Fractional CGO/COO
Build strength into the business.
Fortera is your fractional growth and operations partner. We build the sales engine, systems, and management structure that carry you through your next stage of growth, so you get your time back.
Growth exposes weak infrastructure.
A business can grow surprisingly far on instinct and personal effort. Eventually that becomes the constraint. Decisions bottleneck. Reporting loses clarity. Processes vary by person. Growth adds complexity faster than the company can absorb it. Fortera builds the structure required for the next stage.
Every decision waits on the owner
Work gets done differently depending on who does it
The numbers arrive after the decisions are already made
Roles and accountability are unclear
Sales activity is difficult to forecast
Every new customer adds strain the team can’t absorb
What We Build
The infrastructure behind a stronger business.
Four capability areas. Fortera does the building, not just the planning.
Growth Infrastructure
Outcome: a more disciplined and measurable commercial engine.
Growth is inconsistent when there is no repeatable system behind it. Fortera builds the sales structure, pipeline discipline, and reporting that make growth forecastable rather than personality-dependent.
Typical infrastructure
- Sales organization design
- Compensation structure
- Hiring and onboarding systems
- Sales process and playbooks
- Pipeline management
- Outbound and lead-generation systems
- Sales reporting and accountability cadence
Delegation Architecture
Outcome: less owner dependence, clearer management accountability.
Every meaningful decision still routes back to the owner, which caps how much the business can take on. Fortera builds the role structure and reporting that let management run day-to-day operations with defined authority.
Typical infrastructure
- Hiring sequence and role structure
- Reducing reliance on any one person, owner included
- Management reporting and remote visibility
- Handoff documentation
- Decision rights and escalation paths
- Management cadence and accountability
Deal & Capital Infrastructure
Outcome: stronger processes around acquisitions, diligence, capital workflows, and post-close execution.
Acquisitions and outside capital raise the operational bar. Ad hoc processes are not built to hold up under diligence or investor scrutiny. Fortera builds the underwriting, dataroom, and reporting systems the business needs to pursue deals with confidence.
Fortera does not provide legal or tax advice. Relevant work is coordinated with qualified counsel and tax professionals.
Typical infrastructure
- Target analysis and underwriting
- Financial modeling and pro formas
- Commercial deal and economic structure coordination
- Dataroom and diligence-process management
- Post-close operating planning
- Investor and capital-partner CRM systems
- Subscription and funding tracking
Operating Infrastructure
Outcome: reliable execution and visibility.
Decisions, knowledge, and priorities live scattered across the owner's head, inboxes, and side conversations, so execution depends on who remembers what. Fortera turns that reliance on heroic effort into consistent, professional execution through organizational systems and documentation.
Typical infrastructure
- SOP creation and process documentation
- Decision making structures to decentralize command
- KPI and dashboard design for leadership visibility
- Financial and operational reporting cadence
- Workflow automation and integrations
- Meeting rhythms and accountability systems
Visibility without constant presence.
The goal is not to remove the owner from the business for the sake of it. The goal is to give the business enough structure that the owner can lead at the appropriate level, with clear information, defined accountability, repeatable processes, and confidence that execution does not depend on constant intervention.
- Cleaner decision rights
- Reliable operating visibility
- Repeatable processes
- Stronger management accountability
- More predictable sales execution
- Better readiness for growth, acquisition, capital, or eventual transfer
How We Work
Hands-on implementation, not a report.
Fortera builds the systems directly, then either transfers them to your team or stays involved as your partner.
Diagnose
Identify the constraints, dependencies, and missing systems that are limiting the company today.
Prioritize
Sequence the work by what unlocks the most capacity first, rather than tackling everything at once.
Build
Design and implement the systems, reporting, roles, workflows, and management architecture required.
Document
Put the new structure in writing so it survives beyond any one person, including the owner.
Transfer or stay involved
Hand the completed system to your team, or remain engaged as your partner where continued involvement creates value.
Two ways to work together.
Build and handoff
Fortera diagnoses, designs, implements, documents, and transfers the finished systems to your team.
Ongoing fractional CGO/COO
Fortera acts as your growth and operations lead on a fractional basis: owning the pipeline and KPIs, running the weekly leadership cadence, managing the managers, and making the day-to-day calls that would otherwise wait on you. Includes systems audits, problem-solving, and expansion projects.
Structured as a monthly retainer, scoped to your needs.
Built for businesses on the verge of their next stage of growth.
Fortera works best with small to mid-sized owner-led businesses, three or more years in, that are about to scale and need the structure to support it.
About
From heroic effort to institutional strength.
Businesses become more valuable, more durable, and more capable when important functions are supported by systems rather than heroic individual effort. Fortera exists to build those systems.
That means treating the resources, people, and opportunities a business is built on as things worth ordering well. It means building durability rather than dependence, creating clarity and accountability, and leaving a business stronger than it was found.
Hands-on by design.
- Partner, not vendor
- Outcome-oriented, not hourly
- Institutional but accessible
- Direct and decisive without theatrics
Operator-led from the start.
Jordan Lovejoy
Founder, Fractional CGO/COO
Eight years building and scaling businesses across enterprise technology, real estate, and private equity: from enterprise leadership at Apple, to hands-on real estate acquisitions, to building the operating backbone behind private equity capital raises.
Experience
Built inside a growing investment platform.
Fortera’s approach comes from running the operations of a private equity platform through its growth. Specific details are kept confidential.
Reporting and automation
Built the CRM, reporting, and automation behind investor relations, so relationship tracking and reporting ran on systems instead of individuals.
Documentation and process
Set up document management and standard operating procedures so teams executed consistently and decisions did not wait on one person.
Decentralized operations
Led teams under a decentralized command structure with defined decision rights, clear KPIs, and regular reporting to leadership.
Contact
Start a conversation.
Tell us where the business stands today. We will follow up directly.