How it Works

CoApt Projects brings a focused, structured approach to help founders regain momentum by fixing how the business operates.

Our Process

This work is designed for moments when progress has slowed, even though effort remains high. The goal is not to add more activity, but to understand what’s actually getting in the way and adjust how decisions, ownership, and work move through the business. There is no one-size-fits-all process.

Clarify

It starts with clarity.

Every engagement begins with a focused conversation to understand how the business is really operating and where friction is showing up.

The goal is to surface:

The founding team’s long-term vision and 12-month targets
The company’s unique advantages and real constraints
Where roles, decisions, or accountability have become unclear
Where processes are breaking down or effort no longer translates into results
The structural gaps between today’s operations and tomorrow’s growth

From there, we align on priorities and define a practical plan, one that reflects both the ambition of the business and the operational reality underneath it.

Outcome:
A clear roadmap. Shared priorities. Alignment around what we are building and why.

Build

Improving how the business runs.

Clarity creates direction. Build creates momentum.

With priorities defined, we focus on installing the operational infrastructure that removes bottlenecks and creates leverage.

This is where the business begins to function with less friction — and less founder dependency.

We focus on:

Creating a risk register to surface operational and financial vulnerabilities
Building a 6–12 month financial forecast with scenario planning
Documenting mission-critical workflows so execution becomes repeatable
Designing a scalable hiring workflow (role clarity, interview structure, onboarding systems)
Improving how information and decisions move through the business

This is hands-on operational work. Not just recommendations; It’s implementation. We stay involved to ensure systems are built, adopted, and actually used.

Outcome:
Repeatable systems. Reduced risk exposure. Financial visibility. Hiring readiness. A business that runs with greater stability and leverage.

Connect

Sustaining Progress.

As structure takes hold, the focus shifts to making progress sustainable.

Systems only matter if they are adopted, measured, and owned. The systems should be working for the team, and not vice versa. This phase connects the infrastructure to the people and rhythms that keep it working without constant founder intervention.

We focus on:

Defining KPIs aligned to revenue and margin goals
Building a clear executive dashboard for real-time visibility
Establishing reporting cadence and metric ownership
Walking the team through new systems to ensure adoption
Supporting leadership transitions or growth inflection points as needed

The goal is simple: progress that holds.

Outcome:
Real-time performance visibility. Clear accountability. Operational clarity that reduces founder load.

What to Expect

Founders who engage in this work often say they leave with:

Clearer priorities
Better strategies
Shared language with their team
Less pressure to personally hold everything together

The goal is to make progress easier to sustain, not to do more.

Common Engagement Packages

Each option reflects a different level of partnership, depending on where your business is and how much hands-on strategic support you need right now. Review the tiers below to find the right fit for this stage of growth.

90-Day Foundation Build

Objective: Stabilize and systematize the business so it can scale without founder burnout, financial blind spots, or operational chaos.

Engagement Structure:

Weekly Working Session OR Team Meeting (60–90 min)
Async access for questions + document collaboration
Defined scope and milestone tracking

5 key operational deliverables:

Operational playbook (SOP library)
Risk register + mitigation plan
Financial forecast model
Hiring workflow toolkit
KPI dashboard

$4,500/mo [$13,500 total]

Fractional Retainer

The Advisor (Light Touch)

Best For: Founders needing high-level accountability and a “Second Brain.”
Scope: Strategic oversight and KPI accountability for the CEO. Includes 2 monthly deep-dives + asynchronous Slack support for decision-making.
Starting at $3,200/mo

The Architect (Standard Fractional)

Best for: Scaling teams needing a steady hand to optimize & run the weekly rhythm.
Scope: Ownership of the company operating rhythm, build dashboards, manage 1–2 direct reports, and optimize core processes.
Starting at $7,500/mo

The Operator (Deep Integration)

Best For: $5M+ firms needing a true “Right Hand” to run the company.
Scope: Deeply embedded leadership. Manage all personnel, and assume responsibility for P&L execution and organizational health.
Starting at $12,000/mo

What This Is and Is Not

Built-In Flexibility

This framework is modular.

If financial visibility is the primary constraint, we go deeper there.
If hiring is urgent, we prioritize that build first.

No two businesses scale the same way. The container stays disciplined. The focus stays strategic.

This work is:

This work is not:

Task-based delegation or reactive support
An Executive Assistant or Virtual Assistant role
A Chief of Staff taking work off your plate without changing how the business runs
Someone executing instructions without helping shape the strategy behind them

This is a partnership. The work involves helping founders evaluate the right path forward and then staying involved to support execution in a way that reduces dependency and builds stronger operations over time.

Ready to talk it through?

If the business feels harder to run than it should, a focused conversation can help clarify what’s actually getting in the way and what needs to change next.

Let’s Connect.

If you’re feeling overwhelmed trying to keep up, build the right team, or make confident operational decisions – we should talk.