Mangrove root system
PLATE. M / FIELD REFERENCE · RHIZOPHORA v.2026 · METHOD
Built for PE-backed & growth-stage companies

Your moat
is a software
problem.

Method Data Science is the bolt-on innovation team for PE-backed companies. We find the proprietary expertise inside your business, rebuild it as defensible software, protect the IP, and deploy AI that compounds the moat before exit.

15
Years in regulated AI
10+
Patents issued / pending
20+
Platforms shipped
3
Disciplines, one house
FIG. 01 / THE TRIANGLE v.2026
IP × CTO × AI LIVE
IP JD · 10+ PATENTS CTO 15 YRS · REGULATED AI LLM · PATENT-PENDING
SELECTED CASEWORK / 2011–2026
GoodRx CVS Deloitte The Mather Group ListReports Photopharmics Flagright Hiatus Wicker Park Group Spyglaz EstateCo Provenance Vrolio Bonus Homes Sage Capital Skin Research Institute Syncro Monitoring GoodRx CVS Deloitte The Mather Group ListReports Photopharmics Flagright Hiatus Wicker Park Group Spyglaz EstateCo Provenance Vrolio Bonus Homes Sage Capital Skin Research Institute Syncro Monitoring

Three disciplines.
One integrated team.

Method is built around all three disciplines under one roof, with a single accountable lead owning IP strategy, technical codification, and AI implementation end-to-end.

01 / SEE IT
IP Recognition

Deep IP experience and multiple patents issued or pending. We spot what's protectable in your business, often before your own counsel does.

JD · 10+ PATENTS · FED. CIRCUIT LITIGATION
02 / BUILD IT
Technical Codification

CTO-grade engineering across HIPAA, fintech, logistics, and wealth management. We turn tacit expertise into shipping software owned entirely by you.

HIPAA · SOC2-READY · 20+ PLATFORMS
03 / COMPOUND IT
AI Implementation

LLM pipelines, agentic workflows, and nature-inspired algorithms anchored in your proprietary data. AI that widens the moat instead of draining it.

LLM · AGENTS · PATENT-PENDING

One engagement.
Four visible phases.

Start anywhere. The phases are designed to compose. Most engagements run Phase 0 → 1 → 2 over the first nine months, with Phase 3 triggered post-acquisition or pre-exit.

Phase 00
Defensibility Diagnosis/ inventory · protectability · roadmap
We inventory the proprietary expertise, data, processes, and technical assets that make your company valuable. Identify what's protectable, what's leaking, and what to codify first. Deliverable: 40-page diagnostic plus 60-minute readout.
$15K–$25K 3 weeks · fixed fee READ MORE →
Phase 01
Technical Codification/ embedded CTO + engineering
An embedded CTO plus a dedicated engineering team inside your company. We build the systems that turn proprietary expertise into defensible software. You own 100% of the IP.
$20K–$30K / mo month-to-month · 30-day notice READ MORE →
Phase 02
Compounding AI/ LLM · agents · knowledge systems
LLM pipelines, agentic workflows, and knowledge systems anchored in your proprietary data. AI that amplifies the moat instead of eroding it. Runs inside your VPC. No data retention by us.
Fixed-fee modules or embedded retainer READ MORE →
Phase 03
Takeover & Scale/ replace vendor / offshore team
Replace an offshore or vendor team without losing production. We stabilize in the first 60 days, own the roadmap, and execute through exit diligence. Clean handoff to acquirer at close.
Phase-1 fixed then retainer READ MORE →

Shipped. Not slideware.

Firm-voiced summaries of completed engagements. Active retainer clients are omitted. All case studies are published with client knowledge.

11 Section defensibility audit · adopted into product & IP roadmap
PUBLIC HEALTHCARE CO. REGULATED DATA IP DILIGENCE

IP + technical diligence ahead of strategic planning.

Outcome: Multi-section defensibility audit and technical architecture review across proprietary data assets, methods, and surface area. Findings adopted into product and IP roadmap across a multi-phase engagement.

IP STRATEGY · TECHNICAL CODIFICATION · REGULATED DATA · PATENT REVIEW
CLINICAL / HIPAA

Physician targeting + ecosystem map operational. Built the treatment ecosystem data layer and a physician-scoring system supporting the commercial team.

HIPAA · SNOWFLAKE · ML SCORING
RIA / MULTI-BILLION AUM

Proprietary relationship expertise captured as a defensible system asset. Built a churn prediction model codifying senior-advisor intuition before attrition hit.

PYTHON · XGBOOST · SF DATA CLOUD
REAL ESTATE TECH

Patent-pending technical assets filed. Multi-year data engineering and analytics engagement contributing to the company's IP surface.

AWS · DBT · PATENT APPLICATION
ENTERPRISE HEALTHCARE

Replaced offshore dev team as full product engineering. Clinical AI scribe scaled to enterprise platform. Method embedded as fractional CTO plus dedicated engineering team.

LLM PIPELINE · EHR INT · HIPAA
LEGAL TECH / LAUNCH

Concept to demo-day in under six months. Codifying legal expertise into a defensible AI-enabled product. Active retainer with full product ownership.

LLM · RAG · AGENTIC WORKFLOW
FREIGHT / OPTIMIZATION

Codified domain expertise into a technical system. Fixed Phase-1 build then ongoing retainer. Full product and roadmap ownership.

PYTHON · OPTIMIZATION · ROUTE ML

How we think about
your business.

Method is run by technologists who came up through field ecology. That lens changes what we look for in your company, and what we refuse to optimize for. Four principles that govern every engagement.

01 Fitness > efficiency

Efficiency is not fitness. Mammals outlived the dinosaurs.

Insects are maximally efficient. Mammals are redundant, slow to mature, and survived five mass extinctions. Companies optimized purely for efficiency are fragile. Method invests in redundancy and resilience where it matters: data, IP, and institutional memory.

Applied in → Phase 00 / Defensibility Diagnosis
02 Moats as ecosystems

A moat is an ecosystem, not a wall.

Walls get climbed. Ecosystems absorb invaders and turn them into nutrients. We build defensibility as a network of interdependent assets: proprietary data, codified expertise, patented methods, institutional workflows. Remove any one and the others still hold.

Applied in → Phase 01 / Technical Codification
03 r vs K strategy

Most founders run r-strategy when K-strategy would win.

r-strategists produce many offspring and bet on volume. K-strategists invest heavily in fewer, stronger progeny. Most AI-era companies are r-strategists by default: ship fast, don't protect anything. PE-ready businesses need K-strategy around the assets that actually compound.

Applied in → Phase 02 / Compounding AI
04 Roots > canopy

Compound the root network, not the canopy.

Canopies get defoliated. Root networks regenerate. Method invests engineering hours in infrastructure, data architecture, and proprietary models that compound quietly over time. The marketing surface, the shiny app, the sales motion all regrow from a healthy root system.

Applied in → Phase 03 / Takeover & Scale
15YRS
Regulated-industry depthHealthcare · Fintech · Wealth · Legal
10+PAT
Patents in productionIssued or pending, in client systems
HIPAABAA
Active covered engagementsRuns inside your VPC · no retention
20+PLT
Platforms shippedPE-backed & growth-stage

Answered plainly.

Q.01 Who is Method for? +
PE-backed and growth-stage companies (Series A through pre-exit) that need defensible technology, protectable IP, and AI that compounds rather than erodes competitive advantage. We work primarily in regulated verticals: healthcare, legal tech, logistics, fintech, wealth management, and asset valuation.
Q.02 How is this different from a fractional CTO? +
A fractional CTO gives you technical leadership. Method gives you IP strategy, technical leadership, and AI engineering under one integrated firm with an embedded team. Most fractional CTOs cannot also run a defensibility diagnostic or build LLM pipelines in-house. Method can, because that is how the firm is built.
Q.03 What's the smallest way to start? +
A $15K–$25K Defensibility Diagnosis. Three weeks. You get an inventory of what is proprietary in your business, what is leaking, and what to codify first. Stop there or continue into Phase 1 with 30-day notice at any time.
Q.04 What does a full engagement cost? +
Month-to-month retainers typically run $20K–$30K for embedded CTO plus dedicated engineering. 30-day notice. Scope adjusts monthly. Phase 0 diagnostics and Phase 3 takeovers are fixed-fee. Method prices transparently and publishes ranges publicly, because PE readers should never have to ask.
Q.05 Who owns the IP you create? +
You do. In every case. Method retains zero ownership over client software, methods, or derivative IP. Assignment is executed at kickoff. This is a non-negotiable part of how we work.
Q.06 Do you work under HIPAA / BAA? +
Yes. Multiple active HIPAA-covered engagements with executed Business Associate Agreements. Method operates comfortably inside regulated-data environments and will run inside your VPC if required. No data retention outside your environment by default.
Q.07 Can you replace an offshore or vendor team? +
Yes. Phase 3 Takeover & Scale is designed for exactly this. We stabilize production in the first 60 days, then own the roadmap. Method has replaced teams at ZS Associates India, an offshore dev shop, and two domestic vendors without a production incident.
Q.08 Who is on the team? +
A lead with a JD in IP, multiple patents issued or pending, and 15 years of regulated-industry experience, plus dedicated LLM, data, and ML engineers depending on engagement. Embedded, not a freelancer marketplace. You get the same people from kickoff through exit. Team composition is disclosed in the engagement letter.
BOOKING Q2 2026 DIAGNOSTICS

Tell us what you're
trying to protect,
codify, or build.

A 30-minute call. No pitch deck. If we can help, we'll tell you. If we can't, we'll tell you that too.

or email contact@methoddatascience.com  /  Newport Beach, CA