Meritage

What Meritage does

Meritage is a Denver-based private professional services firm that implements the Entrepreneurial Operating System (EOS) for companies that have raised outside capital. The firm delivers Operational Transformation services structured around EOS's six components—Vision, People, Data, Issues, Process, and Traction—alongside Equity Expertise covering investor selection, fundraising terms, and occasional direct investment. Its licensed partnership with EOS Worldwide provides the underlying operating system framework, while proprietary additions include the AI Readiness Tool for evaluating AI deployment preparedness and Kolbe Consulting for team optimization. Revenue is generated through session-based professional services billed in advance at Denver metro rates, with travel sessions billed at 1.5x plus expenses; all sessions carry a satisfaction guarantee, and no contracts, retainers, or upfront monetary commitments are required.

The firm serves four primary segments: high-growth companies (typically $2M-$50M in revenue that have raised $3M+ in outside capital), entrepreneurs seeking exit, investment firms (VC and PE), and complex organizations including public companies. Notable clients include Atlassian (Nasdaq:TEAM), Oakwood Homes, Rallyday Partners, Highlands Vista Group, Koelbel, Cubby Beds, Luggage Forward, Origin CPA Group, and GroundedAgents.ai. GTM combines direct sales and enterprise field sales (with implementers traveling nationally and operating session facilities in Denver, Vail, and Winter Park) with a strategic channel partnership through Techstars that provides access to accelerator portfolio companies.

Meritage is structured as Meritage Holdings II LLC, a Colorado-based partnership led by five professionals—Bart Lorang, Jay Tankersley, Erika Trautman, Jack Tankersley, and Alex Hodgkin—whose collective operator-investor track record includes 12+ billion-dollar exits, $100M+ in institutional capital raised, and 20+ M&A transactions. The firm also affiliates with TF Investors, the first professionally-managed growth equity fund investing in EOS-running companies, creating alignment between consulting services and downstream capital deployment. The firm operates internally using an agentic AI system named Clio for business development pipeline management and project tracking, and maintains a content-marketing presence through a Learning Center and AI Readiness Survey as top-of-funnel lead generation.

Name

Meritage

Legal name

Meritage Holdings II LLC

Website

https://meritage.vc

Company type

Private

Operating status

Operating

Short description

Meritage is a Denver-based private professional services firm that implements the Entrepreneurial Operating System (EOS) for PE/VC-backed companies, serving high-growth businesses, investment firms, and entrepreneurs preparing for exit with operational discipline and capital expertise.

Ownership category

akta.pro rank

Headquarters

HQ city

Denver

HQ country

United States

HQ region

North America

Offices4 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Supply Chain

Revenue model

1. EOS Implementation Services: Session-based professional services for implementing the Entrepreneurial Operating System. Sessions are invoiced in advance and due upon completion. All sessions are fully guaranteed - if the session was not of value, clients are not charged.
2. Travel Sessions: EOS sessions requiring travel and overnight stays are billed at 1.5x the Denver metropolitan rate, with travel expenses passed through to clients including airfare, ground transportation, lodging, and meals.
3. Equity Investment: The company occasionally invests in companies directly, in addition to providing operational and capital guidance. Jay Tankersley is co-founder and CIO of TF Investors, the first professionally-managed growth equity fund investing in EOS-running companies.

Pricing tiers

Go-to-market motion3 records

Distribution channels3 records

Marketing channels6 records

Core offering

Meritage is a professional services firm that implements the Entrepreneurial Operating System (EOS) for PE- and VC-backed companies, providing structured frameworks across Vision, People, Data, Issues, Process, and Traction. The firm also delivers equity and capital strategy advisory, AI readiness assessment, and Kolbe talent assessments, complemented by occasional direct equity investments through its affiliated TF Investors fund.

Product overview

Meritage is a professional services firm specializing in EOS (Entrepreneurial Operating System) implementation for PE/VC-backed companies. The core offering consists of Operational Transformation services implementing EOS and Equity Expertise for capital strategy. Supporting offerings include the AI Readiness Tool for assessing AI adoption readiness, Kolbe Consulting for team optimization, and a Learning Center & Blog for educational content. EOS Implementation is the primary service, focused on helping companies establish operational discipline through six components: Vision, People, Data, Issues, Process, and Traction. Equity Expertise complements this by helping clients navigate capital decisions from investor selection to fundraising terms.

Differentiator

Problem solved

Functional benefit

Products and services

• EOS Implementation (Operational Transformation) Professional implementation of the Entrepreneurial Operating System (EOS), a complete business operating system organizing six key components: Vision, People, Data, Issues, Process, and Traction. Delivered through structured sessions, weekly meetings, quarterly planning, and accountability systems for PE/VC-backed companies scaling from entrepreneurial momentum to disciplined execution.
• Equity Expertise Capital strategy advisory covering investor selection, fundraising terms, governance, board management, capital structure optimization, and occasional direct investment in client companies. Includes guidance for entrepreneurs preparing for acquisition or IPO.
• AI Readiness Tool Evaluation tool that assesses a company's readiness for AI deployment by examining organizational culture, operational systems, and infrastructure to determine preparedness for successful AI adoption.
• Kolbe Consulting Consulting service built on the Kolbe assessment system that helps clients understand individual work styles, optimize team composition, and improve collaboration through conative (natural talent) analysis.

Quantifiable outcome

• 80%+ of Meritage companies have raised capital
• +4 more outcomes

Named customers9 records

Segments5 records

Ideal customer profiles5 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration1 record

AI capability5 records

Feature2 records

Partnerships

Three partnerships are on record, tiered core and minor.

• TechstarscoreGTM or Marketing Partner · 26 May 2026Strategic partnership bringing EOS implementation services to Techstars founders and portfolio companies. Both Meritage partners Bart Lorang and Erika Trautman are Techstars Boulder alumni (Class of 2011). The partnership fills the operational system gap for founders after the accelerator program ends, providing the discipline needed for scaling from startup through exit.
• EOS WorldwidecoreOthersMeritage is an authorized EOS implementer. EOS Worldwide is the organization behind the Entrepreneurial Operating System framework that Meritage implements for clients. EOS is used by over 250,000 companies worldwide.
• Kolbe CorpminorImplementation/ SI/ Consulting PartnerMeritage offers Kolbe Consulting as part of its service offerings. The Kolbe assessment tool is referenced in contact form options and provides conative (natural talent) assessment services.

Scale indicators7 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Strategic Coach: Dan Sullivan's entrepreneur coaching firm targeting founders of growth-stage businesses; comparable in serving the same founder/entrepreneur persona with structured coaching and operating frameworks.
• Mind Gym: Performance improvement consultancy delivering behavior-change and leadership development programs to enterprises; comparable as a people-and-execution-focused advisory firm serving enterprise clients.
• FranklinCovey: Global execution and leadership development firm delivering structured training, coaching, and advisory to enterprises; comparable as a scaled player in the operating-system / execution-advisory category where Meritage operates.
• Gazelles (Scaling Up): Verne Harnish's growth advisory firm built around the Scaling Up / Rockefeller Habits methodology; a direct adjacent EOS-ecosystem competitor serving growth-stage companies with operating-system implementation and execution advisory.
• EOS Worldwide: Creator and licensor of the Entrepreneurial Operating System framework that Meritage implements; EOS Worldwide licenses the framework to thousands of independent implementers globally and is the foundation of Meritage's service offering.
• BTS Group: Strategy execution consulting firm that helps leadership teams align, set strategy, and execute; comparable in delivering structured operating-system implementation and execution advisory to growth-stage and enterprise clients.
• Vistage: CEO peer advisory and executive coaching organization serving thousands of CEOs and business leaders; comparable in delivering structured advisory and operating discipline to growth-stage business leaders.

Broad incumbents

• Korn Ferry: Global organizational consulting firm offering leadership development, talent assessment, and organizational strategy; a broader incumbent that overlaps with Meritage's leadership-alignment and operating-system work as part of a much wider portfolio.
• McKinsey & Company: Global management consulting firm whose Organization Practice delivers operating-model transformation and execution advisory to enterprises; a broad incumbent that overlaps with Meritage's operating-system work but at much larger scale and price points.
• Heidrick & Struggles: Executive search and leadership advisory firm serving large enterprises and PE-backed companies; comparable as a broader advisory provider that overlaps with Meritage's executive advisory and operating-system services.

Market position

Strengths1 record

Weaknesses1 record

Competitive moat4 records

Key risks5 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/meritage-vc

Revenue estimate

Valuation estimate

Number of profiles

Profiles5 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Meritage