Work with me
I work with a small number of organizations and initiatives at a time. If you are building at the intersection of community investment, impact, and narrative and you need a senior strategic partner, here are ways we can work together.
My expertise
Business Development + Investor and Donor Relations
Fundraising strategy and infrastructure. Investor and donor cultivation and stewardship. DAF holder and values-
aligned wealth holder engagement. Donor organizing. Grant pipeline development and management. Investor
education and program design. Research translation of behavioral and narrative drivers of capital deployment.
Strategic Communications + Narrative Change
Organizational narrative strategy. Narrative change research insights. Thought leadership and IP development.
Theory of Change. Publication strategy and writing for field-building audiences. Funder and investor-facing
communications. Brand voice and messaging frameworks. Content and editorial strategy.
Network Activation + Partnership Development
Curated introductions and partnership brokering. Investor and funder cohort design and facilitation. Ecosystem and
stakeholder mapping. Cross-sector relationship cultivation. Community investment, impact investing, philanthropy
and academic network activation.
Strategic Advisory + Organizational Leadership
Fractional executive leadership. Strategic advisory and coaching. Organizational infrastructure build. Multi-
stakeholder strategy and coordination. Team development, management, leadership coaching. Board engagement.
Senior co-architect of strategy, infrastructure, and operations.
How we work together
RETAINER
Monthly Advisory Partnership
3-month minimum engagement, renews monthly. Scope and time can flex based on initiative and advisory needs.
Strategic guidance and thought partnership, initiative development and cross- functional alignment, operational and partnership development support.
- Monthly/weekly 1:1 strategy sessions with CEO, founder, leader, and team
- Async email access
- Strategic assets review and recommendations. Co-design of initiative infrastructure, network architecture, and
operational frameworks.
FRACTIONAL
Fractional Strategy Officer
3-month pilot, then 3-6 month renewal terms. Scope and time customized to business development, organizational, and initiative needs.
Embedded Strategy Officer and co-pilot to the CEO or founder to develop organizational strategy and infrastructure,
capital development, narrative strategy, network building, and partnership management.
- Weekly/daily accessibility as an embedded strategic leader
- Represent the organization or initiative as a strategic leader and partner
- Directly guide the design, rollout, and iteration of strategic initiatives, partnership development, and organizational strategy
What I am building
Research
Liberating Capital Research and Engagement Initiative
A qualitative research and investor engagement initiative capturing the behavioral, structural, and narrative drivers of
values-aligned capital deployment. Insights designed to build the connective tissue between aligned investors and the
impact funds, organizations, and community investment models they seek to support. Pilot partnerships currently in
development.
Consulting
Network Activation Model
For organizations that have active networks — program alumni, members, donors, grantees — that largely rely on
self-organization of members and could generate greater impact with more robust network infrastructure and
curation. The Network Activation model is designed to assess, design, and activate network infrastructure to move
resources — capital, connections, and capacity — to accelerate impact. This includes facilitation design, member
engagement strategy, and communications systems to strengthen the connective tissue between your organizational
strategy, your network, and capital activation.
Community
Root Commons
A cooperative community hub in Oakland for social impact leaders, entrepreneurs, and practitioners building values-
aligned work and the networks that sustain it. Home of the Anti Networking Networking Club and a monthly
newsletter on networks, capital, and the solidarity economy.
COMING SOON
UnBecoming Advisory
A radical wealth holder advisory practice grounded in a solidarity finance and collective practice for values-aligned
capital holders who seek strategic guidance and impact investment advisory insights to liberate capital to build our
next economy where we all thrive.