Get CIO-level analysis of your technology landscape — delivered as a written strategic assessment, on a fixed fee, with no retainer.
The challenge
You have an IT team that keeps the lights on. But no one is asking the harder questions: Are we investing in the right infrastructure? Is our security posture appropriate for our size? Are we paying for tools we've outgrown — or haven't grown into?
Most mid-market companies don't need a full-time CIO. They need a senior technology leader to take a hard, honest look at where they are — and tell them what to do next.
That's what we do.
How it works
Complete our structured intake questionnaire and share supporting materials — org charts, network diagrams, vendor lists. All async. On your schedule.
Our principal advisor — a 20-year IT leadership veteran — reviews your technology landscape, identifies gaps, and builds prioritized recommendations specific to your organization.
A detailed written assessment with clear next steps, budget guidance, risk priorities, and a board-ready executive summary. Plus follow-up Q&A included.
What you get
Fixed fee. No retainer. No hourly billing. No surprise invoices.
Who this is for
About the principal
20+ years of IT leadership across cooperative, nonprofit, and hospitality sectors. Director-level experience leading enterprise modernization, cybersecurity program development, cloud migration strategy, and AI adoption for organizations with real operational complexity.
Compoundry Advisors exists to make that experience available to mid-market businesses who need strategic guidance without the overhead of a full-time executive hire.
Pricing
Common questions
10-20 business days from completed intake to delivered assessment, depending on scope. The more organized your intake materials, the faster we work.
No. The entire engagement is async — you submit materials on your schedule, we deliver a written assessment. No calls, no recurring meetings, no calendar coordination.
Our intake questionnaire walks you through everything. Typically: org overview, technology inventory, pain points, and goals. Supporting documents — network diagrams, vendor contracts, org charts — help but aren't required.
Yes. Every engagement includes a mutual NDA. Your data is retained for 30 days after delivery to support follow-up questions, then securely deleted. We send confirmation when deletion is complete.
Additional engagements are available. Many clients start with a Focused Assessment and return for a Comprehensive Assessment or a follow-up engagement on a specific recommendation.
No. We provide the strategic assessment and roadmap. Implementation is handled by your team, your MSP, or specialists we can point you toward. This keeps our advice independent.
Get started
Submit an inquiry and we'll determine if we're a good fit. This is not a commitment — just the start of a conversation.
We'll review your inquiry and respond within 2 business days.
Thank you. We'll review your inquiry and respond within 2 business days.