Not every challenge fits neatly into standard advisory categories. Enterprises, non-profits, and unique situations require flexible, tailored approaches. We design custom engagements that address your specific priorities, constraints, and strategic goals.
Large companies with complex legacy systems, multiple engineering teams, and organizational constraints that require specialized strategy.
Healthcare IT, FinTech compliance, EdTech scale, government contracts. Unique regulatory and operational constraints.
Technology strategy for non-profits with limited budgets but high mission impact. Sustainable technology choices.
Technology integration, systems consolidation, team restructuring during acquisitions or mergers.
Technology breakdown, urgent performance issues, or team dysfunction. Rapid assessment and stabilization.
Expertise in specific domains: blockchain, AI systems, hardware integration, or emerging technology adoption.
Real examples of how custom advisory has addressed unique business challenges. Client details anonymized to respect confidentiality.
Situation: Fortune 500 enterprise with 200+ engineers across 4 countries. Technology organization was siloed, decisions were slow, and engineering velocity had declined 30% year-over-year.
Approach: Comprehensive org assessment, global team interviews, decision-making framework redesign, and architecture governance establishment.
Result: 45% velocity improvement within 6 months. Clear decision-making authority. Cross-team collaboration increased significantly.
Situation: Healthcare AI startup needed HIPAA compliance framework but lacked in-house expertise. Investor due diligence identified significant compliance gaps.
Approach: HIPAA security assessment, data handling architecture review, compliance documentation, and technical controls establishment.
Result: Achieved HIPAA compliance within timeline. Closed investor due diligence concerns. Established sustainable compliance processes.
Situation: SaaS acquirer merged with competing platform. Two engineering teams, duplicate systems, vastly different technology stacks. Integration was stalled.
Approach: Architecture compatibility analysis, tech debt audit of both platforms, integration roadmap, team restructuring guidance.
Result: Clear integration path. Avoided 2-year unnecessary engineering effort. Identified $1.2M annual platform costs savings.
Situation: Educational non-profit needed to scale tech infrastructure from volunteer basis to 50 employees. Limited budget, high mission impact.
Approach: Technology stack optimization, open-source strategy, sustainable infrastructure, vendor partnership guidance.
Result: 40% cost reduction vs. commercial solutions. Sustainable technology roadmap. Enabled 3x growth without proportional tech spend increase.
We start with understanding. Then we design an engagement that fits your exact needs, timeline, and budget.
Confidential conversation to understand your business, specific challenges, constraints, and goals. We explore timeline, budget, and success metrics. No commitment needed.
We propose a customized engagement plan: scope, deliverables, timeline, team composition, and investment. This plan is tailored to your exact situation, not a template.
Dedicated delivery of the engagement. 50% upfront to secure timeline, balance due upon completion. Regular check-ins, transparent communication, and flexibility to adapt as needs evolve.
Final deliverables, presentation, and documentation. Optional ongoing support as you implement recommendations. Availability for follow-up questions and guidance.
Well-defined challenge, clear deliverables, fixed timeline and budget. Ideal for specific projects with clear endpoints.
Example: Architecture review, compliance assessment, integration planning.
Ongoing monthly engagement for continuous guidance, strategy, and escalation support. Flexible hours, priority access.
Example: Fractional CTO, quarterly strategy reviews, ongoing portfolio support.
Pay-as-you-go for specific questions, decisions, or escalations. No long-term commitment.
Example: Vendor evaluation, technology decision guidance, crisis response.
Combination of fixed project work plus ongoing support. Ideal for transformation initiatives with extended timelines.
Example: 12-week modernization project plus 6 months of implementation support.
14+ years in the trenches across diverse industries. We've navigated the challenges you're facing. No theory, only practical reality.
For larger engagements, access to our network of specialists: architects, security experts, compliance consultants, hiring specialists, and operations folks.
No cookie-cutter approach. Every engagement is designed specifically for your business, constraints, and strategic goals.
Enterprise digital transformation spanning multiple departments, cross-portfolio technology standardization for PE firms, technology M&A integration planning, board-level technology strategy development, and regulatory technology compliance programs. These require custom scoping because the timeline, team involvement, and deliverables are unique to each situation.
Selectively, yes. For pre-seed and seed-stage companies where the founder and the opportunity are compelling, we occasionally take advisory equity (typically 0.25-1%) in lieu of or combined with cash fees. This aligns our incentives with yours. We evaluate these on a case-by-case basis and are transparent about our criteria.
Absolutely. A half-day or full-day intensive workshop is one of the best ways to start. We come in, assess a specific challenge (architecture review, AI readiness, cloud cost audit), and deliver a written report with recommendations. If the workshop demonstrates value, we can discuss ongoing advisory from there. No commitment required beyond the workshop.
SaaS, FinTech, HealthTech, and E-Commerce represent about 70% of our advisory portfolio. But we have meaningful experience across 35+ industries including manufacturing, logistics, insurance, education, media, and real estate technology. Technology patterns are more transferable than most people assume. The scaling challenges of a FinTech platform and a HealthTech platform have more in common than they have differences.
We serve clients globally with the largest concentration in the US, UK, Canada, and India. All advisory is delivered remotely via video calls, async communication, and shared documentation. For clients in different timezones, we adjust scheduling on a case-by-case basis to ensure consistent availability.
Schedule a no-cost intake call. We'll discuss your specific situation, explore what custom advisory could look like, and propose an engagement tailored to your needs.