Strategy to execution for platform and growth businesses

I build revenue and operating systems that scale, with applied AI built into how teams decide, ship, and operate day to day.

  • Clear wedge and priorities that unlock momentum
  • Predictable growth mechanics and cleaner monetization
  • Faster execution through cadence, KPIs and OKRs, workflow redesign, and roadmap discipline

Who I work with

I work with high-ownership founders and C-level leaders at businesses where growth depends on coordination across product, revenue, ops, finance, and analytics.

Monetization and performance platforms

Ads, performance marketing, partner-driven revenue, rev share and take-rate models.

Marketplaces and two-sided platforms

Liquidity, matching, trust, and supply-demand orchestration.

Subscription and commerce retention

Cohorts, churn, LTV, unit economics, often Shopify-centered.

SaaS with platform dynamics

Complex funnels, partner motions, multi-stakeholder workflows, scaling constraints.

I also support VCs and small-cap PE who want operator-level clarity on execution risk, what is working, what is broken, and what to fix next in portfolio companies, including follow-on evaluation support.

What changes after I help

Clarity

  • A wedge that creates focus
  • A bet stack with sequencing and tradeoffs
  • A plan that holds up in exec meetings and board conversations

Management system

  • KPIs that cover revenue, product adoption, customer outcomes, unit economics, quality, and throughput
  • OKRs used only when they drive focus and decisions
  • A weekly operating rhythm that survives leadership meetings

Execution velocity

  • Clear owners, clean handoffs, explicit SLAs, escalation rules
  • Fewer exceptions and higher quality consistency
  • Automation-first workflows where applied AI improves throughput and QA

Unit economics

  • COGS decomposition and cost-to-serve clarity
  • Gross margin driver tree and practical levers
  • Pricing and packaging tradeoffs grounded in data

Product delivery

  • Roadmap tied to measurable drivers and constraints
  • Specs and acceptance criteria that reduce ambiguity and rework
  • Release cadence and post-release measurement that keeps teams honest

How I work

My operating model stays consistent. Level of involvement changes based on complexity and desired speed.

  1. 1

    Baseline and diagnosis

    Goals, constraints, data reality, root causes, and the short list of drivers that matter.

  2. 2

    Strategy and wedge

    Priorities, sequencing, tradeoffs, and a wedge and moat hypothesis with proof points.

  3. 3

    System design

    KPIs and OKRs, workflows, operating cadence, roadmap and decision gates.

  4. 4

    Implementation

    Pilots, adoption, change management, and iteration tied to measured results.

  5. 5

    Institutionalization

    Documentation, handoffs, and a system the team can run without heroics.

Core engagements

Four ways I typically engage. Each can be light, standard, or embedded.

Wedge and Strategy Sprint

Best for teams with traction and scattered priorities

You get
  • Competitive landscape and category map
  • Segmentation and ICP definition
  • Wedge and moat hypothesis with proof points
  • Bet stack: priorities, sequencing, tradeoffs
  • Product bet framing and roadmap direction
  • KPI and OKR draft tied to the bet stack
  • 90-day operating plan with owners and cadence
What changes

A strategy the team can execute weekly, with measurable bets and clear ownership.

Revenue and GTM Operating System

Best for scaling pipeline, partnerships, and monetization

You get
  • Funnel model and forecast driver tree
  • Pricing, packaging, and deal archetypes where relevant
  • Sales and partnership motion design with ownership and handoffs
  • Revenue team analysis and optimization: coverage model, roles, enablement, rev ops instrumentation
  • Roadmap-to-outcomes linkage: funnel, retention, margin, monetization
  • KPI and OKR system tied to growth, product outcomes, customer outcomes, unit economics
  • Weekly cadence: scorecards, reviews, accountability loop
What changes

Revenue becomes more predictable because mechanics and operating cadence match.

Operating Model and Change Execution

Best for reducing friction and increasing throughput

You get
  • Workflow and customer journey maps
  • Role clarity, SLAs, escalation paths, exception handling
  • Team analysis, re-org recommendations, and change management plan
  • Product development operating model when needed
  • Operating cadence and decision system
  • KPI and OKR system so change sticks
  • Implementation plan with adoption tracking
What changes

Throughput increases, exceptions drop, and execution becomes repeatable.

Capital Raising Readiness and Investor Process

Best for founders preparing to raise or run follow-on conversations

You get
  • Story and narrative grounded in strategy and evidence
  • KPI pack that matches financial reality, including unit economics and cohort story where relevant
  • Model and P&L clarity with driver-based assumptions
  • Investor funnel process: stages, materials workflow, tracking discipline
  • Diligence readiness: checklist, data room structure, Q&A prep
What changes

A raise process that runs on substance: clean story, clean metrics, and a plan that holds up under questions.

Additional workstreams

These commonly plug into any engagement.

  • Customer, cohort, and retention engine - segmentation, churn bands, lifecycle levers, reactivation
  • Shopify and subscription analytics - reporting system design, attribution, lifecycle instrumentation
  • Revenue recognition and accrual definitions - source of truth metrics that match financial reality
  • Unit economics, COGS, and gross margin - cost-to-serve, margin drivers, practical levers
  • Product roadmap and development system - PRDs, specs, acceptance criteria, decision gates, release measurement
  • Marketing, brand, and identity foundations - positioning, messaging hierarchy, launch narrative
  • Applied AI in execution systems - automation, QA guardrails, and measurement loops
  • Investor and portfolio support - health checks, follow-on evaluation, diligence support

Proof preview

Examples of what I deliver in practice.

Operating cadence and KPI system

A weekly management rhythm tied to drivers across growth, retention, margin, and delivery throughput.

Workflow redesign and quality consistency

Clear owners, clean handoffs, escalation rules, fewer exceptions, and higher reliability at scale.

Roadmap and specs that reduce thrash

Roadmap tied to measurable outcomes, specs and acceptance criteria, and post-release measurement.

Start with an introduction

If you are scaling a platform business and want to tighten execution, book a 30-minute introduction with YTPartners.