ytpartners · client portfolio

Portfolio

ytpartners works across ad tech, AI, SaaS, marketplaces, creator economy platforms, subscription and DTC commerce, enterprise software, digital media, recruitment technology, and wellness. The work spans strategy consulting, operating system design, growth and marketing execution, and capital readiness — alongside angel investing and early-stage mentorship. Each engagement below documents the systems, frameworks, and measurable outcomes delivered.

25+ years operating
experience
20+ companies advised
founded or operated
$100M+ capital raised
or assisted
10+ sectors
deep experience
Taboola Miami Angels
DTC · Subscription · E-commerce · Shopify
6-month engagement

Performance nutrition meal prep DTC

End-to-end strategy and execution for a performance nutrition meal delivery company. We built the data and KPI engine, established the brand wedge, designed the Shopify commerce foundation, simplified UX flows, and architected the lifecycle growth engine across acquisition, retention, and winback.

What changed
  • Data system and KPI engine built from scratch — created a single source of truth for operations, finance, and weekly reporting
  • Strategy re-sequenced around capital readiness with driver-based financial modeling and forecast scenarios
  • Brand wedge and core values codified to guide product decisions, marketing positioning, and customer experience
  • Digital commerce foundation built on Shopify with streamlined checkout, subscription flows, and payment integration
  • UX flow simplification reducing friction across onboarding, reorder journeys, and account management
  • Lifecycle growth engine spanning onboarding sequences, retention triggers, and winback email programs
  • Unit economics and cost-to-serve analysis with COGS decomposition and gross margin driver tree
Scope
  • Strategy, brand, and competitive positioning
  • Data architecture and KPI system design
  • Shopify commerce buildout and subscription architecture
  • UX and customer journey optimization
  • Lifecycle marketing and email programs
  • Financial modeling and capital readiness
  • Unit economics, cost-to-serve, and pricing
Transformation stories
AI · SaaS · SMB marketing automation
Ongoing since 2025

AI SMB marketing platform

Operating system buildout for an AI-native marketing automation platform serving SMBs. We led a comprehensive reset spanning analytics truth, retention strategy, product roadmap discipline, KPI systems, P&L restructuring, and pricing simplification — grounded in the principle of fixing retention before scaling growth.

What changed
  • Analytics truth reset — rebuilt measurement foundations from scratch so decisions were grounded in real data, not dashboard artifacts
  • Paused outbound sales and paid marketing to redirect all capacity into QA, onboarding, tooling, product performance, and user support
  • KPI dashboard and weekly operating cadence adopted by the executive team — single source of truth for product, revenue, and retention metrics
  • Product roadmap realigned to measurable drivers with clear acceptance criteria, reducing ambiguity and rework
  • P&L rebuilt from scratch using raw credit card statements, Stripe records, and contractor invoices — enabling investor-grade financial reporting
  • Pricing and packaging simplified to reduce friction and improve conversion — moved from complex tier structure to clearer value-based model
  • Team roles and responsibilities clarified with tighter alignment to product goals, timelines, and accountability
  • Competitive landscape and category analysis informing positioning against Buffer, Sprout Social, Hootsuite, and AI-native entrants
Scope
  • Strategy, product roadmap, and competitive positioning
  • Analytics and measurement system design
  • Retention and churn analysis (80%+ churn identification and intervention)
  • P&L restructuring and driver-based financial modeling
  • Pricing and packaging architecture
  • Team alignment, org design, and operating cadence
  • Capital readiness and investor materials
Transformation stories
Creator economy · Ad tech · Marketplace
9-month engagement

Creator economy advertising platform

Embedded engagement with a multi-million-dollar YouTube creator advertising marketplace. We redesigned campaign operations, built a tiered creator segmentation framework, restructured team workflows across campaign management and trafficking, and designed an agentic AI system to automate post-sale execution across thousands of creator campaigns.

What changed
  • Tiered operating model based on creator revenue and LTV — reallocated CM time away from low-yield accounts, resulting in >3x improvement in CM-to-revenue efficiency
  • Centralized creator-side logistics to a dedicated trafficking team, freeing CM bandwidth for renewals, cross-brand strategy, and post-campaign analysis
  • Designed and deployed an agentic AI system automating creator messaging, flight date confirmations, product shipment comms, and campaign brief distribution
  • Architected autonomous agent framework including task-specific triggers, fallback escalation logic, and integrations with Google Sheets, Calendly, and internal workflow tools
  • Standardized customer journey model with distinct workflows, ownership protocols, and escalation processes between traffic and CM teams
  • Built LTV-based creator valuation models and operational investment thresholds based on renewal behavior and multi-brand fit
  • Authored standardized communication cadences and messaging templates, improving launch responsiveness and cross-team coordination
Scope
  • Strategy, operating model, and change management
  • Org restructuring across CM and trafficking
  • AI system design and deployment
  • Creator segmentation and unit economics
  • KPI and OKR frameworks
  • Revenue and renewal optimization
Transformation stories
Turnaround · Subscription · Operations
3-month engagement

Meal prep distressed asset turnaround

Strategic turnaround for a distressed meal prep operation. We assessed operational viability, identified root causes of margin erosion and customer churn, and built a restructuring plan spanning cost-to-serve optimization, supply chain discipline, and subscription retention mechanics.

What changed
  • Operational viability assessment with root cause analysis of margin erosion and customer churn
  • Cost-to-serve decomposition tied to actual production and fulfillment data
  • Supply chain restructuring with vendor rationalization and quality benchmarks
  • Subscription retention mechanics and churn reduction plan
  • Unit economics reset with practical levers for gross margin improvement
  • Restructuring roadmap with sequenced priorities, clear ownership, and decision gates
Transformation stories

“He came in, diagnosed the real problem in the first two weeks, and then built the system we’re still running six months later. Most consultants give you a deck. Yarden gave us an operating system.”

— Founder & CEO, AI SaaS platform
Enterprise AI · Retail · SaaS
Ongoing since 2024

Enterprise AI platform

Ongoing advisory for an enterprise AI platform operating in retail and commerce. We support GTM strategy, investor readiness, and operating cadence as the company scales ARR and runs enterprise pilots with major retailers.

Scope
  • Go-to-market strategy and enterprise sales motion design
  • Capital readiness, investor process, and pitch materials
  • KPI frameworks and weekly operating cadence
  • Product-market fit refinement and positioning
Creator economy · Monetization · B2C
4-month engagement

Creator monetization platform

We optimized customer engagement and acquisition funnels, refined conversion rate strategies, and built creator monetization playbooks to increase platform adoption.

Scope
  • Customer acquisition funnel optimization
  • Conversion rate strategy and testing
  • Creator monetization playbooks
  • Platform adoption and engagement mechanics
Enterprise SaaS · B2B
5-month engagement

Enterprise SaaS platform

We developed financial and operational growth models, designed pricing and customer segmentation frameworks, and built the foundations for enterprise SaaS adoption at scale.

Scope
  • Financial and operational growth modeling
  • Pricing and packaging design
  • Customer segmentation frameworks
  • Enterprise adoption strategy and sales motion
Ad tech · Content discovery · Search
Multi-year, in-house

Search and content discovery platform

We led the strategic integration of an AI-driven content discovery acquisition into the search and applications division, enhancing content recommendation and advertising capabilities across the portfolio.

Scope
  • Post-acquisition integration strategy
  • Go-to-market for AI-powered ad initiatives
  • Market analysis and growth opportunity identification
  • Cross-functional alignment across product, sales, and marketing

“We’d worked with three strategy firms before. The difference was that Yarden actually stayed to build what he recommended — and it worked.”

— CEO, DTC subscription brand
HR tech · AI · Consumer · Marketplace
Founded & CEO · 2014–2018

AI-powered job search marketplace

Founded and led an AI-driven mobile job-matching platform — the first "Tinder for jobs" — scaling to millions of downloads and monthly active users. Featured on Good Morning America. Raised $6M in venture capital from investors across New York, Los Angeles, Silicon Valley, and Israel.

What I built
  • AI-driven matching engine using machine learning to personalize job recommendations, increasing engagement and retention
  • Comprehensive GTM strategy achieving high adoption rates while optimizing CAC and maximizing LTV through data-driven engagement
  • Employer-side monetization engine and channel partnerships creating a robust pipeline of job opportunities
  • Full product lifecycle ownership — product development, UX, marketing, monetization, and operations
  • Cross-functional team spanning engineering, marketing, and operations
  • Customer journey strategy enhancing user satisfaction and loyalty, driving substantial growth in MAUs
Sector expertise gained
  • Recruitment technology and HR tech marketplaces
  • AI/ML matching and recommendation systems
  • Consumer mobile app growth and B2C acquisition funnels
  • Two-sided marketplace dynamics — balancing candidate supply and employer demand
  • Venture fundraising ($6M raised across multiple rounds)
Wellness · Marketplace · Creator SaaS · B2C
Founded & CEO · 2018–present

Virtual wellness creator marketplace

Founded a two-sided SaaS wellness marketplace empowering yoga and wellness creators to monetize live and on-demand content. Pioneered virtual wellness classes a year before COVID-19, scaling to 150,000+ users across 50+ countries. Raised $3M from leading VCs.

What I built
  • Self-serve SaaS platform enabling creators to post live and on-demand content, host interactive classes, and monetize through ticket sales and subscriptions
  • Integrated marketing tools — audience segmentation, email outreach, and analytics — for creator-side growth
  • Strategic corporate partnerships with national housing companies, healthcare insurers, and benefits providers
  • Interactive platform with real-time coaching, community engagement, and personalized UX integrating advanced streaming and analytics
  • Omni-channel marketing achieving efficient CAC, strong retention, and increasing LTV
  • KPI frameworks and engagement analytics driving product and retention decisions
  • 30-person global team across engineering, marketing, customer success, product, and ops
Sector expertise gained
  • Wellness and health tech marketplaces
  • Creator economy SaaS and monetization platforms
  • Two-sided marketplace dynamics — creator supply and consumer demand
  • Live streaming technology and virtual experience platforms
  • Enterprise wellness (B2B2C) distribution through insurers and housing companies
  • Venture fundraising ($3M raised)