Research & Guides

Published Work

Free research on fintech, payments, and cloud infrastructure. Practical guides on AI adoption and productivity.

Sample Work

What a 48-Hour Market Snapshot Looks Like

SAMPLE Fictional Company — shows format and depth of a real deliverable

Payment Orchestration Layer Economics for a Series B Fintech

8-page research memo · Delivered in 41 hours

Memo Structure

  1. Executive Summary — Key findings and recommendation
  2. Market Context — Current state of payment orchestration
  3. Competitive Landscape — 12 players mapped by positioning and traction
  4. Unit Economics Analysis — Interchange splits, take rates, margin structure
  5. Structural Risks — Regulatory, platform dependency, commoditization vectors
  6. Recommendation — Go/no-go assessment with supporting logic
  7. Sources & Methodology — 34 sources cited

Excerpt from Sample Memo

From the Executive Summary:

The payment orchestration layer is consolidating around three pricing models: per-transaction fees (2–5¢), monthly platform fees ($2K–$15K), and hybrid models that blend both. For a Series B fintech processing 800K monthly transactions, the orchestration layer represents a 3–7 basis point cost addition — offset by an estimated 12–18 basis point reduction in payment failure costs through intelligent routing and automated failover.

The core strategic question is not whether to adopt orchestration, but when the transaction volume justifies the integration cost. Based on the analysis below, the break-even point sits at approximately 400K monthly transactions for a multi-PSP setup, or 1.2M for merchants currently single-homed on Stripe or Adyen.

From the Unit Economics Analysis:

Spreedly’s published pricing of $0.03 per transaction at scale implies a $24K annual cost at 800K monthly volume — roughly 0.8% of a $3M annual payment processing spend. However, the total cost of orchestration extends beyond the platform fee. Integration engineering (estimated 120–200 developer hours for a standard REST API setup), ongoing PSP relationship management, and reconciliation complexity add approximately 40–60% to the direct platform cost in Year 1, declining to 15–20% in subsequent years as integrations stabilize.

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Sample Work

What an AI Advisory Session Looks Like

SAMPLE Composite scenario — based on real advisory patterns

AI-Augmented Content Workflow for a 4-Person Marketing Team

60-minute session + follow-up summary · Team of 4

Before the Session

  • Writing blog posts end-to-end manually (~3 hours per post)
  • Creating social media copy from scratch for each platform
  • No AI tools in use — unclear which tools to try or trust
  • Concerned about quality, brand voice consistency, and over-reliance

What the Session Covered

  1. Workflow audit — Mapped time spent per content task across the team
  2. Tool recommendations — Claude for long-form drafts, ChatGPT for social variants, Grammarly for brand voice consistency
  3. Process design — “Human-in-the-loop” workflow where AI generates first drafts, humans edit for voice and accuracy
  4. Prompt templates — 3 ready-to-use templates for blog outlines, social copy, and email subject lines
  5. Guardrails — What to review before publishing, and what AI handles well vs. poorly

Delivered in Follow-Up Summary

  • Estimated time savings: 8–12 hours/week across the team
  • Tool stack: 3 subscriptions recommended (total ~$80/month)
  • Adoption plan: Week 1 trial → Week 2 expand → Week 3 evaluate
  • Async support: One week of follow-up for troubleshooting and refinement
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