Strategic advice and hands-on leadership for technology founders and CEOs.

Turn your company’s growth priorities into a practical plan, with experienced leadership to help your team carry it out.

NewPlan works with early-stage and growth-stage software, AI, and government contracting businesses on market strategy, go-to-market execution, operating priorities, and preparation for funding or an exit.

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$750M

Capital raised with our support

15+

Exits supported

400+

Client engagements

SaaS, AI, & GovCon

Deep Experience & Expertise

Where can we help you move forward?

Growth strategy and go-to-market

Choose your target customers, sharpen your positioning, and turn market opportunity into an actionable commercial plan.

Revenue operations and scaling

Align sales, marketing, product, and operating priorities around the measures that matter for your next stage.

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Funding and exit planning

Build a credible business plan, financial story, and management presentation for investor and buyer scrutiny.

Executive leadership and advisory services

Add an experienced partner to your leadership team through ongoing advice or a defined interim or fractional role.

Discuss your priorities

What Our Clients Say

“NewPlan worked with us to create a right strategy for the market and stood the test of time. NewPlan blended well with our culture, served as a critical advisor for me and my entire team, and helped us work through a lot of high-pressure situations successfully. And he provided important input that led us to our sale to IBM.”
— CEO James Schellhase, StoredIQ (Now IBM)
“We have used NewPlan to speed our transition from a product reseller to IT services business model. NewPlan has helped us greatly with our strategy, solution packaging, daily operations, organization structure, and at the board level. NewPlan has been with us every step of the way, and, with their help, our transition is complete.”
— CEO Patrick Neven, iGov, Inc.
“We worked with NewPlan for many years. They helped us to crystalize our strategy, set our operating priorities, and meet the right people in the marketplace to move the Company forward. As a result, we were able to execute a high-value merger with Bridgevine that positions us for future growth.”
— CEO Steve McKean, Acceller (Now Bridgevine))
“NewPlan helped position NSI in the marketplace before raising the capital. With their help, we developed an investor package that was clean, concise, and conveyed the message we needed to get across. We successfully raised $5 million. We leveraged that capital to grow rapidly, and, a couple of years later, Nuance acquired us in a high-value exit.”
— CEO Mehdi Tehranchi, Notable Solutions

Insights for the decisions ahead

Practical perspectives on growth strategy, go-to-market execution, leadership, funding, and exits.

What is your next important decision?

Tell us about your company, the challenge ahead, and where an experienced partner could help.