Consulting Opportunity Holdings LLC — Delaware LLC | Texas Registered | Est. 2016 📍 14800 Quorum Dr, Ste 271, Dallas TX 75254  |  302-782-0341
Investor Relations

Platform Infrastructure.
Operational Architecture.

Consulting Opportunity Holdings LLC is a Delaware LLC holding company operating technology-enabled professional services and AI-driven financial infrastructure platforms. The organizational structure is designed for long-term platform development, operational leverage through global delivery infrastructure, and scalable hybrid SaaS plus managed service revenue models.

Platform Architecture

Organizational Structure and Operating Model

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Holding Company Structure

Delaware LLC with clean IP ownership, contract separation, and a defined three-tier operating architecture. COH LLC holds all IP, employs all staff, and is the contracting entity for all engagements — providing a clear and defensible organizational structure for institutional review.

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Hybrid Revenue Architecture

Platform products operate across a multi-tier revenue model — free diagnostics for user acquisition, SaaS analytics tools, flat-fee managed remediation, and recurring monthly managed service at the account level. SaaS and managed service tiers generate distinct revenue streams with different margin profiles.

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Global Delivery Infrastructure

U.S. headquarters manages client relationships and strategic engagement. The India delivery center provides execution capacity for financial processing, automation engineering, and managed service delivery — creating operational leverage without proportional U.S. headcount growth. See Global Delivery Infrastructure →

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Proprietary Platform Products

BalanceSheet AI, the EBITDA Diagnostic Tool, and the broader AJA financial intelligence platform are COH-owned products — not resold third-party tools. Platform depth increases as additional products are added within the three-layer architecture, creating compounding infrastructure value over time.

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Financial Data Infrastructure Market

COH addresses the structural gap between accounting software output and institutional-grade financial data — a category affecting most SMB businesses at any financing, transaction, or institutional review event. Platform demand is not limited to M&A preparation; it extends across growth financing, operational management, and continuous integrity monitoring.

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Long-Term Platform Extensibility

The AJA three-layer architecture is designed for product expansion within the existing infrastructure. New diagnostic, normalization, and managed service products can be added without rebuilding delivery infrastructure. Analytical frameworks and discrepancy taxonomies become more structured as platform usage scales — a process maturity advantage documented at AJA's infrastructure strategy →

Platform Status

Product Development Pipeline

ProductStatusRevenue ModelNotes
EBITDA Diagnostic ToolLiveLead generation / FreemiumBrowser-based, no backend required
BalanceSheet AI Phase 1LiveSaaS / Per-reportAI-powered balance sheet diagnostics
BalanceSheet AI Phase 2In DevelopmentEnterprise SaaSMulti-entity, API integration
IRS Category MapperPlannedSaaSAI-driven expense categorization
P&L Cross ValidatorPlannedSaaS / Managed ServiceAutomated reconciliation engine
Financial Remediation ServiceIn DevelopmentManaged Service RetainerOutsourced correction + maintenance
Investor Inquiries

Contact Investor Relations

For investor inquiries and formal diligence documentation, contact COH directly. All inquiries are handled through the U.S. headquarters.

Contact COH LLC
Security & Technology Framework

AI Infrastructure

  • OpenAI API
  • Anthropic Claude
  • Secure API Gateway Architecture
  • Encrypted Document Processing
  • Role-Based Access Control
  • Temporary File Processing

Compliance Approach

  • Data Minimization Practices
  • No Resale of Financial Data
  • Client-Controlled Uploads
  • Secure Hosting Infrastructure
  • U.S. & India Operational Compliance

Operational Structure

  • Delaware LLC | Texas Registered
  • U.S. Headquarters — Dallas, TX
  • India Delivery Center
  • All Contracts via COH LLC
  • Enterprise-Grade Vendor Vetting

Platform Products

  • BalanceSheet AI — Phase 1 Live
  • EBITDA Diagnostic Tool — Live
  • Financial Intelligence Engine
  • Structured Financial Data Layer
  • Pre-Transaction Validation Stack