We provide leaders with a consistent point of accountability, focus, and access to resources.

List of Clients
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    "The lessons and advice here have helped shape the leader that I am in my business and the successful culture of our organization."

    "A must-have in the toolkit for change agents."

    "Draws many of his examples from technology companies and in doing so, provides a book that will only increase in value as our economy becomes more technological."

    "I recommend this book for any one in a leadership position, from running a small team to being the CEO of a global enterprise."

    Acumen Solutions

    Now a $200 MM management and technology consulting firm. IntelliVen principals worked with Acumen Solutions CEO to build new practice areas and expand the company’s … Continue reading Acumen Solutions


    A $20 MM government IT services firm. IntelliVen principals served as President and Senior Vice President, guiding management through its buyout from Commerce One, a … Continue reading Aquilent

    Article One Partners

    Advise CEO and conduct executive sessions with the top management to align growth vision with start-up phase of this patent research technology provider. In-sourced full-time … Continue reading Article One Partners

    Augmented Reality Inc.

    Augmented Reality Inc.  provides off-the-shelf and customized Augmented Reality based solutions to industrial organizations for skilled trades personnel requiring real time task support to do … Continue reading Augmented Reality Inc.


    Help this early stage start-up learn and implement a leadership and management framework based on Manage to Lead in order to perform and grow to their … Continue reading Author-IT


    IntelliVen helped us assess the capability of our top team relative to our needs and then find and bring on professionals who will help us perform and grow.

    Buchanan & Edwards

    IntelliVen helped our sub-$10M services firm get on track to consistently perform and grow to $70M and now on track to over $100M!

    City of Lethbridge Recreation and Culture

    Leaders of the Lethbridge, Alberta, Canada Parks and Recreation department participated in a leadership team skill mix assessment to determine their opportunities for growth as … Continue reading City of Lethbridge Recreation and Culture

    Command Information

    Retained by Carlyle Group, Novak Biddle and Palladin consortium to step-in as CEO and stabilize failed venture, exit space leases, reset bank terms, implement governance, … Continue reading Command Information

    Commonwealth Honors College

    Helped lead the effort to transform the University of Massachusetts Honors Program into a full-fledged college. Continue to provide guidance as a founding board member and … Continue reading Commonwealth Honors College


    Led Carlyle Group due diligence and $55 M financing from introduction to successful close in just six weeks. Guided new and existing management team as … Continue reading Compusearch


    Serve as one of three outside directors, in the role of Chairman, for the foreign-owned subsidiary of Compusult Limited under a Special Security Agreement with the … Continue reading Compusult

    Embarcadero Partners

    Everyone agreed that our Executive Session to review our W-W-W and Solution Architecture was a fruitful discussion.


    Working with Intelliven gave us the guidance and confidence we needed to succeed!


    Helped recruit, on-board, and launch new CEO, rationalize existing operations, set up performance metrics, governance process, and over-site guidance to deliver on existing contracts, prepare … Continue reading Evolver

    FI Consulting

    IntelliVen has helped us mature all segments of our business to become more disciplined about planning, measuring, and achieving growth.


    Working with CEO and top team to codify the company’s annual financial plan and to hold the team accountable to performance against plan through monthly review … Continue reading Fonteva


    IntelliVen chairs quarterly board sessions and provides operating guidance.


    Organization A private equity owned $50M software firm based in Vancouver, CN with offices in London, Melbourne, South Africa, and Chile. Customers are responsible for … Continue reading Gemcom

    Global Skills Exchange

    Brought in by founder/owner/CEO to help professionalize operations. Upgraded financials to accrual accounting, implemented financial planning and monthly management and control, incentive program, and client account … Continue reading Global Skills Exchange

    GoCar Tours

    Serve as Accountability Board and advisers to CEO, Executive Team, and Finance Leader.

    Hawaiian Airlines

    Facilitated two-day executive off-site for the CEO and his top team of six to set the context (present state, case for change, target state, initiatives, … Continue reading Hawaiian Airlines


    An emerging IT services firm that targeted financial companies. IntelliVen CEO served as part-time COO to establish the infrastructure the company needed for its next … Continue reading Intwine


    Helped set focus and strategy to start up the company.

    Kids Acting Out

    Organized college students to work with under-resourced middle school children to develop life skills through participation in producing a full-scale production play.


    Advise CEO and top team of 200-person San Francisco-based micro-finance market provider described as “the hottest non-profit on the planet” by FORTUNE and a Top-50 … Continue reading Kiva


    His perspective on innovative leadership, and the seven truths he has identified were a turning point for our participants.

    Milestone Communications

    Milestone Communications is the leading developer of wireless infrastructure in partnership with school, government and utility landowners, enabling them to direct millions of dollars annually … Continue reading Milestone Communications


    MovieComm has digital rights to thousands of popular movie clips from leading production companies. The company’s SaaS platform allows leaders to package an important message … Continue reading MovieComm


    Not only are we supported with great advice but also connections and resources.

    Nexus Health

    One World Youth Project



    Helped ~$20M high-tech services firm operating in locations across the US to develop staffing processes, solutions, and operating rigor. Sold to Dell.


    Help CEO/Founder of this management consultancy define and deliver annual strategic planning workshops and solution architecture development and market penetration strategies.

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    Communication throughout the organization has increased tremendously as work groups explore solutions together, gather additional input from their colleagues and report out their findings. This side benefit teaches everyone in the company that the best results and action happens when everyone is working together.

    Renaissance Leadership

    A world-class talent and talent advisory services firm with offices in Silicon Valley and London invited us to lead a workshop to introduce a framework for … Continue reading Renaissance Leadership

    RISE Yoga for Youth

    RISE provides Yoga and wellness education to over 1200 Bay Area youth in 15 locations. The top team is expanding and learning to scale. For … Continue reading RISE Yoga for Youth


    Serve on the board of this startup provider of market intelligence on key opinion leaders to pharmaceutical companies preparing to launch new drugs. Help founder … Continue reading ROI2



    Smart Sparrow (SPR) is a SAAS company providing a learning design platform that enables users to create rich, interactive and adaptive learning and training courseware. … Continue reading SmartSparrow


    Helped the CEO to prepare for and lead a two-day leadership team offsite in Barcelona, Spain. The 200-person organization sought help aligning leadership team of 15 to … Continue reading Softonic


    Spark helps global technology companies as well as startups achieve their business objectives through communications programs and services, including Bing Travel, Electronic Arts, Visa, Verizon, … Continue reading SparkPR

    Summit Executive Resources

    Chaired quarterly executive sessions with CEO and top team of this early stage organization that top high-tech CEO’s and COO’s retain to help find their next … Continue reading Summit Executive Resources

    Teardrops to Rainbows

    Provided advice and coaching to founder and CEO of organization that grew from a handful to hundreds of people contributing hundreds of thousands of dollars … Continue reading Teardrops to Rainbows

    The Carlyle Group

    Led Carlyle Group due diligence and financing of Compusearch from introduction to successful close in just six weeks. Guided new and existing management team as … Continue reading The Carlyle Group

    The Revolutionary Club

    Helped the founder/CEO of this coaching service targeting rising career women who also seek career happiness.


    Helped CEO of early stage strategy consulting and development firm arrange preferred terms on a  major new contract; in-sourced part-time operating officer who will be … Continue reading THRUUE


    A fast growing management consulting firm providing change management and organization development services to federal government lenders. Over five years, IntelliVen principals helped the firm’s … Continue reading Touchstone


    IntelliVen chairs quarterly board sessions and provides operating guidance through in-line placement of an experienced operating executive two to three days per week. Assistance with … Continue reading Ventera