About
Blue Rocket is a B2B pricing and monetization consulting firm for technology companies, founded in 2011.
Senior partners do all the client work: the analysis, the recommendations, and the design and implementation of the systems we deliver.
Partners

Jason Kap
Jason Kap is the Founder and CEO of Blue Rocket, where he leads the pricing practice and works directly with boards and executive teams on pricing, packaging, and monetization strategy. At Microsoft, Jason was General Manager of the Worldwide Licensing and Pricing Group, accountable for $37 billion in annual revenue. He earlier led Microsoft's $10 billion OEM licensing and pricing business. Jason was a Sloan Fellow at MIT and later a Visiting Scholar at MIT's Center for Collective Intelligence. He also co-developed and operated Gemini, a human capital management platform, for six years. Jason serves on the boards of Claritev (NYSE: CTEV) and HitchPin, a venture-backed agricultural technology company.

Rob Beaver
Rob Beaver works across Price Setting and Price Getting practices at Blue Rocket, where he helps executive and product teams design packaging strategies that balance engineering realities with market opportunity. He brings more than two decades of leadership in engineering, product development, and technology innovation, having served as Vice President of Engineering at multiple firms, including Advanced Digital Broadcast and Vidiom Systems, and as Vice President of Technology and Innovation at ADT. Rob's deep technical background makes him particularly adept at guiding clients through packaging and engineering tradeoffs, ensuring offerings are both compelling in the market and feasible to deliver. He has also served on nonprofit boards and remains active in technology-driven innovation initiatives.

David Forsberg
David Forsberg brings more than 25 years of experience in go-to-market strategy, sales leadership, and revenue growth for both Fortune 500 and emerging technology companies. Before joining Blue Rocket, David was Chief Revenue Officer at multiple SaaS firms and spent over two decades at Omnicom-MarketStar, where he grew revenues from $5M to more than $400M and built long-term partnerships with companies such as Microsoft, Apple, Google, Cisco, and Samsung. He later founded and led SaaS ventures and earned certification as a Pricing Professional. At Blue Rocket, David ensures that every pricing and packaging recommendation resonates with sellers and customers alike, bridging strategy with real-world adoption.

Charlene Ora
Charlene Ora manages engagement operations at Blue Rocket, ensuring that strategy translates into execution. She brings more than 20 years of experience across Fortune 500 and emerging technology companies, with senior roles at Salesforce, LiveRamp, and Slalom. Her work has spanned global field operations, commercial transformation, and go-to-market implementation. At Blue Rocket, she equips client teams with the structures and tools needed to sustain results after the engagement ends.

Jonathan Shultz
Jonathan Shultz is an Operating Partner at Blue Rocket, where he leads the firm's pricing and discount-governance work for SaaS companies and heads its Quantitative Analysis practice. He helps clients choose the right pricing metric, improve price realization, and model the financial impact of pricing and packaging changes. Before Blue Rocket, Jonathan led the Enterprise Programs team (EA, Select, and Open, about $30B in ARR) in Microsoft's Licensing and Pricing Group. He also served as Director of Finance at Amazon Web Services, VP of Pricing and Finance at Corbis (Bill Gates's digital image-licensing company), and CFO of a private equity firm. He holds a BA from Notre Dame and an MBA from Chicago Booth.

Joshua Williams
Joshua Williams leads packaging design and quantitative analysis at Blue Rocket, where he is the firm's lead resource for translating client data into packaging structures and pricing models to drive adoption and revenue growth. He draws on more than 20 years of experience in software engineering and business intelligence, including his time at Microsoft, where he developed BI platforms and automated data pipelines to deliver insights that guided product adoption and growth. His recent work at Blue Rocket also includes building AI skills and supporting tools that help improve efficiency across the team. Joshua combines this technical and analytical expertise with hands-on packaging experience, helping clients capture new market segments, improve customer lifetime value, and build pricing models that hold up in the field.
The firm
- Founded
- 2011
- Headquarters
- Redmond, WA
- Clients
- B2B technology companies and their investors
- Delivery
- Senior partners do all the client work
- Group
- Holding company for Gemini, Oxley, and Zipwire