Fix what growth breaks
We find the real problem. Then we do the work.
DIAL is a growth partner for entrepreneur-led businesses and the investors who back them. One senior team across finance, operations, and marketing. One budget that flexes to whatever the business needs right now.
WORKING INSIDE BUSINESSES LIKE
SaaS
Venture Capital
Commercial Construction
Media / Publishing
Healthcare Software
Business Services
Commercial Architecture
The problem
You built something real. So why does it feel like this?
If you run the business
- You can’t get out of the weeds long enough to actually lead
- Everything feels urgent, and nothing is moving
- You know the topline but can’t say which customers or products actually make money
- Every decision still runs through you
If you back the business
- Your bench is thin and stretched across the portfolio
- By the time a problem shows up in monthly reporting, the damage is done
- The add-on that looked accretive on paper is leaking value in integration
And you’ve hired help before
You paid good money for a deck you could have written yourself.
The retainer ended and everything stopped. A fractional executive settled into one seat and never left. The scope kept expanding, but nobody owned the outcome.
That model taught you to be skeptical of outside help. Good. Stay skeptical. We don’t ask for trust. We earn it.
We built DIAL against that model
One senior team. Three ways it’s different.
DIAL is one senior team across finance, operations, and marketing. Built by two consultants who kept watching the standard model fail their clients.
Who we work with
Built for two kinds of leaders.
The clarity to scale, without a full executive team you don’t need yet
You run an entrepreneur-led business doing $5M–$50M. Profitable, growing, and starting to break in places you can feel but can’t always see. Sound familiar?
- You’re wearing hats you never planned to wear
- The people who got you here may not be the ones who get you there
- You know you need to be working on the business instead of in it
We find what’s holding things back, fix them, and get you back in control.
An operating bench you don’t have to carry
You’re a sponsor with a lean bench and 7–12 portcos, each at a different stage with different gaps. The thesis is clear; the capacity to execute it across all of them isn’t.
- We deploy into the specific portco that needs it
- We work defined projects with measurable outcomes, then hand off clean
- For family offices: professionalize without breaking what the founder built
We become the operating capacity your thesis assumes. Then we get out of the way.
The work itself
Flexible capabilities under one budget.
Tailored plans, not fixed packages. Engagements routinely span all three disciplines. Crossover and alignment are the point.
One team, but not a small one. Former CFOs, COOs, and M&A leads across finance, operations, and marketing, led by the founders on every engagement.
Finance
- Management reporting and dashboards leaders can actually read
- Profitability by customer, product, and channel
- Cash flow forecasting and scenario modeling
- Close process cleanup and acceleration
- Bank and debt financing from packaging to negotiation
- M&A support and exit readiness
Operations
- Process mapping and bottleneck identification
- Org design and role clarity when the business outgrows the org chart
- Getting the founder out of the bottleneck seat
- Vendor consolidation and management
- Post-acquisition integration for add-ons that leak value
- Structure and governance that preserves culture
Marketing & GTM
- Go-to-market strategy and channel prioritization
- Brand discovery, positioning, and messaging
- ICP and persona definition
- Campaign strategy and execution management
- ROAS, CAC, and pipeline by channel in one view
- Sales enablement and marketing-to-sales handoff
How it works
Every engagement starts the same way.
The DIAL Assessment
A structured diagnostic across finance, operations, and marketing. One report: what’s actually broken, what to fix first, what to leave alone, and what it will take. No assumptions. No pre-packaged solutions.
The work
Defined projects with clear end points and measurable outcomes. One flexible budget that moves across disciplines as priorities shift.
The handoff
Clean and documented. Your team is more capable than we found it, with no dependency left behind. Then we’re gone, or on to the next problem you want fixed.
Measured Results
Not slideware. Measurable outcomes.
Corporate overhead cut — “when I did not think it was possible.”
In bank loans negotiated on a client’s behalf.
Financial visibility went “from a 2 to an 8.”
“In the journey of growing a company, there are certain relationships that change the trajectory in a memorable and substantial way.
DIAL is squarely in that category.”
Austin Ray Founder & CEO, ARay Hospitality
“It’s easy to get in the weeds. DIAL has made the vision more clear… the team’s brain power is impressive!”
Dr. Tom Stone — Founder & CEO, drtalk
“Bringing in DIAL Strategies gave us a moment of real clarity.”
Aaron Ray — Managing Partner, 5 Horizons Ventures
There’s a real bench behind these results. Meet the team
Book a call
Let’s find what’s holding growth back.
One call with a founder. You talk, we listen, and you leave with our honest first read: what we’d look at first and whether we’re the right team for it. If we’re not, we’ll say so on the call.
“Take the meeting.”
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