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Tech Strategy Background

Strategy That Scales.
Results That Deliver.

NewPlan accelerates technology companies from concept to market leadership. We partner with ambitious software, AI, and government contracting companies ready to dominate their markets.

Accelerating Tech Companies to Market Leadership

We partner with ambitious software, AI, and government contracting companies ready to dominate their markets. Whether you're scaling from your Seed or Series A round, transforming operations for hypergrowth, or preparing for a successful exit, we deliver the strategic edge that turns your hard work into value.

$750M
Funding Raised
15+
Successful Exits
400+
Companies Accelerated
Team Strategy Session

Our Services

We provide deep expertise in SaaS, AI, and GovCon to help companies scale strategically and operationally.

Growth Strategy & Market Positioning

Define your market and launch effectively ahead of competitors. We architect winning strategies that position your company as the inevitable market leader.

Revenue Operations & Scale-Up Excellence

Transform your operations into a competitive advantage. We build scalable systems that drive efficiency, eliminate bottlenecks, and enable 10x growth.

Funding & Exit Strategies

Maximize valuation, minimize dilution, achieve a high-value exit. We guide companies through funding rounds and exits with strategic positioning.

Executive Leadership & Transformation

Leadership that scales with your ambitions. We serve as interim executives or strategic advisors during pivotal company transitions.

What Our Clients Say

“NewPlan worked with us to create a right strategy for the market and stood the test of time. NewPlan blended well with our culture, served as a critical advisor for me and my entire team, and helped us work through a lot of high-pressure situations successfully. And he provided important input that led us to our sale to IBM.”

James Schellhase
CEO, StoredIQ (Now IBM)

“We have used NewPlan to speed our transition from a product reseller to IT services business model. NewPlan has helped us greatly with our strategy, solution packaging, daily operations, organization structure, and at the board level. NewPlan has been with us every step of the way, and, with their help, our transition is complete.”

Patrick Neven
CEO, iGov, Inc.

“We worked with NewPlan for many years. They helped us to crystalize our strategy, set our operating priorities, and meet the right people in the marketplace to move the Company forward. As a result, we were able to execute a high-value merger with Bridgevine that positions us for future growth.”

Steve McKean
CEO, Acceller (Now Bridgevine)

“NewPlan helped position NSI in the marketplace before raising the capital. With their help, we developed an investor package that was clean, concise, and conveyed the message we needed to get across. We successfully raised $5 million. We leveraged that capital to grow rapidly, and, a couple of years later, Nuance acquired us in a high-value exit.”

Mehdi Tehranchi
CEO, Notable Solutions

Our Expertise Areas

Deep experience in high-growth technology sectors

SaaS Strategy

SaaS Strategy

Go-to-market planning, pricing models, customer acquisition, and retention frameworks for scalable software businesses.

AI & Machine Learning

AI & Machine Learning

Strategic positioning, data monetization, ethical frameworks, and investor storytelling for AI-driven companies.

Government Contracting

Government Contracting

Navigating federal acquisition regulations, proposal development, compliance, and scaling GovCon businesses.

Funding Strategy

Funding Strategy

Seed to Series C+, investor targeting, pitch deck development, term sheet negotiation, and valuation optimization.

Exit Planning

Exit Planning

M&A preparation, buyer targeting, due diligence readiness, and maximizing transaction value in acquisitions.

Revenue Operations

Revenue Operations

Sales process optimization, CRM strategy, performance metrics, and scalable go-to-market infrastructure.

Market Positioning

Market Positioning

Competitive analysis, messaging frameworks, brand architecture, and thought leadership development.

Executive Leadership

Executive Leadership

Interim CEO/COO/CRO roles, board advisory, leadership team development, and organizational transformation.

$750M
Early- and Growth-Stage Funding Raised
15+
Successful Exits
400+
Companies Accelerated
25+
Years of Experience

Latest Insights

Aug 6, 2025

From Code to Corner Office: 7 Critical Success Factors for Software Solopreneurs Becoming CEOs

The journey from writing code in your home office to leading a scaling software company is challenging. It’s exciting to have complete control of your company; however, to evolve into a successful software company, you’ll have to evolve from chief everything officer to strategic leader.

Jul 22, 2025

The AI Hype Cycle: Separating Real Value from Speculative Noise

With every company claiming AI capabilities, how do you position your genuine innovation? We break down the frameworks for authentic AI value proposition development.

Jun 15, 2025

GovCon Growth Playbook: Winning in the Federal Marketplace

Strategies for navigating complex procurement processes, building relationships with key stakeholders, and scaling sustainably in the government contracting space.

Get in Touch

Ready to accelerate your company's growth? Contact us today to discuss how we can help you achieve market leadership.

Our Location
426 Midsummer Drive
Gaithersburg, MD, USA 20878
Phone
+1.301.367.1657

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