A private practice for the second decade of an agency.
We are a small advisory firm that operates out of view of the market it serves. Our work is the firm's work — not a brochure for it.
What kind of firm Privvy is.
Privvy is not a marketing agency, an outsourced sales team, or a coach. We are a revenue advisory: the partner founders engage when they need to design and operate the financial and commercial system behind a retained book of business.
We work with one founder at a time, on the strategy that does not get delegated and the execution that usually does — pricing, proposals, retention, and the leadership cadence that holds them.
Engagements are private by design. We do not publish client logos, we do not name founders without their permission, and the work that happens in the room stays in the room.
Four disciplines, run in parallel.
Revenue is rarely fixed by addressing one of these in isolation. Privvy engagements work across all four, with the weight of each tuned to the firm.
01
Revenue Strategy
- Pricing architecture & offer design
- Financial model and unit economics
- Retention and renewal strategy
- Founder-led pipeline design
02
Sales & Pipeline
- Proposal architecture and language
- Discovery and qualification rhythm
- CRM, scorecards, and weekly cadence
- Sales handoff away from the founder
03
Operations & Delivery
- Engagement design and delivery rhythm
- Client governance and retention systems
- Team capacity, utilization, and margin
- Account expansion playbooks
04
Leadership & Team
- Org design and second-line leadership
- Compensation and incentive structure
- Operating cadence and decision rights
- Founder time and the right to step out
How we hold the work.
01
Quiet by design.
Engagements are private. Names, numbers, and decks stay between us.
02
Few clients, on purpose.
A small annual roster lets us be present, not a vendor on a slack channel.
03
In the room.
We work alongside the founder and leadership team — not from a deck.
04
Retained, not sold.
Our outcomes are measured by what holds twelve months later, not by the close.
By appointment, anywhere.
Privvy operates remotely with select in-person work for diagnostic and design phases. Most of the firm's clients are in North America; we have served boutique agencies in Europe and the United Kingdom and welcome inquiries from either market.
We do not hold a public office. Meetings are by appointment, in-person at a venue of the founder's preference or, more often, in private working sessions over secure video.