CASE STUDIES
This is what handled actually looks like.
Three anonymized engagements. Real operational complexity, real outcomes. No names, no identifying details — just the work.
Bay Area Founder, 3 Properties, 1 Crisis
THE SITUATION
A venture-backed founder managing a primary residence, a rental property, and a second home. A contractor started a kitchen renovation and disappeared mid-project. The property was open, tools left on site, no communication for 11 days.
WHAT WE DID
- •Took over all vendor communication on day 1
- •Located and formally terminated the contractor
- •Sourced 3 replacement contractor bids within 72 hours
- •Managed replacement contractor through completion with full photo documentation
- •Set up ongoing vendor oversight protocol for all 3 properties
OUTCOME
Kitchen completed 3 weeks after we took over. The founder has not dealt with a contractor directly since.
Family Office, 5 Properties, Full Compliance Overhaul
THE SITUATION
A principal with 5 Bay Area properties had zero compliance tracking in place. Three properties had missed rental registration deadlines. One had an outstanding BESO benchmarking requirement. Property tax installments were being paid late.
WHAT WE DID
- •Full compliance audit across all 5 properties
- •Cleared all delinquent registration and benchmarking items
- •Built a 24-month forward compliance calendar
- •Set up automated 90-day advance alerts for every deadline
- •Enrolled all properties in required programs
OUTCOME
Zero missed deadlines in 14 months of operation. $0 in penalties.
Investor Principal, Travel + Ops Overload
THE SITUATION
A principal traveling 60% of the time was managing 2 properties, a complex travel calendar, and a growing vendor list from their phone. Three different people had partial visibility into operations. Nothing was documented.
WHAT WE DID
- •Built a single ops system consolidating all properties and vendors
- •Took over all vendor communication and follow-up
- •Set up travel logistics support with full trip briefings
- •Built and delivered weekly briefs covering all open items
- •Centralized all documentation into one operating workspace
OUTCOME
The client's description: "I stopped thinking about any of this. It just gets handled."
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