Name: Delve, Inc.
Address: 12424 109 CT NE D204, Kirkland, United States, WA, 98034, US
Telephone: 5414909987
Price range: $300+
Rating: 5.0

Where curiosity develops business excellence

Where curiosity develops culture. Whether you are a company of 1 or 100,000+, together we will delve deeply into your organization, get curious about the current state of affairs, and design a road map to improve the health and profitability of your organization. If you are experiencing challenges in HR, Finance and Planning, and Growth, or want to prepare your company strategically for succession, we will walk that path with you.

Min project size
$5,000+
Hourly rate
$300+ / hr
Employees
2 - 9
Locations
Kirkland, WA
Year founded
Founded 2011

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Pricing Snapshot

Min. project size $5,000+

Avg. hourly rate $300+ /hr

Rating for cost 5 /5

What Clients Have Said

Delve, Inc. offers competitive pricing and good value for cost, as indicated by clients who appreciate their budget alignment and high-quality service. Specific project costs weren't disclosed, but clients noted effective outcomes in strategic planning and business growth.

This summary is based on verified Clutch reviews.

Most Common Project Size

< $10,000 based on 3 reviews

< $10,000 $10,000 - $49,999 $50,000 - $199,999 > $200,000

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Delve, Inc. Review Insights

Overall Review Rating

5.0

Quality 4.8
Schedule 4.8
Cost 5.0
Willing to Refer 5.0

Top Mentions

Review Highlights

Proficiency in Strategic Planning

Clients consistently praise Delve, Inc. for their effective strategic planning and ability to future-proof businesses. Their actionable tactics and clear financial projections have driven increased revenue and job satisfaction.
Effective Communication Skills

Delve, Inc. excels in communication, maintaining clear, consistent, and transparent interactions with clients. This fosters trust and ensures alignment on project goals and tasks.
Potential for Service Scalability

While clients are pleased with Delve, Inc.’s current service level, there is feedback suggesting that scaling their services to handle larger projects would be beneficial for growing firms.
Unique Service Offerings

Clients appreciate the unique and comprehensive service offerings from Delve, Inc., which include HR, operations, project management, and financial systems overhaul.
High Client Satisfaction

Clients express high satisfaction with Delve, Inc.’s services, noting increased revenue, job satisfaction, and successful business outcomes as key results.
Exceptional Project Management

Delve, Inc. is noted for their timely delivery and proactive project management. They are organized, responsive, and consistently deliver on key milestones, often exceeding client expectations.

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Delve, Inc. Reviews

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Accounting Business Consulting Financial Consulting
Confidential
Apr. 2022 - Ongoing

5.0

Quality: 4.5

Schedule: 4.5

Cost: 5.0

Willing to Refer: 5.0

"What truly sets Delve, Inc. apart is their profound understanding of the real estate industry."

Feb 22, 2024

Owner, The Madrona Group

Jason Fox

Real estate
Lynnwood, Washington
51-200 Employees
Online Review
Verified

Delve, Inc. provides ongoing business consulting services for a real estate services company. The team conducts in-depth marketing analysis, identifies potential acquisition and merger targets, and facilitates integration plans for new entities.

Delve, Inc.'s efforts have increased market presence, revenue, and client base. The team is responsive, proactive, communicative, and adaptive from a workflow standpoint, and internal stakeholders are particularly impressed with the service provider's vast industry expertise.

The client submitted this review online.

BACKGROUND

Please describe your company and position.

I am the Owner of The Madrona Group

Describe what your company does in a single sentence.

Real estate services

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Delve, Inc. to accomplish?

Facilitate business growth
Streamline financial management
Enhance strategic planning

SOLUTION

How did you find Delve, Inc.?

Referral

Why did you select Delve, Inc. over others?

Referred to me

How many teammates from Delve, Inc. were assigned to this project?

1 Employee

Describe the scope of work in detail. Please include a summary of key deliverables.
Comprehensive Mergers and Acquisitions Strategy:

Scope: Delve, Inc. conducted in-depth market analysis, identified potential acquisition and merger targets, and led negotiations. They also managed due diligence processes and facilitated integration plans for each new entity.
Key Deliverables: Detailed market reports, a list of vetted potential targets, negotiation strategies, and comprehensive integration blueprints for each acquisition and merger.

Financial Systems Overhaul and Compliance Management:

Scope: The consultant restructured our QuickBooks setup for enhanced financial tracking and reporting. They also implemented new compliance protocols to align with current financial regulations.
Key Deliverables: A reorganized and optimized QuickBooks system, a new set of financial compliance guidelines, and training sessions for our staff on these new systems and protocols.

Strategic Goal Setting and Business Planning:

Scope: Delve, Inc. facilitated workshops for setting realistic and measurable goals. They assisted in creating a detailed business plan, including performance indicators and timelines for achieving these goals.
Key Deliverables: A comprehensive business plan document, a roadmap for goal achievement with specific milestones, and a performance tracking system.

RESULTS & FEEDBACK

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

Growth in Market Presence and Revenue:

Outcome: Successfully integrated 4 new franchise locations, two mergers, a startup and added a new business model, leading to an expanded market presence in key areas of Seattle.
Measurable Success: Post-merger, we observed a significant increase in overall revenue and a broader client base, demonstrating successful market expansion.

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

Timeliness and Efficiency: Delve, Inc. showcased exceptional project management skills, consistently delivering on key milestones ahead of schedule. Their proactive approach in managing timelines ensured that each phase of our mergers, acquisitions, and system overhauls was completed efficiently, often exceeding our expectations in terms of speed without sacrificing quality.
Responsiveness and Adaptability: They were incredibly responsive to our needs, adapting their strategies and plans as our project evolved. Whenever we encountered new challenges or changes in our objectives, Delve, Inc. was quick to adjust their approach, ensuring that our project remained on track. Their ability to pivot and provide solutions in real-time was a significant factor in the smooth progression of our initiatives.
Communication and Collaboration: Delve, Inc.’s project management was marked by clear, consistent communication and collaborative spirit. They kept us informed at every stage, ensuring that all team members were aligned with the current goals and upcoming tasks. Their transparency in communication fostered a trusting and effective partnership, making the complex process of acquisitions, mergers, and system restructuring much more manageable.

What was your primary form of communication with Delve, Inc.?

In-Person Meeting
Virtual Meeting
Email or Messaging App

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

What truly sets Delve, Inc. apart is their profound understanding of the real estate industry. Their insights into market trends, regulatory compliance, and financial management specific to real estate were not just impressive but also immensely practical. This deep industry knowledge enabled them to tailor their strategies perfectly to meet the unique needs and challenges of The Madrona Group.

Are there any areas for improvement or something Delve, Inc. could have done differently?

While Delve, Inc. excelled in their expertise and execution, one area for potential growth could be in scaling their services. As The Madrona Group continues to expand, the ability to handle larger-scale projects and a broader range of services simultaneously would be beneficial. Enhancing their capacity to manage multiple large-scale projects could further align with the growing needs of expansive real estate firms like ours.

RATINGS

5.0

AI Consulting Business Consulting Financial Consulting
Less than $10,000
Jan. 2022 - Ongoing

5.0

Quality: 5.0

Schedule: 5.0

Cost: 5.0

Willing to Refer: 5.0

"They are extremely timely and efficient."

Mar 13, 2024

Owner, Strategic Insights

Amber Bello

Financial services
Hood River, Oregon
1-10 Employees
Online Review

Delve, Inc. provides business consulting services for a fractional CFO services provider. They help with the company's rebranding and all aspects of the new business infrastructure.

The project is still in its early stage of development, but Delve, Inc. has already impressed the client with their timeliness and efficiency. They communicate well via meetings and email. Their ability to cover all aspects of business creation is commendable.

The client submitted this review online.

BACKGROUND

Please describe your company and position.

I am the Owner of Strategic Insights

Describe what your company does in a single sentence.

Fractional CFOservices.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Delve, Inc. to accomplish?

To set up the operations for a rebranding of my company.
To help support me as I navigate a new company model.
To set up the new company based on leading technology.

SOLUTION

How did you find Delve, Inc.?

Long time friend of the owner

Why did you select Delve, Inc. over others?

High ratings
Pricing fit our budget
Great culture fit
Company values aligned

How many teammates from Delve, Inc. were assigned to this project?

1 Employee

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

Setting up a fractional CFO services as well as a bookkeeping firm.Delve Co consultated on all aspectsof the new business infrastructure.

RESULTS & FEEDBACK

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

We are sill in the earlier stages of development.

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

They are extremely timely and efficient.

What was your primary form of communication with Delve, Inc.?

In-Person Meeting
Virtual Meeting
Email or Messaging App

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

They were able to delve into all aspects of business creation.

Are there any areas for improvement or something Delve, Inc. could have done differently?

Not that I can think of.

RATINGS

5.0

AI Consulting Business Consulting HR Consulting
Less than $10,000
Jan. - May 2022

5.0

Quality: 5.0

Schedule: 4.5

Cost: 5.0

Willing to Refer: 5.0

"They were the best listeners I ever encountered."

Feb 23, 2024

Founder & CEO, Emmanuel Fonte Consulting

Emmanuel Fonte

Other industries
Seattle, Washington
1-10 Employees
Online Review
Verified

A real estate consultancy hired Delve, Inc. to create projections for their finances. The team also helped the client with their staffing and HR needs, offering actionable tactics to build the client’s staff.

Thanks to Delve, Inc., the client achieved higher revenue, and their staff had higher job satisfaction. The team finished tasks on time and was always ready to address the client’s needs, enabling them to manage the engagement well. Moreover, they were great listeners, further impressing the client.

The client submitted this review online.

BACKGROUND

Please describe your company and position.

I am the Founder and CEO of Emmanuel Fonte Consulting

Describe what your company does in a single sentence.

Consultation in the real estate space.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Delve, Inc. to accomplish?

Clear focus
Strategic Planning
Furutre proof my business

SOLUTION

How did you find Delve, Inc.?

Referral

Why did you select Delve, Inc. over others?

Great culture fit
Referred to me

How many teammates from Delve, Inc. were assigned to this project?

2-5 Employees

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

Clear projections for finances.
Staffing and HR resources.
Actionable tactics to build the team.

RESULTS & FEEDBACK

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

Increased revenue.
Teammates have higher job satisfaction.
Identified areas to improve, and executed on those.

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

Always on time. Delve was always prepared.

What was your primary form of communication with Delve, Inc.?

In-Person Meeting

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

They were the best listeners I ever encountered.

Are there any areas for improvement or something Delve, Inc. could have done differently?

Documentation in phases.

RATINGS

5.0

Business Consulting
Confidential
Mar. 2023 - May 2024

5.0

Quality: 4.5

Schedule: 5.0

Cost: 5.0

Willing to Refer: 5.0

"Their unique offering of services was impressive."

Feb 22, 2024

Owner, Real Estate Company

Cory Bemis

Real estate
Yakima, Washington
1-10 Employees
Online Review
Verified

A real estate company hired Delve, Inc. for business services. The team helped the client organize their business by managing their contracts.

Delve, Inc. helped the client with their contract needs. Delve, Inc.'s team was punctual, responded to the client's needs, and communicated via virtual meetings. The client also highlighted the team's unique services offering.

Business Consulting Financial Consulting
Confidential
Dec. 2022 - Ongoing

5.0

Quality: 5.0

Schedule: 5.0

Cost: 5.0

Willing to Refer: 5.0

"They are extremely responsive on every project."

Feb 22, 2024

VP of Franchise, John L. Scott Real Estate Affiliates

Howard Chung

Real estate
Bellevue, Washington
51-200 Employees
Online Review
Verified

Delve, Inc. provides HR services for a real estate company. The services include operations, project management, setting up entities or operating agreements, and licensing.

The engagement has resulted in the successful transition of mergers with high retention and financial growth. Delve, Inc. is highly responsive, well-organized, knowledgeable, and clear with the processes. The client appreciates the easy communication through meetings and email.

The client submitted this review online.

BACKGROUND

Please describe your company and position.

I am the VP of Franchise of John L. Scott Real Estate Affiliates

Describe what your company does in a single sentence.

Real Estate Franchise Sales

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Delve, Inc. to accomplish?

Assistance in transition of real estate franchise owners mergers and acquisitions
Establish operational best practices for new real estate owner entities

SOLUTION

How did you find Delve, Inc.?

Referral

Why did you select Delve, Inc. over others?

High ratings
Close to my geographic location
Pricing fit our budget
Great culture fit
Good value for cost
Referred to me
Company values aligned

How many teammates from Delve, Inc. were assigned to this project?

2-5 Employees

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

Consulting real estate firms considering M&A. Wide scope of services including operations, project management, HR, setting up entities/operating agreements, working with industry and state organizations for licensing, etc.

RESULTS & FEEDBACK

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

Successful transition of mergers with high retention, culture development, and financial growth.

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

They are extremely responsive on every project. Well organized with clear processes every step along the way.

What was your primary form of communication with Delve, Inc.?

In-Person Meeting
Virtual Meeting
Email or Messaging App

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

Niche for real estate industry with an approach to getting things done. There are many emotions of buyers/sellers in an M&A but Delve approach to people made all the processes seamless.

Are there any areas for improvement or something Delve, Inc. could have done differently?

RATINGS

5.0

Custom Software Development Other IT Consulting and SI
Less than $10,000
Apr. 2022 - Ongoing

5.0

Quality: 5.0

Schedule: 5.0

Cost: 5.0

Willing to Refer: 5.0

"Their personality is most impressive."

Feb 22, 2024

Property Manager, John L Scott

Natalie Miller

Real estate
Centralia, Washington
11-50 Employees
Online Review

Delve, Inc. has been hired by a real estate company to help with their custom internal program. The team has been tasked with solving program errors.

The project is still in progress, but Delve, Inc. has been responsive to the client’s needs. Furthermore, the team stays in contact with the client via in-person and virtual meetings, email, and messaging apps. Overall, the service provider's personality has stood out.

Showing 1-6 of 6 Reviews

Locations (1)

12424 109 CT NE D204 Kirkland, WA, United States 98034

Contact Delve, Inc.

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Delve, Inc.

Where curiosity develops business excellence

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What Clients Have Said

Most Common Project Size

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Delve, Inc. Review Insights

Overall Review Rating

Top Mentions

Review Highlights

Proficiency in Strategic Planning

Effective Communication Skills

Potential for Service Scalability

Unique Service Offerings

High Client Satisfaction

Exceptional Project Management

Reviews mentioning:

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