The Goal
1
Reduce the business’s dependence on the founder for day-to-day execution.
2
Establish repeatable governance and process controls.
3
Document the back-office infrastructure needed to support sustainable growth.
The Founder Transition
The Founder
Transition
Building the infrastructure a growing business needs before it outgrows its founder.
Client Overview
A solo founder and CEO was building and scaling an ambitious fintech loyalty platform while managing a demanding full-time corporate role.
As the business grew, its governance and back-office infrastructure had not kept pace, creating operational and compliance risks.
The Challenge
➤ The business depended heavily on the founder for day-to-day execution.
➤ Governance and process controls were not yet established.
➤ Key back-office processes had not been sufficiently documented.
Our Approach
ZER DTA – Diagnose → Translate → Apply
Diagnose: Assess the business’s operational, governance and back-office infrastructure before further scaling.
Translate: Document the critical gaps and establish a clear baseline of priorities for action.
Apply: Reinforce the shift from solo ‘Hero’ execution to repeatable systems, processes and controls.
The Result
3
phase governance roadmap developed
10
IT governance policies identified
4
board committees recommended
Our Impact
The founder moved from personally carrying the business towards building the institutional structure needed to support future growth and fundraising.
