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Strategy, product and go-to-market for fintech and AI founders.
We help Seed through Series B+ founders turn early traction into a repeatable revenue motion.
We've built this from zero before.
The rare combination of real financial experience and practical start-up execution.
Our founder, Spencer Reich, built go-to-market from scratch as Senior Partner & CRO at Boosted.ai and helped take the company from pre-revenue through post Series B. Before that, he spent 15 years as an institutional investor at Goldman Sachs and Tiger Management. We've sat on both sides of the table, so we know how financial firms evaluate, pilot, and buy.
Built the go-to-market function at Boosted.ai from scratch
raised at Boosted.ai, pre-revenue through post Series B
institutional clients brought onto the platform
ARR in 18 months at a payments compliance fintech client
Why growth stalls.
Early traction proves the product. It rarely proves the motion. These are the four places we see growth get stuck.
Every deal runs through the founder
Sales depends on one person's time, relationships, and instincts.
Pilots that never convert
Trials start with enthusiasm and end without a decision.
Positioning that misses the buyer
The pitch speaks to the product, while institutions buy on workflow, risk, and return.
No repeatable process
Without stages, owners, and a forecast, the pipeline can't be managed.
Strategy, product and go-to-market. Built together.
Each one shapes the others, so we work on all three at once.
Know who you win with, and why.
Build what the buyer will pay for.
Turn wins into a repeatable motion.
Seven stages. One repeatable motion.
A sales process your team can run, measure, and improve, from first target to expansion.
- Stage 1
Target
Exit: named accounts that fit the ideal customer profile
- Stage 2
Qualify
Exit: confirmed pain, budget owner, and timeline
- Stage 3
Demo
Exit: use cases agreed with the decision-maker
- Stage 4
Proof of value
Exit: success plan met and signed off
- Stage 5
Close
Exit: contract signed
- Stage 6
Onboard
Exit: first workflow live and in daily use
- Stage 7
Expand
Exit: a new team or use case added
Pilots that convert.
A pilot should end in a decision. That starts with agreeing what success looks like before day one.
Kickoff
Success plan confirmed with the decision-makers
Mid-trial check-in
Progress against the metrics, issues raised early
End-of-trial recap
Results reviewed against the plan
Contract
A decision, on the timeline agreed at kickoff
Four reasons.
We've run the function
We've carried the number and built the team, from the first hire to 100+ clients.
We know how institutions buy
Fifteen years as the buyer means we know the questions before they're asked.
Systems your team runs without you
Playbooks, stages, and reviews that keep working after we step back.
AI-native go-to-market
Research, outreach, and pipeline work built with AI from day one.
The first 90 days.
A clear plan from the first week, with something your team can use at the end of each phase.
Diagnose
Review pipeline, wins, and losses. Interview customers and the team. Map where deals stall.
Build
Set positioning, stages, exit criteria, and the pilot framework. Put the tooling in place.
Run
Run the motion on live deals with weekly reviews, then hand it to the team.
The goal: a motion your team runs without the founder in every deal.
Let's build your go-to-market together.
Start with a 30-minute conversation about where growth is stuck.