Advisory Services
If you are facing a value-creation window, a leadership transition, or diligence that must be actionable (not theoretical), Clarivia Advisory can help you move faster with fewer blind spots. Share a bit of context below. You do not need to write an essay, just enough for Gérard to prepare thoughtfully.
Who is this for
This is for you if you want…
- A clear diagnosis of what is actually happening (versus symptoms and noise)
- Crisp decision tradeoffs: what to do, what to stop, and what to sequence
- Operator-grade insight on Product, Go-to-Market, and operating cadence
- A plan you can execute with ownership, milestones, and accountability
- A confidential, direct conversation with a senior operator
What happens after you reach out
- Gérard reviews your message (typically within 1–2 business days).
- If it looks like a fit, you receive a link to schedule a 30-minute exploratory call.
- In the call, you align on goals, context, constraints, and timing, then decide the next step (mentorship, diligence support, or interim coverage).
Confidentiality
Confidentiality matters to us, as it does to you. What you share is treated as confidential and used only to respond to your request.
Frequently asked questions (FAQs)
What is Clarivia Advisory?
Clarivia Advisory is operator-led support for high-stakes decisions and execution in software, SaaS, and AI contexts, spanning leadership mentorship, private equity due diligence, and interim leadership.
Is the first call free?
Yes. The exploratory call is a no-pressure conversation to confirm fit and clarify what “good” looks like.
What types of companies are the best fit?
Most often mid-market software, SaaS, and AI businesses, plus PE teams diligencing or scaling those businesses.
Can you support PE due diligence on a tight timeline?
Yes, if there is clear scope and access to the right materials and stakeholders. The goal is an actionable view of risks, tradeoffs, and a realistic value creation plan.
What do you look at in a software diligence?
Product health and roadmap risk, engineering execution capacity, go-to-market design, retention signals, and where AI creates real leverage versus noise (tied back to the investment thesis).
Do you sign NDAs?
In most cases, yes. Share your process in the message and Gérard will respond with the next step.
Do you work globally?
Yes. Clarivia works remotely by default and supports leaders globally. When it materially improves outcomes, we can also travel on-site as required.
How quickly can we start?
Timing depends on availability and urgency. Reaching out through this form is the fastest way to confirm.
If I’m not sure which service I need, should I still reach out?
Yes. Select “Not sure yet” and describe the situation. Gérard will help route it.