Skip to content
Book a Diagnostic
Case Study Archive  ·  Volume IV  ·  2020 — 2025 No. 04 / 06

Positioning work that moved the numbers that move boards.

Six years, 180+ engagements, four exits north of $100M. Below: a working dossier of the repositionings that produced measurable lifts in pipeline, press pickup, and investor confidence — written like the magazine features they were studied in.

The Portfolio  ·  Three Engagements, Three Verticals

Repositionings written to be read by buyers, analysts, and investors in the same afternoon.

01 Fintech  ·  Series A → B

A treasury platform became the category reference for embedded B2B payments.

The thesis: stop selling "modern treasury" to controllers, and start selling the only payments rail built for B2B software platforms to integrate in under a week.

2.7× Inbound pipeline, 90 days
14 Tier-1 press placements
$32M Series B closed on new narrative
02 Healthtech  ·  Series B

A clinical-AI company stopped sounding like every other clinical-AI company.

The thesis: lead with the specific clinical workflow eliminated (prior authorization in oncology), not the underlying model — buyers hire outcomes, not architecture.

3.9× Inbound from target buyer
28 Days from kickoff to launch
Investor confidence, qualitative
03 Consumer  ·  Repositioning

A direct-to-consumer brand traded virality for category ownership.

The thesis: growth-stage consumer companies stop winning on TikTok and start winning on a named category and a defensible reason to exist beyond the algorithm.

2.4× Repeat-customer rate, 6 months
$8.6M Incremental ARR, fiscal year
19 Days, kickoff to launch
The Track Record, Aggregated

Four numbers that turn anecdote into pattern.

180+ Brand engagements completed since 2019, across B2B SaaS, fintech, healthtech, and consumer
$740M+ Cumulative client valuation influenced through positioning and narrative work
21 Average calendar days from kickoff to a launched repositioning
3.2× Average lift in qualified inbound pipeline within 90 days of launch

A deliberately small roster — 12 active engagements per quarter — preserves the senior-level attention each account receives.

We were six weeks from a board meeting I was going to walk into with no category, no story, and a deck that contradicted itself on page four. Erin rebuilt the narrative in three weeks. We didn't just survive the board — we used the same narrative to close our Series C two quarters later.

Founder & CEO Revenue intelligence platform  ·  Series B → C, 2023
The Next Case Study

Bring the repositioning you've been deferring to the next 30 minutes.

A strategy diagnostic is not a sales call. It is a working session — the same diagnostic run on every engagement that produced the numbers above. You leave with a written point of view on your category, your wedge, and the three moves that move pipeline, press, and investor confidence. If we are not the right fit, you get the read anyway.

Direct correspondence preferred: [email protected]  ·  San Francisco  ·  By appointment only.