Commercial Diligence for Investors · Growth Strategy · Product Strategy & Economics

Operator-informed strategy for investors and executive teams. From critical decisions to profitable execution.

Mitch combines over 15 years of consulting and operating experience to help investors and executive teams evaluate opportunities, unlock growth, and improve product economics.

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Operator-informed advisory

Product and growth strategist · P&L operator · Investor advisor

The Cambridge Group logo

Growth Strategy

Bain & Company logo

PE/VC Diligence & Digital Assets

Kraken logo

Product Strategy

BlockFi logo

Strategy & Finance

Fold logo

Product GM & Strategic Finance

Selected work

From investment or growth thesis to operating plan

01

Commercial diligence & investor advisory

Operator-informed diligence for venture and private equity investors evaluating Bitcoin, fintech, payments, lending, and adjacent financial-services opportunities.

Market thesis | Customer evidence | Competitive position | Commercial risks

02

Growth & product strategy

Growth priorities, customer segmentation, new-product business cases, roadmaps, pricing, and product economics translated into clear choices and executable plans.

Segmentation | Business cases | Roadmaps | Pricing and unit economics

03

Strategic finance & profitable execution

Operating plans, business-line P&Ls, forecasting, partner economics, and cross-functional execution that connect strategic priorities to financial outcomes.

Operating plans | Forecasting | P&Ls | Partner economics | Board decisions

Representative outcomes

Selected results from advisory and operating roles.

01

Commercial diligence

Sharper investment decisions

Advised on dozens of PE/VC transactions, assessing market growth, customer demand, competitive position, and commercial risk.

02

Growth & product strategy

Approximately 15× monthly revenue growth

While serving as acting GM of Retail Trading at BlockFi, led pricing, product, customer, and marketing initiatives that contributed to approximately 15× growth in monthly retail trading revenue.

03

Product launch & partner economics

More than $115M in improved commercial terms

Led Fold’s zero-to-one credit card launch with Stripe and negotiated more than $115 million in improvements to credit-card program terms over five years.

Experience

A career across the full decision cycle.

Mitch has evaluated opportunities as a consultant and investor advisor, then owned the products, P&Ls, plans, and execution as an operating leader.

2009-2018

Analytics and strategy consulting

Caesars Entertainment · The Cambridge Group · Bain & Company

Built a foundation in pricing, customer analytics, growth strategy, private equity diligence, operating improvement, and strategic planning across consumer, technology, industrial, and financial-services businesses.

Revenue management · Customer segmentation · Over 10 PE/VC transactions · Growth and operating-improvement programs

2018-2022

Digital asset strategy & operations

Kraken, Director of Strategy · BlockFi, VP Strategy & Finance

Owned product and corporate strategy, P&Ls, pricing, planning, and cross-functional launches across trading, credit card, and lending products, including time as acting GM of Retail Trading at BlockFi.

9-figure acquisition integration · 15× monthly trading revenue · Zero-to-one product launches

2022-2024

Investor and corporate advisory

Bain & Company, Expert Associate Partner

Advised PE and VC investors on digital asset diligence and portfolio company growth, helped financial institutions set digital asset strategy, and co-authored research with J.P. Morgan on tokenization.

Commercial diligence · Portfolio value creation · Digital asset strategy · Institutional research

2024-2026

Product GM and strategic finance leader

Fold, GM Credit & Loans · VP Strategic Finance

Led the zero-to-one launch of Fold’s credit card program with Stripe as GM, with scope expanding to VP of Strategic Finance to lead FP&A, operating plans, board reporting, and product-line P&Ls.

Credit card launch · FP&A and forecasting · Product economics · Partner negotiations

Typical mandates

The mandate starts with a decision, not a workstream.

01

Venture & private equity investors

Evaluate an investment

Pressure-test market attractiveness, customer demand, competitive position, product economics, and management assumptions before capital is committed.

Thesis development · Commercial diligence · IC preparation

02

Investors & portfolio leaders

Improve a portfolio company

Identify the few growth, product, pricing, or operating moves that can materially improve trajectory, unit economics, and enterprise value.

Growth strategy · Product economics · Value-creation planning

03

Founders & executive teams

Make a critical operating decision

Turn an ambiguous market, product, partner, or financial question into a decision, business case, roadmap, and plan the organization can execute.

Product strategy · Strategic finance · Execution support

About Mitch

Top-tier consulting rigor. Operating judgment. Direct senior involvement.

Mitch Port is an independent strategic advisor with over 15 years of consulting and operating experience across The Cambridge Group, Bain & Company, Kraken, BlockFi, and Fold. He has advised investors and executive teams and held operating roles with direct ownership of product roadmaps, P&Ls, forecasts, partner negotiations, and new-product launches.

His experience spans commercial diligence, growth and product strategy, strategic finance, and general management across Bitcoin, fintech, and financial services. Mitch has completed more than 160 expert calls and holds an MBA from Northwestern University’s Kellogg School of Management, where he received the merit-based Kellogg Scholarship for leadership, academic, and professional performance. He graduated magna cum laude from the Olin School of Business at Washington University in St. Louis with a BSBA in Finance and a minor in Accounting.

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Start a conversation

Start with the decision.

Available for focused advisory, diligence or strategy sprints, and ongoing executive support. Send the context, key question, and timing. Mitch will respond directly with an initial view on where he can add value.

Discuss a decision