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Summary

The purpose of this post is to summarize the achievements and learnings at Impact Ops in its first two years.

Impact Ops provides consultancy and hands-on support to help high-impact organizations upgrade their operations. We’ve grown from three co-founders to a team of 11 specialists and supported 50+ high-impact organizations since our founding in April 2023.

We deliver specialist operations services in areas where we have deep experience, including finance, recruitment, and entity setup. We have 50+ active clients who we’ve helped tackle various operational challenges. Besides our client work, we’re pleased to have contributed to the broader nonprofit ecosystem in several ways, including via free resources.

We’re also proud to have built a sustainable business model that doesn’t rely on continuous fundraising. We’ll share details about our services, projects, and business model in what follows, including our key takeaways and what’s next for Impact Ops!

What is Impact Ops?

Impact Ops is an operations support agency that delivers services to nonprofit organizations. 

Our mission is to empower high-impact projects to scale and flourish. We execute our mission by delivering specialist operations services in areas where we have deep experience, including finance, recruitment, and entity setup.

Our team has extensive experience within nonprofit operations. Collectively, we have:

These figures underrepresent our collective relevant experience, as they exclude time spent supporting nonprofit organizations via Impact Ops (10 years collectively) and working for other consultancies (incl. PwC, EY, BDO, and Accenture). If it sounds like we're proud of our team, that's because we are!

Takeaways

 

  • We’ve invested in organizational health as a priority. This means that our team is clear on the strategy and direction of the organization, and we’re all rowing in unison. 
  • As you often hear, hiring is super important. We take hiring very seriously and as a result we’ve grown an aligned and purpose-driven team.
  • We’ve followed the old adage of hiring generalists first (to develop our services, recruit teams, and build relationships with clients) and hiring specialists later (to improve and deliver our services).
  • We've learned that mixing sector-familiar staff with broader professional backgrounds delivers better results—combining insider knowledge with proven practices and wider networks. This diversity especially helps recruitment by expanding our reach beyond immediate communities.
  • Working with multiple organizations in similar positions, we’ve been able to streamline and improve processes across our clients, leading to efficiency gains and shared learning.

 

What does Impact Ops do, concretely?

We provide consultancy and hands-on support to help our clients upgrade their operations.

We’ve identified six areas where nonprofits tend to lack operational capacity or specialisms — and this is how we’ve structured our services:

  • Finance: Ongoing support from budgets to bookkeeping.
  • Recruitment: Sourcing and hiring world-class candidates. 
  • Entity setup: Entity registration and compliant infrastructure.
  • Due diligence: Assessing risks from donors, grantees, or other collaborators.
  • Ops audit: Reports identifying efficiency gains.
  • Systems: Implementing systems to improve efficiency.

We also provide ad hoc operations consultancy to organizations looking for advice or capacity that doesn’t strictly fall within our six service lines.

Takeaways

 

  • Our six services align our skills with proven client demand. We originally planned different offerings — like Salesforce administration and HR — but pivoted in 2024 after discovering market realities. Listening to customers beats clinging to initial plans.
  • Finance, Recruitment, and Entity setup are our most-requested services.
  • We've learned that strong client relationships are fundamental to our success. Rather than pursuing transactional engagements, we position ourselves as partners—sitting on the same side of the table to solve problems together. This collaborative approach consistently delivers the best outcomes for everyone involved.

 

Who are Impact Ops’s clients?

Impact Ops now has 50+ active clients. You can see a selection of our clients on our website.

We’re cause-neutral with respect to the clients we support. There’s no need for a client to be a registered charity or US 501(c)(3); we’re interested in the potential for significant positive impact. We’re especially excited about supporting projects with a strong founding team, funding, and a theory of change for impact – whether tackling global health and development, reducing animal suffering, protecting our climate, or safeguarding the long-term future.

That said, there are some commonalities between our clients. Many of our clients are in their first few years of operating (~50% have been operational for up to three years). But we work with clients of all ages; our youngest client, Food Policy Pathways, is 6 months old; our oldest, Foresight Institute, is 38 years old!

 

Many, but not most, of our clients work on mitigating global catastrophic risks (GCRs) — either as a broad category or within specific sub-fields (e.g. AI risk, biosecurity risk). Many of our clients promote effective giving, try to improve rationality and epistemics more broadly, or work on issues in global health and development.

 

 

Our clients typically have:

  • Annual budgets of ~$1M (range: $300,000–$5M)
  • Team headcounts of ~10 (range: 1–64)
  • Funding from a major donor, like Open Philanthropy, Survival and Flourishing Fund, or Schmidt Futures.

Takeaways

 

  • There isn’t a single profile that applies to all of our clients. However, there are some commonalities between our clients. For example, many of our clients have been active for 1-3 years; and many work on safeguarding against GCRs.
  • There are lots of new potentially high-impact organizations springing up, especially in the AI space. This is perhaps unsurprising, as the barriers for launching a project continue to come down, and the interest in (and funding for) AI continues to grow.
  • We continue to evaluate all new prospective clients on the basis of their expected impact. As a small team, we want to make sure we’re using our limited capacity as wisely as we can! Over the last two years, we’ve turned down prospective clients whose theories of change we found insufficiently convincing. 

 

What has Impact Ops achieved for its clients?

We’ve achieved a great deal for our clients over the last two years — more than we could do justice covering in a post of this length. Here’s an overview of some examples across our six service lines:

Client challenge

Impact Ops solution

Result

Testimonial

Service stats

Finance: 
The Centre for Long-Term Resilience (CLTR) had complex and specific needs for their books, but also wanted to have simple visibility over them.
  • Built a more efficient accounting workflow
  • Managed day-to-day bookkeeping
  • Built financial and grant dashboards to track results in a simplified way. 
CLTR received an end-to-end improvement in financial accuracy and efficiency.

“We now have a near real-time understanding of our financial position thanks to Impact Ops. They have built us an automated dashboard that provides informative insights on our fund balances and runway for our various funds. This has freed up our capacity to focus on mission-relevant work. I believe other projects in a similar position would strongly benefit from Impact Ops’ finance support.”

 

—Jeffrey Poche, Former Operations Manager at CLTR

Finance: 
Supported 25+ organizations with similar challenges
Recruitment: 
The Simon Institute for Longterm Governance (SI) was seeking to fill three roles to scale.
We supported the organization with a hiring round for a Senior Tech Policy Specialist, an Executive Assistant, and an Operations Manager.SI received a new high-quality team member without having significant internal ops time taken up by a hiring round.

“Thank you so much for offering this service, I can imagine how hard it is to boot this up and interact with so much idiosyncracy across orgs. Very grateful for how much easier you've made our lives in the last months. I really appreciate your reliability and responsiveness. I feel like you guys really understood our needs and at no point had the urge to double check your work. The outcome speaks for itself!”

 

—Konrad Seifert, Co-CEO at SI

Recruitment: 
Supported 80+ hiring rounds for organizations with similar challenges
Entity setup: 
Giving What We Can (GWWC) faced the challenge of “spinning out” from its fiscal sponsor.

We helped GWWC:

  • Navigate the process
  • Set up an accounting structure for its new UK and US entities
  • Obtain a visa sponsorship licence for its UK entity
  • Engage international employees through an EOR
  • Establish infrastructure for grantmaking and receiving donations.
GWWC had a new set of entities with strong starting infrastructure from which to build.   

“It was incredibly helpful having Impact Ops’s support as we spun out of our fiscal sponsor and set up our own entity. We really couldn’t have done this without them.”

 

—Luke Freeman, Former Executive Director at GWWC

Entity setup: 
Helped 15+ projects register independent entities and/or build associated infrastructure
Due diligence: 
CLTR faced the challenge of running due diligence on its key donors. 
We helped by leveraging economies of scale and AI to offer a competitive price for an otherwise expensive (but thorough) web crawler.CLTR has better trust over its donors’ backgrounds and improved risk management practices.

“The results of the reports are great and the turn around time is great.”

 

— Jeffrey Poche, Former Operations Manager at CLTR

Due diligence: 
Assessed risk of 80+ subjects
Ops audit: 
The Forecasting Research Institute (FRI) was preparing for an incoming Operations Director and a change in leadership - they requested an operations audit to get a comprehensive overview of their operations infrastructure to support the transition. 
We conducted a top-to-bottom operational audit for FRI, and produced a report with recommendations around legal structure, governance, finance, systems, HR, and culture.FRI adopted operational best practices, improving organizational efficiency across a range of domains.

“The audit report will be invaluable going forward and is exactly what I was hoping for. Overall, I'm very happy with the support Impact Ops has provided. Everyone has been incredibly responsive, professional, and easy to work with. I will definitely recommend you going forward.”

 

— Michael Page, Former CEO at FRI

Ops audit: 
Conducted 4 in-depth audits
Systems: The
Foresight Institute had challenging databases containing data for grantmaking, workshops, and seminar groups.

We redesigned its database systems which: 

  • Helped free up operational capacity
  • Consolidated all application and evaluation information into a single database
  • Created tailored views for different users
  • Automated applicant messages based on their status.
Foresight Institute had better visibility over data, spent less operational time navigating through the system, and spent more time focused on hiring and grantmaking efficiently.

“Working with Impact Ops has really streamlined our operations. Their approaches have cut down on unnecessary steps and improved our workflow efficiency.”

 

— Beatrice Erkers, COO & Existential Hope Director at Foresight Institute

Systems: 
Implemented 22 systems

 

 

Takeaways

 

  • We haven’t invested much attention into measuring counterfactual impact (yet!) 
  • Instead, we’ve focused on building a great team, a diverse portfolio of clients and letting market forces dictate our success. If we provide high quality, cost-effective solutions to our clients, they’ll keep coming back (and refer us to others). 

 

Key lessons from the last two years

Strategic foundation

  • Planning and scenario development: Implementing the "5 Ps" principle (Proper Planning Prevents Poor Performance) proved essential. We planned out three scenarios within our first month: the expected outcome, the worst-case scenario, and the aspirational outcome. Pre-defining “if-then” decision trees and establishing review points—including our 24-month sustainability deadline—enabled rapid, informed responses to changing conditions.
  • Decision-making framework: We used the British military's 7-question strategic approach at the outset, which provided valuable structure for early entrepreneurial decisions, ensuring thorough analysis while maintaining operational speed.   

Risk management and resilience

  • Proactive risk assessment: Given startup failure rates, we prioritized building resilience from inception. A comprehensive risk assessment and “murphy-jitsu” exercise was completed in the first year, with corresponding mitigation strategies. This proved invaluable for pre-empting challenges and helped us navigate the risky startup phase.
  • Thinking to the finish: Thinking through plans all the way to a clearly defined set of end objectives creates clarity and alignment. Planning is much easier when you have a clear idea of what end state you are working towards. We broke our start up phase down into 3 phases each with a clearly defined set of objectives, which helped keep the organisation on track in the early stages.  

Organizational development

  • Health before growth: Prioritizing organizational health early established strong foundations. Patrick Lencioni's principles from "The Advantage" provided particularly relevant guidance for our co-founders and helped ensure the team has remained aligned.
  • Culture first, scale second: Establishing clear cultural norms before expansion attracted aligned talent and maintained team cohesion during growth phases.
  • Adaptive governance: We avoided early bureaucracy while systematically reviewing and improving governance structures as we scaled, maintaining efficiency without sacrificing control.

Operational excellence

  • Sustainable operations: Establishing clear communication early on about work-life balance expectations and what burnout prevention measures we would implement from the outset protected founder wellbeing—a critical startup risk factor.
  • Customer-centric development: Quarterly user feedback collection and responsive service adaptation during the early stages allowed us to adapt our services to our customers needs. Our Recruitment and Due diligence services expanded significantly based on client demand and feedback.
  • Communication standards: Implementing "ABC" communication norms (Accuracy, Brevity, Clarity) and favouring quick huddles over lengthy digital exchanges improved team efficiency and reduced misunderstandings.

Brand and purpose

  • Beyond visual identity: Brand purpose transcends logos and style guides. Investing time in defining how you want the world to perceive your offering creates strategic clarity and market positioning advantages.

What has Impact Ops done for the broader nonprofit community?

Besides our (paid) client work, we’re proud to have contributed to the broader nonprofit ecosystem in several ways. For example, we’ve:

  • Written and shared a number of free resources on particular operational challenges.
  • Created a Nonprofit Operations Playbook, funded by Astera Institute, to help founders launch high-impact nonprofits in the US.
  • Shared our expertise pro bono with a number of potential clients.
  • Supported Anti Entropy with the development of its nonprofit accelerator, SparkWell. SparkWell is designed to help high-impact nonprofit projects test ideas, develop operational capabilities, and launch as independent entities.

Takeaways

 

  • We want to contribute to the wider ecosystem beyond our clients. This ecosystem has benefitted each of us individually, and Impact Ops has learned a lot from its clients too! 
  • In practice, we’ve found it difficult to balance this free community support with our business model. But we do, and will continue to, make a concerted effort to spend some time and attention supporting the nonprofit community outside of our clients.

 

How is Impact Ops funded?

Impact Ops is funded by fees from our clients. We were keen to build a sustainable business model that doesn’t rely on fundraising (besides an initial startup loan to build infrastructure).

In our first two years we generated over $1M in income, and we’re working towards paying back our startup capital later this year. 

Takeaways

 

  • Not all impactful missions need to rely on grant funding. You can make an impactful and sustainable business model that doesn’t depend on annual grants from foundations or donors.

 

What’s next for Impact Ops?

We’re continuing to grow our team and refine our services. 

A major strategic focus is exploring and experimenting with AI tools to improve the efficiency of operations in the nonprofit sector. We’ve had notable success with this on the accountancy side through tools like Briefcase; and we believe we’ll also see the benefits on the recruitment side soon.

Another significant project we’re contributing to is the SparkWell nonprofit accelerator. SparkWell temporarily houses nonprofit projects while they receive mentorship and ops support in order to launch independent entities of their own, and currently sponsors six high-impact projects. 

We’re keen to remain employee-owned. Our co-founders have taken the Founders Pledge, and we plan on taking the GWWC Company Pledge once we’re liability-free. We may pursue further accreditation (e.g. B Corp status, 1% For the Planet) to ensure we remain accountable and aligned with our mission to empower high-impact projects to scale and flourish. We’re seeking experienced advisors to provide input into our developing strategy so do reach out if you’re interested.

As always, you can follow us on LinkedIn and/or sign up to the Impact Ops Newsletter to learn of new developments and opportunities.

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