Provex Advisory Engagements

  • Provex advises executive teams on how to distinguish defensible AI product strategy from superficial adoption, a distinction that carries direct implications for consumers and the financial professionals who serve them.

    Provex is an operator in-seat within weeks, working on your specific product and competitive position, with hands-on AI product experience from active PE-backed deployments.

    Provex Advisory works in two steps. Step 1 is a series of  time-boxed assessments that defines what has to change. Step 2 is a monthly retainer in which we partner with the CEO and the in-seat CPO and CTO to execute it.

  • Provex Advisory is for PE backed portfolio SaaS companies facing an Agentic AI product inflection point.

    We bring a 35-year track record of leading Product at PE-backed companies through exactly these moments with measurable outcomes at every stop.

  • Here’s how:

    1. If you have a vacancy, you need a search, an interim, or a full-time hire. An operating partner with nobody to partner with is an expensive advisor to an org chart.

    2. You want an assessment, not the change agenda. A well-argued document that nothing follows. We would rather not write it.

    3. Product authority is contested and nobody will settle it. We hold the line on product strategy integrity. That only works if the CEO has already decided who owns product strategy. Without it the change agenda dies.

    4. The mandate is "we need an AI story." We do not manufacture a narrative the product cannot support.

  • Time-boxed review of product strategy, competitive positioning, and roadmap. Delivered as a written change agenda, strategy document and board-ready presentation.

  • A structured assessment of where and how AI can be embedded in the product to create defensible competitive advantage, and a prioritized roadmap for getting there. Purpose-built for B2B SaaS companies under pressure from investors or customers to have a credible AI story.

    This is not a technology audit. It is a product strategy engagement that happens to be AI-specific. The output is a product roadmap and an investor narrative, not an architecture document.

  • A diagnostic of the product and engineering delivery organization with a focus on agentic AI transformation. Covers team structure, methodology, velocity, quality, tooling, and team health. Produces specific, ranked recommendations, not a generic PDLC prescription.

  • We work alongside the leaders who execute the change agenda produced in Step 1: the strategy, the roadmap, and the operating model changes required to hit the plan. Provex supplies the judgment, the pattern recognition from successful PE-backed exits, and the pressure to hold the line when short term imperatives challenge strategic value

  • PE buy-side product and technology due diligence

    Pre-acquisition product and technology assessment for PE sponsors. Covers product-market fit, technical debt, team quality, roadmap credibility, and competitive moat. Delivered as a diligence memo.

    Board director / board advisor


    Independent director or advisory board participation. Product and technology strategy focus.