What we do

Strategic advisory for frontier technology.

Where hardware, software, and real-world operations intersect, we help founders navigate the decisions that define their business.

We work at three levels

The company

Where to play, what to build first, and how to resource the roadmap. The foundational choices that set your trajectory for years.

The market

Understanding who buys, who deploys, who funds, and who holds veto power. In frontier markets, these are rarely the same stakeholder—and closing the deal requires aligning all of them.

The function

Specialist guidance across go-to-market, product, and technology, ensuring your pricing aligns with your pitch and your pitch reflects the reality of your product.

Practice areas

Company-level strategy sets the direction. Functional expertise carries it into the market.

Company-level strategy

  1. 1

    Strategy and diagnostics

    Apply structured diagnostics and sector frameworks to pressure-test your plan before committing capital, headcount, or manufacturing capacity.

  2. 2

    Technology and scaling

    Pressure-test architecture, manufacturing readiness, and field reliability to scale from pilot to fleet, sharpening trade-offs while your engineering leaders own the build.

  3. 3

    Financial planning

    Structure milestone planning, burn management, and hardware unit economics into a model that supports diligence and maximizes runway.

  4. 4

    Team formation

    Provide co-founder introductions, executive hires, and critical technical or commercial expertise when timing is decisive.

Functional expertise

  1. 1

    Go-to-market and first customers

    Identify your beachhead market, structure pilots designed to convert, and design repeatable sales motions suited to complex enterprise and industrial cycles.

  2. 2

    Pricing and business models

    Direct sales, Hardware-as-a-Service, outcome-based, or hybrid models. We propose pricing architectures that fund growth and withstand procurement scrutiny.

  3. 3

    Product and AI deployment

    Chart the path from prototype to reliable production, clarify build-versus-partner trade-offs, and shape product teams built for real-world deployment.

  4. 4

    Partnerships and ecosystem

    Shape your approach to OEMs, system integrators, and channel partners so agreements accelerate your distribution rather than stall it.

White papers

Longer-form thinking on taking frontier technology to market, written for founders and the operators who work alongside them.

CommercialPDF · 14 pages

From Pilot to Production

How to structure physical AI pilots so they convert into scaled enterprise contracts: why pilots stall, a five-pillar framework, a four-phase engagement plan, and a pre-pilot checklist.

Download the white paper
Business modelsPDF · 15 pages

Hardware-as-a-Service, Honestly

When HaaS genuinely unlocks unit economics, and when it merely shifts capex onto your balance sheet: the price floor, the capital spread, a worked example for one robot, and an eight-point decision framework.

Download the white paper
TechnologyPDF · 17 pages

Factory Floor Up, Not Model Down

Why cloud-first AI breaks down on the factory floor, and how to build physical AI from the controller up: a six-layer stack, sector architectures, dual-track safety, and reference deployment patterns.

Download the white paper

Have a hypothesis worth testing?

It begins with an introductory conversation. No pitch, no obligations—just an objective assessment of where your company stands and the clearest levers to move forward.

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A first conversation

Request a call

We'll follow up by email to arrange a time.