ADVISING
I advise businesses including startups, growth stage, investment funds, and businesses in transition. I am your thought partner. I bring my outside perspective to challenge or confirm your thinking, reveal blind spots, provide clarity on next steps, make connections, and assist with problem solving. I advise, you execute.
I have wide ranging experiences, interests, and knowledge that inform my views, ideas, and feedback. I am not narrow or specialized in any specific approach, methodology, or industry. If you are looking for a technician, specialist, or operator, I am not your guy. If you are looking for a well-versed, multi-dimensional, thinking partner, and idea synthesizer, I just might be a good option.
elevating the work and lives of wealth generators and business owners.
I am here to assist you, provide perspective, AND ask the big, challenging questionS.
HOW DO I ADVISE BUSINESS OWNERS?
If you would like to explore working together, please reach out to set up an introductory call. After we discuss your needs and ideal outcomes, we can discuss options for value exchange and create a working plan.
WHAT TOPICS ARE ON THE TABLE?
I like to connect dots, cultivate insights, and be a resource to help you achieve your desired outcomes. This work is holistic, and takes in to consideration all the many facets of who you are as a person and as a business leader.
Together, I will partner with you on the opportunities and challenges you face in business and your life. What's on the table for any given meeting? Whatever is most important and urgent to you at that time. Some days, our work may focus exclusively on your business, and other days, it might look more personal.
- Navigating balance and time demands of business and life
- Addressing and alleviating pressure
- Leaning into your health and wellness
- Addressing the implications of business ownership on your relationships with family and friends
- Building authentic personal and professional relationships
- Contemplating the impact of your life and work, and considering legacy
GROWTH MINDSET
ADVISORY ALIGNMENT:
COLLABORATIVE NATURE
BUILDING A HOLISTIC LIFE
SEEKING CLARITY
INTENTIONAL + PASSIONATE
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Jake was an invaluable partner in growing Trainual during our earliest days. As we figured out our financial model, growth strategy, and the necessary steps to stabilize our business, Jake's support and accountability lent a steady hand to the early chaos. Today, Trainual is over 100 employees, we've raised over $33M, and secured thousands of customers around the world.
His experience spans across functional areas, industries, and audiences. Since he has directly owned several businesses and invested in many others, he has a keen eye for knowing what works and what's fake. On top of all the sagely knowledge, Jake is an incredibly talented and humble human being.
Jake went incredibly deep into the world of alternative capital options, spending time to really understand the players, solutions and hurdles in the space. With that
context of deep knowledge, he was better able to help me understand how my own solution fits into the landscape and how it might be better positioned.
Jake has always met me where I am. Some of my challenges have been personal, and others professional. As our relationship has progressed, I feel that he's accepted each part of the journey without judgment. He has only brought his desire to listen and be helpful where he can. This is one of the most difficult things to find in the entrepreneurial journey.
KIND WORDS FROM ADVISING CLIENTS
SELECT ADVISORY ROLES
Stealth | Present | Advisory Board Member | IoT + SaaS Company
Original ChopShop | Present | Board Member | Restaurant Group
Allen Holdings, LLLP | Present | Advisor | Family Holding Company
Design Pickle | Advisor | Subscription-based Service
Trainual | Advisor | SaaS Company
Perch | Advisor | Real Estate Business
Pollinate Food | Advisor | SaaS Company / Food + Logistics
Chisos Capital | Advisor | Early-stage Investment Fund
