Operator-led transformation

We turn industrial companies into software businesses.

Two operators — one who has built the technology and AI, one who has run the P&L at Fortune 50 scale — embed with your team to convert latent software value into governed, recurring revenue. Proof in a quarter, not slideware.

Why we exist

Hardware companies are sitting on software value they can't monetize.

01

Shipped, not sold

Software and AI features are deployed across the installed base — but given away, bundled, or unpriced. The revenue is latent.

02

No operating model

Teams build in isolation with no shared metric, no named owner, and no cadence. Nobody owns the software P&L.

03

Systems built for boxes

Pricing, billing, and ERP were designed to sell hardware. Recurring software revenue has nowhere to live.

What we bring

Two complementary operators. One outcome.

Most firms send strategists who leave a deck. We embed two operators who have actually done it — and stay until the model runs.

THE TECHNOLOGY & AI SPINE

Platform, data, AI, and the operating model

A career technology and AI leader (CTO / CAIO) who installs the operating model, the data and platform foundations, AI in production, and the org capability to run them.

THE COMMERCIAL & FINANCE SPINE

Pricing, packaging, and the board-grade case

A former Fortune 50 CFO who stands up packaging and pricing, ARR/NRR economics, the CapEx-to-OpEx transition, and revenue recognition the board can underwrite.

HOW WE ENGAGE

Embedded, and accountable

We carry the narrative and install the operating model from inside your team — transferring ownership before we leave, not handing over a binder.

The approach

A loop, not a project. Value that compounds.

Each engagement is sequenced so the next turn is cheaper and more convincing than the last. We start where the proof is fastest, then let it compound.

The YieldLoop engagement model Six stages that compound: diagnose, model, commercialize, prove, scale, compound. Diagnosefind trapped value Modeloperating model + owner Commercializeprice, sell, bill Provea reference proof point Scalerepeat across the base Compoundthe flywheel turns YieldLoop value compounds
  • 1
    DiagnoseFind where software and AI value is trapped in the installed base.
  • 2
    ModelStand up one operating model, one north-star metric, one named owner.
  • 3
    CommercializePackage, price, sell, and bill recurring software — for real.
  • 4
    ProveLand a reference proof point with hard, baselined ROI.
  • 5
    ScaleRepeat the motion across the base and the portfolio.
  • 6
    CompoundEach engagement makes the next faster and more certain.

See how we work →

What you're left with

An operating capability, not a recommendation.

Owner

A governed software operating model with a named, accountable owner.

Revenue

A motion that can package, price, sell, and bill recurring software.

Proof

A reference proof point with hard ROI — evidence, not assertion.

ARR ↑

Recurring revenue and retention the board can underwrite.

Who we work with

Industrial leaders with an installed base and latent software value.

If your machines, devices, or equipment are in the field and the software story isn't paying yet, that's our work.

Industrial & hardware OEMs Test, measurement & instrumentation Connected equipment & devices PE-backed industrials Segment & division leaders

Sitting on an installed base and latent software value?

Let's talk about turning it into recurring revenue — with proof in a quarter.