Back to Case Studies

Financial Technology Rescue: Stabilising Critical Infrastructure After Team Loss

Client

Confidential

Financial Services | FinTech | London, UK

Duration

8 months

Key Results

Rebuilt data center infrastructure, maintained demo capabilities for banking partners, ran operations with skeleton crew at fraction of previous costs

Introduction

I stepped in to manage a crisis at a London fintech startup developing an industry-standard protocol for investment research management. Their platform aimed to help investment professionals organize and leverage insights from multiple research providers. When the entire development team left following acquisition rumors, the founder needed help. I shifted from technical advisor to interim infrastructure manager, stabilizing operations while the founder secured the company's future.

The Challenge

We faced a mess. The team left without handover or documentation. Data center infrastructure had become unstable, threatening their ability to demo their protocol to potential banking partners. The development environment lacked documentation of dependencies and configurations.

This startup wasn't generating revenue yet but was in active discussions with major commercial banks. Any disruption to their demos would kill credibility in these crucial negotiations. Competitors advanced their own solutions and tried to gather intelligence on the weakened company.

We had to fix everything with minimal financial resources after potential investment deals collapsed due to personal disasters affecting prospective backers.

The Transformation Approach

I brought in a small team of trusted colleagues. We focused on discovery, stabilization and keeping operations running.

We mapped the existing data center infrastructure first. This meant documenting server configurations, network architecture, and development environments with almost no guidance. We created the first reliable infrastructure map for the company.

For the data center rebuild, we took a practical approach. We identified critical components needing immediate attention rather than attempting a complete overhaul. We rebuilt essential servers, fixed network configurations, and added basic monitoring systems. This kept demo capabilities running while we improved the underlying infrastructure.

Running day-to-day operations while figuring out how everything worked proved challenging. I assigned clear roles within our interim team for infrastructure management, development environment maintenance, and demo support. We created standard procedures for critical functions, ensuring consistent operations despite limited resources.

I kept the founder updated with honest progress reports while highlighting areas needing decisions. This let him focus on securing new backing while knowing the technical foundation remained stable.

Results and Business Impact

We delivered real results despite the challenges:

We rebuilt the data center infrastructure and created a stable environment for demonstrating the protocol to potential banking partners. This kept momentum going in discussions with commercial banks, with several continuing to express interest despite knowing about the company changes.

Our documentation transformed chaos into clarity. By mapping all systems, we created valuable intellectual property that made the company more attractive to potential investors. The standard procedures we established let us run everything with minimal staffing, cutting operational costs during this critical period.

Our small team operated efficiently, maintaining all essential functions with just a fraction of the previous headcount. We supported multiple demo sessions with banking partners, ensuring potential adopters could see the protocol's capabilities. We answered technical questions during these sessions, maintaining credibility despite the internal changes.

Most importantly, we gave the founder space to focus on strategic priorities. He secured new backing, rebuilt the technical team, and continued protocol development. Our work provided the stability needed to execute a successful exit strategy, preserving the value of their innovation despite the existential threat.

Key Success Factors

Several elements made this digital transformation successful:

  1. Effective discovery process: We systematically documented the existing infrastructure, creating clarity from chaos.

  2. Practical infrastructure rebuilding: We focused on essential components rather than perfect solutions, keeping demo capabilities running with limited resources.

  3. Operational excellence with minimal staffing: Clear roles and standard procedures let us run efficiently despite reduced headcount.

  4. Demonstration continuity: We maintained the ability to showcase the protocol to potential banking partners, preserving market position and credibility.

  5. Transparent founder communication: Regular, honest updates kept strategic and operational priorities aligned throughout the crisis.

Lessons Learned

This project offers valuable insights for fintech startups:

  1. Documentation matters: Proper system documentation ensures business continuity, not just technical reference.

  2. Protect institutional knowledge: You need strategies to preserve critical knowledge beyond individual team members.

  3. Stable infrastructure enables innovation: Even promising protocols need reliable infrastructure to demonstrate their value.

  4. Small teams can maintain momentum: With proper structure and clear priorities, skeleton crews bridge operational gaps during transitions.

Conclusion

This case shows how focused intervention can rescue a fintech protocol facing existential threat. By prioritizing discovery, infrastructure rebuilding and operational continuity, we turned a crisis into an opportunity for improvement. Our approach proved that digital transformation doesn't always need massive teams or budgets. Sometimes targeted expertise at critical moments preserves and enhances innovation value even in the toughest circumstances.

Key Outcomes

  • Rebuilt data center infrastructure, creating a stable demo environment
  • Created comprehensive system documentation where none existed before
  • Maintained demo capabilities for banking partners throughout the transition
  • Ran all essential functions with a skeleton crew at a fraction of previous costs
  • Preserved momentum in discussions with potential banking partners
  • Gave the founder stability to secure new backing and plan a successful exit
  • Improved operational resilience with minimal resources
  • Built an efficient interim team structure that maintained critical functions
  • Created a foundation for knowledge transfer to future technical teams

Digital project at a critical juncture?

Book a no-obligation 30-minute call to get clarity on your next steps.