Customer Success Stories | EggNest Advisors

A rocket-ship cybersecurity startup needed to build a global channel program from zero. Fast. While maintaining quality and compliance in a complex security market.
- Secured Tier-1 reseller agreements across North America in record time
- Established full GTM infrastructure, including demos, contracts, and partner enablement
- Built a strong, fast-growing channel pipeline within the first quarter
- Operational channel program was stood up in under four months
- North American pipeline activated and producing opportunities
- Complete CRO handoff with a ready-to-scale channel program in six months

A traditional construction company scaling into five integrated businesses needed to understand where to invest, what to cut, and how to optimize — but their existing analysis would take 6-12 months.
- Partnered with owners, investors, and advisors to map the entire operation
- Used AI tools (Claude, ChatGPT, Gemini) to model complex asset relationships
- Analyzed margins, valuations, and growth scenarios across all five verticals
- Compressed 6-12 months of analysis into 3 months.
- Identified higher-margin opportunities.
- Armed leadership with data that improved lending terms.
- AI became a competitive advantage in an industry that hasn't caught up yet.

Healthcare executives knew AI was transforming their industry but had no roadmap for effective and compliant implementation that would result in true return-on-investment.
- Provided the executive team with grounded education on the current capabilities of AI
- Identified specific workflows for secure automation of mission-critical processes
- Implemented an AI platform to address a highly manual denial of claims process
- Full leadership buy-in on AI strategy.
- Highly focused AI project with measured outcomes.
- Positioned as the forward-thinking hospital in their region

Building a third company requires different tactics than your first startup — especially when AI is moving this fast and capital markets are more selective.
- Recruited founding team with complementary expertise
- Built business model optimized for bootstrapping and strategic partnerships
- Structured capital strategy around QSBS tax optimization
- Lined up stealth partnerships before public launch
- Fall 2025 launch with execution team, roadmap, and partnerships locked
- Structured for a 5-year scale — deliberately avoiding the hype cycle trap
- Proof of what happens when experienced operators run incubation

A fast-growing cyber services firm needed operator-level guidance on scaling and preparing for strategic investments or possible acquisition — before the bankers, lawyers, and accountants got involved.
- Analyzed financials and sales trajectory to validate growth story
- Evaluated operational capacity of the services bench under scale
- Created a preliminary data room to accelerate diligence
- Structured data to highlight enterprise value and growth horizon
- Prepared leadership team for investor and acquirer discussions
- Activated network to connect with qualified investors and buyers
- Generated multiple term sheets from strategic and private equity groups

WHEN GROWTH GETS HARD. WE GET TO WORK.