The Retainer Package is designed for angel investors, family offices, and portfolio managers who want continuous visibility into how their startup investments are operating. Mule Deer Consulting serves as your operational and risk analyst, monitoring performance, documenting issues, and helping founders stay aligned with your expectations.
What This Engagement Includes
This retainer is built to support investors with active portfolio oversight and investors who want an operational readiness assessment before funding a new founder.
Whether you have already invested in a startup or are evaluating a potential one, this engagement provides clear structure, risk evaluation, systems analysis, and founder accountability.
pre-investment evaluation
For investors who are considering funding a founder, prototype, or early stage startup, this component evaluates whether the business is operationally mature enough to responsibly handle capital.
We assess:

You receive:

Monthly operational and financial performance check ins
For funded founders this review evaluates ongoing performance. For potential founders it evaluates whether they are improving, maturing, and becoming investment ready.
what we do:
Whether invested or pre investment, you receive a clear view of how the founder is operating and whether they can manage capital responsibly.

Quarterly performance assessment with RYG indicators
In addition to evaluating active portfolio companies, this structure can be applied to prospective founders as well.
For funded startups:

For potential founders (funding readiness):

You get a structured, unbiased readiness score before making funding decisions and a clear status for existing investments.
Documentation, compliance, and contract adherence review
We review how the startup is managing its obligations and records, including:

This prevents disorganization, loss of credibility, and delays caused by weak documentation practices.
Founder accountability and performance support

You see how the founder behaves before and after funding and can adjust your strategy with real behavior data instead of assumptions.
Executive Dashboard And Summary Reporting

Engagement rhythm and communication

What This Package Does And Does Not Cover
Mule Deer Consulting provides operational, risk, and compliance analysis. We review how your investment is managed, how obligations are met, and where systems are strong or weak.
Mule Deer Consulting provides operational, risk, and compliance analysis — not financial auditing or legal services.

Benefits to you as an investor
