-based selling (ABS) strategies
  • Sales forecasting and pipeline management
  • Deal desk and pricing approval workflows

Sales Organization Design:

  • SDR/BDR to AE to CS handoff processes
  • Territory and account segmentation
  • Compensation plan design
  • Sales leadership hiring and coaching
  • Revenue operations (RevOps) structure

Track Record:

  • SAP Global Quota Club (Winners’ Circle 2014-2015)
  • EMEA Key Contributor Q4 2015 (€3M+ deal)
  • Proven enterprise sales methodology expertise
  • B2B SaaS and Financial Services sales experience

Industry Expertise

B2B SaaS Scale-ups (Series A-C)

  • Product-led growth to enterprise sales transition
  • International expansion strategy
  • Pricing and packaging for scale
  • Go-to-market optimization
  • Board-level strategic planning

Financial Services & Fintech

  • Regulatory navigation (MiFID II, GDPR, PCI-DSS)
  • Partnership and distribution strategies
  • Pricing for financial products
  • Compliance-friendly M&A
  • Enterprise sales to banks and asset managers

Engagement Models

Strategic Project (2-6 months)

  • Specific strategic initiative
  • Deep-dive analysis and recommendations
  • Implementation support
  • Examples: Pricing transformation, fundraising, M&A
  • Fixed fee or milestone-based

Board Advisory

  • Quarterly board meeting preparation and attendance
  • Strategic guidance between meetings
  • CEO coaching and support
  • Investor relations support
  • Annual retainer

Fractional Strategy Officer

  • Ongoing strategic advisory
  • 1-2 days/week commitment
  • Cross-functional strategy execution
  • Ideal for companies between executives
  • Monthly retainer

Workshop / Sprint (1-2 weeks)

  • Intensive strategy development
  • Cross-functional team facilitation
  • Deliverable: Strategic plan and roadmap
  • Examples: Pivot planning, pricing strategy, GTM planning
  • Fixed fee

Why Work With Me

Operator, Not Just Advisor: I’ve been in the trenches—led deals, hit quota, implemented ERPs, raised funds. I don’t just advise; I roll up my sleeves and execute alongside your team.

Scale-up DNA: My sweet spot is companies in hypergrowth (Series A-C) navigating the messy middle between startup and enterprise. I understand the unique pressures and opportunities.

Global Perspective: Experience across EMEA and Americas, with deep knowledge of international expansion, cross-border M&A, and multi-market go-to-market strategies.

Financial Services + B2B SaaS: Dual expertise in regulated industries (Financial Services) and high-growth SaaS gives me unique insight into complex business models and strategic challenges.

Facing a critical strategic decision? Let’s discuss on LinkedIn or explore my Interim CXO, Agentic AI, and Software Development services.