Senior-partner-led advisory engagements. Output is a CFO/CEO/Board-grade memo — not a 60-slide deck. AI Readiness Audit, SaaS Vendor Consolidation, Build-vs-Buy Roadmap. 2–6 weeks. Fixed scope, fixed price.
A 2-week senior-partner-led audit of your tech stack, team capabilities, data posture, and competitive position. Output: a written memo identifying 3–5 high-conviction AI use-cases, 3–5 explicit "don't do these" calls, and a sequencing recommendation.
A 4-week audit of every SaaS contract you carry — Klaviyo, Datadog, Salesforce, HubSpot, Workday, etc. Output: a memo with TCO comparison, replace-vs-keep call per vendor, sequencing for the next 12 months, and a cost-recovery model.
A 6-week engagement reviewing every major tech decision on your 12-month roadmap. Output: a memo with build / buy / hybrid recommendation per workstream, vendor short-lists for "buy" calls, scope sketches for "build" calls, and a quarter-by-quarter execution plan.
Financial Services · B2B SaaS · Healthcare · FMCG
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