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Wellesley Strategic Advisors

Providing a range of guidance, strategy, transactional and operational support services and solutions to a select set of clients



Entrepreneurs launching new ventures, and seeking financing, legal, recruiting and/or planning expertise.

Founders experiencing initial rapid growth where added experience can identify priorities and drive significantly better execution.


opportunity identification & analysis

Business operators, executives and owners exploring business and corporate development opportunities, and creating new focus areas.

Established companies with sufficient scale to begin a more robust corporate development plan or innovative approach.

Venture investors and family offices seeking to identify investments.


strategic guidance

Investors making long or short portfolio decisions, particularly about consumer-centric and e-commerce companies.

Hedge funds forming and/or growing assets and implementing operational and compliance best practices.


board of directors

Companies interested in adding an objective, informed and active Director to their Board.

Current Member, Board of FamilyID. (Backed by BostonSeed)

Current Observer, Board of Eventplicity (Angel funded)

Prior Member, BuyWithMe ($16M Series B from Bain Capital Ventures and Matrix; sold to Gilt).