You just acquired a trades business. The founder left with the check — and the ops knowledge. Task Forge steps in as your operational backbone so the EBITDA gap never shows up at your next valuation.
The Problem
Every HALO acquisition carries the same invisible risk. The business ran on the founder — and the founder just left with the check.
Vendor contacts, billing quirks, scheduling logic, client relationships — all in one person's head. No SOPs, no handoff, no system.
A full-time ops hire takes 60+ days and $70K–$120K all-in. Your portfolio company needs coverage on day one, not day sixty.
Missed follow-ups, dropped clients, billing delays in Q1 — they all show up directly at your next valuation. The ops gap is multiple compression.
With 3–8 portfolio companies, your op partner is a strategist, not a scheduler. Someone needs to own the day-to-day immediately.
Every day that passes without documentation, another critical process evaporates. There's a 30-day window to capture it — then it's gone.
Automation could recover 30%+ of ops overhead. But between deal flow and portfolio management, there's no bandwidth to build it.
Our Approach
We combine experienced US-managed professionals with AI automation — a complete operational layer active within 48 hours of signing.
US-business-ready professionals matched to your portfolio company's specific gaps — EA, PM, RevOps, CRM Manager — briefed and active in 48 hours.
Custom AI agents deployed for your highest-friction workflows — inbox triage, lead qualification, CRM updates, reporting. Running 24/7 from day one.
Monthly check-ins with your operating partner, SOP documentation sprints, and continuous system improvements as the portfolio company stabilises.
Every service is ready to deploy within 48 hours. Mix and match or take a full package — built around what your portfolio company actually needs.
HubSpot, Salesforce, GoHighLevel — full pipeline management, deal tracking, and weekly reporting to your operating partner.
Priority inbox management for portfolio leadership — vendor responses, client follow-ups, scheduling, flagged items every morning.
Supplier relationships, PO tracking, invoice management — maintained so nothing falls through the transition gap.
Weekly ops summaries and KPI tracking delivered to your operating partner. The data your investment thesis depends on.
We extract tribal knowledge before it disappears — workflow SOPs, vendor contacts, client preferences — fully systemized.
Custom AI agents for inbox triage, lead qualification, CRM updates, and reporting — deployed and managed, running 24/7.
From contract signed to first team member active — fast, smooth, and supported every step.
We map your portfolio company's ops gaps — what broke at close, what the founder owned, what needs to run first.
We match the right professionals and configure AI workflows for your specific business. No guesswork — just the right fit.
Your team is activated and briefed on your tools, workflows, and communication preferences — hitting the ground from day one.
Monthly check-ins, continuous optimization, and Slack support. We scale as the portfolio company stabilises and grows.
Transparent Pricing
No hidden fees. No lock-in surprises. Think of it as a deal-cost line item — not a subscription — because that's how PE buyers think.
Growth
per month · month-to-month
Single portfolio company in transition
Scale
per month · month-to-month
Post-acquisition ops bridge · $39K for 6 months
Full Forge
starting at $10,000/mo
Operating partner managing 3+ portfolio companies
Social Proof
"Javeria and the Task Forge team stepped in immediately after our acquisition closed and owned the operational gaps the previous owner left behind. Pipeline was clean, vendors were managed, and reporting was running within the first week. Exactly the bridge we needed."
Sharon Johanson
Operating Partner, SMJ Projects
"We needed systems in place fast — the founder had run everything in his head for 12 years. Task Forge built out our ClickUp workflows, documented the SOPs, and had the CRM cleaned up in under 30 days. Nobody moves this fast."
Patrick Simmons
Portfolio Operations Lead
"The first 90 days either make or break the platform thesis. Task Forge gave us the operational coverage to stabilise the business while we built the internal team. The attention to detail and communication made it seamless."
Pablo Gonzalez
Principal, Lower-Middle Market PE