Companies don't fail at scale. Their systems do.
Status: Accepting engagements — September 2026
2× ACQUIRED. 2× INTEGRATED.
Lumi was acquired by Narvar. I led the integration. Syrup was acquired by Anaplan. I led that one too. I build the infrastructure that makes companies acquirable — and the systems that hold together after.
FIG 2.1 — TWO COMPLETE CYCLES. GRAY = BUILD. BRONZE = INTEGRATE. DIAMOND = EXIT.
0 MO
Full GTM integration at Anaplan
HubSpot to Salesforce across a $600M ARR, 2,500-person org.
Fig 2.2 — Buy-side, deal 2
$0.0M
Across 7 rounds at Lumi
Led financial due diligence through Series A to exit as the CEO's operational right hand.
Fig 2.3 — Sell-side, deal 1
0+
BI users on the Metabase layer
Built during integration. Finance Ops covered after CFO departure.
Fig 2.4 — Buy-side, deal 1
This is what I actually build.
Forecast accuracy
91%
▲ +30pts since implementation
Pipeline coverage
3.4×
Target ≥ 3.0×
Stage conversion
31%
SQL → Closed-won
Data hygiene
99.2%
Records complete + deduped
Forecast vs. actuals — trailing 6 quarters
Funnel — this quarter
Instrumentation: Salesforce / HubSpot / Metabase / Looker / Clay / Gong
5.1
2025–26
ANAPLAN
GTM Operations Partner — post-acquisition integration
Led the five-month GTM integration after Anaplan acquired Syrup Tech. Full HubSpot to Salesforce migration across a $600M ARR organization.
5.2
2021–24
NARVAR
Director of Business Operations — integration & BI
Led the post-acquisition integration of Lumi. Built the Metabase BI layer serving 100+ users. Stepped into Finance Ops after the CFO's departure. Authored board materials and executive dashboards for quarterly strategy reviews.
5.3
2016–21
LUMI
VP Business Operations / VP Supply Chain — Series A to exit
Operational right hand to the CEO from Series A through acquisition. Built the marketplace operations connecting 700+ brands with 300+ manufacturers.
Three principles.
01 Diagnose first
The real problem is rarely the one in the brief. The first week is listening.
02 Build for the next stage
Systems that depend on heroes break. I build for the team you will have.
03 Exit clean
Documented, hired, handed off. Success is the day no one needs to call.
Nicholas Martin
Operating Partner — Los Angeles
Most operators show up when things are running. I show up when they are not. Founders hire me when they need someone in the room who has done this before and is not going to waste their time.
Field notes
Tell me what's breaking.
This is the only deck I will ever show you.