What You Get
See the work, not just the words.
Most firms describe their deliverables. Here's the actual anatomy of what CMA hands you — what's inside a plan, a deck, a research report, a dashboard, and an SOP system, and why each part earns its place.
Business Plans & Funding
The Business Plan
A custom-written, lender- and investor-ready document with a real financial model behind every number — never a template.
Executive summary that earns the next page
Market analysis with sourced sizing
Operations & go-to-market plan
Driver-based financial model & projections
Use-of-funds tied to specific milestones
Appendices structured for diligence
Representative structure — not an actual client document.
Business Plans & Funding
The Pitch Deck
Narrative and numbers as one consistent story, built on the same model as the plan — structured for the questions investors actually ask.
The hook, problem, and solution
Why-now and market size, done honestly
Business model & unit economics
Traction and the competitive map
Team and the financial story
A clear ask with milestones
Representative structure — not an actual client document.
Business Plans & Funding
The Market Research Report
Evidence scoped to a single decision — sized, sourced, and ending in a recommendation, not a data dump.
TAM / SAM / SOM sizing, built bottom-up
Customer segmentation & demand signals
Competitor and substitute analysis
Pricing and positioning evidence
Risks and what would change the call
A clear, confident recommendation
Representative structure — not an actual client document.
Fractional COO · AI & Automation
The Operating Dashboard
Live visibility on the handful of numbers that drive your business — cash, pipeline, throughput, labor — fed from your own tools.
The KPIs that actually move your model
Live data from your existing systems
Cash position and runway at a glance
Pipeline, throughput & labor efficiency
Automated refresh — no month-end scramble
Built so decisions happen same-day
Representative structure — not an actual client document.
Fractional COO & Operations
SOPs & the Operating System
Your business written down — the processes, cadence, and accountability that let it run on systems instead of memory.
Core workflows mapped as they really run
Step-by-step SOPs a new hire can follow
A weekly operating cadence with owners
Roles, handoffs, and escalation paths
Checklists and quality standards
Documentation that survives turnover
Representative structure — not an actual client document.
The Bar, In Practice
These standards, applied to real engagements
Every case study on this site was produced to the structure above. See how it plays out — or talk to the firm about your own.