An operating partner to keep in your back pocket.
When a client, portfolio company, or borrower has outgrown its systems, you need a senior team you trust to hand them to. OpsPal cleans up revenue operations, automates the manual work, and builds the operating backbone — and your relationship stays yours.
Why now: the systems gap is the deal
A historic wave of business transitions is underway as Baby Boomer owners sell or hand off — an estimated several trillion dollars in business value changing hands over the coming years (industry estimates). Most of those businesses run on the owner's memory, informal workarounds, and disconnected tools. That makes operations and exit-readiness the gating problem on nearly every deal you touch: borrowers who can't scale into the capital, sellers who can't survive diligence, portfolio companies with no operating system underneath the P&L. That gap is exactly what we close.
Where you fit — and when to send your client our way
Private equity & venture capital
When to refer: a new platform or portfolio company with manual back-office, no real KPIs, and no operating system. What we handle: operational due diligence, 100-day-plan execution, KPI dashboards, CRM/RevOps stand-up, and AI automation of back-office work. Your win: value-creation execution your lean team doesn't have to staff.
M&A advisors & business brokers
When to refer: a seller whose operations or reporting won't survive buyer diligence. What we handle: documented processes, clean reporting, and reduced owner-dependency. Your win: a more sellable business and a smoother close.
Commercial lenders & MCA brokers
When to refer: a borrower who needs the operations to actually deploy the capital. What we handle: intake-to-funding workflows, data hygiene, and reporting — we've run them inside a funding shop. Your win: borrowers who perform and come back.
Fractional CFOs
When to refer: the numbers are right but the systems feeding them aren't. What we handle: the data architecture, dashboards, and automation under your forecast. Your win: decision-grade data without you building it by hand.
CPAs & accounting firms
When to refer: a client drowning in manual process and disconnected tools. What we handle: workflow automation, clean systems, and reporting that ties out. Your win: clients who are easier to serve and stickier.
Attorneys
When to refer: a transaction or succession client who needs the operations buttoned up. What we handle: process documentation and operating systems that support the deal. Your win: a deal that closes cleaner, on a non-exclusive reciprocal basis.
Management consultants
When to refer: you've set the strategy; someone has to build and wire the systems. What we handle: implementation — CRM, RevOps, AI, dashboards, and the integrations between them. Your win: strategy that actually ships.
Wealth advisors
When to refer: a business-owner client whose company needs to be more valuable and less dependent on them before a liquidity event. What we handle: operating systems and exit-readiness. Your win: a stronger enterprise value for the client you advise.
Insurance brokers
When to refer: a commercial client whose operations and follow-up are leaking. What we handle: speed-to-lead, CRM hygiene, renewal and follow-up automation. Your win: a healthier client relationship and a reason to stay close.
How the warm handoff works
- 1. Intro. You make a warm introduction, or send us the context and we reach out the way you prefer.
- 2. Scoping call. We meet your client, map where the operations are stalling, and identify what to build first.
- 3. We report back to you. You stay in the loop with a short summary of what we found and recommended — no black box.
- 4. Build. Scoped, built, and managed by a senior three-person team, with milestone billing and written checkpoints.
- 5. Your client stays your client. We fix the operations and hand the relationship back. We don't compete for your role.
Deal protection, structured to respect your obligations
The best partnerships are built on reputation, not kickbacks. Our default is reciprocity and co-marketing — we send work back, run joint sessions, and protect every relationship you trust us with. Where a cash referral arrangement is appropriate and legal, we keep it clean: disclosed, in writing, and structured to respect your professional rules — whether that's the SEC Marketing Rule for advisers, RESPA on mortgage settlement services, state insurance producer law, or ABA/AICPA guidance for attorneys and CPAs. We'll never ask a partner to do something that puts their license or standing at risk. This is how we structure relationships, not legal advice — have your own counsel paper any arrangement.
Proof: the operating layer behind a capital firm
Daniel Speiss co-founded BH Capital Funding. This case reflects work completed during that engagement. Metrics are operator-reported.
Keep a team you trust on speed-dial.
Tell us about the clients and deals you work, and we'll set up a relationship that protects yours — reciprocity, co-marketing, or a clean referral arrangement where it fits.