Vetted Cost Optimization Professionals

“Longtime early-stage startup operator (since 1998) now running a solo consulting practice focused on SaaS infrastructure and platform strategy. Former angel investor in a medical information SaaS company that went public, with a strong focus on making prototype/demo systems enterprise-ready through efficiency, reliability, and performance improvements, and a nuanced view of how AI/LLMs may change engineering team models.”

“Board member/advisor to a mid–$10M revenue company aiming for $100M+, focused on portfolio trimming, analyst-quadrant positioning (Gartner/Forrester/ISG), and building scalable commercial operations. Has driven org redesign (separating marketing and sales), CRM rollout (Salesforce) alongside existing Dynamics accounting, and coaches founders to adopt metrics, messaging discipline, and delegation for global scale.”

“Chief of Staff / PMO leader at CAIS who built a firm-wide product & technology roadmap and delivery governance from the ground up, partnering directly with the executive committee to define OKRs and prioritization. Led cross-functional GTM readiness tracking and delivered major platform modernization (monolith to microservices) plus trade lifecycle automation in the alternative assets/independent financial advisor space, while also instituting financial discipline and vendor negotiations that saved millions.”

“Startup-focused infrastructure/security leader who stepped into head of engineering and re-platformed an entire product end-to-end in 3 months to meet launch. In crypto/fintech, recognized the market-data system as an ETL/data product and rebuilt it as a separable, securely accessible platform—prompting inbound interest within a week—while advocating an open-source-first observability stack (Prometheus/Grafana/Loki) to avoid vendor lock-in.”

“Early-stage founder building a service business targeting small clinics, already with one client. Identified the opportunity by helping a family member and then validating needs through direct client conversations; uses AI (including AI agents) for content generation and plans deeper workflow automation to scale cost-effectively.”

“AWS advisory leader and long-tenured (4 decades) execution-focused operator who helps startups and enterprise "startup-like" business units scale operations through customer-centric mechanisms (Working Backwards/PRFAQ) and tech-enabled modernization. Delivered concrete process gains (e.g., ~30% faster mortgage workflow and ~10 manual handoffs eliminated via automation/microservices) and advises VC/startups on data/infra ops, AI-driven differentiation, and go-to-market positioning across multiple industries.”