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Opswell.Free Snapshot ›
Enterprise & procurement

Built for teams who still have to clear InfoSec and procurement.

Our usual band is roughly $10M–$500M revenue (and PE-backed portcos in that band). Larger organizations can engage — with an honest delivery model, a written security answer, and a vendor pack you can file.

Request the vendor pack ›Security & data ›

Or use the contact form ›

Who this is for

Mid-market first. Enterprise when the scope is clear.

Fit. Finance and ops automation where a measured Snapshot can prove value in two weeks — usually $10M–$500M.
Stretch. Multi-entity or PE-backed platforms in that band, including portfolio programs.
Enterprise. Possible when scope is a focused process (close, AP, reporting) with a named executive sponsor.
Not a fit. Buyers without access to process owners, or who need a 40-person bench on day one. We will say so early.
Procurement pack

What vendors ask for — ready on request.

Download starter pack files below, or email hello@opswell.aiand Opswell sends a tailored pack — usually within one business day.

Mutual NDA outline (PDF)MSA outline (PDF)DPA outline (PDF)Security Q&A (PDF)COI request (PDF)Security one-pager

Starter PDFs show what our paper covers for procurement intake — they are outlines, not executed contracts. Ask hello@opswell.aifor the W-9, which names the contracting entity and state of formation. Counsel should review before signature. COI is issued on request (not a blank certificate).

Legal entity & taxW-9 / entity details for your AP file.
NDA / MSA / DPAMutual NDA first; MSA and data terms scoped to the engagement. We work from your paper or ours.
Security questionnaireAnswers mapped to our Security & data page and one-pager. Send yours; we reply in writing.
InsuranceCertificates of insurance (COI) on request for procurement.
SubprocessorsHubSpot and Google Calendar on the marketing site; Anthropic Claude in your tenant for delivery; plus systems you authorize.
HIPAA / CUIHealthcare PHI needs a BAA first. CUI stays out of cloud AI unless your security officer approves in writing. Details on Security.
SOX & controls

Automation that does not break your control environment.

We design for finance teams that already live under SOX, internal audit, or strong control frameworks — not around them.

Human sign-off. Nothing posts to the GL, ERP, or CRM unreviewed unless you approve an exception in writing.
Segregation. Preparer / reviewer / approver separation preserved where your policy requires it.
Audit trail. Change history and evidence packs built for walkthroughs — PBC-friendly, not a black box.
Least privilege. Named users or service accounts; access revoked at handover. See access model.
Scope honesty. We automate the repetitive layer; judgment, estimates, and final assertions stay with your team.

The Sample Audit risk register shows how control sensitivity is scored in a full engagement.

Delivery model

Founder-led on every engagement — not a disguised staffing firm.

We do not run an offshore delivery pyramid. Opswell leads the Snapshot and the build. Capacity is limited on purpose so the work stays senior. For larger programs we sequence waves, bring specialists when scoped, and train your team to own what we leave — we do not pretend to be a 200-person SI.

Pricing for larger orgs can be value-based (reduced fixed fee plus a capped share of measured savings) after a free Snapshot sets the baseline. See Services & pricing.

How engagements start

Same free front door. Procurement in parallel if needed.

01

Free Snapshot

Two weeks. Typically 2–3 highest-value processes, one automated live. Measured figure you keep. NDA available before access.

Get my free Snapshot ›
02

Vendor clearance

Send your questionnaire and paper while the Snapshot runs. Security one-pager + COI + entity docs so IT is not the blocker at the end.

Request the pack ›
FAQ

Common questions

What is in the vendor / procurement pack?

Mutual NDA outline, MSA and DPA outlines, security questionnaire summary answers, COI request instructions, plus links to the Security page and one-pager. Email hello@opswell.ai for a tailored pack.

Do you support SOX environments?

Yes — with an honest control stance: automation assists; human review stays on postings that affect the books; control ownership remains with the client.

What revenue band do you usually serve?

AI automation for companies roughly $10M–$500M revenue (and PE-backed portcos in that band); finance leadership from about $2M / Series A onward. Larger organizations can engage when scope is a focused process with a named executive sponsor.

Next step

Clear the file — or measure the number first.

Prefer procurement paper in parallel with a Snapshot? Request the vendor pack, or book a short call with InfoSec on the line.

Start with a Snapshot ›Book a call ›Request vendor pack ›