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FOUNDERS & INVESTORS
FULL SERVICE ADVISORY. INTERIM & FRACTIONAL SUPPORT. GROWTH. SCALE UPS.

FULL SERVICE ADVISORY.
INTERIM & FRACTIONAL SUPPORT.
GROWTH. SCALE UPS.

Our partnership with SIZE has been instrumental in helping Quantum Metric reach the right decision-makers at top-tier brands and position our platform for accelerated growth. We've benefited greatly from their iterative coaching on messaging, which has helped us refine our storytelling and stand out from the competition. The SIZE team's strategic insight and deep understanding of digital transformation have allowed us to align our technology with the specific needs of industry leaders, driving meaningful change in the marketplace.

- Mario Ciabarra, Founder & CEO of Quantum Metric

As the founder of DYPER, I have immense appreciation for the talent, professionalism, flexibility, and energy that the SIZE team consistently delivers. Our initial collaboration began with an interim COO role, and after such an outstanding experience, we’ve continued to engage SIZE for additional advisory and consulting roles.

- Sergio Radovcic, Founder of DYPER

The team at SIZE are key advisors to our business. They have been an essential partner in cleaning up the accounting side of the business, developing a financial model for the first time that helps us analyze the financial implications of the strategies we consider and are a core member of our team as we prepare for the next phase of the evolution of our company.

- Eric Toz, Founder and CEO - ShineOn Print On Demand

At Rachio, we partnered with SIZE to help us evaluate our marketing and communications. Brian at SIZE came in as an interim Chief Marketing Officer, codified our marketing strategy, built a new brand image, evaluated our DTC/Amazon business and launched a strong PR campaign to communicate our new identity. After building our foundational marketing strategy, SIZE also placed a full-time Chief Marketing Officer for us. Ultimately, they made a huge impact on our business.

- Kim Sentovich, Former CEO at Rachio

Our partnership with SIZE has been instrumental in accelerating Optiversal's growth in the enterprise space. Craig and Brian are trusted voices in the industry, and their introductions to senior executives in their extensive network provided us with immediate credibility. SIZE's strategic thought-leadership has helped us effectively navigate complex cycles, positioning us to capture market share and scale rapidly.

- Lucas Tieleman, Co-Founder at Optiversal

SIZE's Fractional CFO services and FP&A support was absolutely key at RepairSmith in navigating the challenges of financing the business while in growth mode, and in partnering with us to achieve a very successful exit for the investors and all key stakeholders.

- Joel Milne, former CEO of RepairSmith (business acquired by AutoNation)

50+

Companies We've Advised

8

Turnarounds of Unprofitable Companies

7

Successful Exits

500+

Strategic Introductions

$2B

Raised By Companies We've Advised

$60M

Average Company Revenue

WE HELP COMPANIES GROW, WITHSTAND UNCERTAINTY AND ULTIMATELY EXIT
SUPPORTED BY TIER 1 VENTURE CAPITAL & PRIVATE EQUITY INVESTORS
Business Meeting

WHAT

WE DO

1

4

2

3

Interim & Fractional Support (CFO, CMO, COO, CHRO, CPO)
Branding, Digital Marketing, Public Relations, Executive Search
Go-To-Market & Business Development
Increase Profitable Sales & Extend Cash Runway

WE ADVISE CONSUMER, TECHNOLOGY & SERVICES SCALE UP COMPANIES

Abstract Structure
SAMPLE OF ENGAGEMENTS

Interim COO, Interim CFO, Digital Marketing, Financial Modeling

Executive Search (Board Member, CFO, SVP Marketing)

Interim CMO

Go-To-Market & Business Development

Human Resources

Fractional Finance

Interim CFO, Financial Modeling

Public Relations

Go-To-Market & Business Development

Digital Marketing

Financial Services

Digital Marketing & Business Development

CAPABILITIES

BRAND DEVELOPMENT

OPERATIONS

DIGITAL MARKETING

FINANCE

HUMAN RESOURCES

PUBLIC RELATIONS

EXECUTIVE SEARCH

BUSINESS DEVELOPMENT

RESTRUCTURING

MEET THE TEAM
COMPANIES WE ADVISE