Commercial diligence, value creation, and focused portfolio questions
Services
What I offer
Focused support for the decisions that shape value.
Four distinct services connect customer understanding, rigorous analysis, and practical judgment to the choice in front of you.
Services
Start with the business question.
Each engagement is sized to the decision, with a clear scope, working cadence, and answer to deliver.
Commercial due diligence
Understand the market through its customers. Test demand, competitive position, and the durability of the investment thesis.
Growth strategy & value creation
Identify the few choices that matter most—and translate them into a focused growth agenda.
Customer strategy & performance
Understand what drives choice, loyalty, retention, and economics—and turn that evidence into action.
Strategic advisory
Direct support to CEOs, founders, and top teams on focused decisions, alignment, and action.
Who I work with
Growth, customer strategy, transformation, and top-team alignment
Market focus, customer experience, operating model, and founder advisory
Growth choices, customer priorities, and a practical leadership agenda
Based in Princeton, serving clients locally and nationwide.
How we work together
Close partnership. Clear progress.
Collaborative
Work directly with the people closest to the decision, pairing outside perspective with the knowledge already inside the business.
Iterative
Share emerging answers early, test them together, and refine the work as new evidence changes the view.
Partner-led
Work with Dan throughout the engagement—from the first question to the final recommendation and next steps.
Typical timing
Right-sized to the need.
Timing is indicative. Longer programs are divided into defined phases, each with its own question, output, and decision point.
Focused strategic question1–2 weeks
A rapid, evidence-based answer to a defined decision
Commercial due diligence2–6 weeks
A decision-ready view of the investment thesis
Leadership or top-team workshop1–2 days, plus preparation
Alignment on the choices, priorities, and actions that matter
Strategy or customer work6–12 weeks typical; up to 6 months
Defined phases, decisions, and tangible outputs throughout
CEO or founder advisory1–6 months, with review points
Direct counsel as leadership priorities and decisions evolve
Start a conversation
Have a decision in front of you?
Whether you are evaluating an investment, setting a growth agenda, or resolving a focused business question, we can discuss the right scope, timing, and pricing.
Discuss a projectdan@capocciaco.com · Princeton, New Jersey · Local and nationwide engagements