Decision brief · 11 Sep 2026 · rev 2, content restored
The engagement is on an ownership footing. The question is which path is fastest, safest, and most in our control. The answer is rebuild, and this deck is what we take with us.
The call, up front
With the spec, content, and brand already in our hands and a CTO who ships at speed, rebuilding on infrastructure we own is the fastest to a working system, the most in our control, and the lowest risk. The conventional "rebuild takes months and a new team" math does not apply here.
A focused scope beats auditing, detangling, and babysitting a codebase we have never seen, then enforcing a handover that can stall. On demo day the infrastructure was still being requested.
Total ownership from line one. No handover to litigate, no accounts locked to a vendor identity, no BAA to negotiate with a third party.
No inherited unknown debt. HIPAA-clean by design. Survivor and payment data on infrastructure we hold. No key-person exposure to a remote team we cannot see.
Why the usual math is wrong here
How the options really compare
| Dimension | A · Continue | B · Inherit in-house | C · Rebuild |
|---|---|---|---|
| Time to live | Their date | Handover drag | Fastest |
| Control | Low | High | Total |
| Real cost | Balance + ongoing | Handover + learning | Our build time |
| HIPAA / BAA | No BAA seen | Audit-bound | By design |
| Vendor dependency | High | Cut, after handover | None |
| Inherited debt | Theirs, unseen | Theirs, unseen | None |
Once build velocity is the CTO's own, C stops being the slow option and becomes the one that wins nearly every row.
The three paths, reframed
Recommended
Take the spec, content, brand, and data; build fresh on stacks we own. Fastest and safest given our velocity.
The callFallback
Only if a look at the code reveals something genuinely worth keeping. Then take repo, cloud, Terraform, keys, and own it. Note: none of us has ever seen the code.
Bridge only
A short bridge while data moves, never the end state. It keeps survivor and donor data on a vendor cloud with no BAA.
The starting line
RBAC with a permission matrix and MFA on by default · donor and contact CRM with lead ownership · development pipeline, pledges, Major Prospect List (over $10K) · task automation on rules ("payment failed, form submitted, event registered, amount over $1,000," routed to the record owner or a team, claimable) · receipts for card and ACH · reports incl. per-employee, PDF export · subscriptions tracking · documents hub with client-file attachments · Gusto onboarding, USA Fact background checks, QuickBooks, Plan Street export before cancel.
Events: a buyer of four tickets enters four emails; each guest completes their own card and meal choice; reminder emails to anyone incomplete at a month, two weeks, a week out; tables and hosts; live auction with bid raises. Marketing must not see leads or donors (leads live under development). SMS is broken today: Virtuous tagged every number "home," so nothing can be texted. Square thrift sales and contacts auto-pulled. Social monitoring. EMR is "an entirely different beast," explicitly out of scope.
Website (content in hand), online giving (recurring-first, honest campaign progress toward the Oct 14 gala), a lean donor and contact record, survivor intake. The things that move money and serve people.
AI page builder, social-proof pop-ups (constraint D-1: rejected outright), full events and auction suite, deep marketing automation. Add only if a real need proves out.
Rebuilding does not mean walking away empty
A rebuild forfeits their code, which was never the valuable asset. Everything worth having transfers regardless, and most of it should be asked for today.
Every record in the platform: the demo's contact and donor records (a real "$13,000 lifetime" donor was on screen), anything migrated from Plan Street, HC's own intake form. The ~9,000 thrift contacts are in HC's own Square; the import never happened. Export, then written deletion.
Nothing was granted as of Sep 8 (Talha: "IF WE HAVE THE ACCESS SHARED"; Anja: "I will work to get all of these"). Do not grant. Confirm. Revoke anything since. DNS email records HC adds itself.
Signed agreement, SOW, every invoice, and which entity signed (MYDAS AI PLLC vs Conversion Marketing Pros). None of us has read the ownership clause. Confirm what the ~$50K covers.
Repo and Vercel project. Paid-for, nearly done, the cheapest salvage available even under a full platform rebuild. The gaps (payments, form, survivor page, help bar) we fix ourselves.
Leverage
custom-software-build-ownership-model. Their product name says ownership.Friday, under a rebuild plan · 1 of 2
Friday, under a rebuild plan · 2 of 2
Discipline
The bottom line
The spec, the content, the brand, the program rules, and the build speed are already ours. That is what makes rebuild the fast, controlled, low-risk move, not the last resort.
Take the data, the paper, and the website today. Grant no credentials. Leave the code. Ship a focused core on infrastructure we own end to end, with the Oct 14 gala as the first real deadline.