TURN STRATEGY INTO RESULTS
Lumen Advisory Group bridges the strategy-execution gap for later-stage startups and PE-backed companies and is a specialist in AI-driven transformation.
We give you results by working side-by-side with your team to make it happen. Our leadership team has delivered 20+ post-merger integrations and multi-million-dollar turnarounds at billion-dollar B2B SaaS companies. We embed with your team to deliver measurable results while building stronger teams, not just recommendations.
About Us
Strategic Foundation & AI Readiness
At a mid-sized EdTech company, our leadership revitalized the entire product portfolio while sustaining ARR growth, including launching multiple products and aligning release cadence globally across the portfolio.
Integration & Value Creation
At a leading analytics platform, our team accelerated product strategy by 2+ years through 3 acquisitions and post-merger integrations while retaining key talent and maintaining high employee engagement.
At a global travel technology company, we directed international M&A integrations across 10 countries, achieving millions in cost savings within months.
Fractional Leadership
Our executives have led cross-functional teams of thousands while managing budgets exceeding $200M. At an observability software company, we engineered a new operating model at the executive level during a critical transformation phase.
The best advice comes from leaders who've lived it. Lumen Advisory Group is led by executives who've transformed companies from the inside, including founder Stacie Morris, who spent her career as VP of Product Strategy & Operations at Alteryx, Cornerstone OnDemand, and New Relic. Our leadership team has accelerated product strategies by years, led $2B+ in acquisitions, and delivered sustainable, measurable, and repeatable growth.
We've witnessed firsthand how the gap between strategy and execution destroys both value and culture. That's why Lumen Advisory Group exists: to bridge that gap for CEOs, product leaders, and PE sponsors who need results that empower their people, not just recommendations that sit on shelves.
Proven Track Record
We know what it takes to scale, integrate, and transform because we've partnered with the C-suite to get it done from the inside, not the conference room.
Our Industries
B2B SaaS | EdTech | Legal Tech | Travel Tech | Financial Service
Our Services
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Strategy & AI Readiness
90-Day Strategic Foundation
The Challenge: You see AI's promise but lack clarity on where to start or confidence your efforts will create lasting value.
Our Solution: We provide the strategic framework and operational roadmap to prepare your team for a successful AI rollout. Drawing on our experience with leading platforms, we help you translate technology into a winning business model.
Your Results: Clear priorities, leadership alignment, and a concrete path to measurable value creation.
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Integration & Transformation
Hands-On Value Creation
The Challenge: Most M&A integrations fail to capture projected synergies. Timelines slip, talent leaves, value leaks.
Our Solution: We embed directly with your leadership team, aligning product, engineering, and go-to-market functions to ensure flawless execution based on 20+ successful integrations.
Your Results: Rapid time-to-value, retained key talent, and accelerated growth without the typical integration chaos.
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Fractional Leadership
Ongoing Optimization & Accountability
The Challenge: You need executive-level leadership but can't justify full-time hires or afford leadership gaps.
Our Solution: Embedded fractional executive roles—CPO, COO, or Integration Lead—providing seasoned leadership exactly when and where you need it.
Your Results: Sustained momentum, continuous optimization, and measurable value creation without overhead.