Scale Your Company with Confidence

[OmniOne]

"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"

[James Hughes]
James Hughes
CEO
[NZXT]

"Good business acumen. Solid reference points from other companies. Fun to work with. Ensure we make progress with tangible results."

[Scott Jameson]
Scott Jameson
Chief Operating Officer
Average revenue growth
200%
Team alignment improvement
90%
Faster execution speed
3x
Client satisfaction rate
95%

Trusted by the world's most innovative startups

NiumRocket FuelAvanaLuckylandGeneral AssemblyVGWSoundcommerceShiphawk1871Veda DataNZXTAlbertGlobal PokerBatmaidCodecovdScoutYourPush AgencySomniacsLionsbotLocateeJustpointGoodtime.IOMode AnalyticsThe YardCheqRedoxBankedChumba CasinoInruleSales & OrderBeekeeperScanditNiumRocket FuelAvanaLuckylandGeneral AssemblyVGWSoundcommerceShiphawk1871Veda DataNZXTAlbertGlobal PokerBatmaidCodecovdScoutYourPush AgencySomniacsLionsbotLocateeJustpointGoodtime.IOMode AnalyticsThe YardCheqRedoxBankedChumba CasinoInruleSales & OrderBeekeeperScanditNiumRocket FuelAvanaLuckylandGeneral AssemblyVGWSoundcommerceShiphawk1871Veda DataNZXTAlbertGlobal PokerBatmaidCodecovdScoutYourPush AgencySomniacsLionsbotLocateeJustpointGoodtime.IOMode AnalyticsThe YardCheqRedoxBankedChumba CasinoInruleSales & OrderBeekeeperScanditNiumRocket FuelAvanaLuckylandGeneral AssemblyVGWSoundcommerceShiphawk1871Veda DataNZXTAlbertGlobal PokerBatmaidCodecovdScoutYourPush AgencySomniacsLionsbotLocateeJustpointGoodtime.IOMode AnalyticsThe YardCheqRedoxBankedChumba CasinoInruleSales & OrderBeekeeperScanditNiumRocket FuelAvanaLuckylandGeneral AssemblyVGWSoundcommerceShiphawk1871Veda DataNZXTAlbertGlobal PokerBatmaidCodecovdScoutYourPush AgencySomniacsLionsbotLocateeJustpointGoodtime.IOMode AnalyticsThe YardCheqRedoxBankedChumba CasinoInruleSales & OrderBeekeeperScandit

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.

Common Growth Challenges

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

See how we solve these

Engagement Options

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

See engagement options

Measurable Outcomes

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

View client success stories

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.
Strategic Assessment Process Overview

What our clients are saying

We have helped 100+ Startup Teams Get Up to Speed

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}]
Diena Lee Mann
VP of Product

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

[{m?.name}]
Neil Ambler
COO

Methodical and consistent framework that guides the team through the entire value chain of a software company.

[{m?.name}]
Alan Young
Chief Product Officer

Good business acumen. Solid reference points from other companies. Fun to work with. Ensure we make progress with tangible results.

[{m?.name}]
Scott Jameson
Chief Operating Officer

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

[{m?.name}]
John Fernandez
Chief Legal & Compliance Officer

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}]
Gregory Zarrillo
Sr. Director of Operations

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}]
Bryan Doxford
Chief Strategy Officer

Helps teams remain focused and accountable which leads to higher success rates of goal achievement.

[{m?.name}]
Arthur Dang
VP of Culture & People

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}]
An Bui
Vice President, Supply Operations

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}]
Anthony Capetola
Executive VP

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}]
James Hughes
CEO

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}]
Royston Law
Head of Strategy & Special Projects / Chief of Staff

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}]
Sundip Patel
CEO & Co-Founder

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}]
Ian Weyenberg
CTO

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}]
Joel Martin
COO

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}]
Meghan Gaffney
Founder & CEO

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}]
Carlos Vera Ciro
Enterprise Architect

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}]
Charee Peters
Data Scientist

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}]
DeeAnn Avina
Director of Personnel

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}]
Dylan Gaffney
Head of Product & Engineering

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}]
Jill LeNoble
Head of Customer Success

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}]
Mark Wochos
Chief Information Security Officer

Structured , systematic, direction

[{m?.name}]
Guillermo Andres
Product Development

Very structured, not gimicky, fostered great and REAL results

[{m?.name}]
Jessica English
VP Marketing

Required if you have a clear vision but need structure and direction.

[{m?.name}]
Johnny Hou
Founder, CEO

Systematic, insightful, thought provoking, collaborative.

[{m?.name}]
Philip Bakhramov
Sr. Director, Sales & Marketing - EMEA

Structured, well planned

[{m?.name}]
Rob Brinkman
Chief Commercial Officer

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}]
Sam Halverson
SVP, People and Culture

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}]
Scott Jameson
Chief Operating Officer

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}]
Shawn Borsky
Vice President, Design

Expert facilitation and insight into how to move the group.

[{m?.name}]
Chis Berg
Director of Digital Acceleration

Our coach pushes us out of our comfort zone and encourages creativity

[{m?.name}]
Dan Reynolds
Vice President - Product

The session was fun, creative and to the point and we're learning more about how the InRule business works

[{m?.name}]
Dana Markovic
COO

Great facilitation, planning and mix of joint sessions and breakouts.

[{m?.name}]
Jennie Hägglund
CPO

I have recommended and told them that our coaches gets a team to think together and make real plans with accountability

[{m?.name}]
Loren Goodman
CTO

excellent facilitation with insightful and subtle course correction when needed

[{m?.name}]
Mark Lonsway
VP - Client Services

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}]
Mattias Arnelund
Managing Director

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}]
Renee Wagner
VP, Global Marketing

It requires us to make decisions in real-time on items that are sometimes nebulous leading up to the workshop.

[{m?.name}]
Rik Chomko
Founder & Advisor

Lessons learned along with applicable take aways will help make an immediate impact on how we operate

[{m?.name}]
Shannon Prillaman
VP of HR

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}]
Prasad Savarapu
Chief Operating Officer

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}]
Sanat Patel
Chief Lending Officer

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}]
Kyung Kim
Executive Vice President

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}]
Mae Julian
VP-Financial Controller

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}]
Matt Hunt
Chief Credit Officer

Having an outside, knowledgeable facilitator helps the process move forward in a given framework more quickly and successfully

[{m?.name}]
Michael Tansley
Chief Financial Officer

Facilitated an open discussion and helped streamline our thoughts

[{m?.name}]
Payal Bhatia
SVP - Real Estate Credit

The overall process solicited feedback in neutral manner and provided clarity in identifying the "rocks".

[{m?.name}]
Shivan Perera
SVP - Participations and Debt

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}]
Sundip Patel
CEO & Co-Founder

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}]
Yazeed Ettaib
Product Manager

Tailored agenda and facilitations specific to business needs and priorities

[{m?.name}]
Katherine Frederick
Executive Assistant

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}]
Long Chu
Head of Finance & Strategic Planning

Our coaches' facilitation skills are excellent, they have provides us with a framework to solve our problems.

[{m?.name}]
Rob Brinkman
Board of Directors Advisor

We often dive into complex topics which our coaches were able to help the team navigate leading to productive conversations.

[{m?.name}]
Shaun Collins
VP, Software Product & Engineering

The examples of other companies and key learnings is really useful and insightful

[{m?.name}]
Sam Halverson
SVP, People & Culture

Excellent knowledge, good articulation and depth on subject, good facilitation, real world examples

[{m?.name}]
Felix Guerra
VP, Hardware Engineering

Good facilitation of business relevant and constructive conversation.

[{m?.name}]
Philip Bakhramov
Sr. Director, Sales & Marketing

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}]
Josh Ferguson
Co-Founder

I like the balance of moderation levels, giving structure where we need it, and letting the conversation run when warranted.

[{m?.name}]
Dan Quine
SVP of Product & Engineering

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}]
Lizz Harrell
Customer Success

Super valuable to have an independent advisor/moderator with relevant domain experience to drive to decisions and consensus.

[{m?.name}]
Jared Stiff
Co-Founder & CTO

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}]
Dan Estanqueiro
SVP, Finance

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}]
Eric Best
Co-Founder & CEO

I agreed with almost everything you presented :). 3rd party validation, without bias, is always great for a company.

[{m?.name}]
Steve Davis
Chief Revenue Officer

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}]
Angie Moe
Head of Data & Customer Enablement

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}]
Arthur Dang
VP of Culture & People

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}]
Matt Vecchione
VP of Sales & Partnerships

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}]
Norm Cotrona
eCommerce Shopping Feed Integration Specialist

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}]
Michael Tansley
Chief Financial Officer

A safe place to discuss openly issues facing the company with a focus towards finding solutions and creating greater collaboration.

[{m?.name}]
Sanat Patel
Chief Lending Officer

Because small changes require introspection and the team is realizing what to do.

[{m?.name}]
Sundip Patel
CEO & Co-Founder

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}]
Shivan Perera
SVP - Participations and Debt

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}]
Victor Bornstein
Co-founder & CEO

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}]
Oleksandr Zakharchuk
Co-founder & CTO

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}]
Mateusz Burdzel
Vice President, Product

Very helpful if your team needs to align on strategic priorities.

[{m?.name}]
Julia Kinner
Marketing Director

Very helpful to get out and formalize the plans and strategy that is already in the team on a more informal level.

[{m?.name}]
Salvatore Bocchetti
Head of Product

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}]
William McClain
Head of People

Good insights and kept the team on course to finish the Business Model Canvas.

[{m?.name}]
Aniket Naravanekar
Chief Product Officer

Helps you take a step back, question your strategy, and really determine the best course of action.

[{m?.name}]
Jake Stone
Chief Revenue Officer & Co-Founder

Formalized our thinking and helped us work through unclear aspects of the plan, fill in gaps and assign roles.

[{m?.name}]
Tom Lapham
CEO

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}]
Jim Castillio
CTO & Co-Founder

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

[{m?.name}]
Anthony Capetola
Executive VP

I would definitely recommend Midstage Institute to a good fitting client looking to grow or improve.

[{m?.name}]
Ian Weyenberg
Chief Operating Officer

Future planning in a structured obtainable way.

[{m?.name}]
Julie Winocur
VP Corporate Communications

Our coaches keep us focused and working towards the right goal.

[{m?.name}]
Matt Vecchione
VP of Sales & Partnerships

Our coaches' process helps build and develop clarity in developing effective objectives.

[{m?.name}]
Norm Cotrona
eCommerce Shopping Feed Integration Specialist

Continued improvement in management and better alignment within the company

[{m?.name}]
Sanat Patel
Chief Lending Officer

The planning session was well led, flexed to change in needs and direction.

[{m?.name}]
Michael Tansley
Chief Financial Officer

These quarterly planning sessions are always eye-opening.

[{m?.name}]
Yazeed Ettaib
Senior Digital Product Manager

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}]
Bryan Doxford
Chief Strategy Officer

The planning session provided us with focus by mapping out our priorities.

[{m?.name}]
Marla Griffith
Chief Financial Officer

It was a positive experience! I would generally recommend the Midstage Institute, depending on the company/group's objective.

[{m?.name}]
Parag Ladhawala
Chief Growth Officer

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.

[{m?.name}]
Frederika Johnstone
Chief of Staff

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}]
Brad Goodall
CEO & Founder

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

[{m?.name}]
Lisa Scott
Chief Product & Marketing Officer

Start with your Free Assessment: