Lean firm. Institutional standards.
A three-person firm on SOC 2-aligned infrastructure in eight weeks, with no IT hires.
- to full infrastructure
- 8 weeksto full infrastructure
- by design
- SOC 2-alignedby design
- IT hires
- 0IT hires
The Challenge
Wolf Transactional Risk runs lean by design — three people, no IT staff, counterparties who expect institutional-grade professionalism. They needed the infrastructure of a much larger firm without hiring one.
The Constraint
A firm this size can't absorb enterprise complexity or enterprise invoices. Everything had to be maintainable by a phone call — and credible under the scrutiny of counterparties who notice how data is handled.
The Approach
Fractional technology leadership, end to end: the firm's public site; a secure internal intranet on Azure built to SOC 2-aligned standards from day one; field-to-CRM capture that turns a photo of a conference name tag into a CRM record; and an ongoing managed retainer for whatever comes next.
The Impact
A three-person firm operating on infrastructure most firms ten times its size would recognize. Technology stopped being a founder distraction. The first engagement became a standing relationship — the strongest endorsement a first project earns.