WORK WITH STRUCTURAL GAP

Built for

Founders and operators with one specific decision on the table — a build-vs-buy call, a market-entry question, an adjacent product opportunity — who need an outside read before they commit capital or headcount.

What you get

A 15–25 page memo with a defensible recommendation, a quantified business case, and the top three risks named with mitigations.

Deliverables

• Written memo (15–25 pages) with the recommendation and reasoning
• Single-scenario revenue or unit-economics model
• Competitive map of the three closest alternatives
• Top-three risks named with mitigations
• One 60-minute readout call

Not included

• — Multi-scenario financial modeling
• — Primary research interviews
• — Implementation work or vendor selection

Built for

CEOs, executives, and investors evaluating a multi-million-dollar product or business-line bet who need the same depth published in the flagship analysis applied privately to their company.

What you get

A complete strategic analysis: opportunity sized, revenue modeled across scenarios, competitive landscape mapped, moats and risks assessed, and an execution roadmap that survives a board review.

Deliverables

• Full written analysis (50–100 pages) — the same structure as the published Cloudflare Forge work
• Multi-year, multi-scenario revenue and unit-economics model with sensitivity tables
• Competitive landscape, moat analysis, and positioning thesis
• Risk register with mitigations and a phased execution roadmap
• Board-ready summary deck (15–20 slides)
• Two 90-minute readout sessions and 30 days of follow-up Q&A

Not included

• — Implementation, hiring, or vendor selection
• — Ongoing strategic counsel after the 30-day follow-up window (see Embedded Engagement)
• — Public publication — every Commissioned Analysis is private by default

Built for

Founders and executive teams with a sustained pipeline of strategic questions — multiple product lines, an active M&A thesis, or a multi-quarter bet — who want the same analytical capacity available on a recurring basis.

What you get

Embedded strategic counsel: monthly written memos on the questions you bring, ad-hoc analysis on emerging opportunities, and a working session cadence that fits how your team makes decisions.

Deliverables

• One Strategic-Read-equivalent memo per month on a question you bring
• Ad-hoc strategic analysis on emerging questions, scoped together
• Bi-weekly 60-minute working sessions
• Direct asynchronous access between sessions
• Quarterly strategic review and roadmap update

Not included

• — Day-to-day execution, hiring, or vendor management
• — Anything an internal Chief of Staff or VP of Strategy should own