How we engage.
Every Metellus engagement follows the same model regardless of practice. Fixed scope. Partner-led. Accountable for outcomes, not hours.
Five steps. Every engagement.
Whether we are building a pipeline, advising on a capital raise, or deploying a private AI system, the engagement structure is the same. You always know what is happening, who is responsible, and what the end state looks like.
Diagnostic conversation
A senior partner reviews your situation before any engagement is proposed. We ask direct questions about the constraint, the timeline, and the internal capacity available. If there is not a clear fit, we say so.
Scoped proposal
We deliver a written proposal with fixed deliverables, a fixed timeline, and a fixed price. No hourly billing. No open-ended retainers. You know exactly what you are buying before you sign anything.
Partner-led execution
A named partner owns the engagement from kickoff to delivery. You are not handed to a junior team after the sale. The person who scoped the work is the person doing the work.
Milestone reviews
Progress is reviewed against the original scope at defined milestones. If the work is on track, we move forward. If something has changed, we surface it immediately and agree on a path before continuing.
Delivery and handoff
Every engagement ends with a defined deliverable and a clean handoff. Documentation, training, and transition support are included in scope. We do not create dependency -- we remove it.
No retainers. No junior staff. No scope creep.
Most advisory firms bill by the hour and staff projects with analysts. We do not. Every engagement is scoped upfront, priced as a fixed project, and led by a partner from start to finish.
- No open-ended monthly retainers
- No junior analysts as primary contacts
- No deliverables that expand without a scope change
- No recommendations without an owner accountable for execution
Each practice has its own methodology.
The engagement model above applies to all three practices. The methodology -- how we actually do the work -- is specific to each one.
Revenue Growth Process
How we map markets, build outbound infrastructure, and generate qualified pipeline for mid-market companies.
See the process → ■ ProcessFinance & Capital Process
How we assess financial position, identify capital options, and prepare companies for raises, refinancing, or ownership transitions.
See the process → ■ ProcessAI Implementation Process
How we scope, deploy, and hand off private AI systems for regulated industries in a fixed 90-day build.
See the process →Tell us the constraint. We will tell you if we can remove it.
A partner reads every submission and responds within one business day.
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