Jay Sapia
Strategic Product Advisory

Your product
is built.
Your revenue
should follow.

Most B2B companies with strong technology leave significant revenue on the table not because the product is wrong, but because the strategy connecting it to commercial outcomes is missing. That's the gap we close.

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$1B+
Portfolio Managed
8–10%
YOY Revenue Growth
13+ Yrs
Payments & Fintech
You're Navigating Complexity

The product revenue gap is real and fixable.

These are the conversations we have with every new client. If any of these sounds like what you are currently challenged with, we should talk.

"We're being pressured to build AI into our product and have no idea what's actually worth building."
Every board conversation ends with AI on the roadmap. But pressure to ship AI features without a commercial thesis behind them is how companies waste engineering cycles and confuse buyers. The question isn't whether to build, it's which AI decisions create durable revenue and which ones just make the deck look modern.
"Our roadmap is full, but our growth is flat."
You're shipping features at velocity, but they aren't translating into measurable revenue impact. The problem isn't execution speed, it's that the roadmap isn't anchored to commercial outcomes.
"We have disconnected products that don't sell as one."
After years of acquisitions or siloed builds, your portfolio is a fragmented toolkit. Buyers see complexity, not value. Sales can't tell a unified story and they're losing deals because of it.
"We have high-level goals and low-level tickets, nothing in between."
There's no strategic bridge translating your vision into a coherent product direction. Leadership is frustrated. Teams are confused. Revenue isn't growing at the rate the business needs.
What We Bring

We align your product portfolio with your growth ambitions.

01

Commercial Product Strategy

We help B2B companies make product portfolio, go-to-market, and business model decisions that connect technical complexity to profitable growth. This includes AI product strategy, connecting AI investment decisions directly to commercial outcomes.

You'll leave with a clear commercial strategy where every product decision is connected directly to revenue, and a leadership team that knows exactly which bets to make.
02

Product Portfolio Architecture

We bring fragmented products into a cohesive portfolio with clear revenue objectives, differentiated positioning, and a commercial narrative your sales team can actually use.

You'll leave with a unified portfolio story that buyers understand and a sales team that finally has the narrative to win deals they were losing before.
03

Roadmap to Revenue Alignment

We build the bridge between strategic direction and what actually gets built aligning your roadmap to commercial outcomes so every prioritization decision compounds toward growth, not just output.

You'll leave with a roadmap anchored to revenue targets where nothing gets built that doesn't move the number that matters.
The Outcome

What your business looks like
on the other side.

Companies that work with us leave with three things they didn't have before: a clear picture of where the revenue gap lives, a strategy built specifically for their business, and leadership aligned on exactly what to do next.

◆
Clarity on the gap
You know exactly where revenue is being left on the table and why.
◆
A strategy built for your business
Not a framework applied generically, a commercial strategy curated to your market, your portfolio, and your moment.
◆
Alignment on what moves next
Leadership, product, and commercial teams working from the same playbook focused on the decisions that compound.
The Framework

Revenue gaps don't always live where you think.

Most companies experiencing flat growth assume the problem is a Level 1 decision, the wrong portfolio, the wrong pricing, the wrong go-to-market. Sometimes that's true. But just as often, the commercial gap traces back to a Level 2 or Level 3 problem quietly undermining everything above it.

A roadmap misaligned to revenue targets. A fragmented product architecture that sales can't position. Operational drag slowing time-to-revenue. These are Level 2 and Level 3 problems but their impact is felt entirely at Level 1, where growth either happens or it doesn't.

The Three Layer Framework is how we diagnose the full picture before we build the strategy. We examine each layer to find where the gap is actually originating then work back up to the commercial outcome you need to achieve.

Every strategy we build is curated to fit your business your competitive landscape, your portfolio, and the specific outcomes you're trying to achieve.
1
The Commercial North Star
Commercial Impact

The outcome every layer maps to. Where revenue is made or lost over 3–5 years.

  • Portfolio optimization & product mix
  • Pricing architecture & value capture
  • Partnership structuring & deal economics
  • Go-to-market strategy
  • Build vs. buy vs. partner frameworks
2
Common Source of Misalignment
Product Efficacy

Roadmap, features, and architecture. Often where commercial gaps originate.

  • Feature velocity aligned to revenue
  • Product-market fit
  • Integration coherence
3
Often the Hidden Drag
Operational Efficiency

Process, tools, and team structure. Foundational and frequently the silent killer of commercial results.

  • Sustainable delivery
  • Process optimization
The Work In Action

Results that speak for themselves.

Commercial Product Strategy

Friction to Revenue

The Challenge
Merchant onboarding required 60 minutes of manual process and extensive internal resources. The roadmap was full of features, but the business was losing money on slow time-to-revenue and operational drag.
The Approach
Reframed product strategy around revenue outcomes, not feature velocity. Transformed merchant onboarding into a 7-minute self-service experience eliminating the bottleneck without cutting scope.
99.5%
Reduction in time-to-revenue. Improved customer satisfaction and operational efficiency simultaneously.
Portfolio Strategy

Scaling Revenue Through Integration

The Challenge
Customers saw fragmentation managing two separate platforms with rising technology costs. Siloed architecture was creating a competitive disadvantage and killing multi-product revenue.
The Approach
Mapped the customer problem back to portfolio strategy. Designed a unified API connecting previously siloed platforms, turning technical fragmentation into differentiated competitive advantage. Aligned commercial incentives with technical architecture.
8-fig.
Deal closed at launch. Increased revenue through value-based pricing and strategic feature prioritization.
How We Work

The thinking behind the strategy.

Most strategic gaps aren't caused by wrong decisions. They're caused by decision-making patterns that made sense in a previous context and were never questioned in the new one.

Getting close enough to understand those patterns is what separates a strategy that gets adopted from one that sits in a folder. We don't just diagnose the gap, we stay close enough to understand why the decisions that created it made sense at the time, and what has to shift for the next decisions to compound differently.

Engagement Model

Four ways to engage.

Ongoing Engagement

Strategic Advisory

For the leader navigating sustained complexity where the strategic landscape keeps shifting. You're not managing one inflection point, you're making consequential decisions continuously and the cost of getting them wrong compounds.

This is an ongoing strategic relationship. The value isn't a deliverable, it's having the right judgment in the room for every major decision over six months, applied by someone who understands your business deeply enough to know when the obvious answer is wrong.

$10,000
Per month · 6-month commitment
01

Monthly Strategic Sessions

Deep-dive working sessions applied to your actual decisions, not frameworks for frameworks' sake. Every session is focused on moving the commercial needle.

Output

Strategic decisions documented, roadmap aligned, implications mapped.

02

Quarterly In-Person Days

Full-day planning sessions, two over the initial engagement, held at your location, ours, or neutral ground. The forcing function for major decisions and stakeholder alignment.

Output

Strategic direction locked, alignment confirmed, next steps crystal clear.

03

Ongoing Strategic Access

Direct access between sessions for time-sensitive decisions. 24 to 48 hour response on strategic questions. Your sounding board when you need to move fast and can't afford to get it wrong.

Output

Confidence in high-stakes decisions. No critical choices made in a vacuum.

Who The Strategic Advisory Is Built For

This engagement is designed for a specific kind of company and leadership situation.

The Right Fit

  • ◆Company StageB2B companies with $2M to $10M ARR where product complexity has outpaced commercial strategy
  • ◆Executive ProfileCEO or Founder navigating sustained strategic complexity · GM or Business Unit leader with P&L responsibility · CPO making architectural and business model decisions
  • ◆Strategic ChallengeHas 3 to 5 year implications and involves significant resource decisions

Not the Right Fit

  • ✕Pre-revenue startupsDifferent support is needed at this stage
  • ✕Tactical execution onlyIf you need a fractional PM or implementation consultant, we can refer you to the right people
  • ✕Looking for quick fixesStrategic transformation takes sustained effort
Structured Engagement

The Strategic Immersion

For the leader at a defined inflection point (a pivot, an acquisition, a commercial transformation) who needs sustained strategic thinking for the duration of that moment. Not a one-time deliverable. Not an open-ended retainer.

A focused 90-day engagement that gets close enough to understand not just what decisions to make, but why the decisions that created the current situation made sense at the time, and what has to shift for the next ones to compound differently.

$18,000
Flat fee · 90 days
Month 1
Discovery and Diagnosis

Stakeholder interviews, portfolio review, pricing audit, roadmap assessment. We map the full commercial picture before drawing any conclusions. Primary revenue gap identified and quantified. Decision-making patterns surfaced and named.

Month 2
Strategy Build

Commercial strategy developed against your specific market, portfolio, and competitive position. Roadmap realigned to revenue outcomes. Pricing architecture sharpened. Go-to-market narrative built for your sales team.

Month 3
Strategic Momentum

Strategy moves from document to motion. We stay in the engagement as you execute the first decisions, pressure-testing priorities, interrogating new choices against the commercial thesis, and adjusting as the market responds.

Deliverables
  • ◆Three Layer diagnostic report
  • ◆Commercial strategy built for your business
  • ◆Realigned revenue roadmap
  • ◆Monthly strategic session documentation
  • ◆Direct access between sessions for time-sensitive decisions
Designed for leaders navigating a specific inflection point who need sustained strategic thinking with a defined outcome and a clear end.
Standalone Engagement

Product Due Diligence

Before you acquire a B2B software company, you need to know if the product can actually support the commercial thesis behind the deal. Most due diligence stops at financials and legal. The product layer (roadmap coherence, monetization architecture, technical debt, competitive positioning) gets a surface read at best. That's where deals go wrong after close.

We bring the Three Layer framework to the target company's product portfolio, identifying the gaps, risks, and opportunities the financial model doesn't surface. You walk into close knowing exactly what you're buying, what it will take to grow it, and whether the product can carry the weight of the deal.

$7,500
Flat fee · 2 to 3 weeks
Week 1
Product and Commercial Assessment

Roadmap review, portfolio architecture evaluation, monetization model audit, competitive positioning analysis. We bring an independent lens to what the product can actually deliver, evaluating capabilities objectively against the commercial thesis you need to underwrite.

Week 2
Gap, Risk, and Opportunity Identification

Three Layer diagnostic applied to the target. Revenue gaps quantified. Technical and operational risks ranked by post-acquisition impact. Where the product needs investment, where it's stronger than the price reflects, and what the first 90 days need to look like to protect the thesis.

Readout
Full written assessment delivered.

You walk into close knowing exactly what you're buying and what it will take to grow it.

Deliverables
  • ◆Three Layer product diagnostic report
  • ◆Revenue gap and risk assessment ranked by commercial impact
  • ◆Post-acquisition 90-day product roadmap
  • ◆Acquisition brief suitable for investor or board review
Designed for founders, operators, and investors evaluating B2B software acquisitions where the product is central to the commercial thesis.
Standalone Engagement

The Revenue Gap Diagnostic

Not ready for a full engagement? Start here. A focused 30-day assessment that identifies exactly where your revenue is being left on the table, and what to do about it.

$5,000
Flat fee · 30 days
Week 1
Discovery

Stakeholder interviews, portfolio and roadmap review, pricing audit, and competitive snapshot. We map the full picture before drawing any conclusions.

Week 2
Analysis

Your portfolio mapped against the Three Layer Growth Model. Primary revenue gap identified and quantified. Competing priorities ranked by commercial impact.

Week 3
Synthesis

Diagnostic report built. 90-day strategic roadmap developed. Everything prioritized by what moves revenue first.

Week 4
Readout

Full-day working session. Report delivered. You'll leave with a clear picture of where the gap is, what to do about it, and exactly what the path forward looks like.

Deliverables
  • ◆Three Layer diagnostic report
  • ◆Revenue gap analysis quantified where possible
  • ◆90-day strategic roadmap prioritized by commercial impact

Engagements are led by Jay directly, supported by a select network of advisors brought in where the work requires specific domain depth.

Ready to Move?

Let's find out if
we're the right fit.

30 minutes. No pitch, no pressure. We'll tell you directly whether we can help and if we can't, we'll point you toward someone who can.

Book a Discovery Call →