For Investors & Portfolio Partners
A deployable operational resource for your portfolio. Fixed scope, known cost, a defined endpoint.
We design and build the financial, operational, and data infrastructure your portfolio companies need before anyone asks to see it — then hand their team the keys.
Fixed scope. Fixed price. No referral fees in either direction.
You've seen this in a board meeting.
A straightforward question about the numbers. A founder who can't answer it — not because the business is broken, but because the systems underneath were never built.
"The books are three months behind, and it keeps getting pushed to after the next sprint."
"The headline metrics look right. Nobody can show where they come from."
"Every process lives in the founder's head, so everything routes through one calendar."
"Diligence is six months out. The data room is a Drive folder called 'Misc.'"
None of this is a failure of the founder. It's what happens when the product outruns the systems underneath it — which is most of the time, at this stage, and it's a fixable kind of problem.
WHAT WE BUILD
What we build inside a portfolio company.
The same operational stack every operating company runs on — designed, built, and documented to a standard that survives scrutiny, then handed to their team.
Finance
QuickBooks Online, Xero, or an AI-native equivalent. Configured so the close runs on schedule and the books survive due diligence.
Company OS
Notion, Confluence, or their stack of choice — structured so SOPs, decisions, and process owners are findable.
CRM & Pipeline
HubSpot, Salesforce, Attio, or whatever fits the team. The system the GTM org actually uses, not the one they avoid.
GTM Workflows
The connective tissue between marketing, sales, and customer success. Tool-agnostic, built on whatever the stack supports.
Reporting & Dashboards
Built on the source systems they already have. No new BI platform unless they want one.
AI & Connected Workflows
n8n, Make, Zapier, custom GPTs, Claude Skills — chosen for the stack and the team's technical comfort. AI where it carries real weight, with a documented process and a named owner behind every workflow.
THE ENGAGEMENT MODEL
What you're exposing them to when you refer us.
A referral is your reputation extended. Here's exactly what happens after you make one.
Forensic Audit
A fixed-fee, two- to three-week diagnostic of the company's operational backend. The company gets a Due Diligence Readiness Scorecard and a Prioritized Roadmap, theirs regardless of what happens next. If the roadmap says they don't need us, that's the answer, and the engagement ends there.
Build
Fixed scope, fixed price, a defined endpoint, and a written deliverable. Founder time during the build is typically a weekly 30-minute check-in, plus access to their systems. No hourly creep, no silent scope expansion.
Handoff
Written documentation, walkthrough training, and a designated person on their team trained to own each system. The handoff is a deliverable, not a final email. When the engagement ends, the capability stays with the company.
Support
A defined post-engagement support window — 30 or 60 days depending on engagement type. If anything we built breaks, we fix it. No hourly billing.
Senior-only execution. Every engagement is delivered directly by the operator who designed the methodology — no associates, no junior staff, no account managers inside the work. Specialized workstreams like legal, complex CRM, or tax bring in a vetted partner network operating under Mike's direction, and Mike owns the strategy and the quality of every deliverable.
WHAT COMES BACK
What comes back to you.
Status and scope, not findings.
You'll always know the shape of a referred engagement — that it started, what it covers, and when the build and handoff completed. What we find inside stays inside. Findings, grades, and deliverables belong to the company; they're theirs to share, not ours. That boundary is part of why a founder can be candid with us in week one — and candid founders get better infrastructure.
A process you already know.
Every referral enters the same engagement model — same diagnostic, same fixed-scope structure, same handoff standard. You always know what you sent a company into.
Nothing changes hands.
No referral fees in either direction. An introduction costs you the introduction. What it produces is a portfolio company with its operational backend built.
START HERE
"I was stretched thin — finalizing a pivot, pitching a bridge round, and running the day-to-day all at once. Mike came in, took real work off my plate, and helped me think through the strategy and the numbers. The bridge closed. I wanted to hire him full-time."
— Josh W., Founder & CEO
"We had a million things to do before launch and the business setup stuff was eating us alive. Mike took all of it off our plate — entity, finances, permits, legal, everything. We got to focus on building our products and the site, and the launch went really well."
— Jon G., Co-Founder
Most referrals start the same way:
Send me the company. I'll take it from there.
A two-line email is enough — the company, and what you're seeing. I'll handle the conversation from there.
A two- to three-week diagnostic to start. Fixed fee. The roadmap is theirs regardless.