One-Quarter Program
From $36K per quarter.
- Full diagnostic across all five pillars
- Sequenced roadmap agreed with the sponsor
- Build-out of priority SOPs, models, and dashboards
- Regular written updates to the sponsor
- Handoff to management
For private equity and family office portfolio companies
Your new portfolio company,running like it's already scaled.
Velmora embeds with the team, finds what's holding the company back, then builds the roadmaps, systems, and operating structure it needs to scale. You get the build work of a fractional team without the hiring cycle.
Reviewed personally. Response within 2 business days.
- Value creation plans
- SOPs & playbooks
- KPI scorecards
- Margin models
- Org design
- Pricing
- AI adoption
- Integration
- Typical engagement
- 1–2 quarters
- Of work
- 5 pillars
- Response time
- 2 business days
- US-wide
- Remote
The gap after close
The thesis is set. The operating structure usually isn't.
Most acquired companies were built around the people who ran them. Processes live in heads, reporting is thin, and growth depends on a few individuals. The value creation plan assumes structure that doesn't exist yet.
Sponsors usually have two options. Hire a large consultancy that diagnoses the problem and leaves. Or recruit full-time executives, which takes months the hold period doesn't have. Velmora is the third option.
Situations we're built for
Just closed.
You need a 100-day plan turned into working systems, fast.
Founder transition.
The founder is stepping back, or staying on and needs structure around them.
Add-on integration.
Two companies need one operating model.
Structure is the gap.
Revenue is real, but execution depends on too few people.
Discuss a portfolio company
Reviewed personally. Response within 2 business days.
Who we work with
Sponsors, family offices, and the teams inside the company.
Private equity sponsors
You engage Velmora and get the reporting. We turn the value creation plan into systems the company can run, with regular written updates back to you.
Family offices
The same embedded team for a company you have acquired: diagnose, build, and hand off, scoped to that asset rather than a fund template.
Portfolio company leadership
We work with management inside the company. The founder can be staying, stepping back, or already gone. We don't take over day-to-day operations.
An embedded strategy and build team, sized for the asset.
We're not the firm that delivers a deck and leaves, and we're not an agency. We work inside the portfolio company alongside management, report to the sponsor, and build the documents, systems, and tools the team runs on after we step out.
Diagnose
Full assessment across revenue, operations, margins, technology, and execution.
Decide
Priorities sequenced against the investment thesis, agreed with the sponsor.
Build
SOPs, models, playbooks, dashboards, and tool implementations, custom to the company.
Hand off
Management runs it. We refine and support through the end of the program.
We don't run ads, post on social, handle bookkeeping, or run the company day to day. We build the structure that makes those functions work.
What the sponsor and management walk away with.
Plan
Value creation roadmap
30–180 day plan with sequenced priorities, owners, and milestones tied to the thesis.
Build
SOPs & operating playbooks
The processes, delegation maps, and workflow docs that reduce key-person dependency.
Framework
Pricing & offer architecture
Restructured pricing, packaging, and sales process built for margin.
System
KPI dashboards & sponsor reporting
Scorecards management runs weekly and the sponsor can read monthly.
Structure
Org & capacity models
Role definitions, hiring plans, and capacity maps for the next stage.
Analysis
Margin & financial models
Unit economics and cost models that show where profit is made and lost.
Discuss a portfolio company
Reviewed personally. Response within 2 business days.
Five pillars. Every one produces something the company keeps.
01
Revenue strategy
Offer structure, pricing, and the sales process redesigned for growth.
Deliverables: Offer architecture, pricing models, sales playbooks
02
Operational systems
Workflows mapped, SOPs written, delegation built so the company doesn't depend on a few people.
Deliverables: SOPs, workflow maps, delegation matrices
03
Financial visibility
Reporting that shows where profit is made, lost, and recoverable.
Deliverables: Margin analysis, KPI scorecards, cost models
04
Growth structure
Org and capacity plans so growth doesn't break what works.
Deliverables: Org charts, capacity plans, growth roadmaps
05
AI & technology
Tools and AI adopted where they move a measurable number, then implemented and trained.
Deliverables: Tech stack audit, AI use-case plan, implementation and training
Programs built around the hold period.
Most engagements run one or two quarters per acquisition. We set the company up to scale, then step out. Longer support is available if the sponsor wants it.
Most complete
Two-Quarter Program
From $36K per quarter.
Everything in the One-Quarter Program, plus:
- Build across additional pillars
- Tool and AI implementation
- Second-quarter refinement once systems are in use
Pre-Close Diligence
Operational and commercial read on a target before you sign.
Scoped to the deal.
Add-On Integration
One operating model across platform and add-on.
Scoped to the deal.
Check-In
Optional follow-up after the program to keep systems on track.
Scoped to the deal.
Pricing reflects company size, pillars in scope, and integration complexity. Every engagement is scoped on the intro call.
Discuss a portfolio company
Reviewed personally. Response within 2 business days.
How an engagement runs.
Inquiry
Tell us about the firm and the company. We respond within 2 business days.
Intro call
A conversation with the sponsor about the thesis, the company, and what needs to move.
Scope & NDA
We propose a program and price. Every engagement is covered by an NDA.
Kickoff
We meet management and start the diagnostic.
Build
Remote work alongside the team: meetings, deliverables, tool implementation. Regular written updates to the sponsor.
Handoff
Management owns the systems. Optional check-in afterward.
- Reports to the sponsor
- Works with management
- Fully remote, US-wide
Built by an operator, not a career consultant.
Ian Chavez is the Founder and Managing Director of Velmora. He began his career early, building and exiting an e-commerce company and a luxury goods trading business where he managed every part of the operation himself. He has since scaled or advised more than two dozen businesses.
Velmora pairs that owner-level experience with a modern approach, bringing AI and current software into every engagement from day one.
The firm is part of Chavez Capital, a holding company that acquires and operates its own businesses, so our advice comes from an owner's perspective.
All client work is confidential and covered by NDA, which is why client names are not listed here.
Discuss a portfolio company
Reviewed personally. Response within 2 business days.
FAQ
Who is the client, the sponsor or the company?
The sponsor engages and pays Velmora. We work inside the portfolio company with management and report to the sponsor.
What does it cost?
Programs start at $36K per quarter. Price depends on company size, the pillars in scope, and integration complexity. Diligence and integration work are scoped to the deal.
How long is an engagement?
Usually one or two quarters per acquisition. Longer support is available if the sponsor wants it.
What size companies do you work with?
We don't set a size floor or ceiling. Programs are scoped to the asset.
Which industries?
Retail, e-commerce, and services. Restaurants only in specific situations; ask us.
Do you work on site?
No. Delivery is remote: virtual meetings, deliverables, tool implementation, and joining the team's meetings.
Does the founder need to stay?
No. We work with founders who are staying, transitioning, or leaving.
How is confidentiality handled?
Every engagement includes an NDA. We don't disclose clients or their work.
What don't you do?
Ads, social media, bookkeeping, or running the company day to day.
Can you help before we close?
Yes. Pre-close diligence gives you an operational and commercial read on the target.
How many companies do you take on at once?
A limited number, so each engagement gets senior attention.
Have a company that just closed, or is about to?
Tell us about the deal. We'll review it personally and respond within 2 business days.
Inquiry
Tell us about the deal.
Four short steps. No calendar links, no automated sequences. We review every inquiry personally and respond within 2 business days.