NewPlan, LLC

Strategy Meets Performance

Strategy Meets Performance

NewPlan works with technology-driven companies that aspire to become market leaders. Many of our clients have reached a critical inflection point and need to raise funds, scale rapidly, maximize performance, or achieve an exit. We deliver strategy, marketing, sales leadership, and interim management services that enable our clients to maximize their operating velocity and enterprise value. We have worked with over 400 companies ranging from early-stage start-ups to fast-growing divisions of Fortune 1000 companies and have consistently produced superior results:

  • Raised over $700 million in early and growth stage funding.

  • Multiple high-value exits that richly rewarded shareholders and employees.

  • Rapid improvements in sales performance.

  • Substantially improved profitability.

  • Increased market share.

  • Improved operating efficiency.


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. 

TRANSACTION & Business 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.

Interim Management

We assume a temporary leadership role to help companies restructure operations, improve corporate culture, and achieve key business milestones. We can assume both CEO-level and departmental leadership roles. Our assignments generally last 6 to 12 months. 

OPERATIONS Management

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,



Our Successes

Acceller (Now Bridgevine) - Growth-focused strategy leads to a merger to pursue digital service market expansion

We served as Acceller's outsourced head of strategy for seven years - helping Acceller grow revenues by 10x, enhance its management team, and expand its customer base to nearly 100 percent of the market. Acceller merged with its largest competitor, Bridgevine.

iGov, Inc. - Transition from product VAR to a solutions-focused government contractor

We served as the outsourced Head of Strategy for three and a half years - helping iGov 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, implement new sales and delivery processes, and transform into a services-focused culture. Over the last 3 years, the company has grown 100 percent and further diversified its business.

StoredIQ - Sale to IBM provides instant leadership in the Fast-Growing Information Lifecycle Management Market

We served as the outsourced Head of Strategy for four and a half years - working to formulate a compelling and durable strategy, achieve fundraising events, recruit new team members, put in place scaling processes, and support the company’s sale to IBM.


Thoughts


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