Advisory

Turn the AI shift into a clearer strategic choice

I work with founders, companies and capital providers on decisions that sit between technology, market structure, product and capital: where value is moving, what becomes newly viable, where defensibility survives, and what to prioritize now.

AI-native foundersCompanies in transitionProduct & strategy leadersInvestors & boards
Questions worth working on
Which parts of our market are being commoditized — and where does value re-pool?
Map the donor set, the complements, and the position most likely to capture the shift.
What becomes possible now that cognition is cheap?
Find categories, service models and product frequencies that were previously uneconomic.
Where is our defensibility strengthening — and where is it quietly eroding?
Test data, workflow, distribution, trust, permission and network advantages against the new economics.
Which bets deserve capital now, later, or not at all?
Separate buildable from ownable, sequence the choices, and name the evidence needed to commit.
Ways to work together

The format stays deliberately flexible at this stage — matched to the decision, not to a fixed menu. Typical shapes:

Working session

Frame the question

A focused session for a founder, leadership team, board or investor to sharpen the strategic issue, surface hidden assumptions, and name the decisions that matter.

Market mapping

See where value is moving

A structured view of the changing market: value pools, new categories, donor businesses, defensibility, and the transition clock — applied to your terrain.

Decision sprint

Reach a decision-ready position

A bounded piece of work that turns a consequential question into options, implications, priorities and a clear evidence plan.

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Why me

The full arc, then the investor's seat

My career runs the whole lifecycle — transform, build, scale, exit, allocate. A decade as a consulting Partner delivering technology-led transformation for Fortune-500 and large financial-industry clients; then product leadership at scale; then founding; now allocating against a published thesis on the post-AI economy.

  • A decade as consulting Partner — Fortune-500 transformation, diagnosis to delivery
  • Ran a 250+ person unit with full P&L; doubled revenue, turned a loss into ~30% profit
  • Scaled DEGIRO through its acquisition into Europe's largest listed online broker
  • Partner in a €100M fintech venture group; founded and funded a startup of my own
  • Investing through the cycles, now running the thesis as a book

The advisory feeds the research; the research feeds the advisory. You get an investor's read on your market — grounded in the same framework I put capital behind.

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Research

The public framework this advisory is built on.

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Investments

The same read, tested with capital.

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Essays as they ship, a short note at every monthly close, and a full review each quarter.

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