Strategic Advisory
CTO of four AI companies. 25+ years of technology leadership. Now accepting advisory, coaching, and board engagements for organizations navigating complexity.
Engagement Models
Flexible advisory arrangements designed to meet your organization where it is.
Strategic Consulting
Ongoing technology strategy advisory for organizations navigating AI transformation, digital innovation, and organizational change.
- ✓AI transformation roadmaps
- ✓Technology strategy & architecture advisory
- ✓Organizational change management
- ✓Vendor evaluation & due diligence
- ✓Monthly strategy sessions & quarterly reviews
Board Advisory
Independent board-level advisory on technology strategy, AI governance, and digital risk for companies seeking experienced oversight.
- ✓Technology committee advisory
- ✓AI governance frameworks
- ✓Digital risk assessment
- ✓Strategic technology oversight
- ✓Investor & stakeholder reporting
Due Diligence & M&A
Technical due diligence for investors, acquirers, and boards evaluating AI and technology companies or initiatives.
- ✓Technical stack assessment
- ✓AI capability evaluation
- ✓Team & architecture review
- ✓Risk & scalability analysis
- ✓Investment recommendation reports
Current Portfolio
CTO & equity shareholder across four AI ventures spanning voice AI, compliance automation, productivity, and enterprise solutions.
CopperTeams.ai
CTO & Shareholder
AI voice coaching platform transforming team performance
AthynaInsight.ai
CTO & Co-Founder
AI building code compliance automation
Ganttsy Inc.
CTO & Co-Founder
AI-powered personal project coaching platform
New Value Solutions
Head of AI & Shareholder
Enterprise & government AI solutions
Areas of Expertise
AI & Digital Transformation
- • Enterprise AI strategy & roadmaps
- • Production AI system advisory
- • LLMOps & RAG architecture consulting
- • AI governance & compliance frameworks
- • Crown corporation & government AI
Technology Strategy
- • 0-to-1 product strategy advisory
- • Cloud architecture & infrastructure
- • Technical due diligence
- • Security & compliance consulting
- • Technology M&A advisory
Leadership & Governance
- • Board-level technology advisory
- • Executive leadership consulting
- • Organizational change management
- • Team structure & scaling advisory
- • CTO transition planning
Industry Focus
- • Financial services & hedge funds
- • Government & regulated industries
- • AI startups & funded ventures
- • Enterprise SaaS
- • Telecommunications
Start a Conversation
Whether you need strategic technology advisory, board-level consulting, or due diligence support — let's discuss how I can help.