JD
Jefferey Dagbo
Let's Talk
Available for Select Engagements

I Build
RESILIENT
Companies

Operating Partner & Strategic Advisor to principal investors & portfolio companies.

13+
Years
100s
Companies
2
Dual Roles
Jefferey Dagbo
ADVISOR
Partner, Korn Ferry
Private Markets
OPERATOR
CEO, PointeOS
Cloud-Based Tech

A Different Kind of Advisor

Dynamic young leader, partner by 32

I've worked on both sides of the table — from working in capital markets and alternatives at Goldman Sachs to advising principal and institutional investors on talent, value creation, and strategy, while building and scaling an enterprise SaaS company as CEO.

As a next-generation advisor, I bridge traditional PE expertise with modern operating experience—understanding both legacy value creation playbooks and emerging tech-driven business models.

Advisory Track

From buy-side and sell-side work at Goldman Sachs, to building the private markets analytics practice at Gallup, to now leading Private Markets Advisory at Korn Ferry across North America—working with PE and VC sponsors.

Operating Track

At PointeOS, I'm building the future of point of sale operating systems for restaurants, retail, and service industries.

Buy & Sell Side Experience

From capital markets and alternatives at Goldman Sachs to advising PE/VC sponsors. Deep experience across the investment lifecycle.

Proven Operating Track

Built teams, raised capital, managed P&Ls, scaled platforms. I've lived the challenges portfolio companies face every day.

Pattern Recognition

Advised hundreds of leaders across multiple market cycles, industries, and deal situations. Pattern recognition at scale.

This dual lens defines my approach. I understand what it takes to create enterprise value because I do it every day, understanding both the investor expectations and operational realities across the full value chain.

Track Record by the Numbers

Decade of High-Stakes Results

ADVISORY TRACK

Principal Investors Advisory

13+
Years
Capital markets & alternatives experience
4
Leadership Roles
Korn Ferry, Gallup, Goldman Sachs, PointeOS
100s
GPs & PortCos Advised
General partners and portfolio companies
OPERATING TRACK

Operating Advisory

5+
Years as CEO
CEO and Co-Founder of PointeOS
2
Platforms Built
Cloud-Based Tech platform and a social impact investing fund
10+
Board Service
Nonprofit & independent board leadership

Three Ways to Work Together

01

Operating Partner

I step into portfolio companies to drive operational excellence and accelerate value creation.

02

Board Member

I serve as an independent board member, bringing strategic insight and operational execution to help boards make sharper decisions.

03

Strategic Advisor

I advise PE/VC firms on fund structure, management diligence, and portfolio company execution—from GTM strategy to ownership transitions.

PERFORMANCE

Understanding it. Achieving it. Pushing its boundaries – for leaders, companies, and investors.

That's where AI, leadership, and operating excellence converge.

Let's Build Something Exceptional

Ready to work together? Reach out.

Get In Touch

For advisory, operating partner roles, or board opportunities

[email protected]