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

Building the Infrastructure
for Financial Intelligence

COH is executing a focused platform strategy: anchor the lower-middle market financial diagnostics category, build recurring revenue through SaaS + managed service delivery, and position for institutional scale.

Strategic Pillars

The COH Platform Vision

🏛️

Holding Company Stability

COH provides the institutional foundation — Delaware LLC structure, IP ownership, contract integrity, and investor-grade governance — that operating brands require to scale.

🚀

Operating Brand Innovation

AJA Automation Intelligence operates as the market-facing innovation engine — deploying AI financial tools, diagnostics platforms, and automation capabilities at category speed.

📦

Product-Layer Growth

The Tier 3 product stack (BalanceSheet AI, EBITDA Tools, IRS Category Mapper) converts service delivery into scalable SaaS revenue — unlocking platform valuation multiples.

🔄

Recurring Revenue Architecture

Blended SaaS subscriptions, managed service retainers, and per-report pricing creates multiple revenue streams with compounding retention economics.

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