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Real-time insight into the unseen dynamics, timing, and variables shaping your deals, decisions, and direction

Signal Advisory

A private engagement designed for investors, portfolio managers, executives, and leadership to surface the hidden dynamics shaping decisions, companies, or deals — before they cost time, capital, or momentum.

Why Signal Advisory?

  • Get 360 degree insight into specific deals, companies, hires, or strategic moves

  • Understand the human drivers influencing negotiations, partners and teams

  • Spot red flags, misalignment, or hidden risk early

  • Read timing — and what’s strengthening or weakening momentum

  • Identify overlooked upside or faster pathways forward

Whether you’re evaluating companies making a directional call, navigating team dynamics, or deciding where to allocate time and capital — full insight matters.

Signal Advisory provides a customized layer of intelligence you won’t find in the model, the memo, or the data room.

The goal is simple: clearer judgment, faster decisions, and fewer costly misreads.

Where Signal Advisory Creates Leverage

Due Diligence

Capital Allocation

Hiring & Partnerships

Timing & Strategy

Human Dynamics

Innovation & Competitive Edge

Request Private Access

"Kate cleared up months of anxiety and confusion when our company was at a crossroads dealing with a complicated merger. I felt a huge weight lift off my shoulders and knew exactly what we had to do."

-Andy, Chief Revenue Officer, Dallas, Texas

"Kate helped us uncover a hidden flaw during due diligence that would never show up in the data room - and it would have cost us millions."

— Partner, Global HealthTech PE Firm

"Kate surfaced the structural pressure points inside one of our product lines and supply chains that we didn't realize was there. Her insight helped us avoid costs and reallocate resources toward a better solution."

—Andrew, Fund GP, NY NY