Startup Services

It no longer has to be a solo journey

Startup Services

It no longer has to be a solo journey

I work with startups in an advisory capacity. The focus here is on scaling the business beyond ideation.

Areas of focus
Sales, Marketing, CS, Operations, Finance, Go-To-Market, and Fundraising.

Engagement
2-Year Period (Quarterly Meetings)

I work with Founders, Entrepreneurs, & Executives in a coaching capacity. The focus here is on the mindset.

Areas of focus
Cofounder relations, Fears & Challenges, Cash flow Planning, Presentation Skills, Mindset

Engagement
Qtr-to-Qtr (Bi-weekly Meetings)

I work with Founders looking to raise capital and need help putting a deck together or reviewing one.

Areas of focus
Investor psychology, Slide deck review with hook, Presentation review

Engagement
Hourly as needed

A Step-By-Step Roadmap To Success

Jumpstart your startup

The program is 12 weeks. In business terms, this means you are investing one quarter to ensure you are optimized and can maximize the next 3 quarters. Sessions on average are 60 minutes.

About Oz

With 22 years of coaching experience with clients across 5 continents, being a part of 6 tech start-ups building and leading sales and customer success teams, and conducting sales trainings globally, entrepreneurs, coaches, and sales professionals looking to level up their game reach out to Oz.

Currently, Oz is the Head of sales, success, and support at a FinTech called Viably. He is also the founder of Wellistic, a wellness platform and ecomsellers HQ, a hub for all things ecommerce.

Recently, he’s also taken on the co-director chair of FI Raleigh, the local chapter of Founder Institute, the world’s largest pre-seed accelerator program. The inaugural cohort commences in October 2023. He also serves a Pitch Coach at NC State’s Andrews Accelerator program. Every month you can find him running a Practice Pitch Night to help local founders finesse their investor pitches. Join the Founders Local Meetup Group.

Oz is also a SCORE Mentor for the Raleigh Chapter. Startups are his passion and he loves connecting budding founders with the resources they need to make their vision a reality. If you are looking to discuss your business model, explore go-to-market strategies, or even find that your mindset is holding you back, Oz can help.

Oz Merchant

Founder

About Oz

With 22 years of coaching experience with clients across 5 continents, being a part of 6 tech start-ups building and leading sales and customer success teams, and conducting sales trainings globally, entrepreneurs, coaches, and sales professionals looking to level up their game reach out to Oz.

Currently, Oz is the Head of sales, success, and support at a FinTech called Viably. He is also the founder of Wellistic, a wellness platform and ecomsellers HQ, a hub for all things ecommerce.

Recently, he’s also taken on the co-director chair of FI Raleigh, the local chapter of Founder Institute, the world’s largest pre-seed accelerator program. The inaugural cohort commences in October 2023. He also serves a Pitch Coach at NC State’s Andrews Accelerator program. Every month you can find him running a Practice Pitch Night to help local founders finesse their investor pitches. Join the Founders Local Meetup Group.

Oz is also a SCORE Mentor for the Raleigh Chapter. Startups are his passion and he loves connecting budding founders with the resources they need to make their vision a reality. If you are looking to discuss your business model, explore go-to-market strategies, or even find that your mindset is holding you back, Oz can help.

Oz Merchant

Founder

Is Your Startup In

PRE-SEED STAGE

SEED STAGE

SERIES A STAGE

If so, Let's Chat...

we love them

what our clients have to say

Read more testimonials

“My session with Oz started with helpful advice about the mindset of a SaaS founder. What I didn't expect was an exercise in which I had an unexpected breakthrough which has helped me to see things in a much clearer and less scary way. Highly recommended!."

Ricard TorresCEO at Dividend Compass

“Had a mind-opening session with Oz. He was very generous and put extra effort into reviewing some of the materials before our call. His advice was exactly what I needed, but couldn't possibly come up with myself. He helped me to think differently about the sales process and how my next steps in winning clients could look like. If you're looking to shift your mindset about how you do your bizdev, even a few minutes with Oz are a huge asset."

Maria DyshelCo-Founder & CEO at Tangible AI

"Oz has a hands-on and practical approach that I'd recommend for anyone seeking for advice on how to structure a sales operations. Our conversation revolved around international expansion, sales KPIs, useful platforms to automize the operation and sales methodologies. Looking forward to the next one!"

Acacio CoutoHead Of Global Sales at Knokcare

"It's always hard talking about your personal challenges with someone you haven't met before, but mentors like Oz make it so easy! He really helped me work through my internal dilemma of continuing down the entrepreneurial path or going back to corporate. The exercise at the end he had me to was really eye-opening in terms of my own expectations of myself. Highly recommend chatting with Oz!"

Lena SesardicLinkedin Coach

we love them

what our clients have to say

“My session with Oz started with helpful advice about the mindset of a SaaS founder. What I didn't expect was an exercise in which I had an unexpected breakthrough which has helped me to see things in a much clearer and less scary way. Highly recommended!."

Ricard TorresCEO at Dividend Compass

“Had a mind-opening session with Oz. He was very generous and put extra effort into reviewing some of the materials before our call. His advice was exactly what I needed, but couldn't possibly come up with myself. He helped me to think differently about the sales process and how my next steps in winning clients could look like. If you're looking to shift your mindset about how you do your bizdev, even a few minutes with Oz are a huge asset."

Maria DyshelCo-Founder & CEO at Tangible AI

"Oz has a hands-on and practical approach that I'd recommend for anyone seeking for advice on how to structure a sales operations. Our conversation revolved around international expansion, sales KPIs, useful platforms to automize the operation and sales methodologies. Looking forward to the next one!"

Acacio CoutoHead Of Global Sales at Knokcare

"It's always hard talking about your personal challenges with someone you haven't met before, but mentors like Oz make it so easy! He really helped me work through my internal dilemma of continuing down the entrepreneurial path or going back to corporate. The exercise at the end he had me to was really eye-opening in terms of my own expectations of myself. Highly recommend chatting with Oz!"

Lena SesardicLinkedin Coach

Read more testimonials

Areas I help In

The Founder

Get mental clarity to take the needed next steps
Remove the impostor syndrome and other debilitating thoughts
Discover productivity strategies to get all that needs to get done…and get ready to do it again tomorrow
Explore what you hide from yourself to reveal blindspots that will sabotage you as you grow
Create inner harmony and solid footing in an emotionally tumultuous endeavor…your team will thank you for it

The Business

Develop the right marketing and sales stack for scale
Review the financials and projections to ensure you aren’t running out of cash
Discuss sales, marketing, customer success, support hiring, operations, metrics, and models for scale
Explore the different go-to-market stratgeies for B2B, B2C, & Marketplaces
Plan sales, engagement, adoption, and partnership strategies to get revenue flowing

The Funding

Turn an idea into something fundable with the elements that matter
Understand investor psychology, investor types, their thesis, and how to align with all of it
Know what to ask for and when so you can move from funding back into business building
Putting together a deck that tells the right story
Build your network of investors so you get the best deal

Need help in these Areas? Let's talk...

Areas I help In

The Founder

Get mental clarity to take the needed next steps
Remove the impostor syndrome and other debilitating thoughts
Discover productivity strategies to get all that needs to get done…and get ready to do it again tomorrow
Explore what you hide from yourself to reveal blindspots that will sabotage you as you grow
Create inner harmony and solid footing in an emotionally tumultuous endeavor…your team will thank you for it

The Business

Develop the right marketing and sales stack for scale
Review the financials and projections to ensure you aren’t running out of cash
Discuss sales, marketing, customer success, support hiring, operations, metrics, and models for scale
Explore the different go-to-market stratgeies for B2B, B2C, & Marketplaces
Plan sales, engagement, adoption, and partnership strategies to get revenue flowing

The Funding

Turn an idea into something fundable with the elements that matter
Understand investor psychology, investor types, their thesis, and how to align with all of it
Know what to ask for and when so you can move from funding back into business building
Putting together a deck that tells the right story
Build your network of investors so you get the best deal

Need help in these Areas? Let's talk...

Recent Interviews

FinTech Confidential Podcast with Tedd Huff

Scale your e-commerce business with the ultimate capital management partner

The Mind Workshop Podcast with Victor Dwyer

Hack your mind to design your happiness

Sellernomics Podcast with Rob Stanley

Exploring Funding Options for Your Amazon Business

The Deal Closers Podcast with Izach Porter

A Funding Solution for Ecommerce Scaling

Post Purchase Pros Masterclass with Seth Stevens & Shawn Hart

Scaling your e-commerce business by maximizing your cashflow

Ecommerce Coffee Break Podcast with Claus Lauter

Ecommerce Funding Made Simple

The Smartest Seller Podcast with Scott Needham

Cash flow forecasting is key

Some of the companies Oz has worked with:

We strive to make our clients happy

So, let's be happy together