How We Do It
We don’t just build solutions. We operationalize intelligence.
At Soal Labs, every engagement follows a structured methodology rooted in our Private Capital Ops Blueprint: Systems, Ops and Blocks.
The Private Capital Ops Blueprint
Systems
Org-level functions that define how your fund runs.
Underwriting, Investor Relations, Portfolio Management, Origination, Compliance—each of these is a System. We map them to surface where time is wasted and workflows break.
Ops
Modular processes inside one or many Systems—our core unit of work.
Each Op is a single workflow that can be captured, automated, and owned. LP request handling. Monthly model updates. Deal pipeline triage. Cleanly scoped. Clearly defined. Built to run.
Blocks
The atomic steps that make up an Op.
Each Block is a repeatable task: pulling data, transforming inputs, triggering a model, writing back a result, notifying a team. The small pieces that make the big process hum.
The Process
1
Roadmap & POC
Identify one Op to automate quickly demonstrate tangible business value.
System diagnostic to identify high-friction workflows that eat time and break under pressure.
Defining a multi-phase plan of Ops and Blocks to be implemented, timeline, milestones, resources required, and ROI.
2
Foundation Layer
Post POC, we'd know the state of your existing infrastructure. The roadmap phase will also inform what other ops will need.
That’s when we build the Foundation to enable the roadmap—data pipelines and warehouse, internal tools, app servers, dashboards and SaaS.
3
Iterative Implementation
Op Capture Turn intuition into instruction.
With your team, we map and document every step and edge case to repeat the Op
Op Build From spec to executable code.
We engineer the Blocks: ETLs, API hooks, scripts, logic flows, dashboards, AI agents
Op Deploy Integrate. QA. Iterate.
We run the new Op in parallel with existing process. When it’s solid, we ship.
Op Sustain Train. Document. Maintain.
We enable your team, write the manuals, and monitor the system.