Strategy

Capital

Intelligence

One partner for AI advisory, pricing & packaging, RevOps, and CFO support; connecting go-to-market with finance through pipelines, dashboards, automation, cash-flow planning, and capital readiness. Built for small businesses and large firms.

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Offers: AI Consulting, Pricing Strategy & RevOps

A focused suite of consulting offers that connect AI, pricing, RevOps, and finance into one operating system; clarity first, then fast implementation.

  • What you get
    • KPI baseline & profit map
    • Pricing/packaging opportunities
    • GTM/RevOps fixes + quick automations
    • Exec dashboard spec + 6-week plan
    Best for leaders who want decisive priorities before a larger engagement.

  • We deliver
    • Pricing & packaging re-architecture
    • Pipeline/GTM cadence & handoffs
    • Dashboard/reporting model
    • Automation backlog your team can ship
    Outcome: a clear plan your team can run without consultants.

  • Scope
    • Six sprints: pricing changes, funnel fixes, KPI dashboards, AI v1
    • Weekly standups, monthly exec review, shipped work every week
    Best for teams that want hands-on build with a predictable cadence.

  • Cash-flow planning, budgets/forecasts, board packs, investor/capital readiness; finance leadership without the overhead.

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FAQ:

What’s included in the diagnostic? KPI snapshot, pricing/GTM review, automation shortlist, and a 6-week plan.

Who is this for? Startups, SMBs, and large firms that want clear priorities and fast implementation.

How do retainers work? Six sprints over 8–12 weeks with weekly standups and shipped deliverables.

Can we start with finance only? Yes; CFO/FP&A advisory covers cash-flow planning, budgets, board packs, and capital readiness.

Executive boardroom with floor-to-ceiling windows overlooking NYC skyline, VTO Strategic Group
Team reviewing KPIs, pricing and RevOps plans on laptops during a VTO diagnostic session

15-Minute Triage (Founders/Execs)

30 minutes

We’ll confirm fit, baseline a few KPIs, and outline your 48-hour Diagnostic. Bring access to billing, CRM, and analytics.

• Risk-reversed: 50% refund if <$100k upside identified
• Two diagnostic slots per week
• Confidential under MNDA

Schedule Here

Reschedule or cancel up to 4 hours prior using your confirmation link.

Interior of an office with a large window overlooking a cityscape of skyscrapers, a black chair, a round wooden table with a laptop and magazine, and a hanging desk lamp.

About VTO Strategy Group

Strategy. Capital. Intelligence

We’re an execution-first consulting partner that connects AI advisory, pricing strategy, RevOps, and CFO/FP&A into one operating system. Our work turns analysis into action, clear priorities, tighter finance, and automation that compounds results..

From startups to large firms, we help leaders align go-to-market with finance: pricing & packaging, pipeline design, dashboards, cash-flow planning, and capital readiness. Every engagement is outcome-tied, confidential under MNDA, and designed so your team can run the cadence without us.

48-hour diagnostics to find the signal fast

  • Implementation sprints, not slideware

  • Outcome-tied fees where it makes sense

  • Built for founders, operators, and boards

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Minimal glass sphere on a neutral surface symbolizing clarity and focus VTO Strategic Group