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Startup services

The functions you should not have to build from scratch.

Four operating capabilities, available to portfolio companies as part of the relationship and to selected companies standalone. Use one of them or all four, for exactly as long as you need them.

A standing brain trust

Advisory & Mentorship

Matched operators who have solved your specific problem before, in a cadence that fits how you actually work — not a quarterly office-hours slot.

Every company in the portfolio gets a lead advisor: one person who knows your business well enough to be useful without a briefing, and who stays with you rather than rotating off at the end of a quarter.

Behind that person is a bench of specialists you can pull in for a specific problem — a pricing teardown, a first enterprise contract, a security review before a customer questionnaire lands. The point is to make senior judgment available at the moment you need it, not on the calendar's schedule.

We also run founder peer circles across the portfolio. Some of the most valuable advice we have ever facilitated came from another founder eighteen months ahead on the same road, and none of it came from us.

What you get

  • A named lead advisor for the life of the engagement
  • On-demand access to domain specialists
  • Monthly founder peer circles across the portfolio
  • Quarterly strategy offsites with the leadership team
  • Board meeting preparation and dry runs
  • Escalation path for time-sensitive decisions

Right fit when

Your leadership team is strong but thin, and there are decisions where you would rather not be the most experienced person in the room.

Typical engagement

Included for portfolio companies. Available standalone on a three or six month term for companies we are not currently invested in.

Financial clarity before you need it

CFO Strategy & Tax Planning

Fractional CFO leadership that turns a spreadsheet into a decision instrument, plus the tax and entity structuring that is expensive to fix later.

A financial model is not a reporting artifact. It is the instrument you use to decide whether to hire, when to raise, and how long you can afford to be wrong. Most early-stage models cannot answer those questions because they were built to satisfy an investor rather than to inform a founder.

Our fractional CFOs rebuild the model around your actual decisions, then keep it current. You get scenario planning that reflects real hiring plans and real sales cycles, plus a monthly close that closes.

Tax and entity structuring runs alongside it. Getting the entity, the equity, and the jurisdiction right is inexpensive at formation and painful to unwind after a term sheet. We also make sure you are capturing credits you are already entitled to — R&D credits alone frequently cover a meaningful share of an engineering team's cost.

What you get

  • Fractional CFO and controller coverage
  • Operating model rebuild and scenario planning
  • Monthly close, reporting pack, and board metrics
  • Entity structuring and multi-state tax strategy
  • R&D tax credit capture and documentation
  • Audit readiness and compliance calendar

Right fit when

You are past the point where a founder should own the spreadsheet, but well before you can justify a full-time chief financial officer.

Typical engagement

Fractional monthly retainer scaled to company stage, with project-based tax and structuring work quoted separately.

Plans that survive contact

Program & Operational Delivery

Delivery leadership that converts strategy into shipped work — roadmaps with owners, dependencies made visible, and a rhythm the team can sustain.

Strategy fails at the seam between deciding and doing. A roadmap without owners, sequencing, and a visible dependency graph is a wish list, and everyone in the company quietly knows it.

Our delivery leads install an operating cadence your team can actually sustain: a planning rhythm sized to your stage, metrics that describe reality rather than flatter it, and a single place where the state of the work is legible to everyone who needs it.

We also take on the operational work founders tend to absorb by default — vendor selection, contract negotiation, tooling decisions, internal enablement. None of it is glamorous. All of it compounds, and every hour of it is an hour you are not spending on the company.

What you get

  • Program and delivery management for critical initiatives
  • Operating cadence and planning rhythm design
  • Metric definition and instrumentation
  • Dependency mapping and risk registers
  • Vendor selection and contract negotiation
  • Internal documentation and enablement

Right fit when

You have a plan the leadership team believes in and no shared mechanism for turning it into sequenced, owned, visible work.

Typical engagement

Embedded delivery leads on three to nine month terms, sized from part-time oversight to a full program office.

How we work

Three rules we hold ourselves to.

Services businesses drift toward their own convenience. These are the constraints we put in place to keep that from happening.

Senior people, actually doing the work

The person in your first meeting is the person on your account. We do not sell with partners and deliver with juniors.

Scoped to end

Every engagement has a defined finish and a handoff plan. If you still need us afterward, that should be your choice rather than a dependency we engineered.

Priced before we start

Fees, equity, or a blend — agreed in writing up front. No scope creep invoices and no renegotiation when you are least able to walk away.

Which of these would take the most off your plate?

Tell us where the team is thinnest right now. We will tell you honestly whether this is the right way to fix it.

Prefer email? Write to hello@metacogni.com