Free consultation
We meet with you and your leadership to learn how the business runs: the workflows, the systems, the people, and where things get stuck.
An operator for the business. A builder for its systems.
Start with a free consultation. We learn how your business runs, where the friction is, and where AI, automation, training or a better strategy would pay off. Within a week you get a written proposal for what to fix first.
- Free consultation, by video or on site
- Written proposal within a week
- No obligation
How it works
Start with a free consultation.
We learn the business first, then propose what to fix. You decide what happens next.
Assessment
We map what we heard against what's possible and find the opportunities: AI and automation, better data and reporting, team training, or a sharper strategy.
Proposal
You get a written proposal: what to fix first, how we'd do it, what it costs and how long it takes. No obligation.
Implementation
If it makes sense, we do the work: as a fractional executive, a fixed-price project, or ongoing advisory.
Services
Five services. Start with the problem.
Each is sized to what you need: a standing executive, a build with edges, or a straight answer.
Fractional COO / CTO
Executive operations and technology leadership, 1–2 days a week, without the executive salary.
Good fit if
You're owner-led and growing faster than your systems and org chart, or you're regulated and need someone who has run compliance at scale.
What's included
- Org structure, roles, accountability and succession
- KPIs, operating cadence and the reporting behind them
- Policies, SOPs and the training to roll them out
- Tech stack ownership: vendors, integrations, security, roadmap
- Interim and crisis leadership: licensing fights, litigation support, turnarounds
Automation and AI
Take the repetitive work off your team's plate so the people you have can do more.
Good fit if
Staff spend hours a week on manual reports, data entry, scheduling, follow-ups or customer questions.
Included
- Workflow automation across the tools you already use: finance, ops, customer service, manufacturing, scheduling
- AI agents for customer service, back-office and internal knowledge
- Agent infrastructure: MCP servers, tool integrations, guardrails
- A "where AI fits" assessment with a ranked list of what to automate first
- Training so your team can use AI tools and the new workflows with confidence
Business intelligence and data
Sales, margin, labor and inventory in one live view, with plain-English answers on top.
Good fit if
The numbers live in five systems and a spreadsheet, and the monthly report is always late.
Included
- Data pipelines from your software vendors (POS, ERP, accounting, CRM) into one database
- Dashboards owners actually open: sales, margin, labor, inventory, cash
- Agentic BI with OrionBI.ai: ask questions in plain English, get answers from your own data
- Financial analysis, forecasting and pro forma models
Custom software and integrations
Software built for how your business actually runs, from a single app to a system that runs the company.
Good fit if
Off-the-shelf tools don't fit, two systems won't talk to each other, or a product idea needs to be built.
Included
- Internal tools and line-of-business apps
- API and system integrations: POS, ERP, EHR, accounting, vendors
- Product design and development for new products and MVPs
- Websites with AI customer service built in
Advisory and scoped projects
A specific problem, a fixed price, a defined deliverable, usually in 2–6 weeks.
Good fit if
You need an answer or a plan more than you need a standing executive.
Included
- Operations and workflow assessment with a prioritized fix list
- Market and opportunity analysis, including licensing and new-market entry in regulated industries
- AI readiness and tech stack review
- Founder and startup advisory: operating model, first hires, systems that scale, fundraising readiness
- Regulatory and licensing strategy: applications, RFPs, municipal approvals
How we work
Three ways to work together.
Fractional
1–2 days a week on a monthly retainer, billed in advance. For companies that need an executive, not a vendor.
Project
A defined deliverable at a fixed price, 50% to start. For a problem with edges.
Advisory
Calls, reviews, second opinions and emergencies.
Pricing depends on scope. It's in the written proposal you get within a week of the free consultation.
Book a free consultationWho we work with
Four kinds of company, one way of working.
Cannabis and regulated industries
Operations, compliance and systems for licensed businesses, from the first application to the next market.
Built for founders who need an operator, not another advisor.
We help early-stage companies set up the operating model, first hires, systems and reporting that let them scale without rebuilding everything at Series A. Engagements are sized for a startup budget: short scoped projects, fractional COO/CTO at a reduced cadence, and build work for MVPs and integrations.
What you get
- Operating model and first-90-days plan
- Systems and reporting investors expect to see
- MVP and integration development
- Fundraising readiness: metrics, data room, operating narrative
- Introductions where they make sense: attorneys, accountants, investors, operators
Healthcare
Interoperability, practice IT and systems that can't go down.
Owner-led growth companies
The companies growing faster than their systems.
Start with a free consultation.
By video, or on site if you're nearby. Tell us how the business runs and where it hurts; within a week you'll have a written proposal for what to fix first.