The form a Tier 1 deliverable takes.
Our work is confidential by design. Engagements are not published, even with names withheld; the conditions under which a portfolio executive is positioned for a capital event are themselves material context, and a structural composite is more useful to a prospective sponsor than an obscured real one.
The document below is the form a Strategic Executive Positioning Assessment™ takes. It applies the V.A.L.U.E.™ Framework to a fictional Series C SaaS executive twelve months from a Series D raise, and walks through the scoring, the capital-audience perception map, the prioritized remediation plan, and the Capital Outcomes Translation. It is not a real engagement. It is the artifact a real engagement produces.
We showcase the Tier 1 assessment specifically because it has a discrete, evaluable form. Tier 2 — the Strategic Executive Positioning Engine™ — is an operating cadence rather than a single document. We describe that work in a confidential briefing for sponsors at the introduction stage.
- Executive context: subject profile, sponsor situation, capital event timing
- V.A.L.U.E.™ Score across the five positioning dimensions, with sub-dimension findings
- Capital-audience perception map: sponsors, lenders, strategics, and board references
- Narrative gap analysis with prioritized remediation plan
- Capital Outcomes Translation: projected dollar value, IRR uplift, and ROI multiple represented by the V.A.L.U.E.™ Score uplift
- 90-day executive visibility roadmap
Sample provided by confidential request only.
A confidential briefing on a current engagement can be arranged for sponsors at the introduction stage, under standard NDA.
What comes after Tier 1.
Tier 1 produces a deliverable. Tier 2 produces an outcome. The Strategic Executive Positioning Engine™ operationalizes the recommendations the assessment surfaces — narrative architecture, proof and reference orchestration, selective visibility, and diligence preparation — held to a monthly cadence of measured progress against the V.A.L.U.E.™ Score gaps the assessment identified.
Tier 2 is not a single artifact. It is the disciplined execution that turns a positioning thesis into a capital outcome. We describe what that cadence produces — quarterly Capital-Event Readiness Ratings, monthly gap-closure tracking, and ongoing positioning execution against the engagement timeline — in a confidential briefing.