Projects

Different contexts.
A consistent method.

Selected work reflects Concorde engagements and prior professional experience. Certain client details are withheld or anonymized in keeping with confidentiality obligations.

CRM intelligence

Concentrating a broad market into the highest-probability opportunities

Situation: A commercial team had a large prospect universe but needed a more disciplined way to decide where to spend time.
Work delivered: Designed exclusion rules, tiering logic, relationship overlays, and account-level selection criteria to prioritize opportunities by fit, scale, activity, and likelihood of engagement.
Resulting value: A focused coverage model built around return on effort, bespoke outreach, and faster learning from the market.

Segmentation
Prospecting
Coverage strategy

Investment reporting

A venture-focused investor’s platform implementation

Situation: A venture-focused investor needed an investment-technology platform configured around its information, reporting, and adoption needs.
Work delivered: Translated the investor’s needs into data models, analytics, reporting workflows, and client education.
Resulting value: A platform implementation grounded in the investor’s operating context and designed to support practical team adoption.

Data models
Analytics
Reporting workflows

Data-led sales strategy

Turning a national database into an actionable intelligence system

Situation: A multi-site operator needed to identify high-potential acquisition and lease opportunities across a very large facility universe.
Work delivered: Created a two-stage screening model, geographic taxonomy, target funnel, territory logic, and CRM operating principles to turn raw market data into an actionable coverage plan.
Resulting value: A national universe narrowed to a manageable priority set, organized for efficient regional coverage and continuous learning.

Database strategy
Territory design
CRM discipline

GTM strategy

Turning an emerging platform into a repeatable go-to-market model

Situation: A private-markets technology concept needed to move from product vision to credible early adoption.
Work delivered: Built an initial commercialization blueprint spanning market context, adoption heuristics, prospect prioritization, strategic positioning, design-partner acquisition, onboarding, and client-facing FAQs.
Resulting value: A practical path from product concept to a focused pipeline, stronger narrative, and repeatable client adoption model.

Positioning
Market mapping
Design partners

Fundraising architecture

Making institutional fundraising a firmwide operating discipline

Situation: An emerging investment manager needed to translate investment strength and relationships into a coordinated capital-formation system.
Work delivered: Applied a playing-to-win framework across aspiration, target markets, narrative, team capabilities, feedback loops, meeting cadence, technology, and ownership of the pipeline.
Resulting value: A common commercial language connecting investment, client, and operating teams around a more systematic fundraising process.

Fundraising
Operating model
Client intelligence

What should work better?