Finding advisors or board members for my software services firm

March 11, 2025

by a searcher from University of Southern California in Portland, OR, USA

Hey Searchfunder community, I’m looking for advice (and potential introductions) on finding advisors or board members to help scale the software services firm I acquired in a self-funded search.

About the business: 30-person technology consulting firm specializing in: -Data eng / ML
-Cloud migration & management
-System integrations & custom app development

The business is remote and 100% U.S. based (I'm considering adding a near shore development team). Our clients range from $30M-$5B in revenue and are typically in high-trust industries.

I’m seeking advisors or board members who can: -Help me scale the business—guidance on strategy, growth, and operations. -Provide access to their network—introductions to decision-makers at mid-to-large enterprises that need our services.

If you’ve brought on formal advisors for a services business, I’d love to hear how you structured the relationship and what worked best.

Also, if you—or someone in your network—might be a good fit as an advisor, Feel free to DM me or comment.

Thanks in advance!

Jeff

Reply by a professional
in Chennai, Tamil Nadu, India

Hey Jeff, over the last 18 years, I have worked with more than 250+ founders to help them take control of their finances and make better financial decisions. Think of me as your financial co-pilot, steering your business toward greater profitability, scalability, and sustainability. How do I do this? By implementing the financial policies, streamlining processes, aligning people, and establishing the right protocols. This allows you to concentrate on your primary passion: driving your business forward. Is that something of interest to you?

Reply by a professional
from University of Rhode Island in Portland, OR, USA

Hi ^redacted‌ - I'm here in Portland as well. I've been in the tech arena for over two decades, as well as being part of back-to-back exists (IPOI & acquisition). While I'm unsure about my own fit here, I do have someone in mind (also in Portland) that could be a strong match. Email or DM me. Thanks - Jon redacted

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