ScaleUpExec

BACKGROUND

Please describe your company and position.

I am the CEO of Skylatus Property Capital

Describe what your company does in a single sentence.

We serve as an off balance sheet Managing Director of Finance / CFO to commercial real estate principals, leading equity and debt raises from start to finish—and consistently securing the most favorable terms in the market.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire ScaleUpExec to accomplish?

• When we brought in ScaleUpExec, we had a solid business but were hitting a ceiling. Our revenue was too reliant on a few key relationships, our internal processes weren’t scalable, and too much of the day-to-day still ran through me. We needed help transitioning from a founder-led structure to a business that could grow and operate without me in the middle of everything.
• We hired ScaleUpExec initially to bring in a COO who could help professionalize the business—rebuild how we operate, install systems and structure, and ultimately reduce our reliance on me so I could focus on growth and clients.
• Develop an operating system for the business that allows for efficient management of the team.

SOLUTION

How did you find ScaleUpExec?

• Referral
• A close advisor introduced me to them.

Why did you select ScaleUpExec over others?

• High ratings
• Great culture fit
• Referred to me
• They offered a level of talent and experience that’s extremely rare to find.

How many teammates from ScaleUpExec were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

The engagement started with diagnosing our operational bottlenecks and opportunities for growth. From there, the COO rebuilt the foundation—developed our team culture and structure, established accountability systems, rolled out better project management tools, upskilled our current team members, and helped us hire and onboard stronger talent. It wasn’t my original intent, but in our first week of working together, he determined that our $15k/mo marketing agency was taking us in the wrong direction and the ROI wasn’t worth it. He then led the effort to diversify our revenue by building and testing new outbound sales mechanisms that eventually took us from 1-2 sales meetings per month with new prospects to 20+ per month. And this has all been at a fraction of the investment of our previous marketing agency. Their Technical Operations Manager worked alongside us to clean up manual workflows, eliminate inefficiencies, and introduce lightweight automations. He’s saved our team hours each week. I now am amazed to see that I have a team that runs far more independently and productively, allowing me to stay focused on growing the business.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

The growth was pretty immediate: a 25% increase in our sales pipeline within a few months, and that has continued to grow since.

And beyond the topline, the business has been transformed. I’m no longer the bottleneck. Our team operates with more clarity, autonomy, and accountability. And I now spend most of my time with clients or focused on long-term strategy—exactly where I should be.

We also went from a Tampa-based team to a high-performing, global remote team. Our cost structure improved, and we’re tapping into talent we wouldn’t have otherwise reached.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

Everything was delivered on time, and often ahead of schedule. They didn’t just “respond to needs”—they anticipated them. There were multiple times when they pointed out a risk or growth opportunity that I hadn’t seen, and in retrospect, their read was spot on.

What was your primary form of communication with ScaleUpExec?

Virtual Meeting

What did you find most impressive or unique about this company?

I'm impressed with the sheer quality of their people. I’m not sure how else I would get access to someone with this amount of hands-on experience across most every area of the business. Even more rare is someone who can roll up their sleeves and execute (fast), and not just give advice.

The Operations Manager was just as valuable—he had a knack of solving technical issues that even other agencies we have couldn’t figure out. Finding friction points and fixing them without overengineering.

Are there any areas for improvement or something ScaleUpExec could have done differently?

If I’m being honest, I wish I had found them earlier. They’ve changed the trajectory of the company—and I don’t say that lightly.

BACKGROUND

Please describe your company and position.

I am the Lic. Real Estate Broker of Price Properties & Investments

Describe what your company does in a single sentence.

Real estate brokerage and investment management business for real estate investors.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire ScaleUpExec to accomplish?

• Create an operating system for the business so team members can be managed effectively and the company is setup for scalability
• Allow management team to work more "on the business" instead of "in the business"/firefighting.
• increase revenues

SOLUTION

How did you find ScaleUpExec?

Referral

Why did you select ScaleUpExec over others?

• Referred to me
• Company values aligned

How many teammates from ScaleUpExec were assigned to this project?

1 Employee

Describe the scope of work in detail. Please include a summary of key deliverables.

A focus on increasing revenues by creating new fee structures for customers. Reorganize company processes and structure for success/scalability. Implementation of quantifiable goals and project management techniques to increase productivity.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

Team's ability to create and achieve quarterly goals. I've seen a real impact on my team's ability to execute more work in less time and with fewer fires/less dependency on me. An immediate increase in revenue from the new fee structure. Increased monthly revenue by 40%. 

My active investor(s) now have less day-to-day involvement as their confidence in the business operations has improved. I have more time to focus on business growth rather than operations, and this is making an impact to business revenues/profitability.

Company revenue growth

Describe their project management. Did they deliver items on time? How did they respond to your needs?

Yes, everything was always delivered on time and Ashish from ScaleUpExec is very accomodating to all our needs in regards to meetings/availability. Ashish from ScaleUpExec leaves no stone unturned. Everything we needed to know about the projects we knew before we could ask. 

I have been very impressed by the timeliness & project management skills of this team.

What was your primary form of communication with ScaleUpExec?

• Virtual Meeting
• Email or Messaging App

What did you find most impressive or unique about this company?

ScaleUpExec has a unique ability to listen to all the things going on in/out of your business and then come back with a plan of action to help you achieve all your goals. 

Ashish from ScaleUpExec has a unique ability to be able to view everything happening at a high level and then break it down into easy-to-solve problems that lead to real progress. Very impressed with this team, can't say that enough.

Are there any areas for improvement or something ScaleUpExec could have done differently?

NO

BACKGROUND

Please describe your company and position.

I am the CEO of Docked Living

Describe what your company does in a single sentence.

All-inclusive Real Estate investments.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire ScaleUpExec to accomplish?

• To make sure the company's foundation were well established.
• To make sure the team received training on how to get to the next level.

SOLUTION

How did you find ScaleUpExec?

Referral

Why did you select ScaleUpExec over others?

Referred to me

How many teammates from ScaleUpExec were assigned to this project?

1 Employee

Describe the scope of work in detail. Please include a summary of key deliverables.

As young entrepreneurs, we required strong foundations and systems for managing and growing our company. On top of that, we needed innovative strategies to solve the most repetitive problems that we were facing at the moment.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

Excellent employee company performance reviews. Clear goals outlined and achieved. Improved relationship with customers. Increased revenue.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

The impact of ScaleUpExec on my organization has been nothing short of extraordinary. There's a clear demarcation between the 'before' and 'after' stages of their involvement. Before ScaleUpExec, we were navigating the complexities of growth with some success but lacked the finesse needed for true scalability. Enter ScaleUpExec, and the transformation was palpable. 

Our processes underwent a meticulous overhaul, roles and responsibilities were redefined with precision, and our objectives were no longer distant goals but achievable milestones. The ripple effect was felt across every layer of our organization, from the operational backbone to the frontline team members. The injection of expertise and dedication from ScaleUpExec has not only streamlined our operations but has redefined the very fabric of our organizational culture.

What was your primary form of communication with ScaleUpExec?

Virtual Meeting

What did you find most impressive or unique about this company?

What sets ScaleUpExec apart is their genuine commitment to being part of our team. Their COOs seamlessly integrate into your daily operations, ensuring that the tailored strategies are not just theoretical concepts but practical, implementable solutions. This level of hands-on involvement is a testament to their dedication to your success. From the outset, ScaleUpExec's commitment to hands-on consultancy became evident. This is not your run-of-the-mill advisory service; it's a transformative partnership that digs deep into every facet of your organization. 

They don't just analyze and advise; they roll up their sleeves and become active participants in reshaping operations, optimizing supply chains, supercharging sales and marketing, fostering a dynamic team culture, streamlining HR processes, and fortifying financial foundations. For each individual within our team, the ScaleUpExec experience has been a transformative journey. The clarity brought to roles and responsibilities has empowered team members to excel in their domains, fostering a sense of ownership and pride. The individual growth and the collective momentum generated by ScaleUpExec have made us a stronger, more cohesive unit.

Are there any areas for improvement or something ScaleUpExec could have done differently?

No.

BACKGROUND

Please describe your company and position.

I am the President of an investment firm.

Describe what your company does in a single sentence.

A values-based investment firm, focused on acquiring and managing private businesses.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire ScaleUpExec to accomplish?

• Analyze our portfolio of private companies, and determine a path to scaling them

SOLUTION

How did you find ScaleUpExec?

Referral

Why did you select ScaleUpExec over others?

• Company values aligned
• Technical insights and depth of knowledge from our interviews was impressive

How many teammates from ScaleUpExec were assigned to this project?

1 Employee

Describe the scope of work in detail. Please include a summary of key deliverables.

We hired ScaleUpExec's team to give an outside perspective on the businesses in our portfolio and provide a detailed view into what can be done to grow the profits being generated by these businesses. They spent the first 2 months of our engagement diving into each of the businesses and providing a detailed set of actions that could be taken to help improve margins and revenues. 

After being impressed with this first scope of work, we extended the scope so that they could get directly involved in one of the key portfolio companies to implement the recommendations and iterate thereafter.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

1. We gained a much deeper insight into what is/isn't working well in each of our businesses along with an actionable set of recommendations to help improve the short and long term trajectory of the businesses. We were impressed with the viewpoints (many of which we weren't aware of before) and the innovative ideas. There was real business strategy, marketing, and supply chain expertise exhibited. 
2. We decided to extend the scope of our work to have ScaleUpExec actually implement the ideas into one of our key companies. They've been working with the team members to redo key aspects of the supply chain (including the fulfillment strategy, procurement strategy as well as renegotiating our shipping contracts). This has already resulted in a 20% improvement in our COGS and more savings are expected in the next few months.

This is a B2C business and they've also been working on revenue growth - optimizing the marketing funnel after having found some interesting insights from a data-heavy analysis on the current marketing strategy. We're already seeing Average Order Values increase by 10%+ and are excited to see how the lifetime value of customers is impacted by some of the recent improvements that have been implemented.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

Highly responsive, and even though they're consultants, they feel like part of the team. There was a clear project plan and timelines at the beginning of each phase of the project, and all timelines have been hit. When we expanded the scope of the project, they moved quickly to start implementing their recommendations.

What was your primary form of communication with ScaleUpExec?

• Virtual Meeting
• Email or Messaging App

What did you find most impressive or unique about this company?

It's hard to find people who have both depth and breadth in a wide set of areas in business growth. We were impressed that we saw this in our initial interviews and it panned out to be accurate during the course of the projects. This is a rare find and hence we're continuing to work with ScaleUpExec.

Are there any areas for improvement or something ScaleUpExec could have done differently?

I've been happy so far. There is some bandwidth constraint as we want them to work on more projects simultaneously, but I know they're building out their team currently which will be helpful.

BACKGROUND

Please describe your company and position.

 I am the CEO of an education company 

Describe what your company does in a single sentence.

Clinical psychology practice and tutoring center for students with learning, language and attention disorders.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire ScaleUpExec to accomplish?

• Streamlined processes

SOLUTION

How did you find ScaleUpExec?

Referral

Why did you select ScaleUpExec over others?

Referred to me

How many teammates from ScaleUpExec were assigned to this project?

1 Employee

Describe the scope of work in detail. Please include a summary of key deliverables.

Supported updated policies and contracts

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

Melissa was very knowledgeable, responsive, and a great partner in this work!

What was your primary form of communication with ScaleUpExec?

Virtual Meeting

Are there any areas for improvement or something ScaleUpExec could have done differently?

The price point was not sustainable for our small business.

BACKGROUND

Please describe your company and position.

I am the CEO of Tower Communications Expert.

Describe what your company does in a single sentence.

Tower Communications Expert, LLC provides services in all aspects of the telecommunications industry from design & construction, to commissioning & maintenance of OSP/Fixed Access Radio Networks and Wireless Systems.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire ScaleUpExec to accomplish?

• Tackle challenges with Industry Slowdown
• Organize Departments
• Streamline Operations

SOLUTION

How did you find ScaleUpExec?

Marketing Email

Why did you select ScaleUpExec over others?

• Great culture fit
• Good value for cost

How many teammates from ScaleUpExec were assigned to this project?

1 Employee

Describe the scope of work in detail. Please include a summary of key deliverables.

• Enhancement of KPIs dashboard
• Evaluation of Tech Stack
• Fractional COO, facilitating interdepartment effective colaboration
• System and process improvement

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

• Various KPIs to show upward movement

Describe their project management. Did they deliver items on time? How did they respond to your needs?

• Timely and effective communication
• Clear goal and action item setting
• Progress tracking 

What was your primary form of communication with ScaleUpExec?

Virtual Meeting

What did you find most impressive or unique about this company?

I’m impressed with their high level of experience and knowledge. Adaptability to chaniing environment and various personalities, great communication skills

Are there any areas for improvement or something ScaleUpExec could have done differently?

Not yet

BACKGROUND

Please describe your company and position.

I am the ceo of create good foods

Describe what your company does in a single sentence.

crEATe Beef, Chicken, & Fish are dry, plant-based meat alternatives made from PEAS!

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire ScaleUpExec to accomplish?

• organization
• structure

SOLUTION

How did you find ScaleUpExec?

Online Search

Why did you select ScaleUpExec over others?

• High ratings
• Pricing fit our budget
• Great culture fit
• Good value for cost
• Company values aligned

How many teammates from ScaleUpExec were assigned to this project?

1 Employee

Describe the scope of work in detail. Please include a summary of key deliverables.

we needed help with our company structure and organization. ScaleUpExec provided us with a plan and spreadsheets to help us build effective structure and procedures. as well they helped us with preparing us for our fundraising and advised on our pitch deck

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

we became to be more organized and structured

Describe their project management. Did they deliver items on time? How did they respond to your needs?

always on time, always the best delivery

What was your primary form of communication with ScaleUpExec?

Virtual Meeting

What did you find most impressive or unique about this company?

They are professional and personal

Are there any areas for improvement or something ScaleUpExec could have done differently?

no