Investor Relations

A Disciplined Platform Built for Long-Term Institutional Value

Consulting Opportunity Holdings LLC — operating through AJA Automation Intelligence — is structured, governed, and operationally positioned for sophisticated investor relationships. We present a clear thesis, disciplined expansion strategy, and institutional-grade corporate architecture.

Legal Entity
Consulting Opportunity Holdings LLC
Incorporation
Delaware & Texas
Founded
2016
Business Model
SaaS + Managed Services
Investment Thesis

The Structural Case for Consulting Opportunity Holdings LLC

Consulting Opportunity Holdings LLC was founded in 2016 with a deliberate long-term thesis: the convergence of artificial intelligence and financial operations would create a significant, sustained market opportunity — and companies best positioned to capture it would be those that built both the technology and service delivery infrastructure before the market peaked.

Eight years in, that thesis has strengthened considerably. Enterprise AI adoption in financial operations is no longer aspirational — it is a current operational imperative. The competitive pressure on organizations without automated financial infrastructure is mounting and structural.

Consulting Opportunity Holdings LLC has spent eight years building precisely what this market now requires: proven managed services capability, proprietary platforms in active development — including BalanceSheet AI — a global delivery model with favorable unit economics, and a corporate structure designed for institutional partnership from the outset.

Value Creation Model

Three Compounding Engines

SaaS Platform Revenue

Proprietary AI tools licensed on recurring subscription arrangements — high-margin, scalable, with growing data network effects as deployment scale increases.

Managed Services Revenue

Premium, retainer-based engagements generating predictable cash flows with strong retention dynamics — and deep client relationships that inform product development priorities.

Proprietary IP Portfolio

Platforms, models, and methodologies developed and owned outright — appreciating assets that grow in value independently of revenue volume, and that create structural competitive moat with each deployment.

BalanceSheet AI Commercial Launch

Pre-commercial AI financial diagnostics platform currently in MVP phase — representing the most significant near-term product revenue opportunity in our portfolio.

Corporate Governance

Institutional-Grade Structure

Delaware Incorporation

Structural Flexibility

Our Delaware LLC structure provides the legal framework for a wide range of investment and partnership arrangements — including preferred equity, joint ventures, and institutional investment rounds — without requiring structural reorganization or legal complexity.

Financial Governance

Disciplined Standards

We maintain rigorous financial record-keeping, structured internal reporting, and clear operational accountability — holding our own financial operations to the same precision standards we apply to client managed services engagements.

Disclosure Readiness

Partnership-Ready

We are prepared to provide qualified investors and strategic partners with comprehensive operational and financial disclosure under appropriate NDA frameworks — supporting structured due diligence processes without friction.

Active Development Portfolio

Product & Platform Initiatives Underway

Open to Discussion

Strategic Partnership Opportunities

Consulting Opportunity Holdings LLC is actively engaged with prospective investors, technology partners, and strategic collaborators who share our long-term orientation toward AI-enabled financial infrastructure. We are structured for a range of arrangements — growth capital, strategic partnerships, product licensing, channel distribution, and joint ventures.

Our Delaware LLC framework provides legal flexibility for a wide variety of transaction configurations. We are not seeking transactional partnerships. We are building durable, long-term relationships grounded in shared vision, strategic alignment, and mutual institutional respect.

NDA available upon request. All investor and partner communications are handled with full confidentiality.

Ideal Partner Profile

What We Look For in Strategic Relationships

Long-Term Investment Horizon

Partners who understand that significant platform returns are built over years — and who are positioned to support sustained, multi-year value creation strategies.

AI & Enterprise Technology Domain Alignment

Experience in enterprise software, AI infrastructure, financial technology, or managed services — partners who bring strategic intelligence beyond capital.

Enterprise Market Access

Client relationships, channel distribution capability, or market access that accelerates go-to-market velocity for AJA's SaaS platform products.

Governance & Institutional Standards

Partners who value financial transparency, rigorous governance, and the operational discipline that institutional-grade partnerships require.

Begin a Confidential Conversation

We welcome qualified investors and strategic partners. NDA available upon request. Responses within one business day.

Email
info@consultingopportunity.com
Phone
302-782-0341
Location
Dallas, Texas
Confidentiality
NDA Available