Who this is for

  • Founders preparing for a board or lender update within days.
  • PE operating partners vetting newly acquired teams post-close.
  • CTOs inheriting legacy estates with no recent audit trail.
  • Independent directors needing neutral verification before a go or no-go vote.

Typical triggers

  • Sudden production incidents without a defensible root-cause narrative.
  • Board asks for a technical risk map before releasing capital.
  • Investor side letter mandates rapid security confirmation.
  • M&A target lacks current architecture or infrastructure documentation.
  • Cloud spend spike outpaces revenue growth and finance needs answers.

Scope

  • Product and architecture: codebase topology, build pipelines, deployment barriers.
  • Security and information systems: access hygiene, secrets handling, critical control gaps.
  • Delivery and reliability: incident patterns, mean time to recovery, change failure rate.
  • Team and process: role clarity, on-call coverage, communications cadence.
  • Cost and scale: cloud spend efficiency, capacity headroom, FinOps quick wins.

Deliverables

  • Executive memo with RAG heatmap across product, security, delivery, and cost.
  • 90-day action plan sequenced by risk level, effort, and accountable owner.
  • 72-hour bill-of-cloud snapshot with savings levers and runway impact, extensible into Cloud Cost Modeling.
  • Interview summaries capturing operator context and cited evidence.
  • Board-ready slide appendix with logs, repo references, and decision notes.

Timeline and cadence

Day 0 kickoff (45 minutes) sets scope, access, and decision timelines. Day 1 covers interviews, repo and CI review, plus telemetry capture. Day 2 includes a 30-minute synthesis checkpoint with preliminary risks. Day 3 culminates in a 60-minute executive readout and artifact handoff.

What we need from you

  • Read-only access to source control, CI/CD, observability, and cloud billing.
  • Org chart with engineering contacts and current on-call rota.
  • Recent incident reports or major outage postmortems.
  • Security policies or SOC/ISO evidence if already assembled.
  • Context on board expectations, investor timing, and target decisions.

Pricing anchors

Fixed-fee, fixed-artifact engagement. We confirm investment once access scope and environments are agreed, and send a proposal within one business day.

Mini-FAQs

How deep can you go in three days?

Depth depends on evidence. With repo, CI, logging, and billing access we cover the full scope; gaps are flagged as risks with next steps so nothing is assumed.

Will you interview engineers directly?

Yes. Short structured interviews validate documentation, expose workarounds, and capture tribal knowledge that does not appear in dashboards.

Can the plan feed into OKRs?

The 90-day plan ships in OKR-ready format with owners, success metrics, and enabling conditions so it can drop straight into your planning cycle.

CTA

You have 72 hours to replace guesswork with board-ready evidence. We keep the footprint tight and the findings actionable.

Book an assessment

Related services & resources

Planning for a transaction? Upgrade to the deeper Technical Due Diligence program to satisfy investors. Need leadership muscle to execute the plan? Engage our Fractional CTO team for 12 weeks. For sustained savings, align the findings with our FinOps levers once the diligence track is live.