Equity Partnerships
A separate equity arrangement for selected businesses.
Equity Partnerships are separate from SumRev's normal paid services. They are considered only for selected businesses after a Pipeline Teardown, when both sides can review the same evidence.
A separate arrangement
The best consulting happens when incentives are aligned.
Rather than charging large upfront fees, I'm open to partnering with companies where I can create long-term value — and share in the upside when it works.
That's why this isn't a service tier. It's a small number of relationships built around a shared outcome.
Who I consider
Selective by design.
I only consider companies that have all of the following.
- Existing revenue
- Product-market fit
- Founder commitment
- Ability to execute
- A clear revenue bottleneck I believe I can help solve
What I bring
Operator-level work, not slideware.
Hands-on inside your business across the areas that actually move revenue.
- Revenue strategy
- Sales systems
- CRM optimization
- Automation
- Hiring & coaching sales teams
- AI implementation (where it adds value)
- Executive accountability
Application
Tell me about your company.
This application is for companies that have completed a Pipeline Teardown and want to explore a long-term partnership. I review every application personally.
Partnerships are limited to a small number of companies per year.