Pricing

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Flexible Plan

Flexible Engagement Models

Cao Investment Group is a strategic operations firm that invests in and builds technology, property systems, and digital growth for operators.
Custom Advisory — you run it

Advisory Plan

  • Operating review of how the work runs today
  • A ranked list of fixes, most valuable first
  • Systems and vendor audit — what you pay for vs use
  • Monthly session to work through it
  • Best if you have capable people and no time
  • We do not implement on this tier
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POPULAR
Custom Embedded — we build one thing

Embedded Plan

  • Everything in Advisory
  • One scoped fix, built and running
  • Your team trained on it before we step back
  • Source, credentials and documentation handed over
  • Optional light retainer for when it breaks
  • Best for a first engagement — proves the approach
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Custom Operating — we run it with you

Operating Plan

  • Everything in Embedded
  • Ongoing build across more than one division
  • Property operations and reporting, if relevant
  • Content and media on a sustained cadence
  • Quarterly review against numbers agreed up front
  • Best when the work is continuous, not a project
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Custom Partner — we are accountable

Partner Plan

  • Everything in Operating
  • A named operating partner, a few days a month
  • Acquisition and diligence support
  • Priority availability when something breaks
  • Equity or revenue share considered
  • Best below the point a full-time hire is justified
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Strategic investment and digital advisory
Technology, Real Estate & Digital Growth