Work / Firm Operations
The work that makes the firm money.The work that keeps the firm running.There is only time for one.
The inbox at two thousand unread. The board pack due Friday. The compliance filing due Monday. The vendor renewal nobody owned. The institutional memory living in three people's heads and one Notion workspace. The work that runs the firm runs on the principal, because the firm has no chief of staff, no COO, no head of operations.
A larger firm has the back office. A boutique has the founder doing the back office work at night.
Tacita does the work.
The work
Inbox and calendar. The principal's inbox triaged at the rate it fills. Introductions surfaced and prioritised against the firm's relationship map. Replies drafted in the principal's voice for review and send. Meeting prep written before the meeting, not during it. Follow-ups and commitments tracked across the calendar, so nothing made by handshake gets dropped between Monday and Thursday.
Reporting. Board packs, LP updates, monthly statements, regulatory filings assembled to the cadence the recipients expect. Numbers reconciled against the underlying systems, not against the last version. Commentary drafted from the actual quarter's events. The document arrives ready to sign, not ready to revise.
Memory. The firm's institutional memory made searchable and current. Deal files, board decisions, vendor contracts, advisor relationships, regulatory correspondence, the agreements you signed three years ago and have not opened since. Indexed at the level of the question the principal will ask, not the level of the folder the file lives in. The knowledge that used to live in three people's heads, kept current and accessible to whoever needs it.
Compliance and admin. The recurring operational work that has no quarter but has many deadlines. Regulatory tracking against your licences and jurisdictions. KYC and conflict checks run when they should be, not when they are remembered. Vendor renewals reviewed before the auto-renew. Expense, travel, invoicing kept current without anyone owning it as their job.
Our proposition
Where we'd start.
Bring us the work that did not get done last week. The board pack that arrived late, the inbox that backed up, the vendor renewal that auto-renewed, the compliance filing that slipped past Monday. We do it now, and we do it next week. You read what we produce and decide whether the work matches what your back office would have produced, if the firm had a back office.
The work is the proof.
We work under standard NDA. Firm-identifying information stays inside the engagement.
Show us the work you don't have a job description for.
Past it is the work you came here for.