NewPlan, LLC
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NewPlan, LLC

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Strategy Meets Performance

NewPlan has worked with the CEOs and Boards of over 300 companies to develop clear, concise strategies that employees and investors can embrace and execute. When necessary, we have also assumed management roles and dramatically improved both the operations and exit potential for our clients. The results have been dramatic: Our clients have raised over $600 million in early and growth stage funding and many have achieved high value exits either through M&A transactions or spin outs from larger corporations. 

Our Successes

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Acceller (Now Bridgevine) - Growth-Focused Scaling Leads to Merger to Pursue Digital Services Market Expansion

We served as Acceller's outsourced head of strategy for seven years - helping Acceller grow revenues by 10x, dramatically enhance its management team and employee base, and expand its customer base to close to 100 percent of the addressable market. Acceller merged with its largest competitor, Bridgevine, in a high value transaction in 2013.

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iGov, Inc. - Extreme Business Transformation in Government Contracting

We served as the outsourced Head of Strategy at iGov for three and a half years - helping the company make the toughest business transformation in government contracting: Moving from a product Value Added Reseller to a provider of advanced Engineering Services.  Along the way, we worked with iGov to upgrade management, put in place new sales and service delivery processes, and transform to a services-focused culture.

 

 

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StoredIQ (Now IBM) - Instant Leadership for IBM in the Fast-Growing Information Lifecycle Management Applications Market

We served as the outsourced Head of Strategy for four and a half years - working with company formulate a compelling and durable strategy, acheive several fundraising events, recruit new management team members, put in places processes for scaling, and support the sale of the company to IBM in 2013.

 

Our Services

Strategic Advisory

We assess the current state of your company and then help your company develop a crisp, clear, and compelling vision, mission, organizational structure, and milestones to succeed in the marketplace.

 

BUSINESS & TRANSACTION PLANNING

We combine upfront planning, management coaching, and the development of transaction documents to enable your company to achieve critical objectives, including raising funds to enable growth, scaling to achieve lasting market leadership, repositioning in a difficult market, and achieving a high value exit.

OPERATIONS Advisory

We help companies and management teams tackle the specific day-to-day issues that get in the way of progress. Our approach is to target the processes where improvement can make a difference in company performance in the short-term.  This includes sales, business development, product management, technology development, and general management.

 

What Our Clients Say

“We have used NewPlan to speed our transition from a product reseller to IT services business model. NewPlan has helped us greatly with our strategy, solution packaging, daily operations, and organization structure. Peter has been with us every step of the way, and, with their help, our transition is complete.”
— Patrick Neven, CEO, iGov, Inc.
“NewPlan worked with us to create a strategy that was right for the market and stood the test of time. NewPlan blended well with our culture and served as a critical advisor for me and my entire team and helped us work through a lot of high pressure situations successfully. And he provided important input that led us to our sale to IBM.”
— James Schellhase, CEO, StoredIQ, Inc.
“We worked with NewPlan for many years. They helped us to crystalize our strategy, set our operating priorities, and meet the right people in the marketplace to move the Company forward. As a result, we were able to execute a high value merger with Bridgevine that positions us for future growth.”
— Steven McKean, CEO, Acceller, Inc.
“NewPlan was a great deal of help positioning NSI in the marketplace prior to going out for a capital raise. With NewPlan’s help, we developed an investor package that was clean, concise and conveyed the message we needed to get across. We successfully raised $5 million. We leveraged that capital to grow rapidly, and, a couple of years later, Nuance acquired us in a high value exit.”
— Mehdi Tehranchi, CEO, Notable Solutions, Inc.

The NewPlan Blog

Featured
Investor Presentations, Part 2: The Nine Rules for Making Your Pitch

The best Investors have sat through hundreds of presentations and have pretty much seen it all.  Plus, they are intellectually curious, like to get to the point, and often take perverse pleasure in testing the composure, verbal skills, and subject matter expertise of presenters.  And they do all of this in a completely non-threatening way.  There are nine rules for ensuring the success of an investor presentation.

Investor Presentations, Part 1: Building Your Winning Pitch

For entrepreneurs, first meetings with investors really are make-or-break events. By building and delivering a high quality Investor Presentation, you can pave the way for a successful first meeting and an on-going dialog with investors about funding your company. In this post, I’ll show you how to build a winning investor pitch.  In Part 2, I’ll lay out the secrets to delivering your pitch – successfully – in person – to people with funds to invest.

Congratulations! Your Company Is a Scaleup

It’s late on a Friday afternoon in the summertime, and, as the CEO of a hot startup, you should be feeling pretty good.  The key metrics on your monthly dashboard are all glowingly positive.  Well known investors call every week wanting to invest in your next round.  And yet you are nervous.  All of things that used to be easy to do in your business are getting harder, and you don’t know why.   The answer is simple: You’re not running a startup. You’re running a Scaleup Company.

Sales v. Product Management: Why Can't We All Just Get Along

In a growing tech company, sales needs product management and vice versa, but, too often, these two functions don’t get along.  The result can be disastrous:  Misaligned products, missed sales goals, lots of finger pointing, and too much employee turnover.  As you think about scaling your company, you should ask yourself this critical question:  How do we get Product Management and Sales working from the same script?

Don't Build Your Company to be a One Trick Pony

High tech CEOs face a “One Trick Pony” dilemma.  After all, birthing that first product was incredibly difficult, and the customer response has been great.  Your company is making enough money to stay in business, so why wouldn’t your company just do more of the same?  Because becoming a one trick pony can happen overnight, and the impact can be catastrophic.  

The Six Secrets to a Successful Product

Product launches like the iPhone are one in ten million, but successful product launches happen quite frequently (albeit with a lot less fanfare). I’ve worked with hundreds of companies from garage stage to the Fortune 1000 over the last 25 years. My work has spanned corporate strategy, go-to-market approaches, and product positioning, I’ve seen a lot of successful products come to market and a larger number that “coulda beena contendah” but fell flat. Here are my keys to building and launching a successful product:

Short Thoughts and Cool Reads - @NewPlanLLC

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