Operational Turnarounds In B2B SaaS Companies.
Memos for Investors, Boards, and Private Equity.
Operational Turnarounds In B2B SaaS Companies.
This site is a private archive of operating memos written for boards, investors, and senior executives navigating complexity in B2B software companies. The essays focus on decision-making under capital and time pressure, governance breakdowns, execution risk, and the mechanics of turnaround and performance transformation. There are no services offered and no commentary for general audiences, only forwardable analysis meant to be read in boardrooms, investment committees, and leadership teams where real decisions are made.
Latest
Why I Stopped Hiring ‘Senior’ Engineers and Started Hiring Disciplined Ones: The Difference Cost Us 18 Months
Reading Time: 7 minutesThe Hire That Looked Perfect on Paper A long time ago….., I made what seemed like a brilliant hire. The candidate had twelve years
The First 90 Days After a PE Acquisition Are Usually Misused
Reading Time: 4 minutesWhy the post-close window in private equity-backed B2B SaaS companies fails to create momentum—and how misaligned priorities undermine execution from day one. The first
Talent Is Not the Bottleneck (Structure Is)
Reading Time: 5 minutesWhy execution failure in Post-PMF B2B SaaS companies is rarely a people problem and almost always a system design issue. In moments of underperformance,
Replacing the CEO Rarely Fixes Execution, but why?
Reading Time: 4 minutesThe structural reasons leadership changes fail to resolve execution breakdowns in Post-PMF B2B SaaS companies. Replacing the CEO is one of the most decisive
The False Comfort of Alignment in Board-Led Companies
Reading Time: 5 minutesWhy consensus at the top often hides structural disagreement in Post-PMF B2B SaaS companies. Alignment is widely considered one of the highest virtues in
From -12% to +21% EBITDA in 36 Months: The Single Decision That Made It Possible Wasn’t About Technology
Reading Time: 7 minutesThe Burning Question Every Board Member Asked. When I joined as C-level executive, the board had one question: “Can you fix the unit economics
When Governance Becomes an Obstacle to Execution
Reading Time: 4 minutesHow board dynamics, incentive misalignment, and capital pressure quietly paralyze Post-PMF B2B SaaS companies in regulated industries. In theory, governance exists to improve execution.
Why Operating Resets Fail Before Execution Even Begins
Reading Time: 4 minutesThe hidden structural, psychological, and governance traps that derail post-PMF B2B SaaS transformations in regulated industries. There is a dangerous myth in B2B SaaS: that
Why Latin American SaaS Founders Hit a $10M ARR Ceiling.
Reading Time: 7 minutesThe $10M ARR Wall That Breaks Latin American Tech Founders I’ve watched 12 Latin American SaaS companies hit $10M ARR and stall. The pattern
Why Execution Breaks Right After Product Market Fit
Reading Time: 3 minutesContext Product–market fit (PMF) is usually treated as a finish line. Revenue growth accelerates, customer references multiply, and the narrative shifts from survival to scale.