# A CIO, without the headcount.

Strategic IT planning, budget development, vendor management, and board-ready reporting — at a fraction of the cost of a full-time executive.

Built on

- Microsoft 365
- Adobe
- Wasabi

## What you get

- Quarterly strategic planning session
- Annual IT budget + capex/opex breakdown
- Vendor contract review + renegotiation
- Board-ready quarterly reports
- M&A diligence support on demand
- Direct line to a senior IT executive

Most mid-market businesses can't justify a $300k CIO salary, but they need strategic IT leadership all the same. Our virtual CIO engagements give you a senior technology executive on retainer — for roadmap, budget, M&A diligence, vendor negotiations, and the board-deck conversations where 'managed services provider' isn't a satisfying answer.

## The full deliverable.

### 3-year IT roadmap.

We map your current state, identify capability gaps, and build a phased 3-year plan tied to business outcomes — not vendor renewal cycles.

### Budget + vendor management.

Annual IT budget development, ongoing vendor contract reviews, and renegotiation support. Most clients see 12–20% savings on contracts in year one.

### Board + leadership reporting.

Quarterly board-ready decks: capability progress, security posture, ROI on IT investments, peer benchmarking. The kind of report your CEO can present without a translator.

### M&A + due diligence support.

Acquiring a competitor? Selling? We assess IT debt, integration cost, security posture, and licensing exposure — and join calls with the other side's tech team so you're not flying blind.

## Common questions.

### Is this an hourly engagement?

Usually a flat monthly retainer with quarterly QBRs and on-demand availability. We'll quote based on your size and the scope you need.

### Do you do interim CIO work for transitions?

Yes — we've covered CIO transitions and CFO-as-acting-CIO situations during searches. Typical engagement is 3–6 months while you recruit a permanent hire.

### What's your background?

Our vCIO practice leads come from operating CIO and CTO roles in mid-market and PE-backed environments. We've sat in the chair you're trying to fill.

## Ready to stop fighting your IT?

Tell us what's breaking, what's slowing you down, or what you're trying to build. We'll respond same-day with a real plan — no boilerplate sales sequence.