Engagements

Three packaged engagements. One ongoing tier. Fixed scope, fixed price.

Every engagement ships a written deliverable and a working session to walk your team through it. No retainers required to start.

On pricing

We don't publish a rate card. Each engagement is priced to your organization, your data sensitivity, and your timeline. A 30‑minute call is enough to scope and quote — you'll have a written proposal within two business days.

Scope a call →

01

AI Strategy & Roadmap

Duration
2–4 weeks
Format
Fixed scope, fixed fee
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For leadership teams who need a defensible AI plan — not a vendor pitch. Executive workshops, prioritized use cases against your actual constraints, and a 90‑day pilot you can take to a board.

What's included

  • Two executive workshops (current state, target state).
  • Use‑case inventory ranked by ROI, risk, and time‑to‑value.
  • Governance and risk framework mapped to your regulator's expectations.
  • Vendor evaluation criteria (model providers, hosting, build‑vs‑buy).
  • 90‑day pilot plan with success criteria and exit ramps.
  • Board‑ready deck.

What's not included

  • Model implementation, fine‑tuning, or production code.
  • Vendor procurement or contract negotiation.
  • Ongoing operational ownership.

Ideal fit

Banks, fintechs, insurers, and regulated SaaS firms with $50M+ revenue, an exec sponsor, and an AI mandate they don't yet know how to execute responsibly.

Deliverables

  • · Strategy memo (15–25 pages).
  • · Use‑case scorecard.
  • · Governance/risk framework.
  • · 90‑day pilot plan.
  • · Board deck.

02

Tokenization & On‑Chain Settlement Advisory

Duration
2–4 weeks
Format
Fixed scope, fixed fee
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For FIs and fintechs evaluating tokenized assets, on‑chain settlement, or stablecoin rails. Independent, vendor‑agnostic strategy from someone who has actually built these systems — not a hype piece.

What's included

  • Use‑case framing: where on‑chain settlement adds genuine value vs. where existing rails win.
  • Custody architecture options (self‑custody, qualified custodian, MPC).
  • KYC / AML at the chain edge — keeping travel rule compliant.
  • Regulatory landscape briefing (US/EU as of engagement date).
  • Build‑vs‑partner decision matrix across infrastructure providers.
  • Risk register with prioritized mitigations.

What's not included

  • Smart contract development or audits (referrals to trusted partners).
  • Token issuance legal opinions.
  • Regulatory licensing applications.

Ideal fit

Banks, insurers, payments firms, and asset managers exploring tokenized assets, on‑chain settlement, or stablecoin integration — and the board wants a sober, vendor‑neutral view before committing capital.

Deliverables

  • · Strategy memo with use‑case ranking.
  • · Custody and KYC architecture options.
  • · Build‑vs‑partner decision matrix.
  • · Risk register.

03

Secure Cloud Modernization Audit

Duration
2–3 weeks
Format
Fixed scope, fixed fee
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Independent architecture review across cloud and identity systems. Zero‑trust gap analysis, post‑quantum readiness, and a phased modernization roadmap that doesn't break the things that already work.

What's included

  • Cloud architecture review (identity, network, data, key management).
  • Zero‑trust gap analysis with phased remediation.
  • Post‑quantum cryptography readiness assessment.
  • Identity / access governance review.
  • Risk report ranked by likelihood, impact, and remediation cost.

What's not included

  • Pen testing or red‑team operations.
  • Compliance certification (SOC 2, ISO, PCI) work.
  • Smart contract audits (we'll refer trusted partners).

Ideal fit

Mid‑market fintechs and FIs evaluating cloud modernization or due for an independent architecture review — and the board wants a non‑vendor opinion before committing capital.

Deliverables

  • · Risk report with prioritized remediation.
  • · Phased modernization roadmap.
  • · Reference architecture diagrams.

04 · Ongoing

Fractional CISO / CTO Retainer

Commitment
3 months min · 10–20 hrs/mo
Format
Monthly retainer

Ongoing strategic oversight after a packaged engagement closes — or for mid‑market firms that need exec‑grade attention without a full‑time hire. Vendor due diligence, architecture review, team mentoring, and a standing line of communication when something needs an opinion fast.

Specialists are brought in as 1099s for any deep technical work — you pay our pass‑through rate, no markup games.

Decide which engagement fits.

Bring the messiest version of the problem you have today. Thirty minutes is enough to point at the right one.

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