Founders and Business Owners Advisory
Stop guessing your way to growth
Our advisory service is led by a former COO and co-founder who built a B2B SaaS company to $15M ARR without outside funding. We provide hands-on strategic and operational guidance for founders and business owners. We help you spot hidden potential, tighten processes, and align your teams for predictable and sustainable growth.
What We Do
We provide a comprehensive advisory service that goes beyond a single department, helping you build a resilient and scalable business. Here are the key areas we can help you with:
- 1Strategic Planning & ExecutionWe help you translate your vision into a clear, actionable plan. We define your growth strategy, set key OKRs, and build the operational roadmap to execute against your goals.
- 2Sales & Marketing AlignmentWe eliminate the friction between your revenue teams. We help you align your sales and marketing funnels, define clear handoffs, and implement the systems needed to grow pipeline and increase conversion rates.
- 3Operational ExcellenceWe find and fix the bottlenecks in your business. We audit your core operations, from Finance and Legal to Support and HR, and build scalable processes that reduce chaos and increase efficiency.
- 4Scaling People & TeamsYour team is your biggest asset. We help you define organizational structures, create clear roles and responsibilities, and implement performance management systems to ensure your team is aligned and operating at its best.
- 5Technology & Tools AdvisoryWe help you build a tech stack that works for you, not against you. We audit your current tools, identify gaps, and help you choose and implement the right systems to support your growth goals.
Your Toughest Challenges
Scaling Pains & Chaos
You're growing fast, but your processes and teams are struggling to keep up. We Fix It: We help you build a solid operational foundation and implement systems that let you scale without the chaos.
Misaligned Teams
Sales blames marketing, support feels disconnected, and everyone is focused on their own goals. We Fix It: We align your teams on a single set of goals and metrics, and build processes that create collaboration.
Revenue Growth Has Stagnated
Your growth has slowed, you've exhausted easy wins, and you don't know where to find the next revenue lever. We Fix It: We help you identify new growth opportunities and optimize your existing funnels.
No Clear Roadmap
You have a vision, but no clear plan to get there. We Fix It: We work with you to create a clear, actionable roadmap with defined milestones and metrics.
Why Our Advisory?
- Actionable, Not TheoreticalWe've been in your shoes. We deliver practical advice and hands-on support that you can implement today.
- Bootstrapped MindsetWe specialize in helping companies grow efficiently, maximizing every dollar and focusing on sustainable, profitable growth.
- Holistic ApproachWe don't focus on just one department. Our experience as founders means we see the entire picture.
- A Partner, Not a ConsultantWe embed ourselves in your business and work with your team, providing experienced leadership without the overhead.
Why Heveli
- Practitioner-LedOur advisory is led by partners who have scaled B2B companies to $15M ARR. We provide guidance based on first-hand experience.
- We Deliver OutcomesOur focus is on implementation. We partner with you to ensure every change drives measurable results.
- Adoption-First RolloutWe embed change management into every project, ensuring your team understands and owns the system.
Our Approach & What to Expect
- 1Discovery & DiagnosisWe start with a deep dive into your business. We analyze your strategy, operations, finances, and teams to pinpoint your biggest opportunities and bottlenecks.
- 2Strategy & RoadmapWe work with you to develop a clear, actionable roadmap with defined milestones and metrics, giving you a step-by-step guide to achieving your goals.
- 3Execution & ImplementationWe don't just advise, we roll up our sleeves and work with your team to implement the new processes, systems, and strategies.
- 4Ongoing SupportWe provide continuous guidance and support, acting as an extension of your leadership team to help you navigate new challenges as you grow.
What Happens Next
- 1First MeetingWe'll discuss your biggest challenges and map out how our experience can help you navigate your next stage of growth.
- 2KickoffWe'll draft your project roadmap, set key milestones, and align with your team on a path forward.
- 3ExecutionWe'll get to work, implementing key changes and providing hands-on support to your teams.
- 4Ongoing PartnershipWe'll continue to partner with you, providing strategic guidance and helping you solve new challenges as they arise.
