UK Series-A founders — 5-30 staff — board reporting, ATS scaling, sales ops, customer ops, runway transparency.
UK Series-A founders — 5-30 staff — board reporting, ATS scaling, sales ops, customer ops, runway transparency. Scaling without scaling overhead.
Revenue, retention, hiring, runway, KPIs — pulled from source systems into a board pack draft, plus a live investor portal so the board chair stops emailing for a 'quick number'.
Scaled hiring funnel — sourcing, screen, loop, offer, onboard — with conversion measured stage-to-stage. Hiring manager loop transparent; offer turnaround days, not weeks.
CRM configured for the actual sales motion — pipeline stages, exit criteria, forecast methodology. Rev ops dashboard the founder reviews Monday, not the Sunday-evening rebuild.
Onboarding playbook codified, customer health score computed, expansion motions triggered on signal. The CS hire arrives on a system, not into a Notion page.
Bank rails reconciled live, payroll forecast, vendor commitments, hire-trigger model. The 'hire or not' conversation has the data behind it before the founder asks.
The institutional memory of a Series-A — onboarding, escalation, deal desk, internal runbooks — searchable, version-tracked, owned. New starters productive in days.
A Series-A SaaS at £6M ARR was rebuilding its board pack from scratch every quarter — KPIs in five spreadsheets, retention computed by hand, hiring funnel pasted from Pinpoint. Three-week build: KPI pipeline into a versioned board-pack draft, retention waterfall live, hiring funnel with stage-conversion analytics, Pinpoint hiring-manager loop dashboard. Six months in: board prep down from 12h to 3h, hiring funnel throughput 4× per recruiter, investor portal removed twenty 'quick number' emails per quarter.
How we measure: Board prep wall-clock measured across two quarters pre vs post build; recruiter throughput = hires / recruiter-week, rolling 12 weeks across three recruiters; investor email volume sampled across the lead investor's mailbox.
If your work isn't exactly this, the nearest sectors share the rhythm. Or browse every industry we build for.
Bring last quarter's board pack, the hiring funnel, and the rev ops dashboard. We diagnose from the data.