A PE-backed software company operating three complementary SaaS products had reached an inflection point. A key engineering team had just been offboarded, a new CEO was in seat, and the business was spending $1.55M annually to run its core product. At a gross margin 11 points below industry standard.
A 30-day discovery was scoped to assess the commercial and technical state of the business, surface what was actually broken, and provide a prioritized path forward.
Revenue Concentration
One product drove 2/3 of total ecosystem revenue. Engineering resources were spread roughly equally across all three.
Infrastructure Bleed
$53K/month in EC2 spend. A viable migration path existed that would reduce costs 20 to 60%. Unidentified and unscoped.
Technical Debt Compounding
The core product ran on ~24 single-tenant instances. Each a copy of the last. Every release made the problem worse.
Live Security Exposure
100+ fraudulent accounts created in 48 hours. No mitigation in place. A 1-month fix existed; no one had flagged the risk.
Knowledge Hostage Risk
Siloed teams held critical product knowledge with no documentation or cross-training. One departure away from a crisis.
Misallocated Talent
A former PM who had previously consolidated the product from 100 to 24 instances was available to rehire. Unknown to leadership.
Commercial Triage
Revenue concentration, gross margin gap, and engineering allocation mapped against each product. Made the case for re-weighting investment toward the revenue driver.
Infrastructure Cost Path
Migration approach scoped with concrete cost-out range. Surfaced a lever no one had quantified.
Security Exposure Brief
Documented the active fraudulent-account incident and the mitigation path. Escalated to leadership with timing and ownership defined.
Talent & Knowledge Map
Identified the institutional-knowledge risk and the realistic re-hire path that could close it without a new search.
$544K to $908K annual value surfaced
20 to 60% reduction against $53K/month EC2 spend. The largest unaddressed cost lever in the business.
Live security exposure surfaced
Active exposure that no one was tracking. Flagged with a 1-month mitigation path.
Tech debt path defined
The compounding-debt pattern named, with the re-hire path that had previously solved the same problem.
Portfolio decision unlocked
Operating partner went from no clear view to a sequenced investment thesis across the three products in 30 days.
Jenna is a dynamo with an outstanding track record.