Scale Your Company with Confidence
Scale Your Company With Proven Leadership Methods
We help fast-growing tech companies scale from $5M to $100M+ through strategic facilitation, executive coaching, and battle-tested implementation frameworks.
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Tech companies scaling rapidly often face:
- Teams working in silos with misaligned priorities
- Slow decision-making blocking rapid execution
- Loss of momentum in product development
- Difficulty maintaining culture during rapid hiring
- Key leader burnout and turnover
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Choose the right path for your growth stage:
- Jumpstart: 2-day intensive to solve urgent challenges
- 90-Day Sprint: Full leadership team transformation
- Velocity Partner: We drive team execution while you scale
- Strategic Alliance: Your experienced board-room ally
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Our clients typically achieve:
- 10-20x ROI within first year
- 40% faster strategic decision-making
- Unified leadership team with clear priorities
- Scalable processes that support rapid growth
- Improved talent retention and team morale
Free Assessment
Your Path to Strategic Clarity
Start with our proven assessment process to uncover your company's growth opportunities and challenges. Get actionable insights tailored to your business in three simple steps.
- 1. 15-Minute Assessment
- — Complete our focused questionnaire or schedule a quick call. We've designed this step to be efficient while gathering the crucial information we need to help you.
- 2. Custom Growth Report
- — Our team analyzes your responses and prepares a detailed report highlighting your company's strengths, growth opportunities, and specific areas for improvement.
- 3. Strategy Call
- — Review your custom report with our experts in a focused strategy session. We'll discuss the findings and recommend clear next steps for your growth journey.

What our clients are saying
We Have Helped 100+ Teams Speed up their Startup
The frameworks and facilitation make it a lot easier to think and talk about the challenges and opportunities that are ahead of us.
![[{m?.name}]](/client_images/diena-lee-mann.jpeg)
During the planning session, we did essential work that we would not otherwise have done.
![[{m?.name}]](/client_images/neil-ambler.jpeg)
Methodical and consistent framework that guides the team through the entire value chain of a software company.
![[{m?.name}]](/client_images/alan_young.jpeg)
Good business acumen. Solid reference points from other companies. Fun to work with. Ensure we make progress with tangible results.
![[{m?.name}]](/client_images/scott-jameson.jpeg)
An excellent and valuable workshop that was facilitated skillfully. Encouraged direct dialogue amongst the group to reach a structured outcome.
![[{m?.name}]](/client_images/john-fernandez.jpeg)
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.
![[{m?.name}]](/client_images/gregory-zarrillo.jpeg)
FOCUS: We lack focus all too often. This workshop provided us with actionable areas of focus. We need to have our feet held to the fire this year. If we do, we'll be successful!
![[{m?.name}]](/client_images/bryan_doxford.jpeg)
Helps teams remain focused and accountable which leads to higher success rates of goal achievement.
![[{m?.name}]](/client_images/arthur-dang.jpeg)
Growing from a small to medium sized company is extremely challenging and Midstage helps companies identify key challenges, works with the executives to key in on a few items to propel the growth. They don't try to address too many items which can overwhelm an organization, rather try to focus the team on what matters for them, and then move towards it.
![[{m?.name}]](/client_images/an-bui.jpeg)
This is a true masterclass in what it takes to turn good leadership into great leadership. It is clear that our coaches care very much about who they coach and show buy in from the very beginning and throughout.
![[{m?.name}]](/client_images/anthony-capetola.jpeg)
The best money I've ever spent is on Midstage Institute. Not only are they helping scale our business, but they personally help me to become a better leader
![[{m?.name}]](/client_images/james-hughes.jpeg)
Our coach is experienced in providing advices / ideas for companies in the scaling up journey. The framework and tools provided managed to help us in achieving goal clarity and priorities alignment across the leadership team.
![[{m?.name}]](/client_images/royston-law.jpeg)
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.
![[{m?.name}]](/client_images/sundip-patel.jpeg)
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.
![[{m?.name}]](/client_images/ian-weyenberg.jpeg)
You need to do some kind of workshop like this to get ready to scale. Do it yourself if you want, but probably a lot more successful with the experience of our coaches.
![[{m?.name}]](/client_images/joel_martin.jpeg)
Our coaches guided us through planning and prioritization without judgement and helped us come to strategic decisions efficiently. Those decisions gave us actionable and measurable goals.
![[{m?.name}]](/client_images/meghan_gaffney.jpeg)
Unifying ideas is a bit challenging, this workshop will help you do that and set your horizon on the goals you actually want to reach
![[{m?.name}]](/client_images/carlos_vera_ciro.jpeg)
Having guidance in defining growth is as much needed as a coach for a team; there are goals that need to be accomplished, considered, and directed at different cadences that only be done when a team works towards those directives. The coaches are great at providing a layout to guide these discussions.
![[{m?.name}]](/client_images/charee_peters.jpeg)
Having skilled facilitators to plan the session and guide us through the process is key to ensuring the right topics are covered to create a successful path forward.
![[{m?.name}]](/client_images/deeann_avina.jpeg)
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.
![[{m?.name}]](/client_images/dylan-gaffney.jpg)
If you are looking for a trusted partner/coach to help you scale to the next level, our coaches bring a unique and valuable approach to pulling out the critical areas of focus, foster a workship that drives opennesn and collaboration while reamining mindful of the end goal in sight. Having coaches with their level of experience that have been through this with other scaling organizations is highly valuable in this stage of the game.
![[{m?.name}]](/client_images/jill_lenoble.jpeg)
Our coaches have a very clear and measured approach to help leaders think objectively about where their compnay is, and where they want it to be. They were able to walk the team through each of the steps and show how they connected. The outcome was a clear consensus for the team on what the key issues are that need focus in the coming months.
![[{m?.name}]](/client_images/mark_wochos.jpeg)
Structured , systematic, direction
![[{m?.name}]](/client_images/guillermo_andres.jpeg)
Very structured, not gimicky, fostered great and REAL results
![[{m?.name}]](/client_images/jessica_english.jpeg)
Required if you have a clear vision but need structure and direction.
![[{m?.name}]](/client_images/johnny_hou.jpeg)
Systematic, insightful, thought provoking, collaborative.
![[{m?.name}]](/client_images/philip-bakhramov.jpeg)
Structured, well planned
![[{m?.name}]](/client_images/rob-brinkman.jpeg)
well designed and planned. Clear on process and what we were doing at each point. good interaction facilitated amongst virtual and live participants
![[{m?.name}]](/client_images/sam-halverson.jpeg)
If you are looking for some structure and a way to move along the definition of your plan, our coaches are your guys
![[{m?.name}]](/client_images/scott-jameson.jpeg)
Good Structure, Well-prepared - allowed us to focus on strategy. Good push by our coaches to stay within structure and to help clarify goals and momentum
![[{m?.name}]](/client_images/shawn_borsky.jpeg)
Expert facilitation and insight into how to move the group.
![[{m?.name}]](/client_images/chris_berg.jpeg)
Our coach pushes us out of our comfort zone and encourages creativity
![[{m?.name}]](/client_images/dan_reynolds.jpeg)
The session was fun, creative and to the point and we're learning more about how the InRule business works
![[{m?.name}]](/client_images/dana_markovic.jpeg)
Great facilitation, planning and mix of joint sessions and breakouts.
![[{m?.name}]](/client_images/jennie_hagglund.jpeg)
I have recommended and told them that our coaches gets a team to think together and make real plans with accountability
![[{m?.name}]](/client_images/loren_goodman.jpeg)
excellent facilitation with insightful and subtle course correction when needed
![[{m?.name}]](/client_images/mark_lonsway.jpeg)
Good structure and even if it was a long workshop they manage to get up the energy all the way onto the end.
![[{m?.name}]](/client_images/mattias_arnelund.jpeg)
Our coach excels as reading the room in order to keep the meeting momentum going and draw people out of their shells to share concerns and frustrations - as well as keep the focus
![[{m?.name}]](/client_images/renee_wagner.jpeg)
It requires us to make decisions in real-time on items that are sometimes nebulous leading up to the workshop.
![[{m?.name}]](/client_images/rik-chomko.jpeg)
Lessons learned along with applicable take aways will help make an immediate impact on how we operate
![[{m?.name}]](/client_images/shannon-prillaman.jpeg)
As a team we have discussed about what is important for us. We should have also discussed about current challenges to create a path to achieve the goals.
![[{m?.name}]](/client_images/prasad-savarapu.jpeg)
Open and frank dialogue and facilitator ensured we say focused. Metronome worksheet shows a one page solution on how we scale and is simple to track. Recommend that you also focus on how communication can be improved within the company as that is key ingredient for our success.
![[{m?.name}]](/client_images/sanat-patel.jpeg)
MidStage provided a safe environment to hold candid conversations on what is important to the company. This allowed to dispel any misconceptions and ultimately align on corporate objectives.
![[{m?.name}]](/client_images/kyung-kim.jpeg)
It was great to have a third party who could facilitate this kind of discussion. It would have been more helpful though to see more examples of how our goals could be accomplished, based on other companies' experiences.
![[{m?.name}]](/client_images/mae-julian.jpeg)
Good information on getting us all on "one page". Had hoped to have more specifics as to how we would accomplish what we need to accomplish, but maybe that comes as we continue in this effort and this is simply providing the basis.
![[{m?.name}]](/client_images/matt-hunt.jpeg)
Having an outside, knowledgeable facilitator helps the process move forward in a given framework more quickly and successfully
![[{m?.name}]](/client_images/michael-tansley.jpeg)
Facilitated an open discussion and helped streamline our thoughts
![[{m?.name}]](/client_images/payal-bhatia.jpeg)
The overall process solicited feedback in neutral manner and provided clarity in identifying the "rocks".
![[{m?.name}]](/client_images/shivan-perera.jpeg)
If you want to go further go as a team and to do that you really need to get everyone aligned. Thank you.
![[{m?.name}]](/client_images/sundip-patel.jpeg)
The information and knowledge they provide will make you think of the organization differently and will teach your team to prioritze goals and align everyone around them.
![[{m?.name}]](/client_images/yazeed-ettaib.jpeg)
Tailored agenda and facilitations specific to business needs and priorities
![[{m?.name}]](/client_images/kat-frederick.jpeg)
Bespoke to the challenges of the org. Keeps us focused and productive. Stylistically may only work for specific culture/size of an organization
![[{m?.name}]](/client_images/long-chu.jpeg)
Our coaches' facilitation skills are excellent, they have provides us with a framework to solve our problems.
![[{m?.name}]](/client_images/rob-brinkman.jpeg)
We often dive into complex topics which our coaches were able to help the team navigate leading to productive conversations.
![[{m?.name}]](/client_images/shaun-collins.jpeg)
The examples of other companies and key learnings is really useful and insightful
![[{m?.name}]](/client_images/sam-halverson.jpeg)
Excellent knowledge, good articulation and depth on subject, good facilitation, real world examples
![[{m?.name}]](/client_images/felix-Guerra.jpeg)
Good facilitation of business relevant and constructive conversation.
![[{m?.name}]](/client_images/philip-bakhramov.jpeg)
If you think your team is communicating well in your normal meetings then you're wrong. Our coaches can actually help your team tease out the important bits without a lot of businessy "fluff".
![[{m?.name}]](/client_images/josh-ferguson.jpeg)
I like the balance of moderation levels, giving structure where we need it, and letting the conversation run when warranted.
![[{m?.name}]](/client_images/dan-quine.jpeg)
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.
![[{m?.name}]](/client_images/lizz-harrell.jpeg)
Super valuable to have an independent advisor/moderator with relevant domain experience to drive to decisions and consensus.
![[{m?.name}]](/client_images/jared-stiff.jpeg)
Helpful forcing function to drive us toward hard conversations and clear direction. There is still some ambiguity that we need to solve and we probably didn't get as button down on certain topics. We only had so much time.
![[{m?.name}]](/client_images/dan-estanqueiro.jpeg)
Is all 10s really useful feedback? Helpful to have an external driver of process and outcomes - with the context of referenceable examples (other midstage companies).
![[{m?.name}]](/client_images/eric-best.jpeg)
I agreed with almost everything you presented :). 3rd party validation, without bias, is always great for a company.
![[{m?.name}]](/client_images/steve-davis.jpeg)
Very helpful to have a break from the day to day to refocus and have moderaters to keep us on track for tough decisions.
![[{m?.name}]](/client_images/angie-moe.jpeg)
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.
![[{m?.name}]](/client_images/arthur-dang.jpeg)
Having our coaches manage and control the meeting allowed us to stay on track! The coaches questioned our thoughts to make us think in a way I believe alot of us aren't use to.
![[{m?.name}]](/client_images/matthew-vecchione.jpeg)
The workshop is targeted towards producing results and it gets the job done. The exercises are delivered in casual, relaxed atmosphere and involve everyone in the decision making process.
![[{m?.name}]](/client_images/norm-cotrona.jpeg)
We need to make changes, and embrace the change or acknowledge that change is needed; not just repeat what we have been doing and expect a different result.
![[{m?.name}]](/client_images/michael-tansley.jpeg)
A safe place to discuss openly issues facing the company with a focus towards finding solutions and creating greater collaboration.
![[{m?.name}]](/client_images/sanat-patel.jpeg)
Because small changes require introspection and the team is realizing what to do.
![[{m?.name}]](/client_images/sundip-patel.jpeg)
At the end of the day, it's the people that work in/on the business that are going to fix things. We can't rely on outsiders to fix our problems however, the Midstage Institute's program was key in helping us identify the root issues and creating alignment on how to address those issues.
![[{m?.name}]](/client_images/shivan-perera.jpeg)
This process allowed us to align on some issues that, surprizingly, we hadn't discussed yet. Our coach was awesome and he is very knowledgeable.
![[{m?.name}]](/client_images/victor-bornstein.jpeg)
In my opinion, it gave us the clarity we needed to focus on the most important items to focus on a the moment.
![[{m?.name}]](/client_images/oleksandr-zakharchuk.jpeg)
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.
![[{m?.name}]](/client_images/mateusz-burdzel.jpeg)
Very helpful if your team needs to align on strategic priorities.
![[{m?.name}]](/client_images/julia-kinner.jpeg)
Very helpful to get out and formalize the plans and strategy that is already in the team on a more informal level.
![[{m?.name}]](/client_images/salvatore-bocchetti.jpeg)
Well structured, engaging, and interactive. Our coaches guided us in documenting step-by-step our priorities in the OPSP for future guidance and tracking
![[{m?.name}]](/client_images/william-mcclain.jpeg)
Good insights and kept the team on course to finish the Business Model Canvas.
![[{m?.name}]](/client_images/aniket-naravanekar.jpeg)
Helps you take a step back, question your strategy, and really determine the best course of action.
![[{m?.name}]](/client_images/jake-stone.jpeg)
Formalized our thinking and helped us work through unclear aspects of the plan, fill in gaps and assign roles.
![[{m?.name}]](/client_images/tom-lapham.jpeg)
Our coaches were great at facilitating the planning session, we've been moving through a lot of material and concepts. The business model and quarterly build out was also very useful
![[{m?.name}]](/client_images/tom-lapham.jpeg)
The structure breeds a great degree of trust amongst teammates and keeps everyone focused in a single direction.
![[{m?.name}]](/client_images/anthony-capetola.jpeg)
I would definitely recommend Midstage Institute to a good fitting client looking to grow or improve.
![[{m?.name}]](/client_images/ian-weyenberg.jpeg)
Future planning in a structured obtainable way.
![[{m?.name}]](/client_images/julie-winocur.jpeg)
Our coaches keep us focused and working towards the right goal.
![[{m?.name}]](/client_images/matthew-vecchione.jpeg)
Our coaches' process helps build and develop clarity in developing effective objectives.
![[{m?.name}]](/client_images/norm-cotrona.jpeg)
Continued improvement in management and better alignment within the company
![[{m?.name}]](/client_images/sanat-patel.jpeg)
The planning session was well led, flexed to change in needs and direction.
![[{m?.name}]](/client_images/michael-tansley.jpeg)
These quarterly planning sessions are always eye-opening.
![[{m?.name}]](/client_images/yazeed-ettaib.jpeg)
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.
![[{m?.name}]](/client_images/bryan_doxford.jpeg)
The planning session provided us with focus by mapping out our priorities.
![[{m?.name}]](/client_images/marla-griffith.jpeg)
It was a positive experience! I would generally recommend the Midstage Institute, depending on the company/group's objective.
![[{m?.name}]](/client_images/parag-ladhawala.jpeg)
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.
I thought the right amount of directness and pressure was applied to the team and individual leaders. I thought feedback was delivered with respect and there was a helpful amount of energy.
![[{m?.name}]](/client_images/brad-goodall.jpeg)
We made significantly more progress than if we had tried to cover this content by ourselves.
![[{m?.name}]](/client_images/lisa-scott.jpeg)
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