Services

Engagements scoped to the moment your business is in.

Four core ways to engage. All start with a structured commercial diagnostic. None run on a fixed methodology — the brief is shaped to fit the business, the investor, and the outcome the work is being judged against.

01 — Interim

Commercial Interim Leadership

Embedded CCO, Commercial Director or VP — accountable for revenue, retention and the commercial team for a defined window.

Brought in when a business has a specific commercial moment to navigate: a leadership gap, a fundraise, a post-acquisition integration, a turnaround, or a window before bringing a permanent hire on board. I take direct accountability — for the number, for hiring, for the difficult calls — and run the function as if the seat were permanent.

Typical mandates run 3–12 months and conclude with a clean handover to a permanent successor or to a next-stage operating model. I'm engaged through Paul Lucherini Ltd on a day-rate or milestone basis depending on the brief.

What's delivered

  • Two-week commercial diagnostic — pipeline, retention, GTM, governance, leadership bench
  • Direct line management of sales, customer success, account management and commercial ops
  • Revenue plan reset, target architecture and forecasting discipline
  • Senior commercial hires (Heads of Sales, CS, GMs, Commercial Directors)
  • Board-grade reporting cadence and investor communications
  • Exit plan with a documented operating model for the permanent successor

Ideal context

PE or VC-backed SaaS, services or infrastructure businesses between £2m and £100m revenue. Scale-ups preparing for a fundraise, integration, exit or major operating-model change. Founder-owned businesses navigating their first non-founder commercial leader.

Duration3–12 months EngagementDay rate or milestone Reporting lineCEO / Board / Investor
Discuss an interim mandate
02 — Investor

Investor Readiness & Fundraise Support

Get the commercial story, the metrics and the operating function diligence-ready — before an investor committee or a buyer has the chance to flag a gap.

Capital decisions are made on commercial credibility. The product can be brilliant; if the commercial function looks founder-led, retention is opaque, pipeline isn't defensible or the leadership bench is thin, the round slows down, the valuation softens, or the deal falls over.

This engagement gets the commercial side of the data room ready. I've supported equity rounds (seed, Series A, growth) and debt facilities totalling more than £160m with tier-1 institutional investors and high-street banks — and led the sale of a SaaS business to a US listed acquirer. I know what a diligence-grade commercial function looks like.

What's delivered

  • Commercial diligence simulation — what an investor will ask, what your data shows
  • Revenue quality review: ARR, NRR, GRR, cohort retention, customer concentration
  • Pipeline forensics — coverage, conversion, velocity, win/loss honesty
  • Unit economics, CAC payback and gross margin trajectory
  • Commercial section of the data room: narrative, metrics and supporting evidence
  • Investor-grade KPI pack and board reporting cadence
  • Coaching for management presentations and committee Q&A

Ideal context

Businesses 6–18 months from a Series A, growth round, refinance, strategic exit or trade sale. PE portfolio companies preparing for a follow-on raise. Founder-owned businesses approaching their first institutional round.

Duration6–16 weeks EngagementProject fee or retained advisor Reporting lineCEO / CFO / Board
Discuss investor readiness
03 — Transform

Sales & Customer Success Transformation

Rebuild the commercial operating model: GTM, pipeline rigour, account management, customer success, retention.

The commercial engine that got you to £5m won't get you to £25m. The acquisition motion that worked when the founders sold every deal won't survive the first scaled hire. The customer success function that started as "post-sales support" needs to become a retention and expansion engine investors actually rate.

I rebuild commercial operating models for the next stage — particularly for SaaS and recurring-revenue businesses. The engagement focuses on three things at once: revenue growth, retention/NRR, and the cultural shift inside the team that makes both stick.

What's delivered

  • GTM strategy reset: ICP, segmentation, pricing, partnership model, channel mix
  • Sales operating model: roles, territories, comp, forecasting, sales-stage discipline
  • Customer Success operating model: segmentation, journey, playbooks, automation
  • Retention & NRR programme: cohort analysis, churn drivers, expansion engine
  • Voice-of-Customer programme — feeding directly into product and commercial roadmap
  • Leadership coaching and senior commercial hires
  • 30-60-90 day operational tempo — installed, not advised

Ideal context

SaaS and recurring-revenue businesses between £3m and £50m revenue. Post-Series A scale-ups graduating from founder-led selling. Cyber security, Martech, video tech, vertical SaaS. Businesses where churn is the bottleneck on the next round.

Duration4–9 months EngagementEmbedded interim or fractional lead Reporting lineCEO / CCO / Board
Discuss a transformation
04 — Advise

NED, Advisory & Leadership Coaching

Long-term partnership — alongside the team rather than inside it.

For founders, CEOs and investor groups who don't need an interim leader but do need a senior commercial voice in the room — at the board, alongside the leadership team, or one-to-one with a developing CCO or commercial director.

I currently hold one Non-Executive Director appointment with a national sporting body and take on selective advisory mandates — typically with PE portfolio companies, founder-owned businesses and investor groups looking for an experienced commercial perspective on the board or executive team.

What's delivered

  • Non-Executive Director — formal board appointment, governance and commercial oversight
  • Strategic advisory — quarterly cadence, commercial governance, investor relations
  • Coaching and mentoring for first-time CCOs, commercial directors and heads of CS
  • Leadership team coaching — translating commercial strategy into operational tempo
  • Investor-side advisory — supporting PE/VC firms on portfolio company commercial review

Ideal context

PE and VC portfolio companies seeking commercial expertise on the board. Founder-led businesses approaching the next stage of professionalisation. Investor groups wanting commercial scrutiny of portfolio investments. First-time commercial leaders looking for structured coaching from someone who has done the role at scale.

Duration12 months+ EngagementRetainer or NED appointment Reporting lineBoard / Investor / Founder
Discuss an advisory role
Engagement model

How a working relationship typically starts.

Step 01

Exploratory call

30–45 minutes. Confidential and obligation-free. We talk through where the business is, the outcome you're working toward, and whether the fit is right for both of us.

Step 02

Two-week commercial diagnostic

Structured assessment of pipeline, retention, GTM, leadership bench, customer concentration and commercial governance. Delivered as a written board-grade pack with prioritised actions.

Step 03

Defined mandate

The diagnostic converts into a defined engagement — interim, project, transformation or advisory — with a clear scope, success measures, duration and commercial terms.

Start the conversation

A 30-minute exploratory call is the most useful first step.

Confidential, obligation-free, and the fastest way to test whether the fit is right.