§ Shared services · Forward Rise Management
The disciplines we hold in common across every company in the family. One team in Austin, refining a single playbook so each operator can keep doing what only they can do.
§ A · Discipline one · Since 2024
One ledger, one rhythm, one set of eyes across every company in the family.
Bookkeeping, monthly close, tax coordination, and payroll — held to a single standard. We replaced six different chart-of-accounts setups with one shared schema, ran the close on the same calendar across every entity, and freed every operator from playing CFO in their spare time.
Daily entry, monthly recon, one chart of accounts across every entity in the family.
Weekly cadenceBooks close on the same calendar across the family — every brand, same window, no late catch-ups.
2-day SLAK-1s, quarterlies, sales tax — coordinated with one outside CPA who knows every entity by name.
Annual + quarterlyOne provider, one playbook. New hires onboard at any subsidiary without re-learning the form.
Bi-weeklyOne dashboard rolls up MRR, ARR, runway, and burn across every entity. No spreadsheet tossing.
Live · daily refreshBills paid, contracts tracked, renewals never silently auto-charging a credit card no one remembers.
Continuous§ B · Discipline two · Since 2025
One craft held in common. Every brand's voice left intact.
Positioning, content, demand, and lifecycle — held to a single standard, executed in each brand's own voice. The campaign that wins at Avero gets retired at Avero; the playbook behind it travels. Operators stop moonlighting as marketers, and every brand keeps its own way of speaking.
One workshop per brand, run once. Positioning that holds for years, not until the next quarterly review.
Per brandOne editorial standard across the family. Operators talk; we write, edit, and ship — in each brand's own voice.
Weekly cadenceSearch, social, ABM. One ad-account stack, accountable to one set of dashboards across every brand.
Always-onOnboarding sequences, retention emails, win-backs. Templated once at the family, tuned per brand.
ContinuousOne CMS, one design vocabulary, one publishing pipeline. A new page ships in hours, not weeks.
On demandAnnouncements, briefings, inbound press — handled by one team that knows every brand by name.
On request§ C · Discipline three · Since 2024
One handbook held in common. Every culture left local.
Hiring, onboarding, benefits, and employment-law compliance — held to one quality across every brand. The handbook is shared, the benefits are family-wide, but every operator gets to keep their team's voice. Nothing about HR should feel like a corporate import.
Job descriptions written for the operator, sourcing run by the family, interviews coordinated through one calendar.
~11 day cycleDay-one paperwork, equipment, benefits enrollment, and the welcome note — same shape at every brand.
Day 0–30Family-wide medical, dental, 401k. One enrollment, portable across every subsidiary.
Annual enrollMulti-state compliance, handbooks, terminations — coordinated by one outside firm. Operators don't moonlight as lawyers.
On callOne review template, one cadence. Operators write the substance; we make sure it happens on time.
Bi-annualPulse checks, exit interviews, family-wide gatherings. We listen so operators can keep building.
Continuous§ D · Discipline four · Since 2025
Great people get to work on the company that needs them most, when it needs them most.
A small bench of cross-portfolio talent — contractors, fractional leads, and the occasional rotational specialist — that any company in the family can pull from. The brand that needs a senior product designer this quarter doesn't have to re-find one next quarter when the work shifts.
Senior hires sourced once, vetted by the family, placed at the company that needs them.
On requestA designer working at Rivermint this quarter can move to Pinekey next without restarting.
By the quarterA short list of trusted specialists for the work that doesn't justify a full-time hire.
~18 deepSmall swat teams pulled together for a defined outcome — a launch, a migration, a turn-around.
Time-boxedWe keep the bench warm — quarterly check-ins, real work between engagements, no one parked.
ContinuousSenior IC's who serve every brand on a rotation — security review, design audit, growth diagnosis.
Quarterly§ E · Discipline five · Since 2025
Architecture, infrastructure, and security no single subsidiary could afford on its own.
Shared infrastructure, shared on-call, shared security posture. The CI pipeline that proves itself at Lockstride is the one running at Foxbarrel next month. Senior engineers review architecture once, across the family, instead of six product teams individually solving the same problem.
Senior engineers walk the design with each team. We catch the bad load-bearing decisions early.
Per launchSOC 2 readiness, penetration tests, secret hygiene — held in common, not relearned six times.
ContinuousOne VPC posture, one observability stack, one backup story. Operators ship; we keep the lights on.
24 / 7CI, CD, secrets, feature flags. Refined at one brand, rolled to the rest with one PR.
ContinuousCross-brand reviews on the work that matters. Operators get a second senior pair of eyes for free.
On requestOne pager rotation across the family. The 2am alert hits a senior, not a founder who's never sleeping.
Pager · 24/7For operators
The shared-services team in Austin is small and stays that way. If you're an operator inside the family — or thinking about joining — let's talk through what you'd actually use.