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Strategy

Decisions on paper, $18K–$55K. Not in PowerPoint.

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.

SHEET · STR · ENGAGEMENT CURRENT
Senior-partner-led advisory engagements.
Engagement shapes3
Fixed-price range$18K–$55K
Engagement window2–6 weeks
Output format (no decks)Memo
Reference work1 case study
VIEW 3 OPTIONS
CATALOG · 3 OPTIONS
Memo and contracts on a desk
AI READINESS · MEMO ~25 PAGES
S-01AI READINESS AUDIT
Where AI fits in your stack — and where it doesn't.

Where to use AI. Where not to.

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.

Window
2 weeks fixed
Output
Written memo (~25 pages)
Price
$18K fixed
BRIEF READINESS AUDIT
Financial spreadsheets and analysis
CONSOLIDATION · MEMO + TCO MODEL
S-02SAAS VENDOR CONSOLIDATION
Map every per-seat / per-MTU SaaS contract; find the consolidation lines.

What to keep. What to replace. In what order.

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.

Window
4 weeks fixed
Output
Memo + TCO model
Price
$32K fixed
BRIEF CONSOLIDATION AUDIT
Roadmap planning with sticky notes
ROADMAP · MEMO + VENDOR SHORTLIST
S-03BUILD-VS-BUY ROADMAP
For exec teams making 12-month tech investment decisions.

A 12-month build-vs-buy roadmap.

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.

Window
6 weeks fixed
Output
Memo + roadmap + vendor shortlist
Price
$55K fixed
BRIEF ROADMAP ENGAGEMENT
RELEVANT SECTORS

Where Strategy engagements concentrate.

Financial Services · B2B SaaS · Healthcare · FMCG

→ ALL 8 SECTORS
REFERENCE WORK

Pattern-match to a shipped engagement.

→ ALL CASE STUDIES

A 30-min Strategy call. Then a written SOW.

Walk through your situation, get pointed at the right tile, get a fixed-price SOW within 24 hours. No fee, no obligation.

Book a 30-min call →