Engagement models

Scoped to the moment, not to the template

Every engagement is shaped directly by the realities of your organization. These are the most common shapes. Real scopes and pricing are set after a 30-minute discovery call.

These engagement shapes apply across all six service tiers on the Services page. Pick the shape that matches your timeline and stakes; the discovery call scopes which service area is the right fit.

Product bundles

Digital products for founders preparing to raise

Three bundle shapes, anchored on the Investor Readiness Playbook. Delivered as digital downloads with optional live session.

Launch offer: 20% off all digital products through August 21 with code LAUNCH20 at checkout.

Investor Readiness Playbook
Digital download. 120+ pages, 10 phases, AI prompts, data room structure. The foundation of investor preparation work.
$497 · One-time
Buy the Playbook
Playbook + Cureton Readiness Score
The Investor Readiness Playbook plus the Cureton Readiness Score (CRS), a structured diagnostic that scores your raise readiness across ten phases and produces a targeted remediation plan.
$997 · One-time
Buy the Bundle
Full Bundle + Live Session
Everything in the Bundle, plus two 60-minute advisory sessions with Shan: one to walk through your CRS results, one 60–90 days later to review progress.
$1,997 · One-time
Buy Full Bundle
Advisory engagements

Most engagements start with a conversation, not a contract. The tiers below are the common starting points for that conversation.

Discovery

Strategic Session

A focused working session for a single decision, pressure test, or alignment moment.

from$3,500
Half-day engagement · 1 week turnaround
  • 60-minute pre-read and context intake
  • Half-day working session with leadership
  • Written summary with decisions and rationale
  • One 30-minute follow-up within 30 days
Start the conversation
Full engagement

Advisory Engagement

A full engagement for leaders navigating a transition, realignment, or growth inflection. Embedded, weekly cadence, scoped to the moment.

from$12,500/mo
3–6 month engagement · retainer
  • Weekly working sessions with principal
  • Operating model and decision framework design
  • Leadership alignment and board-prep support
  • Embedded advisory across the full engagement
  • On-call between sessions
  • Investor Readiness Playbook included
Start the conversation
Example outcomes

What this work produces

Every engagement is different. These are examples of what fractional advisory looks like at each level. The same senior thinking, scoped to fit the moment.

Strategic Session

Half a day on the decision that won't wait

You bring the problem: a hire, a board ask, an operating model no longer working. A half-day session with context-loaded prep going in and a written summary going out. You walk in stuck and walk out with a decision and the reasoning to defend it.

Advisory Engagement

A senior advisor in the room across the season

For the stretch where every week brings something different: a raise underway, a board to manage, a team to align. Weekly working sessions, on-call access between, and someone who knows your full context as the work shifts. Fractional senior leadership without the salary line.

Long-term partnership

Standing Advisory

An ongoing, senior-level advisory relationship for CEOs, founders, and boards who want embedded judgment on a continuous basis, well beyond a single engagement.

Inquire
  • Everything in Advisory Engagement
  • Continuous weekly working sessions with principal
  • Standing board and investor-prep partnership
  • Priority availability for time-sensitive decisions
  • Quarterly off-site planning session
  • Ongoing operating model and governance oversight
  • Dedicated Slack / direct line between sessions
Service add-ons

Targeted engagements outside the main tiers

Board-Prep Intensive
Two-week focused engagement to prepare a board meeting, investor update, or stakeholder moment.
From $6,500
Nonprofit Engagements
Mission-driven engagement pricing available for 501(c)(3) organizations. Scoped independently.
Contact for scope
Pre-Pitch Intensive
A focused intensive to sharpen narrative, model, and positioning ahead of a live investor meeting or pitch event.
From $2,500
Common questions

Frequently asked

How quickly can an engagement start?
Most engagements begin within 2–4 weeks of the initial discovery call, depending on scope and calendar availability. Urgent matters are scoped case-by-case.
Do you work with organizations outside the US?
Yes. Prior engagements have spanned North America, South America, Europe, and Asia. Remote-first by default, with on-site time scoped when it adds value.
What does "founder-led" mean in practice?
Shan is personally involved in every engagement. No rotating junior team, no handoffs, no deliverables written by someone you've never met. Senior operators from the trusted network are brought in only where their specific expertise adds value.
How is confidentiality handled?
Discretion is at the center of the work. Every engagement operates under mutual confidentiality by default. Board dynamics, leadership transitions, and sensitive operating context are handled accordingly.
Can engagements be scoped smaller than these tiers?
Yes. These are the most common shapes, but individual working sessions, targeted pressure tests, and time-boxed engagements are all available. The 30-minute discovery call is the right place to talk through what fits.
Start here

Every engagement starts with a 30-minute call.

Book a discovery call