Success Stories

Discover how CXO, our proprietary operational architecture that helps streamline operations, scale efficiently, and focus on what matters most, building great products. By connecting your Vision, People, and Data through our holistic lens, we transform how your business runs. From optimized workflows to seamless execution, see how our expertise translates into real impact without you having to learn new systems.

Have more questions?  We’re here to talk.

Ops Optimization… Yes!

We’ll perform a comprehensive audit of your operations, through the lens of our CXO architecture, analyzing workflows, systems, and inefficiencies. You’ll receive a detailed report with actionable recommendations tailored to your business needs. Once approved, we’ll implement the improvements, optimizing processes, reducing bottlenecks, and ensuring your operations run smoothly and scale effectively.

Strategic Planning? Absolutely

We’ll assess your current strategy, identifying gaps and opportunities for growth. You’ll receive a detailed roadmap with data-driven recommendations, ensuring alignment with business goals. Once approved, we’ll implement key cross-team collaborative improvements to enhance decision-making, streamline execution, and position your company for long-term success.

Organizational Enablement?    Definitely

We’ll assess your current organizational structure, identifying silos and barriers to effective collaboration. You’ll receive a detailed blueprint with data-driven recommendations to transform how teams work together. We’ll implement key improvements to build cross-team collaboration, remove communication barriers, and create systems that enable your people to work as one unified force.

How will CXO help us?

CXO transforms operations from a growth bottleneck into your competitive advantage by aligning your vision, people, and data.

Vision Alignment

CXO ensures every operational decision supports your strategic priorities. We create clear connections between daily work and long-term goals, so your entire company moves in one direction.

Cross-Team Collaboration

By breaking down silos between departments, CXO enables smooth information flow and coordinated execution. Teams work together naturally, without endless meetings or constant escalations.

Data-Driven Decisions

CXO builds the infrastructure to capture, organize, and leverage your most valuable insights. You gain visibility into what’s working, what’s stuck, and where to focus for maximum impact.

The result? You reclaim valuable hours. The ability to make decisions faster, execute more efficiently, and scale without the usual growing pains. CXO isn’t just better operations, it’s the foundation for sustainable growth.

Whats the ROI?

The ROI of Working With Us

Our clients see tangible returns that impact both their bottom line and their growth trajectory:

Time Reclaimed

Founders and executives gain 30+ hours per month to focus on strategic initiatives instead of operational firefighting.

Operational Cost Reduction

Companies typically achieve 15-60% reduction in operational expenses through eliminated redundancies, optimized tools, and streamlined processes.

Accelerated Growth

Our clients grow 2-3x faster than industry averages while maintaining operational stability rather than sacrificing it for speed.

Team Performance

Cross-team collaboration improves by 30-70% on average, resulting in faster project completions and higher-quality outcomes.

Decision Speed

The time required to make and execute key business decisions decreases by 40-60%, allowing companies to capture opportunities faster than competitors.

Fundraising Success

Companies with mature CXO implementation secure funding rounds 1.5x faster and often at higher valuations due to demonstrated operational excellence.

These returns aren’t just numbers, they’re the foundation for sustainable growth. See our case studies below for specific examples of how CXO has transformed operations for companies like yours.

We are struggling with inefficient workflows, siloed communication, and constant firefighting.

The leadership team spent more time managing operational chaos than focusing on product development and strategic growth. Scaling felt slow, and key initiatives were frequently delayed due to operational bottlenecks.

  • Action: Infiniti stepped in to assess inefficiencies, implement and simplify workflows, and introduce automation where possible. We restructured their internal processes, optimized team collaboration through better tooling, and established a scalable operational framework that reduced friction across departments.

  • Result: The company saw an immediate impact, projects moved forward faster, teams collaborated seamlessly, and leadership finally had the space to focus on strategy. With operations running smoothly, they could scale without the usual growing pains.

We have a project running between various business units. Can you manage the project?

Absolutely! We can oversee the project, ensuring smooth coordination between business units, clear communication, and timely execution. We’ll track progress, manage deliverables, and address roadblocks to keep everything on schedule.

We need to create our performance management framework

We can create a structured performance management framework that aligns with your company’s goals and culture. This will include defining clear expectations, setting up review cycles, creating feedback processes, and implementing measurable performance metrics.

We need help with inefficient vendor management and financial tracking led to scattered invoices, delayed approvals, and unnecessary software expenses.

  • Action: Infiniti implemented a structured vendor management system, consolidating contracts, invoices, and payment schedules into a single dashboard. We introduced automated approval workflows and real-time expense tracking to improve financial visibility and streamline operations.

  • Result: Invoice processing time decreased by 60%, redundant software was eliminated, and duplicate payments were prevented. Vendor relationships improved through timely and transparent transactions, while leadership gained better financial oversight and more accurate reporting, enabling informed decision-making and stronger budget control.

Can you help me set up OKR's?

Yes! We can help you set up OKRs by creating a structured framework that ties operational execution to measurable outcomes. We’ll work with you to define clear objectives, establish key results that track progress, and implement a system to monitor and adjust as needed. Whether you need help setting reporting cadences, aligning teams, or integrating OKRs into your workflow, we’ll ensure the process is seamless and actionable. Let us know your priorities, and we’ll tailor the approach to fit your business.

Help! We hired someone in a state we aren't registered. Can you assist with that?

Yes, we can! Infiniti will handle the entire payroll state registration process, including securing state tax IDs, setting up unemployment insurance, and ensuring full compliance with payroll regulations. We’ll integrate everything into your payroll system so your employees get paid on time without any administrative headaches.

Our cap table isn't up to date. We're growing fast and issuing equity to new hires, but managing our cap table is becoming a mess.

We’re growing fast and issuing equity to new hires, but managing our cap table is becoming a mess.

  • Action: Infiniti organized and updated the company’s cap table, ensured accurate tracking of grants and vesting schedules, and implemented a structured process for issuing and managing equity. We also created clear documentation to help employees understand their ownership stakes.

  • Result: Equity records became accurate and up-to-date, reducing errors and compliance risks. Employees gained clarity on their equity, improving trust and engagement, while leadership had a reliable system for managing future grants and ownership changes.

Can you make sure that vendors get paid?

Yes! We’ll handle vendor payments by tracking invoices, managing approvals, and ensuring everything is processed on time. With a structured system in place, you’ll have full visibility into outgoing payments without the hassle of manual follow-ups.

Help, we need a proper PTO process and policy

Yes! We can create a clear, fair, and scalable PTO policy that aligns with your company culture and operational needs. We’ll define accruals, eligibility, and approval processes while ensuring it’s easy for employees to understand and managers to implement.

Can you review a contract and provide feedback?

We’re not lawyers, so we can’t provide legal advice, but we can review the contract for business implications, identify areas that may need clarification, and ensure it aligns with your operational needs.

Is CXO something we need to learn?

CXO: Our Lens, Not Your Learning Curve

CXO is our proprietary lens for delivering operational excellence, not another framework for you to learn. While you focus on your vision and growth, we use CXO to:

  1. See your business holistically, understanding how vision, people, and data interconnect
  2. Identify friction points that slow your momentum
  3. Build tailored solutions that align with your unique culture and goals

You don’t adopt CXO, we apply it. You don’t implement CXO, you experience its results: clearer operations, smoother collaboration, and faster execution. No new systems to master, no methodologies to adopt. Just operations that finally work the way they should.

Can you help me hold people accountable for my daily and weekly reports?

  • Action: Infiniti implemented a structured reporting cadence with assigned responsibilities, automated reminders, and a centralized dashboard to track submissions. We also introduced a review process to ensure accuracy and accountability.

  • Result: Reports were consistently submitted on time, reducing follow-ups and improving data reliability. Teams stayed accountable, and leadership had real-time visibility into key metrics, enabling faster and more informed decision-making.

Can you set-up a "Rhythm of the Business"?

Absolutely. We’ll design a structured cadence for planning, execution, and review to keep your team aligned and operating efficiently. From setting up weekly stand-ups and monthly strategy reviews to optimizing reporting cycles and decision-making processes, we’ll establish a framework that drives accountability, improves communication, and ensures consistent progress toward your goals.

We need help with hiring and onboarding. It's unstructured and the onboarding is inconsistent making it difficult to attract top talent and set new hires up for success.

  • Action: Infiniti implemented a structured hiring pipeline with clear role definitions, automated candidate tracking, and standardized interview processes to create a seamless experience. We revamped onboarding with a 30-60-90 day roadmap, set up automated workflows to get new hires up to speed quickly, ensured timely access to the right systems, integrated payroll, facilitated introductions to key team members, and placed new hires into the right projects to help them acclimate. To reinforce company culture and support engagement, we also created dedicated resources and paired each new hire with an onboarding buddy.

    Result: The startup reduced time-to-hire by 50%, cutting weeks off the recruitment process while improving the quality of hires. Onboarding time shrank from a month to just two weeks, allowing new employees to contribute faster. With streamlined system access, payroll integration, structured introductions, and onboarding buddies, new hires felt more engaged, aligned with company culture, and ready to make an impact from day one.

Customer service lacks structure which is leading to inconsistent responses and unresolved inquiries.

Without a ticketing system or playbook, support was reactive and inefficient.

  • Action: Infiniti implemented a proper ticketing system to track and prioritize customer inquiries, ensuring no requests were missed. We developed comprehensive playbooks to standardize responses and improve resolution times. Additionally, we hired the first dedicated customer service team members to provide consistent and high-quality support.

  • Result: Response times improved significantly, customer issues were handled more efficiently, and overall satisfaction increased. With a structured system in place, the company could scale customer support without sacrificing quality, creating a stronger customer experience and reducing operational strain.

Can you run payroll?

Yes! Infiniti can simplify payroll by ensuring timely, accurate payments, taxes, benefits, and compliance. We’ll handle setup, and system integration so you can focus on growing your business.

The team needs a targeted list of 3000 founders and key decision-makers for a marketing campaign...

but lacked the data and sourcing strategy to build it efficiently. Without a high-quality prospect list, outreach efforts were slow and ineffective.

  • Action: Infiniti conducted in-depth research to identify ideal prospects, leveraging data tools and industry insights to compile a precise list of qualified founders and decision-makers. We cleaned and enriched the data, ensuring accuracy and relevance, and segmented the list for personalized outreach.

  • Result: The team received a high-quality, campaign-ready list of 1,500 verified prospects, accelerating outreach efforts. With better targeting, response rates improved, leading to more meaningful engagements and higher conversion potential.

Our communication with investors and the board is inconsistent, leading to misaligned expectations, delayed updates, and a lack of clear visibility into company performance.

Without a structured approach, preparing for meetings and responding to inquiries became time-consuming and reactive.

  • Action: Infiniti established a streamlined reporting cadence, creating clear, data-driven investor updates and board materials. We implemented an organized communication framework, ensuring timely updates, structured meeting agendas, and proactive stakeholder engagement.

  • Result: Investors and board members received consistent, well-prepared insights, fostering trust and alignment. Leadership spent less time on reactive reporting and more time on strategic initiatives, strengthening relationships and improving decision-making at the highest level.

Do you file State Annual Reports?

Yes, we will make sure that it get looked after.

We're preparing for a major fundraising round and need a comprehensive data room ...

Can you help us get everything organized and investor-ready?

Absolutely! We can set up a fully organized data room, ensuring all financials, legal documents, and key company metrics are structured and investor-ready.

Including all the necessary financials, legal documents, and company metrics. We also want to refine your investor pitch materials and ensure your cap table is clean and up to date.  

I need bookkeeping support with expense tracking, account reconciliation, and accurate monthly reports. Can you handle this?

Yes! We’ll manage your bookkeeping, track expenses, reconcile accounts, and provide clear monthly reports so you always have a full financial picture. Let us know any specific needs, and we’ll take care of the rest.

Can you file my corporate taxes?

We are not accountants therefore we are unable to provide tax filing services, but we can help organize your financial records, prepare necessary documentation, and coordinate with your tax professionals to ensure a smooth filing process. We are also happy to refer you to one of our trusted partners.