Who We Serve
Experience across the stages of company building
NewPlan works with technology businesses facing important decisions about their market, growth, operations, leadership, or next transaction.
Our primary focus is early-stage founders and CEOs building traction, and CEOs of established growth-stage companies preparing for the next level of scale.
For early-stage founders and CEOs
Choose a target market, make the value proposition clear, establish a practical go-to-market plan, and prepare the business for its next funding decision.
For growth-stage CEOs
Reassess the growth plan, address operating constraints, add leadership capacity, and prepare the company for investor or buyer scrutiny when the timing is right.
Selected client stories
StoredIQ — Strategy and operating support ahead of an acquisition by IBM. NewPlan worked alongside management on platform strategy, planning, leadership priorities, and transaction preparation.
iGov — Supporting a change in business model. NewPlan worked with management on the strategy and operating priorities for a transition from product resale toward engineering and technology services.
Acceller — Sustained strategic support through growth. NewPlan served as an outsourced strategy leader as the business expanded and prepared for a later transaction.
What clients say
Experience working alongside founders, CEOs, and management teams.
“NewPlan worked with us to create a strategy that was right for the market and stood the test of time. Peter 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.”
“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.”
“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.”
“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.”
Start-Ups
Growth Companies
Larger Companies, Private Equity, & Investment Banking
