Get your Tech Company on the Fast Track

High Impact Leadership Programs for Tech Ventures

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Experience-as-a-Service

Be among the 1% of startups that succeed

Only 1% of tech companies grow successful. Initial traction is impressive but few founders know how to be great operators.

Scaling is hard. Aligning your team around the same path forward is critical, and you can't do that without open conversation. Having skilled coaches like Midstage Institute's facilitating that discussion is incredibly valuable. They've been through this with many other companies, so they bring a lot of experience and guidance to the table.

Dylan Gaffney
Dylan Gaffney
VEDA Data Solutions

Product delivery slows, customer issues escalate, employees grow unhappy and competition intensifies. Leaders are in conflict, rolling out new tools adds cost but no impact and investor pressure mounts.

What if you had a travel guide for this tricky midstage?

  • What if your team had a proven midstage map to align on?
  • What if you could inject operator experience while staying in charge?
  • What if you an experienced mid-stage operator always had your back?

Midstage Institute coaches help carry over founding teams from early-stage traction to late-stage market dominance.

We believe in ongoing coaching and facilitation of new competences, so that midstage founders can stay in charge up to and beyond their IPO.

Lizz Harrell

The Midstage Institute team brings strong operating cadence to a process that can be very tedious. It's incredibly valuable to let the executives focus on the business, and the challenges, needs, and vision for the future, and not the process of planning out and aligning on OKRs.

Lizz Harrell
Customer Success, Mode Analytics, Berkeley, CA

Everything you need to align your team, set priorities and drive results

Highest Impact Planning Sessions Ever

Our workshops help your team open up, prioritize your goals and get everyone committed. All to gain compound momentum, revenue growth and investor traction

Blank One-Page Strategic Plan
End-to-end workshop facilitation
From vision to execution, we handle agendas, logistics, and dynamic facilitation, concluding with impactful debriefs.
Strategic Planning Guidance
Distilling your vision into actionable goals for strategic, stepwise market growth and competitive edge.
Execution Assurance
Setting priorities, defining metrics, and optimizing weekly team meetings for clear, consistent progress.
(Co-)founder coaching
Aligning founders' skills with startup growth, enhancing delegation, and maximizing operational efficiency.
Board Backing
Preparing for effective Board meetings, easing tensions, reviewing materials, and providing founder support.
A-Player Optimization
Defining A-player profiles, leading talent assessments, and refining hiring to attract top industry talent.

Our track record

Improving the metrics that matter

Net promoter score (median)
9.1
Client company goals delivered
397
Client revenue growth/year
57%
Client valuation increase/year
4.2X

Tech company leader testimonials

Our programs have generated real impact for 1000s of tech leaders

“I felt that a concrete and efficient structure was provided that helped organize what can easily devolve into chaos without a moderator and without the tools. Additionally, providing insight and guidance on best practices at every step kept the compass pointing north.”

Gregory Zarrillo
Gregory Zarrillo
Sr. Director of Operations
Justpoint

“This process allowed us to allign on some issues that, surprizingly, we hadn't discussed yet. Our coach was awesome and he is very knowledgeable.”

Victor Bornstein
Victor Bornstein
Co-founder & CEO
Justpoint

“It's adjusted to the level of the company. Our coach is not forcing us to follow strict rules, he applies to what our level is and how experienced (or not we are) in particular topics.”

Mateusz Burdzel
Mateusz Burdzel
Vice President, Product
Justpoint

“The structure breeds a great degree of trust amongst teammates and keeps everyone focused in a single direction.”

Anthony Capetola
Anthony Capetola
Executive VP
Sales&Orders

“I appreciate Midstage Insitute's advice and counsel so much in my professional life. I would pay using my funds to have these levels of coaching and advice for the rest of my life on a personal level.”

Ian Weyenberg
Ian Weyenberg
CTO
Sales&Orders

“The company is different than it was a year ago. We are making changes slowly but surely. That is all I can ask as I see better alignment quarter over quarter.”

Sundip Patel
Sundip Patel
CEO & Co-Founder
Avana

“What I appreciate the most in the planning session is the perspective and challenges issued to our thinking. Expanding our thinking and way of looking at things was most valuable as it will stay with us long-term.”

Bryan Doxford
Bryan Doxford
Chief Strategy Officer
Avana

“Our Coach has gotten us into a consistent cadence of focusing on the highest impact issues in our business. This is so valuable to our growth and our confidence in each other.”

Kate Criniti
Kate Criniti
Chief Legal Officer

“During the planning session, we did essential work that we would not otherwise have done.”

Neil Ambler
Neil Ambler
COO

“Our coaches get us and push us in the right direction; by letting people vent and be heard and eventually getting everyone's buy-in.”

Thomas Lapham
Thomas Lapham
CEO

“Always valuable to have a third party/Coach to help formalize the process and provide outside direction.”

Jake Stone
Jake Stone
Chief Revenue Officer & Co-Founder

“The frameworks and facilitation make it a lot easier to think and talk about the challenges and opportunities that are ahead of us.”

Diena Lee Mann
Diena Lee Mann
VP of Product

“I think this is what we needed to upgrade and ramp up; there needed to be a gear shift at the top of the company to ensure the rest of the business takes note.”

Frederika Johnstone
Frederika Johnstone
Chief of Staff

“Very well structured and lead planning session. It's aligning our leadership team.”

Jonathan Macey
Jonathan Macey
Strategic Consultant & Co-Founder

“We made significantly more progress than if we had tried to cover this content by ourselves.”

Lisa Scott
Lisa Scott
Chief Product & Marketing Officer

“The planning sessions have helped us in establishing the focus on our goals each quarter. I would recommend it to other company owners I know.”

Julie Winocur
Julie Winocur
SVP of Growth

“Our coaches do a good job of realigning/pulling back to the plan & methods: herding the cats.”

Jared Stiff
Jared Stiff
Co-Founder & CTO

“An excellent and valuable workshop that was facilitated skillfully. Encouraged direct dialogue amongst the group to reach a structured outcome.”

John Fernandez
John Fernandez
Chief Legal & Compliance Officer

“Without the Midstage Institute, we'd probably not have course correction happen as often or as well.”

Aniket Naravanekar
Aniket Naravanekar
Chief Product Officer

“Because of the planning sessions, we see gradual alignment around the senior C-Suite team.”

Sundip Patel
Sundip Patel
CEO & Co-Founder

“Collaborative, friendly, yet direct and calls the shots where they should. A great forcing function especially for start-ups to focus on what matters most.”

Carly Zhang
Carly Zhang
VP of Partnerships
Arthur Dang

Midstage Institute coaches have been around the block and obviously know what it takes to drive RESULTS. Their experience with other companies will allow anyone to learn from both successes and failures and how to address both. The drilling of structure - strategizing and planning is beneficial beyond business walls.

Arthur Dang
VP of Culture & People, Sales & Orders, New York, NY

Variety of program packages

High ROI No Matter Your Budget

We typically offer a choice between three packages, targeting different balances between targeted momentum, intensity and affordability.

Basic

Getting Results Across Silos

Discuss with a facilitator
  • 0.5–1d quarterly workshops
  • 1 facilitator over Zoom
  • Half-Page Strategic Plan
  • 3 Quarterly OKRs
  • Execution Rhythms
  • Accountability
  • A-Player assessment
  • Bi-weekly CEO check-ins
  • 4–6 people/team
  • Individual Slack support

Best for

  • Seed funded/equiv
  • Headcount 20–50 people

5-10X typical ROI

Discuss with a facilitator

Standard

Getting Compound Momentum

Discuss with a facilitator
  • 1–2d quarterly workshops
  • 1 facilitator in person
  • One-Page Strategic Plan
  • 4 Quarterly OKRs
  • Execution Rhythms
  • Accountability
  • A-Player assessment
  • Core Success Factors
  • North Star Metrics
  • Weekly CEO check-ins
  • 8–10 people/team
  • Multi channel Slack support
  • Incl domestic travel 1p

Best for

  • Series A funded/equiv
  • Headcount 50–150 people

12-15X typical ROI

Discuss with a facilitator

Thorough

Getting Product-Market-Dominance

Discuss with a facilitator
  • 2–3d quarterly workshops
  • 2 facilitators in person
  • Two-Page Strategic Plan
  • 5 Quarterly OKRs
  • 2 OKR level cascade
  • Execution Rhythms
  • Functional & Process Accountability
  • A-Player assessment (forward looking)
  • Core Success Factors
  • Mainstream Market Entry
  • North Star Metrics
  • Optimizing for Profitability
  • Weekly CEO & COO check-ins
  • 9–12 people/team
  • Per-project Slack support
  • Incl domestic travel 2p

Best for

  • Series B+ funded/equiv
  • Headcount 150–500 people

16-20X typical ROI

Discuss with a facilitator
Aniket Naravanekar

Without the Midstage Institute, we'd probably not have course correction happen as often or as well.

Aniket Naravanekar
Chief Product Officer, CHEQ Inc., Seattle, WA