Scale profitably.

Scale profitably.

Time to get serious.

Let’s go to war.

Playbooks are a commodity.

We exclusively focus on special situations for growing technology companies.

We obsess over making our customers successful.

We work backwards from customer needs. Clients find it painful to ramp and onboard typical fractional CFO / COOs. Commodity resources yield subpar results.

We deeply understand the strategic, financial and operational needs of growing technology companies. Learn how to orchestrate Sales, Marketing, Customer Success, Product, and Engineering the right way.

We take your business to the next level.

  • Proven frameworks (weekly, monthly, quarterly, and annual) to orchestrate Sales, Marketing, and Customer Success alongside Product and Engineering.

  • Install weekly business reviews to solve problems before they happen (not after your most recent Board meeting).

  • Design, build and execute a third party partner program for apps, consulting firms, and certified individuals to scale faster.

  • White glove sales require extra care and attention. Source, win and deliver the most senior relationships.

  • Design and launch new business models (SaaS, API, Marketplace, Advertising) or expand your TAM via new market entry.

  • Automate workflows, implement generative AI UI/UX, and train your own foundation model.

Growth and Operating Performance Improvement

Fundraising, Exits, Investor Relations, Mergers and Acquisitions

  • Find the best home for your customers, employees, and early investors.

  • Exit an existing business to a buyer to raise capital and reprioritize.

  • Decipher, model and analyze liquidation preferences, warrants, ratchets and more. Maximize financial outcomes to founders and employees through a “waterfall” model vs the traditional cap table with a range of growth and cost scenarios.

  • Hard times are when weak hands are washed out. Buy an existing book of customers, enter a new market, expand your TAM and grow your business.

  • Worried about “signaling risk”? Tired of boardroom drama? Weaponize monthly investor updates to generate forward momentum.

  • Earn yield and reduce risk.

Profit Optimization

  • Offboard employees gracefully, renegotiate vendor contracts, and manage liquidity on a weekly basis to maximize runway and potential equity value appreciation.

  • Debating if Sales and Customer Success should be combined? Leadership changes? Beyond traditional people ops, think COO-as-a-service.

  • Diligence reputation through a network of relationships.

Investment Firms

Portfolio companies receive access to seasoned operators through our Operating Partner as-a-service program.

Clients choose Sterling Status for bespoke solutions to hard problems.

Growth Companies

Public and private companies reaccelerate growth, pursue profitability, and close fundraising rounds, mergers, acquisitions and exits faster.

Consulting Firms

Uncover first-party insights and unbiased customer feedback on frontier technology trends through our exclusive market intelligence.

Want a preview? See it for yourself.

Reforge partners with the top operators in tech to build the leading learning and development platform for Product and Growth practitioners and teams.

Take a look at our Operating Planning template to learn more.

Startup > Public Company Expertise

  • Special Situations Group

  • Strategy and Special Projects

  • COO, Venture Studio

  • CFO

Meet our Founder, Kishan Shah.

Kishan Shah has expertise on frontier technologies including artificial intelligence, enterprise software (Software-as-a-Service or SaaS), eCommerce, and digital assets.

With over 15 years as a public and private company COO/CFO, Mr. Shah led Strategy and Special Projects at Amazon, and was formerly a growth technology investor at Goldman Sachs.

Packages built to suit client needs.

  • Transaction Advisory

    Mergers and acquisitions, capital raising, and restructuring solutions for private technology companies.

  • In-House Operator

    Upgrade your process, capabilities, and performance with our bespoke models, presentations, communications and relationships.

  • On-Demand Intelligence

    Expert perspective on market and industry landscape, voice-of-customer, channel checks, and customer insights.

Prefer email? Contact me here.