MAKING YOUR STARTUP A SUCCESSMAKING YOUR STARTUP A SUCCESSReal-world Evidence-based Hands-on

Ta2 Consulting

TA2 provides strategic and operational levelstrategic and operational level management services to early stage firms seeking fast, yet thorough, adjustment to business operations to respond to new market conditions

Services focused on sales, marketing, and business development adjustments, strategic option assessment, and deal team management

TA2 team comprised comprised of veterans of Microsoft, IBM, HP, Genesys, Salesforce.com as well as multiple early stage ventures

Ta2 Consulting

Executive Summary

What We Do

We help you make the hard decisions and execute changes that lead to a successful outcome Execute change management, assess strategic options, and

prepare for exit by team of former corporate executives* who have frontline experience

Extends your executive team by providing real-world, practical guidance to identify and resolve critical issues

Deliver fixed term, results-driven engagement with focus on actionable, short term course correction

*Team comprised of former executives of Microsoft, IBM, HP, Genesys, Salesforce.com as well as multiple early stage ventures

Ta2 Consulting

EXAMPLE

Ventured Backed Company

Ta2 Consulting

Background

Client’s market increasingly crowded by 2 global IT industry leaders that which caused price erosion and longer sales cycle that led to uncertainty of existing go-to-market strategy – and viability as stand alone company.

Engagement

Team retained by BOD to evaluate company’s options and re-focus company’s executive, sales and marketing strategies.

Team analyzed current operations; devised and implemented short-term course corrections; explored and assessed strategic options.

Formed Deal Team, identified and analyzed potential strategic partners, prioritized targets, developed sell-side materials, led due diligence processes.

Result

Successfully sold company to the 2nd largest firm within industry.

EXAMPLE

Management by Scorecard

Ta2 Consulting

Background

Executive Staff, QBR, and BOD meeting roulette; meeting – issue surfaced, next meeting – new issues, next meeting – spin again.

Engagement

Helped team gain agreement on strategic, operational, financial, and operational goals; created report with milestones and progress toward targets.

Results

Provided clear, consistent means to measure Executive Staff on progress and critical issues.

EXAMPLE

Management by Scorecard

Ta2 Consulting

Background

Exec team lacked visibility to health of funnel due to inconsistent definitions, terminology, processes; funnel ‘choke point’ not identified; VP of Sales used ambiguity to obscure reality

Engagement

Established consistent funnel criteria and required corresponding SFA data; established stage goals in order to identify and prioritize choke points; upgraded VP of Sales

Results

Improved visibility & focused management on critical funnel issues

Your Extended Executive Team

Analyze and assess the business

Explore and recommend strategic options

Help make the hard decisions

Implement the required changes

Prepare for a successful exit

Ta2 Consulting

Sales Funnel/Pipeline Analysis

Funnel math and comparables

Activity measurements

Identification of process improvements

Sales Plan Creation/Refinement

Market & target account planning

Sales Operations Assessment

Lead generation

Pipeline management

Pricing & Margin Analysis

Consultative Sales Training

Sales Competencies

Ta2 Consulting

Evaluation of existing Go-To-Market versus alternatives

Business development investment prioritization

Alliance/Partner program development

Construction of relationships with industry leaders (Cisco, HP, IBM, Microsoft, Oracle, SFDC, SAP)

Emerging market analysis

Buy vs. Build vs. Partner analyses

Channel recruitment

M&A/Deal Team management and execution

Business Development Competencies

Ta2 Consulting

Marketing Competencies

Market & competitive analyses

Core messaging

Marketing funnel & demand generation analysis

Customer satisfaction programs

Product marketing methodology

Web-based lead generation programs

Ta2 Consulting

Deal Team Management

Prepare company

External and internal communications; employees and shareholders expectation

Assembly of due diligence materials

Historical and projected financials

Funding history and capitalization table

Detailed customer information, references

Detailed pipeline analysis

Technology/hardware/software, patent info

Prepare detailed competitive review

Prepare Sell-side Materials

Timeline & expanded deal team (including counsel)

Non-confidential "Teaser"

Establish and finalize the list of potential acquirers to be contacted (Tier-1 & Tier-2)

Build decks of specific value proposition/message customized for each potential acquirer on the Tier-1 list

Non-disclosure agreement for interested parties

Ta2 Consulting

Rent-to-Own

Initial fixed term consulting engagement, length based upon specific project deliverables

Typically 3 to 6 months

Client option to convert to employment offer upon completion of initial project

Individual vs. Team consulting dependent on scope and scale of functional requirements

Contract vehicle through TA2 Consulting

Operate under 1099 independent contractor agreement

Can utilize client’s existing subcontractor agreements