Building operating infrastructure that turns insight into execution

We partner with CEOs, boards, and investors to fix the machinery behind the numbers - fragmented systems, brittle processes, and slow decision cycles - so companies can scale with control, clarity, and confidence.

WHY WORK WITH US?

Companies work with Levelup when growth has exposed cracks in how the business operates behind the numbers.

We bring CFO expertise, along with deep operating experience, paired with the technical fluency to design systems, data flows, and automation that hold up under real-world complexity.

We’ve done this inside companies many times. We know where issues tend to surface, what actually moves the needle, and where effort gets wasted. The work is hands-on, iterative, and grounded in the company’s real data and constraints.

The result is clearer visibility, faster decisions, and operating leverage that compounds as the business scales.

Who we work with

We work with companies that have reached a critical point in their growth.

Revenue is scaling. Teams are expanding. The business is more complex than it was a year ago, and execution is starting to feel heavier, slower, or less predictable than it should.

Our clients are typically founder-led or investor-backed companies navigating this transition. They operate across technology, e-commerce, consumer, and professional services, but share a common challenge: the operating infrastructure behind the business hasn’t kept pace with its ambition.

We’re a strong fit for leadership teams who know something needs to change — not because the business is broken, but because it’s working and needs to evolve.

HOW WE HELP

Our work starts by understanding how decisions actually get made today — what information leaders rely on, where it comes from, and where it breaks down. From there, we focus on rebuilding the operating backbone behind the numbers: systems, processes, and workflows that support faster, clearer execution.

This often means untangling fragmented data, redesigning how core metrics are produced and used, and building automation that reduces manual effort without sacrificing judgment or control.

The goal: decision-ready information, delivered at the right cadence, so leaders can act with confidence as complexity increases.

Embedded Leadership

We step in as an operating partner when companies need senior judgment, not just reporting. This often includes forecasting, cash management, team structure, and rebuilding trust in the numbers.

Systems & Decision Architecture

We design and implement systems that connect data, workflows, and decisions, across finance, sales, and operations so teams can move faster without creating risk.