Fractional Transaction Operations · The Border Collie of Your Deal Pipeline

No sheep lost.
No profits leaked.

A Border Collie runs the perimeter of the flock constantly, reading the field, anticipating gaps, making sure not one sheep gets lost without the shepherd having to manage the dog. That's Collie OpEx inside your transaction practice. Every matter covered. Every gap flagged. Every deadline tracked. You focus on the legal work. We make sure nothing leaks.

For Law Firms & Advisors For Founders
67
gaps found in a company that thought it was ready
154
artifacts tracked across 9 institutional pillars
<2
weeks from document chaos to live dashboard
COLLIEOPEX Transaction Ops Dashboard
Deal Readiness Score
11.7%
154
Artifacts
67
Gaps
1
Verified
High Risk Missing Artifacts
Cap Table (Fully Diluted)Finance
83(b) Election ConfirmationExternal Counsel
Operating Agreement (LLC)External Counsel
IP Assignment AgreementExternal Counsel
Certificate of Good StandingFounder
Responsibility Matrix · Activity Feed · Checklist
Live · Auto-updating
The command center we manage for you, zero software for your team to learn.
For Law Firms & Advisory Practices

Every matter covered.
Not one profit point lost.

Every disorganized client is a profit leak. Hours billed to document archaeology instead of legal strategy. Scope that expands unpredictably because nobody mapped the field before the engagement started. Deadlines missed because nobody was running the perimeter.

We run the perimeter so you don't have to. Every matter. Every document. Every gap. Every deadline. Nothing gets lost and inefficiences are reduced, so your attorneys focus on the work.

Always On the Run

A Border Collie doesn't clock out. Neither do we. Embedded in your transaction workflow on a monthly retainer, running the perimeter of every active matter so nothing gets lost between your client's chaos and your attorney's strategy.

Adapts to Your Style

Every partner manages differently. Our system morphs to match, whether you delegate everything, need absolute control, or want a human shield between you and your most chaotic clients.

No Profits Lost

Every hour your team spends on document chaos instead of legal strategy is a profit leak. We seal it. Project-based fees become viable when scope is predictable, and scope is predictable when we've already run the field before your engagement starts.

We adapt to how you lead

Every partner manages differently. Our fractional presence morphs to match your style, so the system works the way you work, not the other way around.

The Delegator Feed

Track transaction milestones across your entire practice group without sending a single checking-in text to your associates. The dashboard shows you everything. You touch nothing you don't need to.

The Client Shield

We act as the professional buffer between your team and your most chaotic clients. We turn their document dumps into a strict prioritized checklist, and we do the chasing so your attorneys never have to.

The Audit Log

A pristine timestamped chain of custody for every corporate artifact, every document submitted, reviewed, verified, and assigned. Nothing undocumented. Nothing unaccounted for.

Retainer structure

Light Touch

Document ingestion, gap analysis, and weekly status reporting. You stay the primary client contact. Ideal for boutique practices with focused transaction volume.

Standard Embed

Full system running across your active matters, Responsibility Matrix, Activity Feed, Checklist Report, partner reporting, and light client coordination.

Deep Embed

Fully embedded transaction ops director across all matters. Weekly partner meeting. Direct client coordination. The fractional alternative to a full-time legal ops hire.

Retainer engagements are scoped based on your practice's matter volume and complexity. Most arrangements land between a light-touch monthly retainer and a fully embedded transaction ops partnership, structured to make your project-based fee model work at every volume level.

Pricing is determined after a 20-minute discovery call, no guesswork, no anchoring before we understand your practice.

We run the perimeter.
You close the deal.

A Border Collie doesn't wait to be told a sheep is missing. It reads the field, anticipates the gaps, and runs until every animal is accounted for. We do the same for your transaction practice, so by the time you open the matter, the field is already mapped and nothing is lost.

Every gap flagged to you, we interpret nothing

All client communications copied to lead attorney

Matter confidentiality treated as privileged

30-day scope review, adjust or exit at any time

For Founders & Companies

Know where you stand
before the pressure hits.

Most founders believe they are ready. Our Readiness Map tells you the truth, before a buyer's counsel, a VC, or an M&A advisor does. Every gap identified, every item assigned, every inconsistency flagged. Privately. With time to fix it.

The Readiness Map

A complete diagnostic of your diligence readiness. Live dashboard showing every gap, every severity level, organized by pillar and assigned by owner. Fixed scope. Fixed price.

$5,000

Delivered in under 2 weeks from document submission

The Shadow VDR

Everything in the Readiness Map, plus we close the gaps, verify every consistency, and deliver an institutional-grade data room to the buyer's platform of choice.

Scoped

Priced per engagement based on complexity and matter count

The system meets you where you are

Overwhelmed and can't delegate?

The Responsibility Matrix delegates for you. Every gap already assigned to the right owner before you have to think about it.

Detail-obsessed and need everything tracked?

A timestamped Activity Feed captures every document submission, review, and verification. Nothing falls through the cracks.

Scattered and don't know where to start?

A severity-coded checklist (red, yellow, green) makes the most important thing always obvious. Start there.

Need to see progress to stay motivated?

A Deal Readiness Score that moves as documents come in. 11.7% becoming 40% becoming 80% is genuinely motivating in a way a spreadsheet never is.

They all end up in the same place. Deal ready.

How It Works

One operator.
End-to-end execution.

AI handles the ingestion, classification, and cross-document comparison at machine speed. The human handles interpretation, judgment, and the findings that require institutional pattern recognition.

01

Ingest

Every document classified against a 154-artifact institutional framework across 9 pillars. Automatic. No manual sorting.

02

Analyze

Two gap layers: existence gaps — what's missing — and consistency gaps — what doesn't reconcile across documents. Both surfaced in the live dashboard.

03

Assign

Every gap assigned to an owner via the Responsibility Matrix. External Counsel, Finance, HR, Founder. No ambiguity about who fixes what.

04

Deliver

The institutional-grade data room, stress-tested, gap-identified, ported to whatever platform the buyer or institution requires.

AI handles

  • Document ingestion and OCR processing
  • Pillar classification across 9 frameworks
  • Cross-document comparison and flag generation
  • Gap detection — existence and consistency
  • Activity logging and timestamp tracking

The operator verifies

  • Institutional interpretation of every flag
  • Deal-killer severity judgment
  • Remediation strategy and owner assignment
  • Cross-document consistency confirmation
  • Final deliverable sign-off
Proof of Concept

11.7% deal readiness.
Found before it became a problem.

A Tennessee-based company preparing for acquisition. They had documents. They had no institutional framework for what was missing, what was inconsistent, or who was accountable for fixing it.

The Situation

An S-Corp preparing for M&A with documents scattered across email threads, personal drives, and folders with no institutional structure. No visibility across 9 pillars. No accountability assigned. No path from chaos to deal-ready.

What We Found
67
unresolved gaps across 9 pillars
154
total artifacts tracked
11.7%
deal readiness on day one
<2w
from kickoff to live dashboard
What Changed

Every gap surfaced and assigned. External Counsel received their list. Finance received theirs. The founding team knew exactly what they needed to produce. Remediation started immediately with a clear path to a clean data room.

Anonymized M&A Engagement Tennessee · 2026
154
Total Artifacts
67
Unresolved Gaps
1
Verified
11.7%
Readiness Score
Risk by Pillar
Ownership
14
Employment
12
IP
9
Governance
8
Finance
8
Responsibility Matrix (sample)
Operating AgreementExternal Counsel
Cap Table (Fully Diluted)Finance
IP Assignment AgreementExternal Counsel
Why We Built This

We watched a good company lose a good deal.

The CFO was doing everything he could. Spreadsheets. Folder structures. Manual tracking. The documents existed, somewhere. But when investors asked for specifics, the right file wasn't findable, the right signature wasn't confirmed, and the right number didn't reconcile across documents.

The investors didn't walk away because the business was bad. They walked away because the chaos eroded their confidence. The deal died from friction, not fundamentals.

Collie OpEx exists so that never happens to another founder, and so that attorneys and advisors never inherit that chaos at the worst possible moment.

"

The deal didn't die because of a bad product. It died because nobody was running the perimeter. Sheep got lost, and the whole flock scattered.

The founding insight behind Collie OpEx

The Team

People who know what
preparation under pressure looks like.

LG

Liz Grimm

Founder · Lead Herder

Liz spent 15 years preparing Olympic medalists and professional athletes for high-stakes moments, handpicked by the US Olympic Committee for Team USA, and trusted by the Tennessee Titans, Nashville SC, Nashville Sounds, Denver Broncos players, UFC fighters, 14 Olympic medalists, and a Boston Marathon winner.

The discipline underneath all of it, build the system, eliminate the friction, make sure nothing collapses when the pressure hits, is what she now applies to legal transaction operations. She founded Collie OpEx after watching a well-run company lose a well-earned deal because the right document wasn't findable at the right moment.

MJ

MJ Jukic

Financial Engineering

Institutional IT infrastructure and financial engineering with deep experience in family office diligence standards. MJ leads all financial review and cross-document consistency verification, ensuring that what the numbers say in one document matches what they say in every other.

Start the Conversation

Law firm, advisor,
or founder, let's talk.

Whether you need a fractional transaction ops retainer, a custom system build, or a founder Readiness Map, the conversation starts here.