Compound your investment in yourself

Solo GP, Seed-stage VC firm ($80M AUM). The founding partner, previously a lead investor at a platform firm, was transitioning to launch his own firm. This shift required developing a new set of leadership skills including: prioritizing highest and best use of time; managing team effectively; refining investor decision-making processes in the solo GP model

Co-CEOs, Founding Partners of a Seed-stage VC firm ($35M AUM). In this "two-in-a-box" leadership model, we focused on strengthening collaboration strategies between co-CEOs; streamlining decision-making processes for shared leadership.

Investment Principal Aspiring to Partner on Platform Fund ($5 Bln AUM). Client at a pivotal career inflection point aiming for partner promotion. Our coaching priorities included: refining sourcing and deal execution strategies; developing strategies to build consensus on deals; navigating the complexities of a large partnership.

Co-CEO, Global PE Firm ($80B AUM) Our coaching priorities focused on coaching the leader through evolution from investor to firm leader and around strategies for co-CEO “two-in-a box” leadership.  Key priorities included: Evolving leadership style from investor to firm leader; Aligning on co-CEO leadership dynamics; Strengthening firm-wide decision-making processes.

CEO, PE Firm ($5B AUM)  At a pivotal inflection point, the CEO was re-evaluating the firm's strategic direction. Our coaching prioritized: Broadening leadership capabilities for the CEO; Enhancing decision-making approaches within the investment team; Guiding the CEO through critical strategic choices

Investment Partner, Launching New Fund Strategy at Platform Fund ($33B AUM). As this partner launched a new fund strategy, our coaching focused on developing leadership skills for managing a fund. Coaching priorities included: Transitioning from investor to leader of the fund; Strengthening leadership in fund operations and strategy execution; Optimizing team dynamics for successful fund growth

Chief Administrative Officer, Global Hedge Fund ($110B AUM) Stepping into a broader role amid the COVID-19 pandemic, the CAO was tasked with leading the firm through a period of crisis. Our coaching focused on: Refining leadership style to fit the expanded role; Adapting leadership approach for effective crisis management; Strengthening decision-making and communication during challenging times

Co-CEOs, Family Office Platform ($2.5Bln AUM). As "two-in-a-box" leaders, these partners were establishing a new fund under a family office platform. Coaching priorities included: Strengthening collaboration and decision-making in the co-CEO leadership model; Developing candidate profiles and refining the ideal target investment profile; Optimizing the firm's sourcing model and sourcing channels; Crafting a compelling new fund differentiation and positioning

Investment Partner, Family Office Platform ($70Bln AUM). Investment partner responsible for making direct investments in private companies and taking board seats, while balancing the needs of the family office. Our coaching priorities focused on: Optimizing influence as a board member while prioritizing the family office’s interests; Finding an impactful voice in the boardroom; Managing the different strategic criteria for operating as an investor on a family office platform