Sophos Advisory Partners
Sophos Advisory Partners


  • We believe in what we do and that’s why we're committed to helping early stage companies establish the right foundations.  To make sure the process is as seamless as it can be, we work with you in a myriad of ways.  Our range of services can be tailored to suit your goals, your business, or your project.  We specialize in thinking outside-the-box. If you're looking for new ways to bring your project to life, then have our team deliver a solution that's truly unique.



What Makes Us Different?

Our extensive capabilities don’t limit us to a “one size fits all” approach.  Our core belief is that a transformation needs different types of expertise depending on where an organization is in the process.  Great operations transform strategy into success.  We’re here to help you find the solution that works for you.  

Product Development

Product Planning

  • Customer need assessment
  • Product-market fit evaluation
  • Product roadmap development


Product Testing

  • Pilot pitch presentation
  • Pilot implementation
  • User experience assessment
  • Product iteration


End User Validation

  • Focus group facilitation
  • Interview and survey execution
  • Insight analytics

Marketing & Operations

Integrated Strategic Marketing  

  • Industry analysis
  • Competitor matrix
  • Marketing mix strategy
  • Budget and P&L development
  • Sales & distribution strategy
  • Implementation plan


Pre-Launch Assessments
  • Proof-of-concept planning
  • Pilot execution
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Launch Planning

  • Launch strategy development
  • Sales enablement
  • Launch management

Financial Strategy  

Corporate Development

  • Channel partner recruitment
  • Pitch development & execution
  • Term sheet structuring
  • Financial modeling
  • Legal contract negotiations and execution

Corporate Finance
  • Fractional CFO services
  • Financial planning & analysis
  • Venture & debt financing advisory 
  • Pitch deck development

People & Organizational Performance
  • Operating plan development
  • Employment agreements
  • Legal compliance

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