Thought Partnership for Business Leaders & Investors

About Testudo

Testudo partners with founders, executives, and investors on strategic priorities, talent management, and the personal operating rhythm to build stamina to win the long game – so results compound, and you still like your life (and your company) years later.

Services

Testudo's offering is bespoke to each client's needs and typically involves two or more of the following focus areas.

Strategic Priority-Setting

Strategic priority-setting for founder/CEOs & fund managers: selecting the right priorities – few enough to execute well – and growing at a pace matched to resources. Current focus areas include preparing organizations for the AI future; transitioning from the “raising money” past to the “making money” present; exploring exit options; and product positioning strategy for firms selling to investors.

Building the A-Team

Talent management coaching for founders and investment firm heads challenged with recruiting/retaining the A-team and ensuring senior team members' daily duties align with authentic strengths, while navigating the emotions of high-ego talent. Address common patterns: settling for B-players to “get back to the real job,” compensation systems that fail to motivate ownership mindset, and procrastination in making needed personnel changes.

Executive Coaching

Unlock the talent to use your talent: executive coaching for high-ability individuals who feel they're performing below their underlying talent levels, usually due to some discrete issue in the relationship to work (e.g. chronic procrastination, role misalignment with authentic personality, analysis paralysis, overstretch from inability to set boundaries at work or at home, etc.).

Happiness for High Performers

Personal coaching for proven achievers seeking greater satisfaction and renewal, including potential transition to a new role or career. Address work addiction, success dysmorphia, toxic inner critic, and family life challenges through deep inner work and formal coaching methods for emotional breakthroughs.

Our Approach

Testudo Advisory is a trusted thought partner for executives, investment managers, and business owners seeking to build thriving businesses and more balanced lives. Testudo blends strategic rigor with emotional intelligence, fostering enduring value and personal fulfillment.

Core Tenets
Patient Discernment
Nuanced Candor
Open-Minded Discipline
Authentic Wholeness
Patient Discernment

Markets at all-time highs, crypto fortunes, meme stocks, and AI are leaving many ambitious achievers adrift in get-rich-quick thinking, obscuring a fundamental truth: quality takes time. Building the A-team takes time. Earning trust takes time. Selling your company takes time. Enduring value is often built steadily: product quality, reliability, and reputation compound. Grow at a pace that protects quality rather than folding to pressure to chase hypergrowth; when growth outruns your operations, your customers – and your brand – foot the bill.

Nuanced Candor

Clients value Testudo's compassionate candor: we waste zero time on telling them what they want to hear. Real-world leadership lives in nuance – where the “80-90% version” of a management axiom is often far better advice than the extreme “100% version” designed to go viral. We help clients navigate complex strategy and people decisions with detailed, actionable guidance – not one-note book titles. CEOs should mostly project confidence, but not always; calibration is key to long-term credibility.

Open-Minded Discipline

Testudo works best with clients who combine openness to new ideas with the follow-through to implement them – a rare pairing to find in one personality but powerful when cultivated.  We partner with leaders willing to investigate uncomfortable insights – about strategy, teams, and personal operating rhythm – and then apply the disciplined repetition required to make change stick. The curiosity to question old patterns and the rigor to build new ones is what separates clients who transform from those who dabble.

Authentic Wholeness

Business outcomes are often inseparable from the passions and patterns of the whole person driving them. Testudo integrates strategic insights with emotional intelligence; we help leaders align their day-to-day roles with authentic strengths and interests, observing that failure to do so tends to lead to mediocre results over time. There is no prize for winning financially while losing your health, relationships, or joy; Testudo helps you build a high-performing business and a life you actually want to live.

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Testimonials

"Kyle taught me how to make decisions faster by finding 'gnosis' moments—my inner knowing/true intuition—about the right calls on product, economic model, and personnel, rather than getting stuck in analysis paralysis. He helped me recognize where my authentic passion and talent lies (product development and in-person sales) versus where I needed high-quality hires, saving me from the founder's trap of trying to do everything myself. He was also a steadying force in helping me find balance between building my company and being present for my newborn daughter. He brought structure to my managerial work by encouraging timed focus blocks, which proved essential given the new complexity in my schedule. I highly recommend Kyle for other founders."

AI Software Founder/CEO

Focus Areas: Strategic Priority-Setting, Executive Coaching

"Kyle has been a force multiplier across a number of dimensions of my life—from evaluating deal economics in the clean energy space, to coaching me on difficult conversations with my business partner, to drawing on his experience as a married, sober dad to teach me techniques that improved communication at home. Maybe most significantly, Kyle has helped me make life-changing progress on my struggle with procrastination and finishing what I start. His 'Boring Block' technique has made me significantly more productive, improved my confidence around work, and opened up time for unstructured fun at the end of my day, which has genuinely improved my happiness. He always knows when to help me maintain motivation to keep grinding versus when I'm burnt out and need a break. I strongly recommend Kyle for any business owners or dads dealing with challenges like these."

Clean Energy Founder

Focus Areas: Strategic Priority-Setting, Executive Coaching

"Working with Kyle has been a game-changer in getting me out of severe work addiction. At my lowest points, I was unable to detach or be present, spending almost no time on my interests outside of work, experiencing depression and feeling like I had failed at my career. Kyle helped me establish a disciplined regimen of positive daily habits (meditation, journaling, bedtimes, healthy eating, and reduced caffeine) that gave me back my mental presence. He connected me with a therapist who helped me work through childhood traumas, which was transformative. He also pushed me to reconnect with an industry contact and ask for a job, which landed me in a role that's been an amazing fit. I am vastly happier today, and for the first time in my life feel a career fulfillment that feels steady and alive rather than the boom/bust success/failure cycle I used to be trapped in."

Data Scientist, NYC Hedge Fund Industry

Focus Areas: Happiness for High Performers

"When I wanted an overhaul for our fund's compensation system to something more merit-based, Kyle helped me find the confidence to move forward with a practical solution rather than getting lost in grass-is-greener fantasies about leaving for another fund or launching my own. He taught me to be grounded in my approach – calmly confident in the reasonableness of what I was asking for, but genuinely open to my boss's perspective rather than self-righteous about my preferred outcome. Kyle warned me of the patience I'd need, correctly predicting the negotiation would take many months, but I ultimately succeeded in getting the new system approved. He even warned me, with characteristic insight, that I'd probably make less in year one under the new formula due to mean reversion—and he was right, but it was worth it for the long-term structure I wanted."

Senior Partner, 20+ Year-Old $5B+ NYC Hedge Fund

Focus Areas: Building the A-Team, Happiness for High Performers

"Kyle helped me navigate the dynamics of a new organization and approach complex people-management situations with clarity and confidence. He is best-in-class at helping business owners make hard calls on their senior team members and be in greater partnership with their leadership team."

Meg Lane

Chief Operating Officer at Hound Partners

"I recently returned to the hedge fund industry after some years away, and Kyle played a pivotal role in that decision process. Kyle is extremely thoughtful, a delight to spend time with, and has a natural ability to connect with people, understand what motivates them, and help them achieve their life goals. I couldn't recommend him more highly."

Brian Gootzeit

Partner at Hound Partners

"Kyle was an important source of support when I was up for promotion to partner at my firm and is a go-to source of advice when there are difficult-to-navigate issues around team social dynamics and personnel management in an investment partnership. He is a discerning, understanding, and empathetic ear in an industry with very few of those."

Michael Herman

Partner at Hound Partners

FAQ

Frequently Asked Questions

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About
A headshot of Kyle Davis. Principal at Testudo Advisory
Principal: Kyle Davis

Drawing on 13 years of hedge fund investing, plus insights from advising business owners in a wide variety of industries, Kyle Davis has become a Swiss Army Knife for CEOs and their teams on all matters strategic, financial, and behavioral.

  • 13 years of hedge fund investing, observing outperforming CEOs and identifying the patterns behind investment "stories" that consistently disappoint or unravel
  • 13 years of "sparring" in a top-tier employee culture, including aiding the transition to a best-on-the-Street compensation system
  • 10 years of investor communication advisory, as editor of a semi-annual investor letter
  • 5 years conducting personality interviews of potential investment team and senior management hires
  • 2 years coaching education at Aletheia, designed to allow individuals to "unfold" deeply held emotions in 1-hour coaching sessions
  • Industry generalist, investing experience in nearly every sector + coaching clients in industries including hedge funds, venture capital & private equity funds, software, clean energy, travel, media, business services, healthcare services, and real estate.
  • Personal transformation, Father of 3 young children with 7+ years of sobriety from alcohol, 800+ hours of individual therapy unpacking emotional bottlenecks, and hundreds of hours helping other sober high performers do the same.

Contact

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