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Built for the next stage of the business.

Opsist combines technology, operating infrastructure and capital to help founder-led companies scale beyond founder-dependent operations.

Origin

Why Opsist exists.

There is a well-documented gap in the market. Below a certain size, a business cannot justify a controller, an operations lead, a people function and a systems team. Above a certain size, it cannot survive without them. Between those points, the founder is the operating system.

The conventional options each leave the founder holding the work. Advisory engagements end with recommendations. Staffing arrangements supply people without ownership of the outcome. Fractional executives cover one function at a time.

Opsist was built on a single premise: the operating infrastructure a company receives after institutional investment is the same infrastructure it needed several years earlier, and it can be installed and run by one accountable team before a transaction.

The objective is a business that can operate without its founder: an operating platform, higher earnings quality, reduced founder dependency, and the position to choose its own outcome, whether continued ownership, a recapitalization, a sale, or becoming the platform for a larger group.

Capital is deployed where it accelerates a plan that is already working, for transformation and growth.

Principles

Operating principles.

01

Ownership of outcomes

A recommendation is only as good as the capacity to execute it. Opsist takes ownership of the function and its output.
02

Reporting as a control

A business that can describe last month accurately can make decisions about next quarter.
03

Founder dependency as enterprise risk

Concentration of knowledge in one person is priced by every buyer, lender and investor who reviews the business.
04

Process before automation

Automation is applied to documented processes with named owners.
05

Sequence in capital deployment

Capital follows a stable operating base and a defined use. Sequence determines whether it compounds.
06

Substantiated claims

Published figures are sourced. Where a figure cannot be sourced, the work is described instead.

Accountability

Every function has one named owner.

How responsibility for finance, payroll, customer operations and systems is assigned, reviewed and escalated.

Written scope before transition

Nothing moves to Opsist informally. Each function is documented, with inputs, outputs and the date responsibility changes hands.

One owner per function

Every owned function has a single accountable person on the Opsist side and a single counterpart on yours. Shared responsibility produces no responsibility.

A cadence you can hold us to

A weekly operating review and a monthly close calendar, published in advance and run every period.

Shared visibility, including misses

You see the same dashboard we do. Exceptions, overdue items and missed service levels appear on it rather than being reported selectively.

Dual control over money

Payment release, vendor changes and bank detail changes require a second person. No single individual, at Opsist or in your company, moves money alone.

Process outlives people

Runbooks, access registers and documentation mean the work continues when any individual changes, on either side.

Function ownership

Engagement roles.

How an Opsist engagement team is organised. Scope varies by company, and the individuals assigned to an engagement are named in the partnership documents before any function transitions.

Engagement leadPartnership design, scope, escalation, quarterly operating review.
Finance operationsClose calendar, management reporting, controls, KPI accuracy.
Cash operationsAP/AR, approval workflows, collections cadence, dual control on payments.
People operationsPayroll administration, onboarding and offboarding, compliance calendar.
Customer operationsService levels, queue ownership, escalation paths, retention reporting.
Systems and automationTool stack, integrations, data layer, dashboards, documented runbooks.
Growth operationsCRM structure, pipeline hygiene, acquisition and marketing reporting.

Escalation

If something is missed, it goes on the operating review the same week with an owner and a date. If it is not resolved by that date, it escalates to the engagement lead. If it is still unresolved, it escalates to firm leadership and is recorded in the quarterly review. Founders can escalate directly at any point.

Scope, service levels and escalation paths are specific to each engagement and are set out in the engagement agreement, which governs in the event of any difference with this page.

Operating principles

How we work.

  • Written scope, alwaysEvery function Opsist owns is documented before transition. Nothing moves on a handshake.
  • One accountable owner per functionEach function has a single named owner with defined deliverables.
  • Cadence over intensityA weekly operating review and a monthly close, on a published calendar.
  • Controls proportionate to riskDual control where money moves; lighter process where the exposure is small.
  • Transparency with the founderYou see the same dashboard we do, including what is behind.
  • SelectivityWe decline engagements we do not believe we can run well.

Start Your Free Ops Audit

A structured review of finance, cash, people, customer and systems operations, with a written view of what Opsist would own, what would change first, and whether a partnership fits.