When a client's next big decision involves technology

You often hear about it first: the contract, the AI project in next year's budget, the vendor dispute, the acquisition with software nobody has looked at. The question is some version of: does this make sense? You can read the numbers and the clauses. The technology half needs someone with no stake in the answer.

Alongside you, not instead of you

You stay the client's advisor. The engagement is with the owner, and where it helps I work with you directly: with the attorney on the contract terms, the CFO on the numbers, the coach on how the owner is weighing it. I am not after your client relationship, and I do not compete for your work.

What I do not do

I do not sell software or implementation. No vendor pays me for what your client buys, which is the only reason the recommendation is worth having.

I do not pay or take referral fees. Your client pays me directly, the fee is agreed up front, and if the matter does not need me I say so on the first call. Your relationship stays yours.

Who this suits

Business attorneys handling technology contracts, vendor disputes and acquisitions. CPAs, bookkeepers and fractional CFOs watching technology spend climb without a clear return, or an AI budget line nobody can justify. M&A advisors and brokers mid-diligence who need to know what the target's software is actually worth. Executive coaches, CEO advisors and peer-group chairs whose members keep bringing the same technology question. Management consultants and fractional executives whose project needs deeper technical or product judgment.

When to send someone

• A proposal, contract or renewal with a technology component and a real number on it.
• Next year's budget carries a line for a system, an app or an AI project.
• A project is late or over budget, or the vendor wants more money to finish it.
• The client's own team and an outside vendor are recommending opposite things.
• The client wants to use AI, or launch a digital product or channel, and does not know where to start.
• A client keeps asking you technology questions you cannot answer, and has nobody else to ask.

When not to. The client has a CTO or a delivery team already checking the decision with no stake in it, or the decision is cheap to reverse. I will say so on the first reply either way.

A note you can forward

“Giacomo works directly with business owners on difficult decisions involving technology, software and AI. He is independent: he does not sell the implementation, and he combines business judgment with years of hands-on experience building technology products. If you are trying to figure out the right approach, or weigh competing recommendations, he would be a good person to talk to.”

What happens after an intro

I sign the client's NDA before reading anything and talk to the owner. If the matter needs me, we agree a fixed-fee engagement that the client pays directly; if it does not, I say so. What I recommend belongs to the client, so whether you see it is their call.

No client to send yet? I would still like to know you. Tell me what kind of owners you advise and the technology questions they bring you, so the first introduction is easy when it comes.