How I Scaled Operations at BetterInvest with Project CHANGE
In high-growth startups, operations often become the invisible backbone — until things start to break. A few months ago, I initiated Project CHANGE, a personal mandate to re-architect our internal operations at BetterInvest, not just for today’s needs, but for the scale we’re aiming at.
The goal was clear: Build a scalable, automation-first operations layer that could support exponential growth across all client and partner touchpoints.
What I Did
As part of Project CHANGE, I led the design and implementation of several critical system upgrades:
1. Automated Agreement Workflows
I built a dynamic document engine that generates investor and partner agreements instantly based on deal data. What took hours earlier now takes minutes — without ops dependencies.
2. Asset Card Automation
Our investor-facing asset cards are now created with a single click, pulling from pre-approved data inputs. This removed repetitive formatting work and created space for quality control.
3. Master Repayment Tracker
I developed a rule-based mapping engine that tracks repayments across tranches and flags delays, linking every inflow back to the right production house or asset. This has been a game-changer for cashflow visibility.
4. Contextual Email Automation
From KYC follow-ups to escrow onboarding, I built a Gmail-threaded, tracker-based communication system that sends personalized, milestone-based emails — all auto-triggered, all logged.
Why It Matters
As we scale, ops complexity compounds. Manual systems weren’t cutting it — delays, inconsistencies, and burnout were starting to creep in.
With Project CHANGE, I turned fragmented processes into repeatable, scalable systems, enabling our small team to operate at enterprise-grade reliability.
We’ve already seen the impact:
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4x faster onboarding workflows
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60% fewer manual hand-offs
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Seamless and consistent stakeholder communication
The Takeaway
For me, this wasn’t just about automation — it was about designing resilient infrastructure. Project CHANGE gave me the chance to rethink our core processes from the ground up and make ops a real lever for scale.
As we grow, these systems will keep evolving. But the foundation is set — and I’m proud to have built it.