Every great advisory firm eventually hits the same wall.

You have the expertise. You have the "Unfair Advantage"—that unique methodology or specific model that solves a critical pain point for your clients.

But you don't have leverage.

You are stuck in the Service Revenue trap. Every new client requires a new "instance" of you. You are manually customizing Excel files, fixing broken links at midnight, and worrying about version control. You aren't building a business; you're just scaling a job.

The "Open Source" Trap

Here is the hard truth: Excel is an artifact, not an engine.

An artifact is static. It decays the moment you email it. Worse, it exposes your source code.

Imagine a software company that sent its source code to every customer who bought a license. That is effectively what you do every time you deliver an Excel model. You aren't just delivering a result; you are training your client (and your competitors) to do your job without you.

You are stuck in the Service Revenue trap because of this delivery mechanism. You are manually customizing files, fixing broken links, and fighting version control because you are shipping "Open Source" artifacts instead of a compiled product.

To cross the chasm from "Consultant" to "Platform," you need to stop delivering artifacts and start delivering engines. You need to take your proprietary logic—your "Secret Sauce"—and bake it into a secure system that serves 50, 100, or 500 clients at zero marginal cost.

From "Billable Hours" to "Recurring Revenue"

We are building CostVela to be the infrastructure for this transition. We aren't just selling a tool; we are partnering with the top financial minds to productize their expertise.

We have structured two paths for this, depending on where you sit on the curve.

1. The "Black Box" Migration

For the firm that wants to protect their IP.

You have a complex model. It’s your crown jewel. But you’re terrified to send it out because you know two things will happen:

The client will break it.
The client will steal it (and stop paying you).

The Offer: We will manually reconstruct your most valuable model into a secure CostVela application.

We do the work. You don't learn a new language.
You keep the control. Your IP is locked in the server, not exposed in the cells.
Result: You sell access, not files.

2. The Distribution Partner

For the builder ready to scale.

You see the market gap. You know there are 1,000 SaaS founders who need a specific "Series A Readiness" model, but you can't consult for all of them.

The Offer: We provide the distribution rails. You build the logic once. We let you license it to thousands.

White Label: It’s your brand, your methodology.
SaaS Economics: You earn recurring revenue on every seat that runs your model.
Zero Marginal Cost: Onboarding the 100th user takes zero hours of your time.

The Call to Action

Stop being the mechanic fixing formulas. Start being the architect of the solution.

We are looking for the first 50 partners who want to make this jump. If you are ready to productize your advisory business, let's talk.

Apply for the Partner Program