Partnering with founders and boards to build organizations that endure
I help leadership teams and investors align purpose, performance, and people to build companies for the long term.
About Katie
I work with founders and boards to refine strategy, elevate leadership, and cultivate the conditions for teams to thrive.
Over the past fifteen years, I’ve led mission-driven companies through growth, transition, and transformation — from startup to $65M in revenue.
I’ve built and led teams across services, hardware, and SaaS businesses, navigating the realities of bootstrapped operations, venture-backed acceleration, and private equity transformation.
I bring that breadth of experience to help leadership teams scale with focus and discipline. My approach blends operational rigor with human insight. I help teams grow stronger, not just larger.
Organizations succeed when clarity, care, and accountability work in harmony. I partner with leaders to help build this.
Sectors: Healthcare SaaS & Services · Behavioral Health · B2B Software · Mission-Driven Technology
Working together
I work with founders, boards, and leadership teams navigating growth, transition, or transformation. My engagements focus on aligning strategy, operations, and culture — helping teams scale with clarity, care, and momentum.
For organizations ready to sharpen their strategy and accelerate execution.
Typical focus areas:
Market intelligence and competitive mapping
Go-to-market design and growth channel prioritization
Product and pricing strategy
KPI design and dashboarding — identifying what truly matters and how to measure it
Leadership alignment and board-ready strategy narratives
Structure:
3- to 6-month partnership; weekly or biweekly working sessions + leadership support
Outcome:
A focused, data-driven growth plan that aligns your leadership team, clarifies priorities, and strengthens your story to investors, boards, and staff.
For teams that need systems, rhythms, and structures to sustain growth.
Typical focus areas:
Building leadership teams and operating rhythms
Defining roles, accountability, and decision structures
Choosing the right AI-forward tech stack for your stage
Team engagement and retention strategy
Executive communication — keeping teams aligned and inspired
Designing leadership retreats and offsites that actually move the needle
Structure:
3- to 9-month engagement; embedded advisory + workshop facilitation
Outcome:
A scalable operating model and engaged leadership culture that drives performance with purpose.
For founders and executives who need focused, senior-level thought partnership.
Examples:
“Review my board deck or investor presentation”
“Help me prepare for a critical board or fundraising meeting”
“Review my critical change communications plan”
“Pressure-test my org design or leadership transitions”
“Audit our strategic plan, KPI dashboard, or communications strategy”
Structure:
Single 60- or 90-minute virtual working session, with follow-up notes and recommendations.
Outcome:
Immediate clarity and actionable feedback from someone who’s sat in the CEO seat — not just advised from the outside.
Advisory for Investment Firms
I work with PE firms, VC firms, and family offices as a sector-specific advisor on healthcare services, healthcare software, and B2B SaaS deals. Typical engagements include operational due diligence on acquisition targets, post-acquisition integration planning and execution, portfolio company performance assessment, and investment thesis development. Recent work includes designing a venture studio model to commercialize a large healthcare IP portfolio for a family office-run behavioral health holding company.
Let’s talk
If you’re leading through growth, transition, or strategic change, let’s talk. I offer a 30-minute introductory conversation to understand your goals, challenges, and what kind of support would create the most leverage for your team.
Get in touch
For direct inquiries, collaborations, or introductions, you can reach me here. I read and reply to all messages personally.