Workflow Risk Snapshot
Use as the first paid step in a warm conversation: fast, bounded, proves judgment.
Lowest-friction entry at $2.5–5k flat. Converts naturally to an advisory day or retainer relationship.
How I work
Two speeds, one identity. Lane A (fast, weeks): fractional AI/Tech CTO retainer, advisory days, technical due diligence, and Workflow Risk Snapshots. Lane B (durable, 6–12 mo): Decision Memo and Hardening Sprint for AI workflows facing funding, customer, enterprise, audit-prep, or agent/API exposure events. A 30-minute scoping call confirms fit before any paid step.
Investment ladder
Engagements are sized to the decision in front of you. Start with a scoping call, then the smallest useful step — an advisory day or a bounded snapshot. Deeper written work follows only when a real event needs it: funding diligence, an enterprise or payer security review, audit-prep, or agent and API exposure.
Use as the first paid step in a warm conversation: fast, bounded, proves judgment.
Lowest-friction entry at $2.5–5k flat. Converts naturally to an advisory day or retainer relationship.
Use for episodic senior judgment: architecture review, security check, diligence day, or board prep.
$2.5–5k/day (AI/senior specialist rate). Converts to fractional CTO retainer when ongoing leadership is warranted.
Use when evaluating an AI or SaaS build for investment, acquisition, or major partnership — need a clear technical read before committing.
$15–40k per engagement depending on scope and depth. 1–3 weeks.
Use when you need ongoing senior AI/tech leadership: architecture direction, security posture, and board-ready judgment on a retainer basis.
$8–15k/mo retainer (~2–4 days/month). Enter via a Workflow Risk Snapshot or advisory day; anchor with a monthly retainer.
Use when a funding, enterprise, customer-review, audit-prep, or agent/API exposure event creates a budget event for written technical judgment.
Fixed-scope paid decision artifact; typically seeded inside a fractional or diligence relationship.
Use when blockers are known and the highest-risk boundaries need implementation before an enterprise review, audit-prep conversation, or customer handoff.
Follow-on sprint after scope is confirmed by memo, evidence, or a narrow intake. Highest-ceiling durable engagement.
Use when several client builds, portfolio companies, or workflows need the same review pattern.
Proposal-only path until repeat-risk proof validates a fixed public program price.
Use only when known scope crosses teams, systems, regulated constraints, or launch support.
Requires founder review and written custom scope before any investment number is confirmed.
Lane B — durable decision artifact
In 5–7 days, Hulbon delivers a full-workflow assessment — codebase, boundaries, and dependency map — with a written proceed, proceed-after-hardening, or pause decision artifact for technical, investor, customer, enterprise-review, or audit-prep conversations. Sold inside an advisory relationship, not as a cold first contact.
Low-friction entry: one workflow, one to two days
You need a clear-eyed read on one AI or agent workflow — top risks, what is a blocker, and what to fix — without committing to a full codebase review.
Founders, CTOs, and senior engineers who need a fast, structured read on one AI workflow before a decision, launch, or investor conversation.
Early diligence, pre-engagement trust-builder, or first paid step inside a warm conversation.
1–2 days.
Senior judgment by the day
You need senior expert judgment for one specific decision or review — an architecture call, a security posture question, a diligence conversation — fast, without a long-term commitment.
Founders, CTOs, and technical leads who need senior AI/tech judgment for a specific decision, review, or hard call — without a long-term commitment.
Episodic senior judgment: architecture review, security posture check, hard build-vs-buy call, or board-ready opinion.
Booked by the day; typically 1–4 days per month.
For investors, PE/VC, and acquirers
A deal depends on understanding whether an AI or SaaS build is architecturally sound, secure, scalable, and run by a team capable of executing. You need a clear-eyed technical assessment, not a checkbox.
Investors, PE/VC funds, acquirers, and founders preparing for technical diligence on an AI or SaaS build.
Investor, PE/VC, or acquirer evaluating an AI/SaaS build; founder preparing for technical diligence before funding or M&A.
1–3 weeks per engagement.
The anchor engagement — ongoing senior AI/tech leadership
Your AI-powered product needs senior technical leadership that combines deep AI/ML expertise with production-at-scale judgment and regulated-systems experience — but a full-time CTO is premature or unavailable.
Founders, CEOs, and technical leads who need ongoing senior AI/tech leadership: AI architecture direction, security and compliance posture, hiring and code review, and board-ready judgment.
Founder or CEO who needs ongoing senior AI/tech leadership without a full-time CTO; team that needs AI architecture direction, security posture, or board-ready judgment on an ongoing basis.
Ongoing monthly retainer; typically 2–4 days/month.
Lane B — durable: for funding, enterprise, and audit-prep review events
You are entering a funding round, customer review, enterprise review, audit-prep conversation, or agent/API exposure moment that requires clarity on AI workflow risk, boundaries, and evidence gaps.
Enterprise AI teams, funded founders, CTOs, and portfolio operators whose AI workflow needs a written technical decision artifact before funding diligence, customer review, enterprise review, audit-prep, or agent/API exposure.
Funding diligence, enterprise security review, acquisition review, customer review, audit-prep conversation, or agent/API exposure where written technical risk clarity is required.
5–7 days for the memo.
Lane B — durable: implement the review-blockers, not just advise
The highest-risk workflow boundaries are known, and the product needs focused implementation — tenant isolation, approval gates, audit evidence — before the next enterprise review, audit-prep conversation, or customer handoff.
Enterprise AI teams, PE/VC portfolio operators, regulated-workflow CTOs, and founders with known workflow blockers before an enterprise review, audit-prep conversation, or customer handoff.
A paid memo, tightly scoped evidence review, enterprise review, audit-prep question, or known urgent blocker shows implementation funding is warranted.
10 business days for the sprint.
For PE/VC portfolios, studios, and agencies with repeat AI workflow risk
Multiple AI-built products, portfolio companies, or regulated workflows need a repeatable review and handoff pattern before customer handoff, enterprise review, audit-prep, or agent/API expansion.
PE/VC portfolio operators, venture studios, accelerators, AI-MVP agencies, and enterprise teams with multiple AI workflows or products needing repeatable review discipline.
Several client builds, portfolio companies, or agent/API workflows carry repeat workflow, codebase, handoff, or exposure risk.
Program scope and sequence agreed in writing.
No. A Workflow Risk Snapshot or Decision Memo uses source code, implementation notes, test environments, anonymized logs, and guided walkthroughs. Production credentials are not required for a first pass.
The judgment comes from running AI and money-movement at $2B+ regulated scale and personally building a production agentic-AI platform — not a slide deck. Work is tied to concrete implementation: workflow boundaries, agent permissions, audit evidence, and real remediation.
A 30-minute scoping call, then either a Workflow Risk Snapshot ($2.5–5k, 1–2 days), an advisory day, or a fractional CTO scoping conversation — whichever fits the urgency. Cold $45k memos are not the first contact; they are seeded inside an advisory relationship.
Technical resources
Browse the full resource cluster, or jump directly into the guide that matches your current review, audit, diligence, or hardening pressure.
View all technical resourcesReview generated or AI-assisted products across architecture, auth, tenant boundaries, payments, tests, deployment, and agent/API exposure.
Read the decision checklistDesign scoped agent tools, OAuth or restricted-key access, read/write separation, audit logs, rate limits, and prompt-injection-aware boundaries.
Read the agent/API launch checklistPrioritize trust-boundary drift, auth and data access gaps, payment-state errors, dependency exposure, test illusions, and agent blast radius.
Read the workflow risk taxonomyShape AI agent access around scoped tools, delegated identity, read/write separation, approval gates, audit trails, and operational controls.
Read the architecture patternsTurn demo-ready AI-assisted products into customer-ready systems with ownership, trust-boundary, testing, payment, deployment, and observability hardening.
Read the workflow hardening checklistNext step
A free 30-minute scoping call confirms fit before any paid step. Hulbon will check whether the situation warrants a Snapshot, an advisory day, a diligence engagement, or an ongoing fractional CTO relationship.