Hi, I'm Ned.
I help fintech startups grow- without the chaos.
Your business is scaling fast, but with a small team and no headspace to hire great talent, you’re tight on time and juggling complex tasks.
🔍 Tracking transactions and compliance
🤝 Onboarding clients while meeting KYC/AML requirements
📈 Managing investor reporting and financial data
These are critical, but your systems? Messy, manual, and slowing you down.
You might try to solve this in one of two ways:
Method 1 – Stick with scattered emails, unstructured spreadsheets, and disjointed tools.
Method 2 – Pay for an SaaS that’s expensive, overcomplicated, and not tailored to your processes.
Either way, you’re wasting time/money that could be better spent on scaling your platform and securing market share. And as you grow, these bottlenecks only get bigger.
That’s where I come in:
🔧 Streamlining manual workflows (e.g., client onboarding, reporting)
📊 Identifying time and cost savings in your operational processes
🚀 Creating systems easy to teach to new team members
Leaving you to focus on what you do best—building the future of finance.
Interested? Book a free call, or read on for examples of how I’ve saved other startups time and money!
When I joined Proper Snacks, the company had enjoyed several years of extreme growth and had a supply chain sourcing corn and other raw materials from the US and various European countries, with a factory in the midlands.
What they didn’t have was a clear forecasting system, to predict (based on live and expected sales orders from customers) how much popcorn to produce and store.
I was tasked with developing an Excel-based system that could:
- draw in live data from other internal sources
- calculate expected production quantities across our dozen different SKUs (product lines)
- output the data in a presentable, easy-to-understand way (for the rest of the team), and
- forecast storage costs.
The result: we were able to save over £100,000 a year on storage costs by reducing our holdings of our main products without risking shorting customers.
Interested to learn more? Book a free consultation, or read on for another case study...
I was approached by a fitness flooring manufacturer to build a system to automate various stages of the sales process. A number of tasks were being done manually (by one sales rep):
- Reporting how many customers had made enquiries and been sent quotes
- Calculating quotes based on product types and weight requirements
- Sending an instruction to the factory team about what to produce and when
- Managing the flow of information between the factory and the accounts team
- Creating and sending proforma invoices to customers
- Calculating transport requirements based on size and weight per order
- Working out her sales commission for that month by reference to the various orders produced
As you can imagine, this was all messy and time-consuming, inviting costly errors and missed deadlines!
I produced a system, hosted within one Google Sheet, that:
- Tracked enquiries, orders, production timelines and accounts payable in clearly marked lists
- Allowed for quick data analysis by customer, product type, month
- Was visually clear and aesthetically pleasing
- Allowed for one-click bouncing of PDFs (invoices, proforma, production orders) to send to customers and other team members
The result: an estimated 400 hours of year of time saved, for that one sales rep alone!
I managed the growth of the supply chain, registered trademarks, built sustainability policies, did account controlling, and helped build a recruiting and onboarding policy.
My favourite element in all of this was finding efficiencies: saving other team members time and saving the business money. This led to a specialisation in small business ops!
Alongside my ops work I'm a keen learner and have built up a range of added value skills: from video production and digital marketing experience, to a Level 4 Copywriting diploma.
If this all sounds good to you, get in touch for a free, no-obligation consultation!
We’ll talk through your business processes, what you’re finding challenging and time consuming, and build you something better 🚀
hello(at)nedmortimer.com
