Proof of Velocity.

Case studies on how I help B2B and B2C startups navigate the "0 to 1" journey, integrate AI intelligence, and accelerate Product-Market Fit.

50%

%
Increase in User Retention

3

x
Growth in User Acquisition

40

%
Boost in Revenue per Employee

THE STRATEGY

Anonymized by Design

Instead of naming companies, I use Industry Descriptors. This shifts the focus from “Who did you work for?” to “How did you solve this hard problem?”.

Instead of…

“At Company X…”

"A Series A FinTech Startup..."

Instead of…

“I managed a team…”

"Aligning a Global Org of 15..."

Instead of…

“I built an AI tool…”

"Architecting a Defensible AI Roadmap..."

Case Study 01

The 0-to-1 Pivot

Early-Stage B2B SaaS | AI-Powered Workflow Tool

The Challenge

A Series A FinTech startup had launched an MVP but was seeing 80% of users drop off during the first week. Their roadmap was a “feature factory” based on founder intuition rather than market validation.

The Momentum Solution

I conducted a “Velocity Audit” and identified the single highest-friction point in the onboarding flow. I refocused the roadmap on a 90-day GTM strategy that prioritized fixing this friction point over shipping new features.

THE RESULT

  • Reduced Month-1 churn by 22% within 60 days.
  • Aligned global engineering team around a single “North Star” metric.
  • Achieved path to Product-Market Fit (PMF) validated by data.
Case Study 02

The AI Transformation

B2C B2B Coaching Platform  | Global Operations

The Challenge

A B2B SaaS platform needed to integrate AI to stay competitive but lacked a strategic implementation roadmap. Their initial plan was a “thin wrapper” over an LLM with no proprietary advantage.

The Momentum Solution

I architected a Defensible AI Strategy focused on a RAG (Retrieval-Augmented Generation) workflow that used the client’s proprietary data to provide high-value, personalized insights.

THE RESULT

  • Shipped first production-ready AI feature in under 8 weeks.
  • AI-powered feature saw 40% higher engagement rate.
  • Established long-term AI roadmap creating a unique “data moat”.
Case Study 03

Data-Driven Scaling

Series A Travel | Global Distributed Team

The Challenge

A global B2C mobile app team was misaligned, with product managers and engineers working in silos. They were shipping frequently, but had no visibility into which features were actually driving growth.

The Momentum Solution

I implemented a full Product Telemetry Stack (Amplitude/Mixpanel) and created a single, shared “High-Signal Dashboard.” I introduced asynchronous communication rituals to align the global team.

THE RESULT

  • Increased sprint velocity and shipping cadence by 3x.
  • Fixed a single step causing 50% drop-off in one sprint.
  • Successfully scaled global product org for Series B.

To respect NDAs, company names have been anonymized. Detailed methodologies and non-sensitive data are available upon request during our strategy call.

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