A Proposal for Cardone Ventures

Commercial Strategy
& Deal Optimization

I find the leverage others miss: in operations, in negotiation, in value that hasn't been captured yet.

What I Bring
What I Bring

Built to move at the pace
the business needs.

I built a General Counsel as a Service practice for startups and emerging businesses: access to legal and commercial judgment, fees earned on receipt. Clients paid for outcomes, not time. It worked because it was built to scale cleanly without overhead.

At Silicon Valley Bank, I took that same instinct and applied it to procurement. I built a fast-track program that turned a slow, friction-heavy process into a rapid-delivery capability: identifying, negotiating, and closing vendor and commercial agreements at the pace the business actually needed to move.

The result was faster decisions, better terms, and measurable cost savings, delivered consistently. Not because I added process, but because I built a system others could execute inside of.

I can bring both capabilities to Cardone Ventures and extend them across your portfolio.

The Opportunity at Cardone
The Opportunity at Cardone

Scale creates complexity.
Complexity creates gaps.

With scale like Cardone's comes a natural tension: the volume and complexity of commercial decisions across customers, vendors, partners, and portfolio companies grows faster than the teams managing them. Without a centralized commercial function, the risks are predictable.

Structural Risks
01
Deal quality and pricing discipline vary by team and experience level
02
Negotiation leverage is inconsistent and often left on the table
03
Vendor spend is fragmented, reducing purchasing power
04
Institutional knowledge from each deal disappears rather than compounding
05
Execution slows as Legal, Finance, and operating teams work in parallel rather than in sequence

These are not failures of effort. They are structural gaps, and they are exactly what a centralized commercial function is designed to close.

What This Role Delivers
What This Role Delivers

A commercial infrastructure layer that
strengthens decisions and compounds value.

Commercial Strategy Across the Full Decision Stack

Most organizations treat pricing, deal-making, market entry, build-vs-buy, and vendor strategy as separate problems owned by separate teams. I would own the connective layer across all of them, bringing discipline and intent to significant commercial decisions Cardone makes internally and to those its portfolio companies face.

Purchasing Power as a Strategic Asset

Cardone has significant consolidated purchasing power that is not yet fully leveraged. I would build the infrastructure to change that and then extend it outward.

Commercial Infrastructure as a Client-Facing Service

This is where the model becomes truly differentiated. Portfolio companies face the same commercial challenges Cardone faces: pricing pressure, weak deal structures, fragmented vendor relationships, and reactive negotiation, but without the infrastructure or expertise to address them. By building this capability centrally, Cardone can extend it as a high-value service.

AI-Enabled Execution

I would embed AI tooling into this function from day one, not as a future vision, but as a practical accelerant that multiplies the output of a lean team across both internal and external engagements.

How I Operate
How I Operate

Trusted with judgment.
Expected to execute. No noise.

Engage early on deals that matter, step back where not needed

Partner with Legal, Finance, Technology, and Ops teams rather than gatekeeping them

Turn complexity into clear options, honest tradeoffs, and direct recommendations

Build systems others can execute inside of, so value compounds beyond the hire

My goal is not to be indispensable through dependency. My goal is a measurably better organization with the infrastructure to stay that way.

The 90-Day Plan
Initial 90-Day Plan

Immediate impact.
Infrastructure that compounds.

Days 1-30
Assess & Map
  • Conduct a structured review of current deal flow, vendor landscape, and negotiation practices
  • Identify the top 3-5 immediate opportunities for cost savings or margin improvement
  • Map key stakeholders, decision rights, and bottlenecks across Legal, Finance, IT, and customer-facing teams
  • Establish baseline metrics: deal cycle time, pricing variance, vendor spend fragmentation
Days 31-60
Build & Activate
  • Introduce standardized deal and negotiation frameworks
  • Begin supporting active high-value negotiations with structured strategy
  • Implement a fast-track intake and prioritization process for commercial requests
  • Identify the first two or three portfolio companies as candidates for Procurement as a Service
Days 61-90
Launch & Measure
  • Formally launch the centralized commercial function
  • Deploy initial AI tools and workflows into deal preparation and review
  • Present first measurable outcomes: cycle time improvements, cost savings, deal quality metrics
  • Deliver a 12-month roadmap for scaling the function and the PaaS model
Why This, Why Now
Why This, Why Now

The next unlock
is infrastructure.

Cardone has built the revenue. The portfolio. The brand. The next unlock is infrastructure. Specifically, the commercial infrastructure that captures more value from every deal, every vendor relationship, and every portfolio company engagement.

This is not a support function. It is a value creation layer that compounds across the portfolio with every deal closed, negotiation won, and system built.

I have done this before. I know the fast-track version and the fully scaled version. I am proposing both: immediate impact and a platform that grows with Cardone.

The window to build this
the right way is now.
I am ready.