Topic

Pricing & Investment

What each engagement costs, what determines pricing, how fees are structured, and what is included.

Before You Sign

Pricing, ROI, data security, and exit terms

Do you work with businesses that already have AI tools deployed?

Yes. Most businesses we work with have AI tools that underperform relative to what they paid for because they were implemented without a clear picture of the leverage point. We assess what you have, identify the gap, and close it. We do not require you to scrap what is working.

FAQ
How do I make the case for this investment to my team or board?

The question to answer is not whether an embedded partner costs money — it does. The question is what the ceiling costs. If the founder is the constraint on growth, every month without addressing that is a month of compressed revenue, burned team capacity, and compounding risk.

Guide
How is a Lab build scoped and priced?

Every Lab build starts with a Discovery engagement (included in the build fee) that produces a clear architecture and fixed-fee proposal before development begins. The $50K floor reflects the minimum viable scope for a custom system that actually carries operational leverage. Most builds land between $50K and $150K depending on complexity.

FAQ
What determines the Vantage retainer cost?

Two factors: the number of distinct data sources we are ingesting (documents, systems, feeds), and the number of personnel whose decision patterns we are encoding. A smaller operation with one principal and a focused knowledge corpus sits at the lower end. Multi-practitioner firms with active CRM and delivery data sit at the higher end.

FAQ
What does Fulcrum Advisory cover?

It covers the functions where your business needs experienced judgment rather than another hire: sales and business development operations, client delivery systems, growth infrastructure, or an embedded operational partner alongside a founder who is the bottleneck. The exact scope is set in the first conversation based on where the leverage is highest.

FAQ
What does a Fulcrum Advisory engagement cost?

Fulcrum engagements start with the Bearing Diagnostic ($3,500, standalone) and move into an ongoing embedded partnership with monthly retainers starting at $2,500 and going up based on scope of work. There is no long-term contract. Engagements run month-to-month after an initial 90-day commitment.

Guide
What does the Assessment include?

A structured 90-minute diagnostic conversation, followed by a written report that identifies your highest-leverage friction point, what building around it would require, and what the expected lift looks like. There is no obligation to continue. Most clients use it to pressure-test their own thinking before committing to a build.

FAQ