For Startup Attorneys · Fractional CFOs · Advisors

Your clients.
Deal ready before they reach you.

Collie OpEx prepares your early-stage clients for institutional diligence, so when they walk into your engagement, the document infrastructure is already built, the gaps are already mapped, and the accountability is already assigned.

See How We Work With You See How It Works
67
unresolved gaps across 9 institutional pillars
154
artifacts tracked across 9 pillars
<1
weeks from kickoff to gap report delivered
COLLIEOPEX Deal Readiness Dashboard
Deal Readiness Progress
11.7%
154
Artifacts
67
Gaps
32
Verified
High Risk Missing Artifacts
Cap Table (Fully Diluted)02. Cap & Securities
83(b) Election Confirmation02. Cap & Securities
Operating Agreement01. Corp & Governance
IP Assignment Agreement07. Intellectual Property
Certificate of Good Standing01. Corp & Governance
Responsibility Matrix · Activity Feed · Checklist
Live · Auto-updating
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 numbers 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. We herd the document chaos into the correct infrastructure.

"

The deal didn't die because of a bad product. It died because the right document wasn't findable at the right moment.

The founding insight behind Collie OpEx

What We Deliver

One engagement.
A client who arrives prepared.

We run before your engagement starts. Your clients arrive organized, gap-mapped, and accountability-assigned. You arrive with context, not chaos.

01

Ingest & Organize

AI-assisted ingestion classifies every document against our 9-pillar institutional framework. No manual sorting. No guesswork.

02

Gap Analysis

Two layers of analysis: existence gaps (what's missing) and consistency gaps (what's inconsistent across documents). Both surface in a live dashboard.

03

Remediate

Every gap is assigned to an owner via the Responsibility Matrix. The Activity Feed tracks every document submission, update, and resolution in real time.

04

Deliver

The shadow VDR — stress-tested, fully mapped, and gap-accounted — is ported to whatever platform the buyer or institution requires.

The Dashboard

Responsibility Matrix

Every gap assigned to an owner: External Counsel, Finance, HR, Founder, etc. No ambiguity about who fixes what.

Document Activity Feed

A live, timestamped record of every document submitted, reviewed, and verified. Chain of custody built in from day one.

Document Checklist Report

An exportable, shareable status report. What's been submitted, what's outstanding, severity-coded. Your proof of process.

Methodology

AI-accelerated.
Human-verified.

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

The result is more thorough than either alone and faster than any manual process. We don't replace your attorney or your CFO. We build the infrastructure they need to do their best work. Your first meeting with the client starts at step three, not step one.

AI Does

  • Document ingestion & OCR
  • Pillar classification
  • Cross-document comparison
  • Gap detection & flagging
  • Activity logging

Humans Verify

  • Institutional interpretation
  • Deal-killer severity judgment
  • Remediation strategy
  • Cross-document consistency
  • Final VDR sign-off

The Shadow VDR

We build your data room internally first, and stress-test it against our 106-artifact institutional checklist, close every gap, verify every consistency. Only then do we open it to a buyer's counsel. You go into diligence with a room that's already been reviewed by people seeking to find and resolve problems.

Why Attorneys & CFOs Work With Us

Your clients arrive prepared.
Your engagement starts clean.

You've seen it. A founder walks in with documents scattered across email threads, personal drives, and half-finished folders. You spend the first three weeks doing document archaeology instead of legal work. Collie OpEx runs before your engagement starts, so the first thing you see is a live gap report, not a Google Drive full of chaos.

Startup Attorneys

Your clients arrive with organized, classified, gap-identified document sets. Your billable hours go to legal strategy, not document archaeology.

Accelerators & Advisors

Your cohort companies close cleaner deals. We increase deal velocity and reduce the late-stage surprises that delay or kill transactions your portfolio companies have worked years for.

Fractional CFOs

We handle the document infrastructure you don't want to own. Your client gets a more complete advisory picture. You get a specialist partner for the diligence readiness work.

You refer us once.
Your client arrives prepared every time.

The attorneys and CFOs who work with us don't think of it as a referral. They think of it as a standard part of their client onboarding. Before the legal work starts, the infrastructure work starts. When they arrive, you're already three steps ahead.

We refer clients to attorneys we trust so the relationship is mutual

We work before your engagement starts and never across your scope

We share intelligence on what we're seeing across early-stage document patterns

Your clients close cleaner deals and remember who sent them to us

Case Study

67 gaps.
Across 154 tracked artifacts.

A Tennessee-based company preparing for acquisition. They had documents coming in. They had no idea what was missing across 9 institutional pillars or how to assign accountability for fixing it.

The Situation

An S-Corp preparing for M&A. Documents existed but were scattered across email threads, personal drives, and folders with no institutional structure. The founding team didn't know what an institutional buyer would expect to see or that several critical documents hadn't been executed at all.

What We Found
67
gaps found in a client who thought they were ready
154
artifacts in our institutional framework
9
pillars with critical exposure
<1w
from kickoff to live dashboard
The Outcome

Every gap surfaced in a live dashboard. Every document assigned to an owner. The Responsibility Matrix showed exactly which items required External Counsel, Finance, or the founding team. Remediation started immediately with a clear path to a clean data room.

Tenn M&A · Phase 1 Anonymized
154
Total Artifacts
67
Unresolved Gaps
1
Verified
11.7%
Readiness
Risk by Pillar
Ownership
17
Employment
12
IP
11
Commercial
10
Finance
9
Responsibility Matrix (sample)
Operating AgreementExternal Counsel
Cap Table (Fully Diluted)Finance
IP Assignment AgreementExternal Counsel
The Team

People who know what
preparation under pressure looks like.

LG

Liz Grimm

Lead Herder

Liz spent nearly two decades as a sports and performance therapist and recovery center director at the highest levels of competition, handpicked by the US Olympic Committee to work with Team USA, and trusted by the Tennessee Titans, Nashville SC, Denver Broncos players, UFC fighters, 14 Olympic medalists, and a Boston Marathon winner. She knows what readiness looks like under real pressure and real stakes.

After pivoting to operations, she founded Collie OpEx after watching deserving companies lose well-earned deals because the right document wasn't findable at the right moment. That experience, and knowing exactly what preparation looks like when failure isn't an option, is what she brings to every engagement.

MJ

MJ Jukic

Financial Engineering

Institutional IT infrastructure and institutional financial modeling is Mj's expertise, with deep experience in family office diligence standards. With a Wall Street background, MJ leads all financial review and cross-document consistency verification.

Let's Talk

Attorney, CFO,
or founder, we want to hear from you.

If you work with early-stage companies heading toward a raise or transaction, or if you are a founder who wants to know exactly where you stand before you walk into that room, we would like to talk.