Operations

Prove that you can actually run the business.

Map your team, your assets, your legal obligations and the numbers you’ll live by showing investors and lenders see company that’s built to execute, not just to pitch.

Built for execution · Feeds your plan, financials & readiness score
 
app.orbisup.com/operations
Operations
Operations overview
On track
Team & Staffing
8
2 founders · 6 roles planned
Equipment & Assets
$142k
12 items · startup cost
Legal & Regulatory
6
tracked · 2 due soon
KPIs
5
indicators · weekly cadence
Four areas, one operating picture
Team & Staffing
Equipment, Vehicles & Properties
Legal & Regulatory
Key Performance Indicators
Overview

Everything it takes to deliver — in one place.

Operations is where a plan stops being a story and starts being a company. Each area captures a different part of how you’ll run day to day, and every entry flows into your business plan, your financials and your readiness score.

 

Team Members & Staffing

Show investors the people behind the plan.

Capture your founders, advisors and board, then map the roles you’ll hire as you grow. OrbisUp turns “we have a great team” into a clear org with names, responsibilities and the gaps you’re filling next.

  • Founders, advisors & board in one roster
  • Staffing plan with roles, timing & status
  • Headcount that flows into your payroll forecast
app.orbisup.com/operations/team
Team Members & Staffing
Founders
3 founders
NameFocusActive
Dana Okafor
Founder & CEO
Strategy, fundraising
Marcus Lindqvist
Co-founder & COO
Operations, supply
Priya Raman
Head of Product
Roadmap, design
Roles planned through year 16 hires
Team Members & Staffing
Advisors & Board
3 advisors
NameExpertiseActive
Elena Vasquez
Board Chair
FMCG scale-up
Dr. Sam Patel
Advisor
Food science
Grace Lin
Advisor
Retail growth
Independent board seats2 seats
Team Members & Staffing
Staffing
6 roles planned
RoleTypeStartStatus
Store ManagerFull-timeQ1Hiring
Baristas ×3Full-timeQ1Planned
Marketing LeadPart-timeQ2Planned
Planned headcount, year 16 hires
app.orbisup.com/operations/assets
Equipment, Vehicles & Properties
Equipment
12 items
EquipmentPriorityQtyTotal
Espresso machineMust2$18,400
Commercial fridgeMust1$4,900
POS terminalsWould3$2,250
Outdoor seatingCould6$3,600
Total startup asset cost$142,300
Equipment, Vehicles & Properties
Vehicles
3 vehicles
VehiclePriorityQtyTotal
Delivery vanMust1$34,000
Cargo e-bikeWould2$7,200
Refrigerated trailerCould1$12,500
Financed over 5 yrs$812 / mo
Equipment, Vehicles & Properties
Properties
2 properties
PropertyTermsMonthlyUpfront
Main retail unitLease$4,200$12,600
Commissary kitchenRent$1,850$3,700
Total monthly property cost$6,050 / mo
Equipment, Vehicles & Properties

Cost out everything it takes to open the doors.

List the equipment, vehicles and properties your business needs, mark each as a must, would or could-have, and OrbisUp tallies the real startup and ongoing costs. Whether you’re buying outright, financing, leasing or renting.

  • Equipment, vehicles & property in one register
  • Buy, finance, lease or rent — costed correctly
  • Must / would / could priorities to protect cash
Legal & Regulatory

Stay ahead of every license, permit and renewal.

Track the registrations, license, permits and compliance items your business depends on.  With categories, priorities, deadlines and recurring reminders. Nothing slips through, and investors see you’ve done the homework.

  • Track licenses, permits & registrations
  • Priorities, deadlines & recurring renewals
  • A compliance picture you can hand to investors
app.orbisup.com/operations/kpis
Key Performance Indicators
Tracked KPIs
5 active
Daily revenueDaily
$3,180
+12% vs last week
Avg. ticket sizeWeekly
$11.40
+4% vs last week
Repeat customersMonthly
38%
+6 pts QoQ
Waste %Weekly
4.2%
−1.3 pts — on target
Key Performance Indicators

Define the numbers you'll actually run by.

Pick the metrics that prove your business is working — by category and cadence — so investors, banks and your own team can see you understand the levers, and that you’ll act fast when the trend turns.

  • Set KPIs by category and tracking frequency
  • See trends at a glance, week over week
  • Signal to investors that you measure what matters

A plan investors believe
is a plan you can run.

Your team, assets, compliance and KPIs all feed your business plan, your financials and your readiness score.  The operations you map here make the whole plan stronger.

 

Built for 40+ Business Types – Succeed with an Incredible Plan.

Coming soon

Two more operations areas, on the way.

By popular request, we're expanding Operations with two of the most-asked-for additions. They're in build now and arriving for every plan — no upgrade required.

In build

Key Business Processes

Document how the work actually gets done — your core workflows, owners and hand-offs — so operations scale without living in your head.

Most-requested by founders
In build

Suppliers & Partners

Map the vendors, suppliers and partners you depend on — terms, lead times and backups — so your supply chain is a strength on the page, not a question mark.

Most-requested by founders