Sandip Patel

Lead fractional CTO engagements for founders and owner-led businesses, covering technology and AI strategy, architecture, build-vs-buy decisions, and team/vendor oversight. Drive Claude & AI adoption connected to ERP/CRM/documents, create AI pilots and custom agents, and support ERP implementations (Odoo, Zoho, ERPNext) including migration and integrations. Also provide fixed-scope sprints for architecture planning, ERP rollouts, and AI pilots, and perform technical due diligence before fundraising or acquisition. Own and ship products including Consilyn and Autopilot.

Served as founding engineer and technology lead for risk, investment operations, and data platforms across Private Equity, Credit, and Real Assets. Architected and delivered an event-driven risk platform solo in about 8 weeks, replacing legacy ETL with functional parity and building real-time portfolio risk and analytics pipelines. Built integration/routing to connect order management with settlement, accounting, and risk platforms with automated recovery, and automated valuation data ingestion into Snowflake. Owned a $4.2M annual market-data and vendor budget, negotiated multi-year contracts, and reduced costs via consolidation and license tier rationalization; also improved deal-sourcing cycle time using automated platforms.

Architected and led a distributed, event-driven money sweep platform for Morgan Stanley using Kafka-based communication and multiple microservices. Improved throughput using micro-batching strategies and enhanced recoverability and maintainability while making the platform cloud-ready for deployment on Morgan Stanley’s private cloud. Mentored developers and coordinated cross-team dependencies for upstream and downstream systems.