Strategic Advisory & Fractional C‑Suite Leadership for Post‑Secondary Education & EdTech
Helping investors and operators reduce execution risk, sharpen investment conviction, and accelerate strategic certainty from diligence through execution.
ChartNorth works with post‑secondary education and edtech investors and executive teams who need strategic clarity and operational traction — fast. We bring senior judgment, hands‑on execution, and pattern recognition earned across decades of operating, investing, and advising in complex education platforms.
Who We Work With
ChartNorth serves clients operating at moments where decisions matter and missteps are costly:
Private equity and growth investors evaluating or scaling post‑secondary and edtech platforms
Portfolio company leadership teams navigating growth, integration, or operating model change
Boards and leadership teams navigating strategic transitions
If the challenge requires speed, judgment, and experience — not theory — ChartNorth is designed for that work.
How We Help
Investor Advisory & Due Diligence
We support investors before, during, and after a transaction with clear, actionable insight. We combine insight, execution, and accountable leadership to turn strategic clarity into action.
Buy‑side and sell‑side diligence
Commercial, product, and operating assessments
Value creation planning and post‑close priorities
Outcome: Reduced execution risk, faster conviction, and clearer post‑investment roadmaps.
Buy-side diligence that accelerated decision timelines
Post-acquisition operating alignment that improved execution cadence
Fractional C‑Suite Leadership
When strategy must translate into execution, we step in directly.
Fractional executive roles during growth or transition
Interim leadership across strategy, product, and operations
Hands‑on support to align teams, priorities, and cadence
Outcome: Momentum during inflection points without the overhead of a permanent hire.
Growth, Product, & Operating Strategy
We help leadership teams focus on what actually drives value.
Enterprise and portfolio strategy
Product leadership and roadmap alignment
Operating model and execution cadence redesign
Outcome: Clear priorities, disciplined capital allocation, and execution that scales.
Representative Engagements
Client confidentiality is fundamental to our work. The examples below reflect the types of engagements we support, not named clients.
Buy‑side and sell‑side advisory for PE‑backed education and edtech platforms
Post‑acquisition strategy and operating cadence redesign
Product leadership restructuring to support scalable growth
Strategic advisory for companies ranging from $10M to $1B in revenue
Across engagements, the common thread is helping investors and operators make better decisions faster - and execute them effectively.
Credibility & Perspective
ChartNorth’s work is informed by direct operating and investment experience:
Senior operating and corporate development leadership across scaled education and technology platforms
Board‑level governance experience in post‑secondary and training organizations
Dozens of expert interviews conducted for leading institutional research firms, including GLG, AlphaSights, and Apex Leaders
This exposure provides ongoing insight into market dynamics, competitive positioning, and execution risk - perspective we bring to every engagement.
These perspectives inform better judgment and practical execution support - not just theoretical strategy.
About Jeff Jones
Jeff’s advisory work is grounded in frameworks that consistently reduce uncertainty and improve execution outcomes across diligence, growth, and operational inflection points.
Jeff is a strategic advisor, board member, and fractional executive specializing in post‑secondary education and edtech.
He brings more than three decades of experience spanning strategy, product leadership, corporate development, M&A, and operations — including senior leadership roles in education platforms, technology companies, and investor‑backed businesses.
Jeff works directly with clients through ChartNorth, providing senior‑level engagement without delegation or dilution. His work is focused on helping investors and leadership teams navigate complexity, align priorities, and execute with confidence.
Let’s Talk
If you are evaluating an investment, scaling a platform, or navigating strategic change in post‑secondary education or edtech, we should talk.
Email: info@chartnorth.com