Advisory Results
Real Results.
Quantified Impact.
Anonymized case studies from advisory engagements. Every result is measured, not estimated.
B2B SaaS•Diagnostic + 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 Equity•Board 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 SaaS•Diagnostic + 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 Software•Board 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
Fintech•Fractional 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 SaaS•Advisory
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 SaaS•Board 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 SaaS•Fractional 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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