The Unit Economics of Intelligence.

Author

COGNITION STRATEGY GROUP

Classification

FINANCIAL DOSSIER

Date

2026

Date

2026

Capital Burn Velocity

FULL-TIME EXECUTIVE OVERHEAD

FRACTIONAL MANDATE OPEX

$0$4.0M$8.0M$12.0M$16.0M$20.0MJANFEBMARAPRMAYJUNJULAUGSEPOCTNOVDEC

The Arbitrage Ledger

CAPITAL ALLOCATION

TRADITIONAL COST (ANNUAL)

FRACTIONAL COST (ANNUAL)

NET ARBITRAGE

Core Strategy & Vision

$850,000

$180,000

+$670,000

Neural Infrastructure Build

$1,200,000

$340,000

FRACTIONAL COST (ANNUAL):

+$860,000

NET ARBITRAGE:

Systemic Audits & Compliance

$450,000

TRADITIONAL COST (ANNUAL):

$95,000

FRACTIONAL COST (ANNUAL):

+$355,000

NET ARBITRAGE:

AGGREGATE LEVERAGE

$2,500,000

TRADITIONAL COST (ANNUAL):

$615,000

FRACTIONAL COST (ANNUAL):

+$1,885,000

NET ARBITRAGE:

CAPITAL ALLOCATION

TRADITIONAL COST (ANNUAL)

FRACTIONAL COST (ANNUAL)

NET ARBITRAGE

Core Strategy & Vision

TRADITIONAL COST (ANNUAL):

$850,000

FRACTIONAL COST (ANNUAL):

$180,000

NET ARBITRAGE:

+$670,000

Neural Infrastructure Build

TRADITIONAL COST (ANNUAL):

$1,200,000

$340,000

FRACTIONAL COST (ANNUAL):

+$860,000

NET ARBITRAGE:

Systemic Audits & Compliance

$450,000

TRADITIONAL COST (ANNUAL):

$95,000

FRACTIONAL COST (ANNUAL):

+$355,000

NET ARBITRAGE:

AGGREGATE LEVERAGE

$2,500,000

TRADITIONAL COST (ANNUAL):

$615,000

FRACTIONAL COST (ANNUAL):

+$1,885,000

NET ARBITRAGE:

INITIATE MANDATE.

ESTABLISH SECURE COMMUNICATION PROTOCOL WITH COGNITION STRATEGY GROUP.

CLEARANCE & SLA PROTOCOLS

CONFIDENTIALITY

Default-Deny NDA Enforced

RESPONSE SLA

T+12 Hours (Principal Only)

DATA ROUTING

E2E Encrypted Transmission

SYSTEM READY // SECURE CONNECTION