PE Backed Mid Market

Automation and people in one plan: we study your back office, automate what can be automated, and staff the rest with experienced specialists.

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Automation first, then the right people

Portfolio companies run the same support work in every business unit. We map it, automate what we can, and staff what is left as one shared service, so your operators stay focused on the plan.

We study your operation

We look at your team and surface your SOPs, starting with one back office function.

Process review
SOPs surfaced
What to automate and what stays with people

We automate what we can

We build the automations for the repetitive steps, so fewer seats are needed at all.

Invoice matching
Data entry between systems
Standard reports

We staff what is left

A dedicated, managed pod of experienced specialists runs the judgment work and the exceptions.

AP/AR
Order desk
Customer operations
HR admin

The offer

100 Day Margin Plan

Automation and people in one plan. Bring SG&A down and margin up during the hold, with a documented back office that holds up in diligence at exit.

We study your team and surface your SOPs, starting with one back office function such as AP/AR, the order desk, payroll or scheduling
A dedicated, managed pod of experienced specialists for the work that stays with people
On the people side, month one is free if your first placement doesn't deliver
Start with one function as a pilot, then expand
10 hours a month of complimentary process advisory for teams of 10 or more: team level reporting and SOPs for every process the pod runs

Bonuses

Process map and savings estimate. For one back office function: what to automate and what stays with people, delivered before any seat is committed
One automation from our library. Set up free when you staff a pod. Ongoing upkeep is billed separately

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Our premium service

A managed team with guarantees, not a seat you have to manage.

Dedicated, never shared
One person, one client, on your hours. Your specialist is never shared with another client.
First month guarantee
If your first placement doesn't deliver in month one, you don't pay for that month.
Replacement whenever you need it
If your specialist isn't working out, at any point, we'll have a replacement ready.
Monthly process advisory
From 10 seats, our operations team spends 10 hours a month with you. We surface your SOPs and write them with your team, then show which processes to improve and which AI could take on. We help you choose your team leads, set up a leadership structure and train them to improve how the work gets done. We also set up advanced scheduling and team level reporting in your own systems.
No strings attached
You sign a simple agreement, but there's no lock in. Cancel anytime, with no early termination fees.

We manage, you direct

Whether you have one person or a hundred, you keep control of the work and we take on the people side.

You direct

Priorities and the daily work
Your queue, SLA and quality bar
Training specific to your company
Final approval on financial, tax and legal decisions

We handle

Attendance, working hours that match yours, and PTO
Check ins, performance and replacements
Conduct, HR issues and our compliance training
Onboarding, offboarding and payroll

How to work with us

Intro call

A quick call to learn your goals and the work you want off your plate, and to agree terms that fit the way you work.

A shortlist of specialists

We write the job description around your needs and shortlist experienced people for the role. We would rather take an extra week than send the wrong person.

Start and ramp up

Your specialist starts on your hours, inside your tools, trained in everyday AI, about a week after your intro call. A KPI review at day 30 to 60, based on your own queue or SLA, checks the work is on track.

Managed as you grow

You direct the work and we manage the people side. From 10 seats, monthly process advisory begins.

Integrate new acquisitions without adding fixed overhead

Bring a new acquisition onto the same shared services from day one. Your team grows with the deal, and your overhead does not.

Advisory as the platform grows

From 10 seats, our operations team spends 10 hours a month with you. We surface your SOPs and write them with your team, then show which processes to improve and which AI could take on. We help you choose your team leads, set up a leadership structure and train them to improve how the work gets done. We also set up advanced scheduling and team level reporting in your own systems.

Case studies

See All Case Studies

Client story

How a PE backed services platform could run five acquired companies on one back office

A commercial services company built from five acquisitions adds five specialists to run payroll, HR and operations as one documented process, and saves about $247,300 a year.

October 15, 2026

Client story

How a PE backed distributor could take $423,000 a year out of back office costs

A six location distributor in a private equity hold centralizes AP, AR, the order desk and payroll with eleven specialists, and saves about $423,000 a year.

October 13, 2026

One short email a month

A practical article, a cost or hiring tip, and a team spotlight.

Ready to plan your first 100 days?

Tell us which back office functions you want to fix. We'll study them with you, show what to automate, and staff the rest.

Let's Talk Calculate Your Savings