BDM Collective

What BDM Collective does

BDM Collective (also styled BD/M Collective) is a privately held, Henderson, Nevada-based business development and growth management firm that delivers its services through an "agile sprint" model. The firm focuses on small to mid-market companies with innovative scalable technologies, technology-enabled services, and BioHealth (healthcare, biotech, medical device) sectors, and runs 3-6 month engagement sprints that assemble bespoke teams from a distributed collective of CXOs, entrepreneurs, BD experts, sales/marketing/PR executives, technologists, attorneys, bankers, capital connectors, and industry thought leaders. Co-founders Phil Robertson and Lori Kavle, along with Partner David Schaffer, lead the firm. BDM Collective's single named product is VentureTrak, a program for VCs, Angels, and portfolio investors that supports portfolio company growth, facilitates introductions, and provides red-team risk assessment aimed at increasing shareholder value.

The business model is professional services: revenue is generated by assembling and deploying collective experts into client sprints, with definable costs, timelines, and milestones, rather than by selling a software platform or licensed product. Distribution is direct-to-client via the company's website, online scheduling through Bookafy, and a Clinked client portal; the firm does not disclose pricing, billing rates, or contract values. Customer segments are hybrid, serving both emerging growth companies (primary) and investor / VC / Angel networks (via VentureTrak), with named engagements including Cray Inc, Buztime, VISUM Healthcare, ARKpX, and MOSNV.

No proprietary technology, no patents, no funding rounds, and no certifications are disclosed. There are no reported acquisitions, partnerships, or M&A activity, and headcount is reported at 1-10, consistent with a boutique collective model in which most delivery capacity is drawn from non-employee contributors. The firm has been operating since approximately 2018 (with a 2016 website copyright), giving it a multi-year operating history but with limited public signal on financial scale or growth velocity.

Name

BDM Collective

Legal name

BD/M Collective

Website

https://bdmcollective.com

Company type

Private

Founded year

2018

Operating status

Operating

Headcount range

1–10 employees

Short description

BDM Collective is a Henderson, Nevada-based business development and growth management firm that delivers agile 3-6 month sprints to small and mid-market companies in scalable technology, technology-enabled services, and BioHealth sectors, while also serving VCs and Angels through its VentureTrak investor program.

Ownership category

akta.pro rank

Headquarters

HQ city

Henderson

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales

Revenue model

1. Professional Services - Sprint-based Engagements: BD/M Collective provides business development and management services through structured agile sprints lasting 3-6 months. The company assembles teams from their collective of CXOs, entrepreneurs, business development experts, sales, marketing, PR executives, technologists, attorneys, bankers, and capital connectors to address critical business issues and execute revenue generation strategies for clients.

Go-to-market motion1 record

Distribution channels2 records

Marketing channels2 records

Core offering

BDM Collective provides hands-on business development and growth management services to small and mid-market companies with innovative scalable technologies, technology-enabled services, and BioHealth sectors. Engagements are delivered through structured "agile sprints" of 3 to 6 months, with teams assembled from the firm's on-demand collective of CXOs, entrepreneurs, sales/marketing/PR executives, technologists, attorneys, bankers, and capital connectors. Service focus areas include business development, revenue generation strategies, capital preparedness for funding rounds, and growth planning and execution, with milestone- and outcomes-driven delivery.

Product overview

BD/M Collective operates as a business development and growth management firm offering advisory and execution services rather than a software product platform. The company provides a single named offering, VentureTrak, which is a program for investors and VC/Angel networks to support portfolio company growth. Additional services include business development, revenue generation strategies, capital preparedness, and growth planning and execution delivered through agile sprint methodologies. The collective consists of CXOs, entrepreneurs, sales/marketing/PR executives, technologists, attorneys, bankers, and industry thought leaders who work hands-on with emerging growth companies.

Differentiator

Problem solved

Functional benefit

Brands

• VentureTrak: Program for investors, VC's and Angels that supports portfolio companies, makes introductions to new companies, and provides risk assessment services.

Products and services

• VentureTrak A dedicated investor program for venture capitalists, angels, and portfolio investors that supports and advances the growth of portfolio companies, makes introductions to new innovative companies, and provides red-team risk assessment to reduce risk and increase shareholder value through visibility, viability, and returns.
• Agile Growth Sprints The firm's flagship hands-on business development and growth management engagement delivered in 3-6 month agile sprints. Each sprint follows a four-step process (Assess Critical Issues, Develop Strategic Plan, Create Achievable Sprints, Assign Team and Execute) and covers Business Development, Revenue Generation Strategies, Capital Preparedness, and Growth Planning and Execution for small to mid-market companies with scalable technologies, technology-enabled services, or BioHealth offerings.

Named customers5 records

Segments5 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators1 record

Recent moves3 records

Expansion highlights2 records

Direct peers

• Growthink: Strategic growth and business planning consultancy serving emerging and mid-market companies; comparable in targeting growth-stage founders with capital raising and execution support.
• Chief Outsiders: Fractional C-suite (CMO, CRO, CFO) consulting firm for growth-stage and mid-market companies; comparable because both sell on-demand executive talent and hands-on growth execution to emerging tech and healthcare firms.
• Predictable Revenue: Sales transformation and customer acquisition consulting firm born from the popular sales book; comparable as a consultancy that helps growth-stage companies build repeatable customer acquisition motions and sales organizations.
• Force Management: Sales force development and revenue execution consultancy serving B2B tech and life sciences; directly comparable in methodology-driven (e.g., agile/methodology) growth execution for emerging tech and healthcare companies.
• Skaled: Sales transformation and outsourced sales consulting firm; comparable because both deliver hands-on revenue generation and customer acquisition execution rather than pure advisory, often for tech-enabled clients.
• Insivia: Growth strategy and marketing consulting firm focused on B2B technology and healthcare companies; comparable in vertical specialization on tech-enabled services and BioHealth with execution-led engagements.
• SBI Growth Partners: Sales consulting and benchmarking firm helping B2B companies improve go-to-market performance; comparable in providing structured engagement to improve revenue generation for growth-stage clients.

Broad incumbents

• McKinsey & Company: Global management consulting firm offering growth strategy and transformation services; comparable as a broad incumbent in the management consulting category BDM Collective operates in.
• Bain & Company: Global management consulting firm; an incumbent that addresses the same growth strategy and execution needs but at enterprise scale and across all industries, rather than BDM Collective's emerging-tech and BioHealth niche.
• Boston Consulting Group (BCG): Global management consulting firm with growth, marketing and sales practices; comparable as a broad incumbent offering overlapping growth strategy and execution capabilities to a much larger client base.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat2 records

Key highlights6 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about BDM Collective