About
I trace commercial problems to the root cause.
Most commercial reads come from finance or consulting. This one comes from building systems designed to take 4,500 lbs of seawater 10,000 ft below the surface and work reliably without human intervention, and a decade of commercial experience built on top of them.
I learned failure mode analysis early. A component was delayed. The supplier recommended a drop-in replacement. The design team ran with it and during qualification testing it failed. We spent two weeks troubleshooting with the manufacturer before figuring out the component was wrong for the application. The replacement shipped from Norway by air freight. Project was six weeks late. The root cause was not the supplier's recommendation. It was that no one worked on this equipment before, and no one knew which questions to ask before the design was locked. I have thought about that sequence on every project since.
The same discipline transferred when I moved into commercial work. An industrial software platform going through an ownership change needed to secure a growth funding commitment. The company had revenue projections, but multiple versions existed and they disagreed depending on who was in the room. None of them traced back to how the business actually converted opportunities. I built the first true bottom-up model: pulled the global asset base, roughly two thousand assets across more than forty customers, applied historical license conversion ratios by project phase and product line to generate a monthly ARR forecast by geography. The model gave a number that could be defended when someone from outside pushed on it, not because it was optimistic but because every assumption was documented and traceable. It survived an external strategic review. Funding was secured. It became the company's primary forecasting tool. The point was not to produce the right answer. The point was to build a reliable model.
Space City Growth is three bounded commercial reads for industrial founders, operators, acquirers, and technical B2B teams who need someone who has worked in the industry, not just analyzed it from the outside. Signal Check: 24 hours, three to five kill-criteria questions, a direct go/conditional/walk verdict. Snapshot: 72 hours on one commercial question — pricing story, GTM motion, partner channel, acquisition thesis. Partner and GTM Architecture: the full rebuild when the technology works but the commercial model does not. The background is oilfield hardware, industrial SaaS, and the commercial layer between them. That experience is either useful to you or it is not.
Background
- Mechanical engineer: surface wellheads, subsea connections, ROV tooling, custom electro-mechanical and hydraulic control systems, offshore operations in the Gulf of America
- Commercial architecture: pricing models, GTM frameworks, partner programs, TAM/SOM models, revenue forecasting
- Industrial SaaS: enterprise pricing, partner ecosystem development, product commercialization
- Houston-based
Have a live commercial question? Start with the Signal Check or go straight to the intake form.