Professional Services

 
 

SERVICE 1: Strategic Assessment & Roadmap

Fixed 30–45 day engagement

For leadership teams who know something’s not working—but don’t yet know why.
This service delivers a full-firm diagnostic using our ALIGN™ Framework to uncover hidden inefficiencies, overlapping tools, compliance risks, and resource drag.

You’ll receive a decision-ready roadmap built to align your operations, tech, and governance with your business goals.

📌 What’s Included:

  • Tech stack + vendor audit

  • Compliance posture review

  • Workflow + execution map

  • Operational friction and gap analysis

  • 90-day and 12-month implementation roadmap

Ideal for: Family offices, hedge funds, and PE firms preparing for a fundraise, leadership transition, or infrastructure change.

SERVICE 2: Fractional Strategic Leadership

Ongoing (quarterly retainers)

For firms without internal capacity to execute the roadmap—or those facing continued vendor, compliance, or team scale challenges.

This service places a senior operating partner inside your business to quietly lead execution, manage vendors, optimize workflows, and ensure compliance doesn't slow growth.

📌 Roles commonly performed:

  • Fractional COO / Head of Ops

  • Fractional CTO (tech + vendor oversight)

  • Board or leadership team advisor

  • Operating Partner liaison across portfolio companies

Ideal for: Firms experiencing fast growth, compliance scrutiny, or internal bottlenecks.

Outcomes You Can Expect

  • A clear, prioritized action plan aligned to your goals

  • Fewer tools, stronger governance, and less vendor noise

  • Real operational traction—not just another deck

  • A leadership partner who understands your world and doesn’t need to be managed