We do business and technology advisory work for XaaS platform operators, their ecosystem partners, and their technology providers—via four practice areas:

  • Product Management
  • Risk Management & Security
  • Venture Development
  • Strategic Communications

Our clients are players in multichannel payments, fintech, banking, commerce, government, critical infrastructure, command & control, logistics, and XaaS business ecosystems. Clients range in size from tier-one multinationals to startups.

While clients typically engage us at the planning through launch stages of new initiatives, we are able to provide world-class, full lifecycle product and risk management via our partner network.



Product management services may apply to your platform, individual products on your platform, or the entire partner ecosystem, as required.

  • Market research and analysis

  • Reviews, strategy, and design—platforms, channels, APIs, business models, features, functions

  • Requirements development

  • Product, program, project, and interim executive management

  • Vendor and partner acquisition (identification, evaluation, RFPs/tenders)

  • Standards development



Our Risk Management & Security practice follows the holistic approach that's critical to building and maintaining today's high-trust, platform based service operations—combining, as needed, the disciplines of identity, cyber/physical security, fraud, compliance, reputation, and UX management.

  • Reviews, assessments, audits, strategy, and design—identity, security, fraud, privacy, compliance, reputation, UX.

  • Preparation/representation for external audits

  • Program, project, and interim executive management

  • Requirements development

  • Vendor and partner acquisition—identification, evaluation, RFPs/tenders



  • Startup mentoring

  • Funding preparation—business plan, investor pitch, road trips

  • Product management (see above)

  • Vendor and partner acquisition—identification, evaluation, RFPs/tenders


strategic communications

  • Subject matter expert sourcing—consulting, expert witness, etc.

  • Public speaking—chair, keynotes, panels, webinars, workshops

  • Writing—reports, whitepapers, blogs, articles, RFPs/tenders, proposals

It takes a lifetime to build a good reputation, but you can lose it in a minute.
— Will Rogers