Clarivia provides software advisory services for leaders who need sharper decisions and faster, more predictable execution across product, go-to-market, and operations, without adding noise or complexity. What changes: clearer priorities, a stronger operating cadence, and measurable movement in the metrics that matter.
- Operator-level experience across Software, SaaS, and AI with global go-to-market and product leadership exposure
- Advisory focus: strategic clarity meets impact delivery, especially in value-creation and acquisition contexts
- Practical scope: product strategy, go-to-market design, operating cadence and KPIs, diligence signals, post-merger integration playbooks
Mentoring (for CEOs and C-Suite Leaders)
Operator-led diligence that connects the dots. When you need a senior operator to pressure-test decisions, challenge assumptions, and help you choose tradeoffs that actually stick.
Typical topics
- Product and portfolio strategy: what to build, what to stop, and why
- Go-to-market design: direct and partner motions, packaging, pricing, and conversion mechanics
- Operating cadence: KPIs, accountability, and decision velocity across a global team
Outcome: fewer “re-litigated decisions” and more aligned execution.
Due Diligence (for PE/VC and strategic buyers)
When you need an experienced operator to navigate product reality, technical constraints, go-to-market capacity, and value-creation feasibility.
What’s assessed
- Product health and roadmap risk (including “innovation potential vs. technical debt”)
- Pricing power and retention signals, including migration and packaging risks
- Team operating model: velocity, execution discipline, and the real constraints behind the numbers
Outcome: clearer deal risk, cleaner post-close priorities, fewer surprises at day 60.
Interim Leadership (for time-critical execution)
When you need an experienced operator embedded short-term to stabilize execution, reset cadence, and deliver specific outcomes.
Where it fits best
- Transition moments: new sponsor expectations, leadership gaps, or stalled execution
- Value-creation acceleration: clearer KPIs, tighter governance, and more predictable delivery
- Cross-functional alignment: product, engineering, go-to-market, support, and services under one operating rhythm
Outcome: momentum with discipline, not heroics.
What “Software Advisory Services” means
Software advisory services are a practical engagement that improves decision quality and execution predictability across product, go-to-market, and operating cadence, using operator-grade frameworks and measurable KPIs.
Software advisory services are not:
- Generic strategy decks without implementation reality
- A replacement for your leadership team
- A promise of specific financial outcomes (it improves inputs and decisions, not guarantees)
How Clarivia Advisory works
- Diagnose the decision bottleneck
Identify where the system is stuck: unclear priorities, weak operating cadence, inconsistent go-to-market execution, product ambiguity, or integration drag. - Define the “few outcomes that matter”
Translate goals into observable outcomes (behavioral + metric-based) and agree on tradeoffs. - Install a lightweight operating cadence
KPIs, weekly rhythm, decision rights, and escalation paths are designed for speed and accountability. gerard_metrailler_expert_resume - Execute and iterate (no theater)
Short cycles, fast feedback, and measurable progress that leadership can feel and see.
Observable outcomes
- Fewer stalled initiatives and fewer “priority resets”
- Clearer roadmap governance and better cross-functional handoffs
- Cleaner KPI architecture (leading indicators + lagging outcomes)
- Improved packaging/pricing clarity and more coherent go-to-market motions
- Post-merger work becomes a sequence of decisions, not an endless meeting series
Who this is for
- PE/VC teams doing diligence or value-creation planning in software/SaaS/AI
- CEOs and C-suite leaders operating in a multi-geo, multi-channel reality
- Leadership teams navigating SaaS migration, pricing shifts, AI leverage, or integration
Who this is not for
- Buyers looking only for “market research” without operational decision support
- Teams wanting a long, abstract strategy cycle with no execution cadence
- Situations requiring component-level hardware engineering or materials-science specifics
Ready to explore how Clarivia can help?
Let’s talk!
Frequently asked questions (FAQs)
What types of companies are the best fit for Clarivia’s software advisory services?
Mid-market software, SaaS, and AI organizations, especially in sponsor-backed or high-change environments.
Do you work with both PE and management teams?
Yes. Engagements often involve sponsors and management, with clear roles and decision rights.
What is the typical engagement length?
Depends on service: diligence is time-bound, mentoring is ongoing cadence-based, interim leadership is milestone-driven.
What functional areas can you cover?
Product strategy, go-to-market, pricing/packaging, operating cadence and KPIs, integration planning.
Can you help with SaaS migration risk (the “revenue dip” problem)?
Yes. Clarivia’s advisory scope explicitly includes migration strategy and monetization mechanics.
Do you provide technical due diligence?
It is operator-led diligence focused on product health, execution capacity, and risk signals (including technical debt vs. innovation capacity).
Do you replace my VP Product, CTO, or CRO?
No. The goal is to strengthen decision systems and execution, not substitute leadership.
How do you avoid “consulting theater”?
By anchoring the work to measurable outcomes, a cadence, and explicit decision points.
What is the next step if we want to explore fit?
Contact Gérard to schedule an initial conversation.