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Lucian Lungu · strategic tech services

Build the tech foundation that survives the board, the audit, and the scaling.

Productized strategic engagements for CEOs and founders. Fixed shapes, fixed prices, fixed outcomes. Four guarantees. No agency-speak.

Every engagement
Fixed scope
Productized, not billed by the hour
Concurrent clients
Max 2
Capacity is real, and capped
On every sprint
4 guarantees
Escape hatch · board-ready · cap · skin-in-game
Start here

Pick the service that matches the moment

Each sprint is a fixed-shape engagement. Click any card to see the spec and what's delivered. Pricing is named in the fit conversation - describe your situation in the matchmaker and the number comes with the match.

014 weeks

The Foundation Sprint

Build the tech foundation that survives the board, the audit, and the scaling.

View spec →
024 weeks

Tech Audit & Heritage Review

Diagnostic for a legacy or inherited tech estate.

View spec →
034 weeks

Engineering Health Check

Independent audit of a steady-state engineering organisation against industry good practice.

View spec →
044 weeks

Performance & Goals Framework

Install the operating system - OKRs, KPIs, SLAs, SLOs, performance management cycle - in four weeks.

View spec →
054 weeks

AI Integration Strategy

Strategic plan for integrating AI / LLM / agent capabilities into your product, responsibly.

View spec →
064 weeks

Compliance & DD Readiness

Gap-closure programme for SOC 2, DORA, FCA Operational Resilience, or a sector-specific audit.

View spec →
074 weeks

GDPR Technical Compliance

Tech-perspective GDPR programme: data flow mapping, ROPA, DPIA framework, vendor DPAs, data-subject-rights operating model, breach-response runbook.

View spec →
086 weeks

Acquisition Tech Due Diligence

Buy-side or sell-side tech due diligence delivered as a senior independent engagement.

View spec →
092 weeks

Senior Engineering Hire

Two weeks of senior recruiting infrastructure for one critical engineering hire - Staff+ IC or leadership role.

View spec →
104 weeks

MCP Server Implementation

Design and stand up a Model Context Protocol server so AI agents can use your data and tools natively, with authorization that holds up.

View spec →
114 weeks

Agentic Payments (x402 + L402)

Design and integrate per-request payment for an API that AI agents will call. HTTP 402 done properly - wallet, custody, compliance, and abuse-defence answered before they bite.

View spec →
124 weeks

Agentic DevOps

Put AI agents to work on a legacy estate - assess, map dependencies, containerize, and open governed pull requests - with the authorization model that lets you actually merge them.

View spec →
The catalogue

Sprint specifications

Every sprint carries the four guarantees. Fixed shape, fixed scope - the price is named in the fit conversation, not negotiated.

01
4 weeks (2 sprints × 2 weeks)

The Foundation Sprint

Build the tech foundation that survives the board, the audit, and the scaling.

Who this is for

CEOs about to commit real capital to a product, or agencies scoping a six- or seven-figure build whose foundation they'll answer for in 18 months.

When you need it

You're at a decision point. The cost of a bad foundational choice compounds - every feature built on top of it costs more, binds you tighter to a structure you'll have to tear out, and dies in the room with the wrong investor.

What's delivered

  • Architectural blueprint pressure-tested against your business model
  • Board-ready presentation of that blueprint
  • Living systems map documenting how every piece fits together
  • Vendor shortlist for highest-leverage build-or-buy decisions
  • Decision framework for top architectural trade-offs
  • Governance scaffolding sized for your team
  • 12-month roadmap with quantified milestones

Why this Consultant

Twenty years operating engineering organisations across scale-up (35→300 at imobiliare.ro), regulated finance (Bitstamp), three M&A processes including Bitstamp → Robinhood. Co-author of the WARRANT Standard for autonomous agent authorisation.

Investment
Named on the fit call
Fixed price, fixed scope
Get the price →
02
4 weeks

Tech Audit & Heritage Review

Diagnostic for a legacy or inherited tech estate.

Who this is for

Companies inheriting opaque tech - from a previous vendor, a recent acquisition, a long-tenured founder-engineering era - that needs an honest read before commitments are made.

When you need it

You took over a platform you don't fully understand. You need to know what's actually there before you sign the next contract, write the next roadmap, or tell your board what comes next.

What's delivered

  • Complete current-state inventory: services, vendors, contracts, infrastructure, team
  • Heritage assessment: technical debt, vendor lock-in, undocumented decisions, single points of failure
  • Risk-prioritised remediation list
  • Recommended path per area: refactor / replace / leave-as-is, with rationale
  • Scoping input for the onward proposal (whether to the agency's client or to the company's board)
Investment
Named on the fit call
Fixed price, fixed scope
Get the price →
03
4 weeks

Engineering Health Check

Independent audit of a steady-state engineering organisation against industry good practice.

Who this is for

New CTOs/Heads of Eng wanting a 30-day baseline. CEOs wanting an independent reality check on whether engineering is operating at the level the stage and stakeholders require. Pre-fundraise temperature checks.

When you need it

Engineering is 'fine' - but you don't actually know. You want a second opinion that isn't a Big Four deck and isn't your team marking their own homework.

What's delivered

  • Practice maturity scorecard across 10 dimensions (architecture, delivery, observability, security, data, on-call, code review, hiring, performance management, knowledge transfer)
  • Process review - how the team actually works vs. how it should
  • Standards & good-practice benchmark (DORA, IEEE/NIST where applicable, SRE norms, twelve-factor / well-architected)
  • Operating discipline audit (postmortems, on-call humanity, deployment cadence, change-management hygiene)
  • Architecture posture: current state, debt inventory, scaling readiness for 12–18 months
  • Risk register: top 10 risks with materiality, likelihood, owner, and remediation effort
  • Prioritised improvement roadmap
  • Board-ready summary

Why this Consultant

Benchmarks applied from twenty years of operating against them and watching what holds - not from a framework deck.

What this sprint is not

  • A code audit (light at code level - escalate to specialists if deep code review needed)
  • A penetration test (practice-level only, no offensive testing)
  • A change-management programme (delivers diagnosis and roadmap; client executes)
Investment
Named on the fit call
Fixed price, fixed scope
Get the price →
04
4 weeks

Performance & Goals Framework

Install the operating system - OKRs, KPIs, SLAs, SLOs, performance management cycle - in four weeks.

Who this is for

Series A → Series B companies between 15–100 engineers where ad-hoc operating discipline has stopped holding. New CTOs/VPEs in their first 60 days installing the operating system.

When you need it

You've outgrown ad-hoc. The last OKR attempt fizzled. The board has started asking for SLO/SLA reporting. Your team has lost faith in the framework - and is operating on instinct.

What's delivered

  • Company-level OKR framework - annual + quarterly cadence, ambition-vs-realism calibration, cascade rules
  • First quarter OKRs actually drafted with the exec team during the engagement
  • Squad-level OKR cascade, run with the squad leads
  • KPI definitions: operating metrics, leading vs lagging, dashboard structure, ownership map
  • SLO definitions for Tier 0 and Tier 1 services with error-budget policy and breach-response protocol
  • SLA framing - customer-facing SLAs aligned to internal SLOs
  • Performance management cycle: quarterly review templates, calibration, manager training brief
  • Operating cadence document - weekly / monthly / quarterly / annual rhythms with named owners
  • Board-cadence reporting structure with sample first report
  • Tooling recommendation (lightweight eval of OKR / SLO / perf-mgmt platforms)

What this sprint is not

  • Tooling implementation (recommendation only)
  • HR / total-rewards system (no comp banding)
  • Perpetual coaching engagement (installation + first cycle + handover)
Investment
Named on the fit call
Fixed price, fixed scope
Get the price →
05
4 weeks

AI Integration Strategy

Strategic plan for integrating AI / LLM / agent capabilities into your product, responsibly.

Who this is for

Mid-market companies wanting AI without making the classic mistakes (RAG-when-you-needed-fine-tune, fine-tune-when-you-needed-RAG, ungoverned agents).

When you need it

'We need to do AI' has graduated into 'we need to do AI responsibly and competitively' - and you can feel that the in-house team alone can't navigate this safely.

What's delivered

  • AI capability roadmap - what's worth doing, in what order, and what's deliberately not pursued yet
  • Architecture for LLM/RAG/agent integration into the existing product
  • Vendor analysis: OpenAI vs Anthropic vs open-source vs gateway routing
  • Eval framework - how to measure that the AI is doing what it claims to do
  • Trust & governance scaffolding - agent authorisation, audit trails, human-in-the-loop boundaries (WARRANT-aligned)
  • Cost / latency analysis with budgets per workflow stage
  • EU AI Act and NIST AI RMF alignment notes

Why this Consultant

Co-author of the WARRANT Standard - the open specification for autonomous agent authorisation. Design informed by frontier work currently being defined.

Investment
Named on the fit call
Fixed price, fixed scope
Get the price →
06
4 weeks

Compliance & DD Readiness

Gap-closure programme for SOC 2, DORA, FCA Operational Resilience, or a sector-specific audit.

Who this is for

Series B-stage companies, regulated-industry companies, companies receiving customer DD questionnaires.

When you need it

There's a compliance audit, due diligence, or institutional procurement review on the horizon. You need a clear 'what to fix and in what order' plan - not a 200-page deck.

What's delivered

  • Gap analysis against the relevant framework (SOC 2 / DORA / FCA OR / sector-specific)
  • Risk-prioritised remediation roadmap
  • Process and policy templates: on-call rota, incident management, access review, change management, data-handling
  • Vendor selection: SOC 2 readiness platform, DORA tooling, etc.
  • Sample evidence pack the client can take into the audit
  • Decision framework: what's worth doing in-house vs outsourcing
Investment
Named on the fit call
Fixed price, fixed scope
Get the price →
07
4 weeks

GDPR Technical Compliance

Tech-perspective GDPR programme: data flow mapping, ROPA, DPIA framework, vendor DPAs, data-subject-rights operating model, breach-response runbook.

Who this is for

EU-headquartered or EU-customer-serving companies whose GDPR programme has grown organically. Series A+ B2B SaaS, fintech, healthtech, marketplace, edtech.

When you need it

Your GDPR posture has grown organically and is now visible - a customer DPA negotiation has stalled, a supervisory-authority inquiry is in, DSR volume has overwhelmed the team, or a Series B / acquisition will surface gaps.

What's delivered

  • Data inventory & flow map - what personal data exists, where it lives, how it moves
  • Record of Processing Activities (ROPA) - Article 30-aligned, structured for ongoing maintenance
  • DPIA framework + one worked DPIA on the highest-risk processing activity
  • Vendor / sub-processor DPA register, with missing SCCs flagged
  • Data subject rights operating model - access, rectification, erasure, portability, objection at scale
  • Breach response runbook - 72-hour notification clock, decision tree, templates, tabletop
  • Data residency assessment - current footprint, cross-border transfers, residual risk
  • Technical control roadmap - encryption, pseudonymisation, access logging, retention/deletion automation
  • Board-ready GDPR posture summary

Why this Consultant

Ran the GDPR RASCI implementation at imobiliare.ro across a 2M+-user platform - DSR operationalisation, ROPA structure, vendor DPA programme, tech/legal interface. Lived GDPR work at scale, not framework-reading.

What this sprint is not

  • Legal advice - works alongside the company's GDPR counsel on the technical operating model
Investment
Named on the fit call
Fixed price, fixed scope
Get the price →
08
6 weeks (3 sprints)

Acquisition Tech Due Diligence

Buy-side or sell-side tech due diligence delivered as a senior independent engagement.

Who this is for

Clients in active deal processes. Time-bound work.

When you need it

You're acquiring, being acquired, or about to enter exclusivity. The tech section of the data room will be read by people who have seen many of these. You want to be on the right side of that reading.

What's delivered

  • Buy-side: tech DD report on the target (architecture, team, vendor stack, SBOM & open-source license posture, IP, technical debt, integration plan, retention risk)
  • Sell-side: preparation pack - anticipated questions, defensible answers, SBOM and license inventory positioned for the buyer's legal team, data-room curation, narrative for the buyer's tech team
  • Risk register with materiality scoring
  • Integration plan (buy-side) or separation plan (sell-side)
  • Executive presentation for the deal committee

Why this Consultant

Three M&A due-diligence processes lived through personally - including Bitstamp → Robinhood. This is not a learned-from-a-book offering.

Investment
Named on the fit call
Fixed price, fixed scope
Get the price →
09
2 weeks

Senior Engineering Hire

Two weeks of senior recruiting infrastructure for one critical engineering hire - Staff+ IC or leadership role.

Who this is for

Companies hiring their first Staff+/Principal engineer, first Head of Eng / VPE, replacing a CTO, or staffing a senior bench post-Series B.

When you need it

You're about to hire someone senior and the in-house team does not have a peer-grade interviewer at that seniority. The cost of a bad senior hire - 12–18 months of compensation, displaced morale, lost roadmap quarters - outruns the cost of getting the hiring system right by an order of magnitude.

What's delivered

  • Role definition that survives the hire (not the version that gets written for the JD)
  • Scorecard - competencies, behavioural indicators, trade-offs, weighted rubric
  • Interview architecture - panel design, round structure, technical/behavioural/leadership balance, calibration, anti-bias scaffolding
  • Market scan - current senior compensation bands, total-rewards expectations, competitive landscape
  • Sourcing strategy - advice on channels, network activation, search-firm-vs-direct trade-off
  • Candidate evaluation framework - debrief structure, calibration, written-feedback discipline
  • Hiring decision framework - what 'yes', 'stretch yes', 'no' look like; how trade-offs get resolved
  • Board / exec brief (for leadership hires)

Why this Consultant

Scaled imobiliare.ro engineering from 35 to 300, ran senior-bench hiring through three M&A processes including Bitstamp → Robinhood. Hiring-at-scale lived experience, not a coaching framework.

What this sprint is not

  • Executive search (no candidate sourcing or placement fee)
  • A coaching engagement (CEO/CTO makes the hire; Consultant builds the system)
Investment
Named on the fit call
Fixed price, fixed scope
Get the price →
10
4 weeks (2 sprints)

MCP Server Implementation

Design and stand up a Model Context Protocol server so AI agents can use your data and tools natively, with authorization that holds up.

Who this is for

B2B SaaS, marketplaces, CRMs, ticketing, documents, calendars, billing - any product whose value compounds when an agent can drive it. Particularly strong fit when customers have already started asking 'do you have an MCP server?'

When you need it

Your product is increasingly being read or operated by AI agents - Claude Desktop, Cursor, custom agent stacks. You want to be present in the agent context window with native tools, not just scraped HTML. Or you can see the wave coming and want to land in the next round of agent integrations on your terms.

What's delivered

  • MCP exposure strategy - what tools and resources you should expose, what you deliberately shouldn't, and why
  • Tool catalogue with WARRANT-aligned authorization (read-only vs side-effecting, identity scope, audit signals)
  • Resource catalogue with mime-types and refresh model
  • The MCP server itself, OR a senior-reviewed scaffold your team builds against - the choice is named in Sprint 1
  • Discovery surfaces: /.well-known/mcp.json, <link rel="mcp"> tags, HTTP Link headers, robots.txt allowance
  • Registry submission kit (Smithery, mcp.so, Glama AI) ready to paste
  • End-to-end testing against Claude Desktop, Cursor, Continue, and a custom JSON-RPC client
  • Operational documentation for internal teams and external agent consumers
  • Board-ready summary of what was exposed and what the agent surface signals about your product

Why this Consultant

Co-author of the WARRANT Standard for autonomous agent authorisation. Monitive's own site at /.well-known/mcp.json is the live reference implementation - including the discovery stack, the tool catalogue, the resource exposure, and the legal posture. Clients can audit the live server before signing.

What this sprint is not

  • A generic AI integration project (pair with AI Integration Strategy Sprint first)
  • A one-day 'stand up the server' engagement (the value sits in design, not implementation)
  • A security audit of an existing MCP server (closer to Tech Audit Sprint scope)
Investment
Named on the fit call
Fixed price, fixed scope
Get the price →
11
4 weeks (2 sprints)

Agentic Payments (x402 + L402)

Design and integrate per-request payment for an API that AI agents will call. HTTP 402 done properly - wallet, custody, compliance, and abuse-defence answered before they bite.

Who this is for

API-first SaaS, marketplaces, data providers, compute / inference / extraction APIs whose customers are increasingly using agent-driven access and need usage-based pricing for non-human callers.

When you need it

Your API is being called - or is about to be called - by AI agents on someone else's behalf. The user is no longer a human clicking a button; it's software with a budget. You want to monetize that traffic without dragging every agent operator through a sales call.

What's delivered

  • Payment-model design: which endpoints meter, which stay free; per-request vs session-pass vs subscription gate
  • Protocol selection: x402 (USDC on Base) as primary; L402 (Lightning) for Bitcoin-native or non-EVM constraints
  • Wallet and custody: EOA vs smart account vs custody provider, key-management posture, off-ramp strategy
  • Network and asset choice with reasoning written down for audit
  • Facilitator selection: Coinbase CDP, self-hosted, third-party - with cost-per-verify modelling
  • Server-side integration in your stack (Next.js, Express, FastAPI, Go, or other - named in Sprint 1)
  • Pricing-model calibration against unit costs and competitor benchmarks
  • Fraud, replay, and abuse defences: nonce, signature verification, replay-window, rate-limit-on-top-of-payment, blacklist hooks, refund posture
  • MiCA / VAT / AML compliance scoping for counsel review (not legal advice)
  • Monitoring and accounting: on-chain analytics, alerting, daily settlement, finance-stack integration
  • Agent-discovery surfaces so callers know what to pay for: /.well-known/mcp.json.paidEndpoints, llms.txt, Link headers
  • Board-ready summary including projected agent-revenue baseline and operational risk surface

Why this Consultant

Monitive's own /api/agents/match endpoint is the live reference implementation of x402, including the facilitator integration, payment-required body shape, receipt header, and graceful-degradation path. Co-author of WARRANT Standard for autonomous agent authorisation - and agent-payment authorisation is the natural extension of agent-action authorisation. Compliance posture is built into the engagement because shipping x402 without it is a problem deferred, not avoided.

What this sprint is not

  • Legal advice (compliance scoping is structured input for your counsel, not an opinion)
  • Broader crypto / treasury / token / on-chain product strategy (scope separately)
  • Custodial work (Monitive does not hold your funds, keys, or your customers' payments)
  • A 1-day wire-it-up engagement (that's mini A20)
Investment
Named on the fit call
Fixed price, fixed scope
Get the price →
12
4 weeks (2 sprints)

Agentic DevOps

Put AI agents to work on a legacy estate - assess, map dependencies, containerize, and open governed pull requests - with the authorization model that lets you actually merge them.

Who this is for

Companies sitting on a load-bearing 10-15+ year codebase that is the main brake on shipping. Teams that want AI leverage on the engineering process itself, not just AI features in the product. Agencies asked to modernize a legacy estate who need a defensible, governed method rather than a heroic rewrite.

When you need it

The biggest brake on AI adoption isn't model access - it's the 10-to-15-year-old codebase nobody fully understands anymore. Agents can now read that estate, map dependencies, containerize it, and open pull requests against it. The question stopped being 'can agents do this' and became 'who do you trust to point them at your production code, and how do you govern what they merge.'

What's delivered

  • Estate and dependency map - in-scope legacy services inventoried, dependencies mapped (build-time and runtime), each ranked for modernization-readiness
  • The governed agent pipeline - agents read the code, propose containerization and refactors, and open PRs, wired with scoped permissions, branch protection, human-in-the-loop merge gates, and a structured audit trail (WARRANT-aligned)
  • Containerization pilot on 1-2 bounded services - dependencies resolved, Docker-containerized, agent-opened PRs reviewed, tested, and merged under the gate. Real merged output, not a deck
  • Test and eval gates - characterization tests around legacy behaviour before it's touched, plus CI gates (build, test, security scan, behavioural diff) each agent PR must pass before a human reviews
  • Authorization model for agent code changes - what agents may touch, under whose identity, with what blast radius, how it's logged. WARRANT-aligned vocabulary (read-only / side-effecting / identity-required / scoped)
  • Sequenced modernization roadmap - the rest of the estate ordered by value, risk, and dependency, with the per-wave plan your team runs against the pipeline
  • Board-ready summary - what was modernized, what the pilot proved, and the honest risk surface of pointing agents at production code

Why this Consultant

Co-author of the WARRANT Standard for autonomous agent authorisation - an agent opening a PR against production is a side-effecting agent action, and authorising it properly (scoped identity, bounded blast radius, structured audit) is exactly what WARRANT specifies. Lived pattern, not theory: prismalOS runs adversarial eval swarms as CI/CD release gates - the same governance shape this sprint installs around agent-authored code. Plus twenty years operating legacy estates through scale, regulation, and three M&A processes including Bitstamp → Robinhood.

What this sprint is not

  • A full migration delivery (1-2 pilot services end-to-end + the governed pipeline + the roadmap; the rest is a staffed programme, not a four-week sprint)
  • Autonomous agents merging to main unsupervised (every agent PR passes automated gates and a human merge gate)
  • 'AI will rewrite your app' (agents accelerate the mechanical work; sequencing and boundaries are the senior work)
  • A product-AI engagement (that's the AI Integration Strategy Sprint)
Investment
Named on the fit call
Fixed price, fixed scope
Get the price →
Multi-sprint commitments

Bundles

Trio bundles combine three sprints at a saving over booking them separately. The Quartet discounts any four sprints across a 12-month window. The Agency Partner Annual reserves capacity for the year. Exact figures come with the match.

Trio - Compliance & Trust Stack

  • Compliance & DD Readiness Sprint
  • GDPR Technical Compliance Sprint
  • End-of-Build Attestation Sprint

Regulated-industry clients (fintech, healthtech, marketplace, edtech) where SOC 2 / DORA and GDPR converge.

Window: 4–6 months

Bundled rate
Named on the fit call
Saves against booking à la carte

Trio - The Scale-Up Stack

  • Engineering Health Check Sprint
  • Performance & Goals Framework Sprint
  • Senior Engineering Hire Sprint

Audit current operating posture → install the operating system that survives scale → hire the leader who maintains it.

Window: 4–6 months

Bundled rate
Named on the fit call
Saves against booking à la carte

Trio - The Agentic Stack

  • AI Integration Strategy Sprint
  • MCP Server Implementation Sprint
  • Agentic Payments (x402 + L402) Sprint

Companies whose AI strategy needs all three layers - strategy, exposure to agents, monetization of agent traffic - and who are best served by doing them as one coherent program. Designed by the co-author of the WARRANT Standard.

Window: 4–8 months across the three sprints

Bundled rate
Named on the fit call
Saves against booking à la carte

Trio - The Modernization Stack

  • Tech Audit & Heritage Review
  • Agentic DevOps Sprint
  • End-of-Build Attestation Sprint

Companies modernizing a load-bearing 10-15+ year codebase who need the work de-risked, governed, and independently signed off - especially pre-raise, pre-sale, or pre-enterprise-procurement. Map the estate → move the debt with a governed agent pipeline → independently attest the modernized system. Distinct from the Agentic Stack: that builds the agent-native product layer; this applies agents to the engineering process of clearing legacy debt.

Window: 4–6 months across the modernization programme

Bundled rate
Named on the fit call
Saves against booking à la carte

Quartet - The Strategic Year

  • Any 4 sprint products, drawn down across a 12-month window

Companies or agencies with concurrent strategic moments across the year (sprint mix may be mixed across core and agency-only).

Window: 12 months from first sprint commencement

Bundled rate
Named on the fit call
Saves against booking à la carte
Continuing engagements

Fractional strategic roles

Sprint engagements solve one decision moment; fractional roles maintain strategic presence across many of them. Capacity ceiling: 0.60 across all concurrent fractional engagements.

1

Strategic Tech Advisor

In the room when it matters. Not in the room when it doesn't.

Posture: Pure advisory. Zero operational responsibility. Zero decision authority.

Time: ~2 days/monthMinimum term: 6-month minimum, rolling thereafterCapacity weight: 0.1

Delivers

  • Monthly 90-min strategy call with CEO/CTO
  • Async strategic advisory via Slack/email - answers within 1 business day
  • Quarterly half-day deep-dive on a topic the leadership team selects
  • Direct mobile / Signal access for time-critical decisions

Does not

  • Internal team meetings, standups, sprint reviews
  • Board meetings
  • Written decision authority

Best fit: Founders / CEOs / CTOs wanting a senior peer-grade thinking partner. Most engagements convert from a Foundation Sprint that closed well.

Investment
Named on the fit call
Retainer, per month
2

Tech Board Member / NED

Independent senior tech voice on the board.

Posture: Non-executive. Formal board role with fiduciary posture.

Time: ~10–12 days/yearMinimum term: 12-month minimum, renewable annuallyCapacity weight: 0.05

Delivers

  • Attendance at all board meetings (4/year typical)
  • Independent review of board materials before each meeting
  • 2 × annual strategy sessions with the exec team (full-day)
  • Formal NED governance: minutes review, conflict-of-interest discipline, fiduciary protocol
  • Independent voice on technical strategy, M&A, hire-of-CTO decisions

Does not

  • Day-to-day operations
  • Direct engineering-team engagement (without CEO/CTO request)
  • Management authority

Best fit: Series A+ companies, Series B candidates, companies approaching M&A. Particularly fitting for fintech / regulated.

Max 2 NED roles concurrently

Equity option in lieu of cash: 0.25%–0.75% vesting over 2 years. Combination structures (half cash + half equity) negotiable.

Investment
Named on the fit call
Retainer, per year
3

Fractional CTO (Strategic)

The CTO role, stripped of operational theatre. Strategy, architecture, hiring, vendors, board - yes. Standups - no.

Posture: Borderline operational. Sits in executive cadence; does not sit in delivery cadence.

Time: ~4–6 days/monthMinimum term: 6-month minimumCapacity weight: 0.3

Delivers

  • Weekly 90-min working session with CEO and engineering leadership
  • Active ownership: technology roadmap, architecture decisions, build-vs-buy, vendor selection >£10k/yr
  • Hiring partner for the engineering leadership layer
  • Executive presence: board, investor calls, customer escalations requiring CTO-level interface
  • Monthly written tech update for the board
  • Dedicated Slack channel; 1-business-day response cadence

Does not

  • Daily standups, retrospectives, sprint planning
  • Individual engineers' performance reviews
  • On-call pager
  • Production code

Best fit: Companies between 15–80 engineers where permanent CTO isn't yet justified, is in transition, or where the founder has been carrying the CTO role unsustainably.

Investment
Named on the fit call
Retainer, per month
4

Fractional CIO

IT strategy and governance, executive-grade, for companies whose product engineering is healthy but whose IT operation needs senior leadership.

Posture: Borderline operational. Owns IT and platform-governance domain; does not own product engineering.

Time: ~4–6 days/monthMinimum term: 6-month minimumCapacity weight: 0.3

Delivers

  • Ownership of IT strategy, vendor portfolio, infrastructure governance
  • SOC 2 / DORA / FCA OR / sector-specific compliance leadership
  • GDPR programme ownership (ROPA, DPIA cadence, vendor DPA register, DSR operating model, breach-response readiness)
  • Executive interface for procurement, supplier negotiations, contract management >£10k/yr
  • IT budget definition and enforcement
  • Internal IT team leadership (typically 3–8 people)
  • Quarterly board reporting on IT posture, risk register, compliance status

Does not

  • Product engineering / product roadmap (that's the CTO's lane)
  • Hands-on infrastructure-engineering work
  • Application-development lifecycle

Best fit: Companies with healthy product engineering but where the IT, platform, security, and compliance side has out-grown ad-hoc. Regulated-industry / post-Series-B scale-ups.

Investment
Named on the fit call
Retainer, per month
5

Fractional Chief AI Officer

AI strategy, governance, and integration design - frontier-grade, for companies where 'we need AI' has become 'we need AI responsibly and competitively'.

Posture: Borderline operational. Owns AI strategy and governance.

Time: ~4–6 days/monthMinimum term: 6-month minimumCapacity weight: 0.3

Delivers

  • AI strategy definition - investment priority, sequencing, what's deliberately not pursued
  • Architecture decisions for LLM/RAG/agent integration
  • Vendor strategy across model providers (OpenAI, Anthropic, open-source, gateway routing)
  • AI governance framework: agent authorisation, eval pipelines, audit trails, human-in-the-loop boundaries
  • EU AI Act and NIST AI RMF alignment - interpreted, applied, defended
  • Cost / latency budgeting per workflow stage
  • Board / investor interface for AI strategy questions
  • Hiring partner for senior AI engineering hires
  • Quarterly AI posture review for leadership

Does not

  • Building, deploying, or maintaining models
  • Writing prompts, evals, or production AI code
  • Day-to-day AI engineer management

Best fit: Companies whose AI ambitions exceed what their existing engineering leadership has seen. Companies with regulated customers or serious agent-deployment plans.

Max 2 Fractional CAIO roles concurrently

Investment
Named on the fit call
Retainer, per month
6

Fractional VP Engineering

The engineering leadership layer, on tap, for companies whose team has out-grown the founder-engineering-lead model.

Posture: Borderline operational. Engages with engineering leadership cadence.

Time: ~6–8 days/monthMinimum term: 6-month minimumCapacity weight: 0.4

Delivers

  • Engineering leadership coaching: 1:1s with EMs, squad leads, senior engineers
  • Process design: OKR / KPI / SLA / SLO framework, hiring pipeline, performance management, on-call discipline
  • Talent strategy: hiring plan, interview architecture, calibration, retention
  • Quarterly engineering all-hands narrative and execution
  • Board / executive interface for engineering health metrics
  • Direct support for CEO/CTO on people-related escalations

Does not

  • Delivery ceremonies (standups, retros, sprint planning)
  • Individual comp conversations as manager
  • Hiring decisions in isolation (advisory + calibration, not final call)

Best fit: Companies at the 15–50 engineer mark where the engineering culture is being formed and the cost of getting people-and-process wrong now is high.

Investment
Named on the fit call
Retainer, per month
7

Interim CTO (Transitional)

Bridge between two permanent CTOs. Time-bound. Designed-out within six months.

Posture: Operational. Carries the CTO role with a stated handover endpoint.

Time: ~8–10 days/monthMinimum term: Capped at 6 months (max 9 months by mutual exception)Capacity weight: 0.5

Delivers

  • Full CTO operational duties for the engagement window: roadmap, hiring, architecture, board, exec
  • Active hiring of the permanent CTO replacement (this is the success metric)
  • Clean handover: documented runbook, named owner for every decision, transition memo for the incoming CTO
  • Public face of CTO at board, investors, customers

Does not

  • Indefinite continuation. The cap is binding. If no permanent hire by month 6, the engagement reframes to Fractional CTO - not extended on interim terms.

Best fit: Companies with a known CTO transition coming (departure, retirement, planned change). Also fits acquisition scenarios needing interim leadership.

Max 1 Interim CTO engagement at any time

Investment
Named on the fit call
Retainer, per month
Appendix A

Specialty mini-engagements

Sub-sprint, named, fixed-scope units. Each one converts upward to a numbered sprint when the need scales. Pricing is named in the fit conversation.

A1

DPIA (standard)

One DPIA on a well-bounded processing activity, single-system, with existing data-flow documentation.

Days
5 days
Converts upward to
GDPR Technical Compliance Sprint
A2

DPIA (complex)

One DPIA on cross-system, multi-vendor, special-category, or novel ML/AI processing - including supervisory-authority consultation prep.

Days
8–10 days
Converts upward to
GDPR Technical Compliance Sprint
A3

DPIA Bundle (×3)

Three DPIAs across distinct processing activities, sequenced and cross-referenced.

Days
12–15 days
Converts upward to
GDPR Technical Compliance Sprint
A4

ROPA Build

Article 30-compliant Record of Processing Activities for a single business unit or product line, structured for ongoing maintenance.

Days
5 days
Converts upward to
GDPR Technical Compliance Sprint
A5

Vendor DPA Review

Sub-processor inventory + DPA gap-list + Standard Contractual Clauses status + transfer-impact assessment scoping.

Days
4 days
Converts upward to
GDPR Technical Compliance Sprint
A6

Breach Response Runbook

72-hour notification clock, decision tree, supervisory-authority drafting templates, internal communication plan, one tabletop exercise.

Days
4 days
Converts upward to
GDPR Technical Compliance Sprint
A7

Postmortem Facilitation

Independent facilitator for a high-stakes incident postmortem; structured write-up; remediation register with owners.

Days
2 days
Converts upward to
Engineering Health Check / Performance & Goals
A8

Single Senior Interview Round

One senior-round technical interview (panel participation + structured write-up + calibration debrief).

Days
0.5 days
Converts upward to
Senior Engineering Hire Sprint
A9

Vendor Selection (single decision)

One vendor decision (observability / IAM / CDP / search / data warehouse / similar) - weighted matrix, TCO math, recommendation memo.

Days
3 days
Converts upward to
Foundation Sprint / Tech Audit
A10

Customer Compliance Questionnaire Response

One enterprise security / DPA / vendor-risk questionnaire drafted, reviewed, returned with the supporting evidence pack.

Days
2 days
Converts upward to
Compliance & DD Readiness Sprint
A11

On-Call Health Check

Audit on-call rota, paging discipline, incident-response posture, runbook coverage; prioritised remediation list.

Days
3 days
Converts upward to
Engineering Health Check / Performance & Goals
A12

LLM Vendor / Routing Decision

One decision: OpenAI vs Anthropic vs open-source vs gateway routing - cost / latency analysis, recommendation, eval-gate plan; informed by WARRANT-Standard authorisation principles where agent behaviour is in scope.

Days
3 days
Converts upward to
AI Integration Strategy Sprint
A13

Data-Room Tech Section Audit

Review of the tech section of a data room before opening to buyers - gap list, narrative coherence, risk pre-flagging.

Days
3 days
Converts upward to
Acquisition Tech DD Sprint
A14

ADR Facilitation

One Architectural Decision Record-shaped engagement - option framing, weighted trade-off, design-review session, signed ADR artefact.

Days
3 days
Converts upward to
Foundation Sprint
A15

Vendor Portfolio Cost Review

Review of the existing vendor / SaaS portfolio for overspend, overlap, renewal traps, and consolidation opportunities - quantified rationalisation plan with renewal-window calendar.

Days
4 days
Converts upward to
Tech Audit / Engineering Health Check
A16

Annual Tech Budget Advisory

Pre-fiscal-year working session with CFO + CTO - tech budget model, headcount-vs-SaaS trade-offs, quarterly allocation, board-ready financial narrative and Q&A pack.

Days
5 days
Converts upward to
Fractional CIO
A17

Cloud Cost Architecture Review

Architecture-led review of cloud spend - right-sizing, scaling patterns, environment hygiene, architectural inefficiencies driving cost. Not a line-item FinOps audit.

Days
3 days
Converts upward to
Tech Audit / Engineering Health Check
A18

SBOM & License Audit

Software Bill of Materials across the codebase, open-source license inventory, copyleft/viral flagging, license-compatibility matrix, remediation list, regulatory-readiness note (EU CRA, enterprise procurement, M&A buyer-side legal).

Days
4 days
Converts upward to
Acquisition Tech DD / Tech Audit
A19

MCP Server Scaffold

Bootstrap one MCP server for a single existing API or data source. Tool definitions with input schemas, /.well-known/mcp.json manifest, robots.txt allowance, Claude Desktop and Cursor smoke-test. Hand-over package: code + deployment notes + observable behaviour.

Days
5 days
Converts upward to
MCP Server Implementation sprint
A20

x402 Integration Pilot

Wire one endpoint to x402 on Base Sepolia. Test wallet, facilitator setup, server-side 402 response with payment requirements, verify-and-settle flow, receipt header echoed back, tested 402-pay-retry end-to-end. Foundation for the full Agentic Payments sprint when scope grows.

Days
4 days
Converts upward to
Agentic Payments sprint
A21

Agentic Modernization Pilot

Stand up the governed agent pipeline on one bounded legacy service. Dependency map, containerization (Docker), an agent-opened pull request under branch protection and a human merge gate, characterization smoke-test, and a structured audit trail of agent actions. Proof-of-concept for the full Agentic DevOps sprint.

Days
5 days
Converts upward to
Agentic DevOps sprint
Every engagement carries them

The four guarantees

Sprint 1 Escape Hatch

If after the first sprint the work isn't justifying continuation, you pay only Sprint 1 and the engagement ends.

Board-Ready Quality

If your board rejects a deliverable on substantive grounds, it's reworked at no charge.

Two-Client Cap

Maximum two concurrent clients. No delegation, no associates, no juniors.

Skin-in-the-Game Pledge

Every recommendation is one the Consultant would execute if the company were his own.

Sample deliverables

See what a Foundation Sprint leaves on the table.

Five NDA-safe sample artefacts - Diagnostic Report, Systems Map, Vendor Shortlist, 12-Month Roadmap, Board Deck - built on a fictional Series A B2B fintech (Marlowe & Park). Available after a brief acknowledgement: samples are watermarked, sent PDF-only, and not for redistribution.

Request samples →