Foundation
Core finance operations plus basic HR and contract ops. Clean books, reliable close, payroll and expense management, onboarding, and foundational people ops. Weekly sync, monthly reporting.
One senior operator owns the function end-to-end — finance, operations, HR, and adjacent workstreams — supported by a standardized, technology-leveraged practice designed to scale senior judgment without scaling senior cost.
Technology-enabled, services, and operationally complex companies at stages where the founder has outgrown the stitched-together setup — a bookkeeper, a fractional finance person, an HR consultant, outside counsel — but isn't ready for a full-time VP Finance or COO. One accountable operator replaces the coordination tax on the leadership team.
Industry reach includes software, technology-enabled services, e-commerce, professional services, healthcare, and light industrial. The operative filter is not industry — it's whether the business has enough operating complexity to benefit from a senior operator and enough scale to support the retainer.
Every Operating engagement is led by a senior operator who owns the function — the judgment, the accountability, the client relationship. What makes the model work economically is what sits beneath the operator: a standardized practice designed for automation and AI-enabled workflow, direct Slack-channel communication with the client team, and practitioner capacity that handles execution at appropriate cost.
The operator isn't doing bookkeeping. The practice is doing bookkeeping. The operator is running the function — cash decisions, hiring calls, contract reviews, investor-facing numbers — with practitioner support underneath and a standardized operating cadence on top. Technology leverage is designed into the practice and phased into each engagement as the working rhythm takes hold.
The result resolves the core tension in fractional leadership — senior judgment at senior rates, or affordable hours from someone more junior than the work requires. Monashee Operating is structured so clients get both.
Core finance operations plus basic HR and contract ops. Clean books, reliable close, payroll and expense management, onboarding, and foundational people ops. Weekly sync, monthly reporting.
Full finance, operations, and HR leadership. Everything in Foundation plus systems architecture across back-office functions, budget-to-actual and rolling forecast, light board preparation, expanded people ops, vendor and contract management. Biweekly sync, quarterly strategic review.
Senior operator plus strategic advisor delivered as a package. Everything in Lead plus investor-facing board communications, fundraise and transaction preparation, automation roadmap across finance and operations. Weekly sync with operating lead, monthly review with both principals.
Close, reporting, cash management, forecasting, treasury, investor-facing numbers, transaction readiness.
Systems architecture, vendor management, operational cadence, automation roadmap.
Payroll, benefits, onboarding, recruiting support, HR infrastructure as the company scales.
Contract operations, vendor and procurement management, light legal coordination with outside counsel.
Technology and digital product leadership are available as Advisory engagements today and will expand into embedded Operating scope as the practice grows.
High-maintenance client relationships are the single largest risk in a fractional operating practice. These aren't policies — they're part of the engagement structure.
Each tier has a set rhythm of meetings and reporting. Off-cadence requests queue rather than fire-drill. Weekly sync means weekly.
Scope is written into every engagement agreement. Work outside scope bills as a fixed-fee project or at a published rate — never absorbed silently.
One person at the client owns the relationship. Multiple decision-makers with competing requests is the most common driver of scope creep.
No retainer begins until the client is on the standardized practice stack — through implementation or grandfathering of a compliant setup.
Every new Operating retainer begins with a discrete implementation engagement to bring the client onto the standardized practice stack. Implementation is billable and precedes the retainer — protecting delivery quality, setting the operating rhythm, and establishing scope boundaries before ongoing work begins. Implementation typically runs four to twelve weeks depending on starting state. Retainers are month-to-month with no maximum term.
A 30-minute working call to understand where you are today, what you're trying to build, and whether Foundation, Lead, or Partner is the right fit.
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