AI transformations · Healthcare · Distribution · HR · PE portcos

Advisory Services

I help small businesses, SMEs, and PE-backed portfolio companies turn AI and technology into real business outcomes in healthcare, distribution, and human resources.

I partner with companies as an Advisory CTO, Fractional CTO, or Interim CTO. Below are the three models, what each costs, and how we work together, including a dedicated shape for sponsors and portco CEOs.

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Engagement types & pricing

Fully transparent. Three models. Pick the depth of involvement that matches what your company needs right now.

01 · Lightest touch

Advisory CTO

$2,500 / month

Model: 1:1 or 1:N with the CEO or C-suite

Strategic counsel for leaders who need a senior technology voice at the table without embedding into the day-to-day team.

Cadence with CEO / C-suite on roadmap, risk, and investment decisions
Board-ready framing for digital, data, AI, and platform bets
Build vs. buy, vendor, and architecture counsel
Mentorship for technical founders and engineering leaders

Choose Advisory CTO

02 · Embedded partner

Fractional CTO

$7,500 / month

Model: Pairing with or partnering alongside your team

Part-time operating leadership. I work with your eng / product / ops team to ship the roadmap, raise the bar, and leave the system stronger. Common for PE portcos that need a CTO bridge without a full-time seat yet.

Technology roadmap ownership with the team, not only the exec suite
Team structure, hiring plans, and delivery cadence
Platform modernization, cloud, security, and technical debt
Hands-on partnering through sprints, incidents, and launches

Choose Fractional CTO

03 · Full coverage

Interim CTO

$40,000 / month

Model: Temporary full-time leadership

When you need a CTO in seat now: leadership transition, post-close hold-period bridge, post-raise scale-up, turnaround, or cover until a permanent hire is ready.

Full-time ownership of technology strategy and execution
Direct leadership of engineering and related functions
Stabilization, hiring, and handoff to a permanent CTO
Executive presence with board, operating partners, investors, and customers

Choose Interim CTO

PE-backed portfolio companies

For operating partners, deal teams, and portco CEOs who need technology leadership when the hold-period clock will not wait.

I step into the seat for CTO bridge work, post-close 100-day tech execution, security and compliance hardening, platform modernization, and AI that shows up in cost, speed, or revenue. Same three engagement models as above. The difference is the problem set and the reporting cadence sponsors expect.

Problems I take

Empty CTO seat or mid-hold leadership bridge
Post-close 100-day tech plan (cost, security, vendors, AI)
SOC 2 / security posture and exit-ready diligence
Cloud, FinOps, and platform modernization under sponsor scrutiny
AI value creation that moves EBITDA, not slideware

Typical 30 / 90 day shape

Days 1-30: rapid org and stack assessment; staffing, process, and security risks; sponsor-ready findings; immediate stabilization plan
Days 31-90: execute top value-creation workstreams (reliability, cost, compliance, delivery cadence, AI use-cases); board / OP reporting cadence; hire or handoff plan for permanent leadership

Fit sectors

Healthcare services and healthtech
Distribution and supply chain
HR-tech / SaaS
Identity and regulated data environments

Proof points operating partners care about

BrightMove (COO / de facto CTO): SOC 2 Type I, audited with no exceptions for two consecutive years since achievement. This year I am personally driving alignment to NIST AI RMF and an updated Responsible AI Policy.

GHX (SVP Data & Analytics): cloud enterprise data platform enabling estimated $3.4B TAM access; healthcare supply-chain SaaS. References.

GHX · Temasek / Warburg, in order

I lived inside a PE-backed healthcare SaaS platform through a full sponsor chapter, not as an outside advisor.

2021 · Warburg comes in. While I was SVP of Data & Analytics at GHX, Warburg Pincus made a minority investment. Temasek stayed majority. Thoma Bravo exited. That is the sponsorship change I operated under while we built the cloud enterprise data platform and Demand Insights.
Hold period · ship the platform. Same years as the proof line above: data platform, analytics product, and the operating reality of serving a PE-backed healthcare supply-chain business under sponsor scrutiny. Full role context is in References.
2026 · next owner steps in. Veritas Capital agreed to acquire a majority stake in GHX, joining Temasek and Warburg as the ownership story turns again. That is the exit side of the arc sponsors care about: value created on the hold, then a clean next chapter.

That is why PE portco work is familiar ground: empty seats, 100-day plans, and sponsor reporting are not theoretical when you have already shipped through them.

McKesson (VP Platform Services): hybrid multi-cloud strategy; $6.5M annual savings in under 90 days; $2.5M via data platform modernization; Operation Warp Speed tech leadership; Snowflake Data Drivers Best Data Team (2020). References.

McKesson · cloud win, then the vigilance lesson

Platform modernization and awards are real. They are not a permanent security finish line.

2018-2020 · ship the cloud data platform. As VP of Platform Services I led hybrid multi-cloud and data platform modernization work: material FinOps outcomes, Operation Warp Speed tech leadership, and a Snowflake-led enterprise data direction. In 2020, Snowflake named McKesson’s Data & Analytics team, which I led, the Data Drivers Best Data Team for unifying enterprise data and empowering analytics users.
2021 · I left by choice. I departed McKesson in 2021 when the leadership environment no longer matched how I wanted to build and lead. That was a personal and professional preference decision, years before the incident below. Full role context is in References.
2026 · a public reminder that vigilance does not retire. Years after I left, McKesson disclosed a cybersecurity incident involving unauthorized access to cloud-hosted accounts. Public reporting describes attacker claims of large-scale data theft via identity compromise (Okta) and lateral movement into connected SaaS and data platforms (including Salesforce and Snowflake). I was not employed at McKesson during that incident, and I am not speaking for the company. The lesson I take into advisory work is the same one sponsors should demand: cloud data platforms create leverage and attack surface at the same time. Identity hardening, phishing resistance, continuous access review, and detection around SaaS data paths are operating work, not a one-time project award.

That is part of why my PE and fractional work puts security posture next to cost, delivery, and AI value creation. The win is incomplete if the access path stays soft.

Clearsense (Founding CTO): greenfield HIPAA healthcare data PaaS; Series A/B foundation (2016-2018) that later supported Series C. References.

Clearsense · founding CTO foundation, in order

Before GHX, I was the founding-era CTO who helped set the technical and security foundation investors later scaled.

2016-2018 · Series A and B foundation. As CTO I helped stand up a greenfield HIPAA healthcare data platform-as-a-service: architecture, security posture, engineering team, and the technical diligence that goes with early growth rounds. Company context and financing history live on PitchBook.
What that foundation had to carry. Cloud infrastructure, regulated data handling, and a platform investors could diligence. The work was not a slide deck. It was the system Series A and B capital was underwriting. Full role context is in References.
2021 · Series C on that base. After my CTO chapter, Clearsense closed $30 million in Series C financing led by Health Catalyst Capital to expand the data platform and advisory services. That raise sat on the technical foundation and diligence posture set earlier in the company’s history.

Sponsors buying a CTO bridge or post-close tech plan want someone who has already built the platform a later round can still stand on. Watch the Clearsense case study.

Talk PE / portco fit Fractional CTO · $7,500/mo Interim CTO · $40,000/mo

References

Selected operating roles that shape how I advise. Professional references available on request through the contact form.

BrightMove COO / de facto CTO · SOC 2 Type I, no exceptions for two consecutive audit years · personally driving NIST AI RMF alignment and Responsible AI Policy update
GHX SVP, Data & Analytics · Healthcare supply-chain data platform · Demand Insights · estimated $3.4B TAM access · Temasek / Warburg ownership arc
McKesson VP, Platform Services (through 2021) · Hybrid multi-cloud · $6.5M annual savings in under 90 days · data platform modernization · Snowflake Data Drivers Best Data Team (2020) · McKesson arc
Clearsense Founding CTO (2016-2018) · Greenfield HIPAA healthcare data PaaS · Series A/B foundation that later supported Series C · Clearsense funding arc · Case study video
Marine ventures Co-founder · Here2Fish, Full Throttle Marine, BoatJobBoard

Expert Network Affiliations

I am also available through curated expert networks. If you already work with one of these platforms, you can engage me there or reach out directly.

Example engagement types

Scoped, high-leverage work that often sits inside Advisory, Fractional, or Interim models. Each includes a real project from my portfolio.

A done-for-you setup that builds a fully operational AI workforce inside your business. The deliverable is not a chatbot or a single automation. It is a coordinated team of agents that can run real work.

Central company brain: a structured knowledge vault for SOPs, context, goals, and domain knowledge
AI chief of staff that coordinates work across the system
Specialized agents layered by department or function, working as a team
Knowledge representation focus: taxonomy, ontology, and model documentation where the tier requires it
Tiered delivery (Starter / Standard / Advanced) with clear timelines and revision windows

From ambition to production. I help leadership teams turn AI from slideware into systems that ship, stay secure, and create durable advantage.

AI/ML product roadmap and build-vs-buy decisions
Data platform readiness, quality, and architecture for AI workloads
Production deployment patterns, observability, and cost control
Governance, risk, SOC 2 / security posture for AI initiatives
Executive education and board-level framing of AI investments

For health-tech, digital health, and healthcare-data companies that need senior operating muscle on data, platforms, and go-to-market reality, especially from Seed through Series C.

Data platform architecture and team build-out
Ops, engineering, and product discipline as you scale past founder-run chaos
Cloud, security, and compliance (audit-ready posture)
Platform scaling after a raise or leadership transition
Technical due diligence for investors and M&A

Right-sized technology leadership for growing businesses: enough architecture and cadence to scale, without enterprise overhead you don’t need yet.

Practical technology roadmaps tied to revenue and ops goals
Vendor, SaaS, and stack rationalization
Security hygiene, backups, and growth-ready infrastructure
Hiring plans and fractional leadership while you scale the team
Automation that cuts cost and frees founders from fire drills

When the product works but go-to-market and operational reality are catching up, I help install product discipline, roadmap clarity, and execution rhythm that survives scaling.

Product operating cadence: discovery, prioritization, delivery
Roadmap discipline across engineering, data, and GTM
AI-enabled product strategy grounded in shippable scope
Founder-to-product-org transitions after a raise
Stakeholder alignment between board, CEO, and builders

Retention is a systems problem. I help SaaS and services teams connect product quality, onboarding, and support ops so customers stay and expand.

CS operating model, metrics, and early-warning health scores
Onboarding and time-to-value design with product & engineering
Feedback loops that actually change the roadmap
Tooling, automation, and escalation paths that scale
Leadership coaching for CS and customer-facing orgs

What drives me

I’m passionate about solving complex problems that matter. I thrive where focus and execution turn ambitious vision into reality. I seek high-performing teams and win-win partnerships where collaboration creates outsized impact.

Can I be a resource to you?

Whether you need Advisory CTO counsel, Fractional CTO partnership, Interim CTO coverage for a PE portco bridge, or scoped work in AI, healthcare tech, product, or customer success, I’m ready to talk through fit and next steps.

Get in touch