A 30-min call with a senior engineer (12+ years) and a partner. You share your top 6 SaaS lines — vendor, annual contract value, renewal date. We come back in 3 business days with a 1-page CFO memo: which 1–2 tools to rebuild first, indicative cost, indicative Y1 reclaim, suggested timeline. No fee. No obligation. About 60% of reviews convert to paid rebuild work — the other 40% walk away with a free analysis they can act on.
The CFO memo is what you'd hand to your CFO or CEO to make the case. Specific. Scoped. Numbers you can defend.
Your top 6 lines, each scored as: candidate for rebuild / partial candidate / keep. For each candidate: estimated wrapper margin (vendor's likely cost-of-goods vs your bill), suggested direct vendor stack (SES, Postmark, Anthropic, etc.).
Indicative scope (modules, integrations, data shape). Indicative price ($X-$Y range). Indicative Y1 reclaim (after rebuild + hosting). Indicative payback period. Risk flags.
Cross-references your renewal calendar with our build timeline. If a renewal is 90 days out, can we ship before it? If yes, that's the candidate to start with. If no, we suggest waiting on that one.
If a tool genuinely isn't worth rebuilding (Salesforce ecosystem at 25 seats, niche compliance tooling, etc.), we say so. We're not trying to sell you 6 rebuilds. We want to find the 1–2 that have the cleanest math.
You: top 6 SaaS lines, ACV, renewals. We: clarifying questions, scope.
Senior engineer + partner review. Cross-check with vendor pricing and our rebuild patterns.
PDF in your inbox. Sections above. Numbers you can paste into a CFO email.
If you want to proceed with a paid Audit ($2.5K refundable) or rebuild quote, reply to the memo. If not, no nags.
~60% of reviews lead to paid work. The other 40% walk away with a free analysis they didn't have. Either is fine with us.
Pre-call ask: have your top 6 SaaS line items + annual contract values ready. We don't need exact-to-the-dollar; ranges are fine. NDA sent in advance if your stack is sensitive.
Why this works: AI-paired senior engineers raise the floor on quality + consistency · 250+ products shipped · direct vendor billing — you keep the wrapper margin. → The full method