The Problem
Why operational tasks fall through the gaps.
Startup operations run through conversations. Attorney follow-up discussed in a call. CPA document request buried in an email. Payroll setup agreed verbally. Three weeks later, none of it is done because nobody had a system for it.
Capabilities
What Opsirix Flow tracks.
Task routing
Each operational task has an owner, a due date, and a status. Nothing is tracked by memory alone.
Workflow boards
Operational work organized into boards by category: formation, compliance, financial coordination, partner coordination, and ongoing operations.
Partner handoff tracking
When a document or task goes to an attorney, CPA, or other partner, the handoff is tracked: what was sent, when, and what is pending.
Deadline reminders
Filing deadlines, renewal dates, and review appointments tracked with reminders before they arrive.
Escalation management
Tasks that are overdue or require a founder decision are flagged for attention.
Monthly operating cadence
Every month follows a structured rhythm: task review, Vault check, Grid review, partner check. Flow runs the cadence.
Founder follow-up tracker
Open items with partners, attorneys, CPAs, and vendors tracked in one place.
How It Works
How Flow operates each week.
Weekly task list generated
Active tasks for the week are surfaced based on current workflows and deadlines.
Tasks assigned with owners and due dates
Every task has an assigned person: founder, Opsirix team, or partner.
Partner handoffs logged
Documents going to attorneys or CPAs are tracked. Status updated when received.
Escalation triggered when overdue
Tasks past their deadline are flagged for review.
Monthly review closes the loop
Flow activity is reviewed during the monthly Grid session.
Who It's For
Who Opsirix Flow is built for.
Founders managing operations through emails and calendar reminders
Early-stage companies without a dedicated operations person
Immigrant founders coordinating multiple professionals at the same time
Founders preparing for audit, due diligence, or investor review
Solo founders who need a system, not just reminders