Advisory Results

Real Results.
Quantified Impact.

Anonymized case studies from advisory engagements. Every result is measured, not estimated.

B2B SaaSDiagnostic + Fractional CTO

SaaS Platform: 47% → 23% Maintenance Burden

Challenge

Series B SaaS company with 40 engineers spending 47% of engineering time on maintenance. Feature velocity had declined 60% over 18 months. Board was questioning engineering leadership.

Approach

Ran PDI audit to quantify maintenance burden in dollar terms. Identified $2.1M annual engineering spend on zero-value maintenance. Implemented Kill Switch Protocol to deprecate 12 zombie features. Restructured team topology.

Results

  • Maintenance burden reduced from 47% to 23% in 6 months
  • Recovered $1.4M in engineering capacity
  • Deployment frequency improved from monthly to weekly
  • Feature velocity increased 2.8x
Product Debt Index (PDI)Kill Switch Protocol
Private EquityBoard Advisor

PE Portfolio: $2M Waste Identified Across 4 Companies

Challenge

Growth-equity PE firm with 4 portfolio companies ranging from $5M-$30M ARR. No visibility into engineering efficiency. Two portfolio companies showing declining DORA metrics.

Approach

Conducted cross-portfolio PDI audits. Benchmarked each company against industry peers using APER diagnostic. Identified common patterns: over-investment in custom tooling, understaffed platform teams, and absence of technical debt measurement.

Results

  • $2M in annual engineering waste identified
  • Standardized DORA metrics tracking across portfolio
  • One portfolio company avoided $800K custom build via vendor evaluation
  • Technical due diligence framework now used for all new acquisitions
PDI AuditAPER DiagnosticDORA Metrics
AI/ML SaaSDiagnostic + Advisory

AI Product: Unit Economics Turned Positive

Challenge

Seed-stage AI startup burning $180K/month on inference costs. Each customer interaction cost $0.47 but was priced at $0.10. AI features were popular but economically unviable at scale.

Approach

Used AUEB calculator to map Cost of Predictivity curve. Discovered that 80% accuracy (acceptable for use case) cost 90% less than 95% accuracy. Redesigned architecture: small model for simple queries, large model only for complex ones.

Results

  • Cost per interaction reduced from $0.47 to $0.08
  • AI feature margin flipped from -370% to +20%
  • Runway extended by 14 months without additional fundraising
  • Achieved product-market fit with sustainable unit economics
AI Unit Economics Benchmark (AUEB)Cost of Predictivity Framework
Enterprise SoftwareBoard Advisor

M&A Due Diligence: Saved $4M on Acquisition

Challenge

Strategic acquirer evaluating a $25M acquisition target. Initial technical due diligence by internal team found "no major issues." Board wanted independent verification before closing.

Approach

Conducted comprehensive technical due diligence using PDI framework. Discovered: 68% maintenance burden (vs. 30% reported), 3 critical dependencies on unmaintained OSS libraries, and Technical Insolvency Date projected at 14 months.

Results

  • Identified $4M in hidden technical debt not disclosed in initial DD
  • Negotiated $4M purchase price reduction based on findings
  • Post-acquisition remediation plan saved additional $1.2M
  • Acquirer now uses PDI framework for all technical due diligence
PDI AuditTechnical Insolvency Date Calculator
FintechFractional CTO

Engineering Hiring: 3x Quality Improvement

Challenge

Fast-growing fintech with 60% first-year engineer attrition. Traditional coding interviews favored coding speed over engineering judgment. New hires couldn't review AI-generated code effectively.

Approach

Replaced traditional coding interviews with Audit Interview protocol. Candidates evaluate AI-generated code with hidden flaws instead of writing code from scratch. Focused on verification skills, severity ranking, and ship/no-ship judgment.

Results

  • First-year attrition dropped from 60% to 18%
  • Time-to-productivity for new hires improved by 40%
  • Critical bug detection rate improved 3x
  • 92% of engineering team rated new hires as "strong" or "exceptional"
Audit Interview Protocol
B2B SaaSAdvisory

Series C: $12M Valuation Uplift from Metrics

Challenge

Series B SaaS company preparing for Series C fundraise. NRR was 105% but board believed it should be higher. Engineering metrics weren't investor-ready. No clear story connecting engineering investment to business outcomes.

Approach

Used EV-SE to model valuation scenarios. Identified that improving NRR from 105% to 115% would increase valuation multiple by 2x. Focused engineering resources on expansion features and customer success tooling.

Results

  • NRR improved from 105% to 118% in 9 months
  • Series C closed at $12M higher valuation than initial board target
  • Investor deck included PDI and APER metrics — differentiated from every other pitch
  • Engineering story became the strongest section of the fundraise narrative
Enterprise Value Scenario Engine (EV-SE)APER Diagnostic
Healthcare SaaSBoard Advisor

Enterprise: AI Governance Framework Implementation

Challenge

Healthcare SaaS company deploying AI features that process patient data. No AI governance framework. Board concerned about EU AI Act compliance and HIPAA implications of AI-generated recommendations.

Approach

Implemented AI governance framework based on Exogram principles: AI liability gradient assessment, deterministic governance for high-risk decisions, provenance tracking for AI-generated recommendations, and PII air gap for patient data.

Results

  • AI governance framework implemented in 12 weeks
  • Achieved EU AI Act compliance for high-risk AI features
  • Reduced AI-related incident rate by 85%
  • Board confidence in AI deployment increased from 2/10 to 8/10
AI Liability Gradient FrameworkExogram Governance Model
E-commerce SaaSFractional CTO

Monolith Migration: Avoided $3M Rewrite

Challenge

E-commerce platform with 8-year-old monolith. Engineering team proposed full rewrite to microservices ($3M, 18 months). Board was skeptical after hearing Joel Spolsky's warnings about rewrites.

Approach

Conducted PDI audit. Found that only 30% of the monolith was causing 80% of maintenance burden. Recommended modular monolith approach with strangler fig pattern instead of full rewrite. Prioritized the 30% that mattered.

Results

  • Avoided $3M rewrite — total cost was $400K over 9 months
  • Maintenance burden reduced from 55% to 28%
  • Deployment frequency improved from bi-weekly to daily
  • Team morale improved significantly (NPS +45 points)
PDI AuditFeature Bloat CalculusStrangler Fig Pattern

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