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Engagement Models

We start with a no-cost discovery call to understand your current stack, pain points, and goals. If there's a fit, we build a detailed roadmap in weeks 2-3. Implementation begins in week 3 and most deployments are live within 60 days. You'll have weekly standups with the principals throughout, and we transition to ongoing advisory once you're operational.

Advisory clients typically see actionable insights within the first week. For platform implementations, we target early wins within 30 days -- usually a critical integration or dashboard that immediately reduces manual work. Full deployment is complete within 60 days. ROI of 3-6x is typical within the first year.

We specialize in alternative asset management -- hedge funds, private equity firms, family offices, and fund-of-funds. Our sweet spot is firms with $300M to $7B in AUM who have outgrown spreadsheets but don't have the internal team to build institutional-grade data infrastructure. If you're in financial services and dealing with complex data challenges, we should talk.

If you're on an Advisory + Platform or Full Stack CTO plan and don't see measurable improvement in your data operations within 60 days of platform deployment, we refund the platform license fees for that period. We define "measurable improvement" together at the start of the engagement -- typically metrics like reduced manual reconciliation time, faster reporting cycles, or fewer data errors. In seven years, no client has invoked the guarantee.

Schedule a 30-minute Fit Check call. It's not a sales pitch -- it's a real conversation about your challenges, your current tech stack, and whether we can help. If there's a fit, we'll propose a specific engagement model. If there isn't, we'll tell you directly and point you in the right direction. Either way, you'll walk away with useful perspective.