True North Advisory
Bespoke strategic advice for enterprise and service provider technology companies.
True North Advisory Guides B2B Tech Companies Toward Scalable Growth
Products & Services
True North Advisory works across strategy, marketing, product, sales, and finance to help enterprise and service provider technology companies sharpen their plans and accelerate growth at every stage of the business lifecycle.
Strategy & Planning
- Strategic Options & Prioritization: Clarifies the highest-value paths forward for leadership teams at critical decision points.
- Long-Term Strategic Plan: Builds a durable roadmap aligned to company vision, market dynamics, and investor expectations.
- Executive Sounding Board: Gives founders and CxOs a trusted, experienced voice for high-stakes decisions.
- M&A Analysis: Evaluates acquisition and exit opportunities to maximize shareholder value.
Marketing & Go-To-Market
- Go-To-Market Strategy: Designs the route-to-market approach that matches product, audience, and growth stage.
- Channel & Partner Development: Builds and activates partner programs that extend market reach and accelerate revenue.
- Vertical & Geographic Segmentation: Focuses sales and marketing energy on the segments with the highest return potential.
- Company & Investor Messaging: Sharpens how the business communicates its value to customers, partners, and capital markets.
Product & Offer Development
- Product Strategy & Messaging: Aligns product direction with market demand and competitive positioning.
- Pricing & Packaging: Structures offers to maximize conversion, retention, and revenue per customer.
- Roadmap Communications: Translates product plans into compelling narratives for customers, partners, and investors.
Sales & Customer Success
- Customer & Partner Introductions: Opens direct access to enterprise buyers and strategic partners through an extensive industry network.
- Sales Process Formalization: Installs repeatable sales motions that scale without losing quality or speed.
- Customer Success Programs: Structures post-sale engagement to drive retention, expansion, and advocacy.
- Compensation & Resourcing Design: Aligns sales team incentives and structure to growth objectives.
Finance & Investor Strategy
- Financial Planning & Budgeting: Grounds strategic ambition in rigorous financial modeling and scenario planning.
- Capital Structure & Funding Strategy: Positions the business to attract the right capital at the right terms.
- Revenue & Cash Flow Dynamics: Identifies the levers that drive sustainable, predictable financial performance.
About True North Advisory
True North Advisory gives enterprise and service provider technology companies the strategic guidance and senior-level access needed to scale with confidence. The firm works with early-stage founders, CxOs, and boards as well as later-stage and public companies, covering the full lifecycle from incubation through exit.
The core team of five partners worked together at BroadSoft, where they built the company into a leading UCaaS software and cloud platform that was acquired by Cisco Systems for $2 billion in 2017. Partners bring an average of 25 or more years of experience and have held CxO-level roles at BroadSoft, Cisco, Polycom, Acme Packet, and TANDBERG, as well as board roles at leading public and private technology companies.
True North Advisory operates across offices in Florida, Austin, Boston, and Washington, D.C., keeping the firm connected to the country's major technology hubs and a broad network of strategic partners and investors.