Embedded product leader and diligence advisor to mid-market private equity firms and B2B SaaS portfolio companies. Work spans pre-acquisition product diligence through post-close value creation, with emphasis on product defensibility, AI capability assessment, roadmap credibility, and scalable execution. • Led commercial and product due diligence engagements evaluating roadmap integrity, product competitive differentiation, product management / development assessments and organizational execution risk across SaaS targets in GRC, HRTech, and EdTech. • Assessed AI positioning within portfolio companies, distinguishing true data/model-driven differentiation from vendor-dependent or marketing-layer claims. • Conducted executive and customer interviews to evaluate defensibility, expansion potential, and growth assumptions underlying investment theses. • Built post-close product value creation roadmaps focused on innovation velocity, pricing optimization, margin improvement, and scalable product organization design. • Partnered with executive teams to modernize platforms and align product strategy with revenue expansion, driving 429% revenue growth for one GRC SaaS provider. • Designed global product and engineering resourcing models, increasing development capacity by over 600% while improving cost efficiency for GRC SaaS provider.

Led the Compliance Training division for a global GRC SaaS leader, reporting to executive leadership. Directed strategy, product management, and platform modernization during a high-growth private equity roll-up and subsequent acquisition. • Managed product strategy, engineering, and operations during a four-company merger backed by The Riverside Company, later acquired by Vista Equity Partners. • Doubled product revenue through revamped product design of compliance training product suite to create best-in-market product, driving high new client acquisition and client retention. • Increased development capacity by 600% through global resourcing and offshore expansion. • Delivered 32% cost reduction through streamlined operations and vendor transformation. • Directed upgrade of the company’s LMS platform to meet enterprise client needs and support scalable growth.

Led global product development organization for ethics & compliance SaaS provider. • Owned roadmap and global product delivery across international creative and development teams. • Increased product output 60% and delivered 61 new market-ready products in one year (target: 40). • Generated $5M incremental revenue through new product line expansion. • Led diligence and integration of UK/India-based eLearning acquisition (Fuel), including in-country integration leadership.