Operational Infrastructure & Compliance
Stop building your business on a shaky foundation
Get hands-on operational guidance from a former COO who built a B2B SaaS company to $15M ARR without outside funding. We help you build a robust operational infrastructure, from finance and legal to data security, so you can scale confidently and stay compliant without the chaos.
What We Do
We partner with you to build the operational backbone your business needs to grow. Here are the key areas where we embed our expertise:
- 1Finance & Operations AuditWe conduct a deep audit of your current financial and operational processes. We'll identify bottlenecks, inefficiencies, and hidden risks, then build a clear roadmap to a more robust and scalable system.
- 2Legal & Vendor ManagementWe help you build a solid legal foundation. We'll audit your contracts, legal documents, and vendor agreements, ensuring you have the right protections in place and are compliant with key regulations.
- 3Data Security & PrivacyWe help you navigate the complexities of data compliance. We'll audit your data security practices and implement a framework to ensure you meet standards like GDPR, HIPAA, or SOC 2, protecting your business and your customers.
- 4Internal Process AutomationWe find and automate the repetitive, manual tasks that slow your team down. We build efficient workflows for finance, HR, and project management to reduce errors and free up your people for more strategic work.
- 5Scalable Tools & SystemsYour tools should support growth, not hinder it. We help you choose and implement the right systems for project management, internal communication, and documentation, ensuring your team has the right tools to scale.
Your Toughest Challenges
Compliance and Legal Risks
You're worried about a data breach, legal pitfalls, or not meeting key compliance standards like GDPR. We Fix It: We audit your systems and implement a robust framework to ensure compliance.
Operational Chaos
Your business is growing, but your finance, HR, and internal processes are struggling to keep up. We Fix It: We build scalable, automated workflows that eliminate manual work and reduce errors.
Wasting Time on Admin
Your team is spending too much time on manual, repetitive tasks. We Fix It: We identify inefficiencies and implement automated systems that handle the busywork.
No Clear Oversight
You lack a clear, real-time view of your company's financial health and operational performance. We Fix It: We implement the right reporting tools and dashboards for full visibility.
Why Our Operational Advisory?
- Hands-On, Not High-LevelWe've been in your shoes. We deliver practical, actionable strategies you can implement tomorrow.
- Bootstrapped WisdomWe specialize in helping companies grow efficiently and profitably, focusing on sustainable growth just like we did at Surfer.
- Holistic & IntegratedOur founder-level experience means we connect the dots across all operations to build a strategy for the entire business.
- An Extension of Your TeamWe embed ourselves as a trusted partner, 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 build and automate the entire process.
- 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, analyzing your current strategy, market position, and operational efficiency to pinpoint opportunities and bottlenecks.
- 2Strategy & RoadmapWe work with you to develop a clear, actionable roadmap with defined milestones and metrics.
- 3Execution & ImplementationWe roll up our sleeves and work with your team to implement the new strategies, systems, and processes.
- 4Ongoing SupportWe provide continuous guidance and support, acting as an extension of your leadership team.
What Happens Next
- 1First CallWe'll discuss your biggest challenges and map out how our experience can help you build a robust operational foundation.
- 2KickoffWe'll draft your project roadmap, set key milestones, and align with your team on a path forward.
- 3ExecutionWe'll get to work, helping you implement 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.
