The Bridge Between Venture Velocity and Institutional Scale.
Lafayette Advisory is a principal-led practice advising founders, executives, and investment partners through moments of growth, transition, and institutional scale — bringing strategic oversight, operational performance engineering, and disciplined execution to complex environments.
Direct Access. Executive Judgment. Decades of Earned Insight.
Lafayette Advisory was born out of a realization: the most valuable strategic insights don’t come from large consulting teams, but from principals who have actually sat in the operator’s seat.
As a senior leader at SquareTrade and Extend, I’ve lived through the complexities of the "institutional transition" as platforms move from early-stage agility to enterprise-scale performance and successful exits. I’ve led the teams, scaled the operations, and managed the P&Ls. Today, I leverage that "scar tissue" to help founders and investment funds engineer operational excellence and avoid the pitfalls of hyper-growth.
To stay at the leading edge of innovation, I serve as a mentor to founders within accelerators like Georgia Tech’s CREATE-X. This immersion in the next generation of AI-driven tech and emerging startups keeps my perspective sharp and my deal flow active. It ensures the advice I provide is grounded in today’s rapidly shifting market realities, not yesterday’s playbooks. Committed to the Southeast innovation ecosystem, I bridge the region’s builder-driven momentum with the disciplined expectations of global institutional capital. This vantage point gives clients a tactical edge in sourcing and scaling opportunities in one of the fastest-growing innovation corridors in the U.S.
When you partner with Lafayette, you aren't handed off to an account manager. You get direct access to a principal with a track record of driving results at the highest levels of the venture-backed ecosystem.
The practice typically operates across three areas where institutional discipline and venture velocity intersect
Practice Areas
Venture Capital & Private Equity
Operating Partnership: Delivering hands-on "Performance Engineering" for portfolio companies to de-risk growth trajectories and accelerate scalable operations.
Investment Stewardship: Providing deep-dive operational due diligence to uncover "Operational Alpha" and identify hidden risks within potential deal flow.
Value Creation: Partnering with GPs to implement institutional-grade frameworks that drive durable unit economics and ensure long-term exit-readiness.
Strategic Operations & Scaling
Commercial Strategy: Engineering high-impact Go-To-Market (GTM) frameworks, optimizing deal economics, and architecting client success models to drive sustainable revenue.
Financial Infrastructure: Managing the complexities of OpEx/CapEx planning, rigorous budgeting, and forecasting to ensure long-term fiscal discipline and operational durability.
Risk & Performance: Optimizing loss ratios and implementing sophisticated risk management systems to protect margins while scaling through institutional-grade transitions.
Founder & Executive Advisory
The Institutional Transition: Providing strategic coaching for founders navigating the high-stakes shift from raw startup velocity to mature, sustainable scale.
Operational Durability: Engineering the systems, management frameworks, and cross-functional alignment needed to withstand rigorous institutional-grade scrutiny.
Strategic Exit Prep: Preparing the organization for liquidity events by ensuring the business is operationally built and documented to be "bought, not just sold."