Technology Holding Company  ·  AI Automation & Financial Infrastructure

Consulting Opportunity Holdings LLC

AI-Driven Automation, Financial Infrastructure, and Platform Innovation

A Dallas-based technology holding company developing proprietary AI platforms, delivering managed financial services, and building enterprise automation infrastructure — with global delivery capability through our India IT center.

AI & Platform Innovation Division
AJA Automation Intelligence
The client-facing operating brand of Consulting Opportunity Holdings LLC — delivering AI automation platforms, financial diagnostics, and managed enterprise services.
Registered in Delaware & Texas  ·  Headquartered Dallas, TX  ·  IT Delivery Center India
Organization at a Glance
Legal Entity Consulting Opportunity Holdings LLC
Founded 2016
Headquarters Dallas, TX
Incorporation Delaware & Texas
IT Delivery Center India
Operating Brand AJA Automation Intelligence
Flagship Product BalanceSheet AI (Coming Soon)
Business Model SaaS + Managed Services

AI Financial Diagnostics

Intelligent platforms for financial analysis, anomaly detection, and decision intelligence

Business Process Automation

End-to-end workflow orchestration eliminating manual operational dependencies

Managed Accounting & Finance

Outsourced financial operations and CFO-advisory under long-term retainer arrangements

Enterprise Cloud & Content

Cloud-native platforms, SaaS development, and enterprise content infrastructure

About the Company

Consulting Opportunity Holdings LLC

Consulting Opportunity Holdings LLC is a Dallas-based technology holding company founded in 2016 and incorporated in both Delaware and Texas. The company develops proprietary AI automation platforms, SaaS products, and delivers expert managed financial services — supported by an offshore IT delivery center in India.

Our operating model combines recurring SaaS revenue with high-value managed service retainers, creating a business architecture built for predictable growth, compounding IP value, and long-term scalability.

Every engagement we execute deepens domain expertise, refines our AI models, and strengthens the competitive position of our technology platform portfolio.

About the Company Investor Relations
AI & Platform Innovation Division

AJA Automation Intelligence

AJA Automation Intelligence is the primary client-facing operating brand of Consulting Opportunity Holdings LLC — the division through which AI automation platforms, financial diagnostic tools, and managed enterprise services are delivered to market.

Through AJA, Consulting Opportunity Holdings LLC brings together proprietary software development, financial services expertise, and global delivery capability to help organizations automate complex processes and gain real-time financial visibility.

AJA's flagship product — BalanceSheet AI — is an AI-powered financial diagnostics platform currently in pre-commercial development, and the centerpiece of our SaaS product strategy.

Operating Brands Platform & Products
Core Services

Four Integrated Service Verticals

Four integrated service verticals delivered through AJA Automation Intelligence — each designed to deliver measurable operational outcomes and build toward a unified AI automation platform under Consulting Opportunity Holdings LLC.

Service 01

AI Financial Diagnostics

Machine learning platforms that analyze financial data, detect anomalies, and surface structured insights for faster, more confident decision-making. Deployed as SaaS or embedded within managed service engagements. Foundation of our BalanceSheet AI product architecture.

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Service 02

Business Process Automation

End-to-end workflow orchestration that eliminates manual dependencies across AP, AR, payroll, compliance reporting, and approval workflows. AI-assisted exception handling built on RPA and ML frameworks — improving with every operational cycle.

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Service 03

Managed Accounting & Finance

Comprehensive outsourced financial operations — bookkeeping, financial reporting, payroll, tax coordination, and fractional CFO advisory — delivered with controller-level precision under long-term retainer structures that create predictable, recurring revenue.

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Service 04

Enterprise Cloud & Content

Cloud-native application infrastructure, SaaS development, enterprise integrations, and content delivery platforms built for performance, security, and scalability — engineered by our India IT delivery center under unified quality standards.

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Operating Model

Hybrid SaaS + Managed Services Architecture

Our business model combines proprietary software licensing with expert service delivery — generating recurring revenue from both streams while building compounding IP value with each engagement cycle.

Revenue Stream One — Software

SaaS Product Platform

Proprietary AI tools and automation platforms licensed on recurring subscription arrangements. High-margin, scalable revenue that grows without proportional cost increases — with compounding data network effects as deployment scale increases.

  • BalanceSheet AI — financial diagnostic platform (pre-commercial)
  • AJA Core — enterprise workflow automation engine
  • Enterprise cloud content platform
  • Developed and maintained by India IT delivery center
  • Architected for multi-client, multi-tenant deployment
Revenue Stream Two — Services

Managed Services Delivery

Premium, retainer-based service engagements that generate predictable cash flows and deep client relationships — while informing our product development roadmap and providing real-world AI training data.

  • Outsourced accounting and full-cycle financial operations
  • Fractional CFO and controller-level advisory
  • Process automation implementation and governance
  • Ongoing technology and cloud managed services
  • RPA / AI transformation consulting
Global Delivery Infrastructure

Two Locations. One Unified Operating Standard.

Strategic leadership and client management from Dallas. Engineering depth and delivery scale from our India IT center. A single quality framework governing both.

Headquarters — United States

Dallas, Texas

Corporate strategy, investor relations, business development, enterprise client management, and financial governance. Registered in Delaware and Texas. 14800 Quorum Dr, Suite 271, Dallas, TX 75254.

IT & Automation Delivery — Asia

India Delivery Center

Software engineering, AI/ML development, product QA, platform operations, RPA build-out, and automation support. Operates as a structured, integrated extension of the AJA delivery team — not an outsourced vendor relationship.

Integrated Competitive Advantage

Why the Model Works

The Dallas + India structure enables competitive delivery economics that free capital for aggressive IP development — while maintaining the service quality and responsiveness that enterprise clients require.

Strategic Positioning

Architected for the Automation Economy

Four strategic pillars that define the long-term competitive position of Consulting Opportunity Holdings LLC — and the value creation logic driving every platform and service investment.

Proprietary AI Platform Development

We build technology we own outright. Every platform becomes a durable, licensable IP asset — growing in value as it accumulates deployment data, refined models, and client-specific configurations with each cycle.

Recurring Revenue Architecture

SaaS subscriptions layered over managed service retainers create a revenue base that is both highly predictable and naturally expanding — as client relationships deepen and platform adoption grows across accounts.

Global Delivery Efficiency

Our Dallas + India delivery model provides the unit economics to invest aggressively in product development without compromising service delivery commitments or financial discipline.

Acquisition-Ready Corporate Structure

Delaware incorporation, documented governance, disciplined financial records, and a holding company architecture designed for sophisticated investor relationships, strategic partnerships, and institutional capital arrangements.

Begin a Conversation

Enterprise clients, investors, and strategic partners are welcome to reach out directly to Consulting Opportunity Holdings LLC. All inquiries are handled with confidentiality and responded to within one business day.