03 / The platform
Built once.Shared seven times.
UpManagement runs its seven companies on one shared-services platform and one reporting standard. Finance, compliance, legal, technology and operations come through the shared platform; the standard, the cadence and the accountability are UpManagement’s.
The spine
Functions
8
Finance, compliance, legal, technology, operations, brand, people, facilities
Numbers
5
Uptime, occupancy, safety, margin, capital spend vs plan
Cadence
12
Reviews a year: the same week, every month
Standard
1
One operating standard for regulated and unregulated businesses alike
01 / Shared services
Eight functions,one standard.
Costs are allocated to each company using documented keys based on headcount, measured usage and a cost-plus markup consistent with arm’s-length principles. Each President can see and manage the cost the company drives.
01
Finance
Accounting and close, consolidation, treasury and cash management, tax compliance, planning and analysis, audit coordination.
02
Compliance
The group compliance program, policies and training, and support for sector-specific regulatory programs: senior living licenses, defense security requirements, investment adviser obligations.
03
Legal
Corporate secretarial services, contract templates and review, entity management, litigation oversight, outside counsel.
04
Technology
Identity and access management, endpoints, collaboration tools, cybersecurity operations, core enterprise systems.
05
Operations
Fund administration and investor services ([email protected]), procurement, facilities and workplace operations at every office.
06
Brand
Stewardship of the UpManagement name, the group website, design standards, communications and events.
07
People
Recruiting, onboarding, payroll, benefits, compensation frameworks and HR systems for the parent and all seven companies.
08
Facilities
Leasing, fit-out and workplace operations in Dallas, Washington, D.C. and Houston.
02 / One set of numbers
Same numbers. Same week. Every month.
Uptime, occupancy, safety, margin and capital spend against plan, reviewed monthly for every company. Expectations are written down before capital is committed, and no one is surprised at the board table.
03 / How a company plugs in
From formation tofirst customer.
Formed and named
A Delaware limited liability company wholly owned by UpManagement, with its approved name, legal form and lockup issued by the brand team.
Step 01Governed
Operating agreement, manager and officer appointments, the delegation of authority and a signed intercompany services agreement.
Step 02Equipped
Finance, compliance, legal, technology and operations on day one; mailboxes, templates and systems already in place.
Step 03Led
A President accountable for strategy, customers, investments, operations and people, with a Regional Director in Washington, D.C. and Houston.
Step 0404 / Keeping every entity separate
One owner.Separate books.
Separateness
Own books, records, bank accounts and financial statements; contracts only in its own exact legal name.
Shared services
Only under a signed agreement, with documented allocation keys and an arm’s-length markup.
Transactions
Written, priced at arm’s length, approved as the delegation requires, reported to finance.
Credit support
No entity guarantees or pledges assets for another’s obligations without approval.
Information barriers
Customer, investment and regulated information stays inside the company that holds it.
Conflicts
Disclosed and approved by a disinterested approver, under the platform’s conflicts policy.
Eight blocks, one seam
05 / Offices
Dallas headquarters.Two regional hubs.
The Dallas headquarters houses the parent company and the headquarters teams of all seven companies. Washington, D.C. and Houston are regional hubs chosen for proximity to customers, assets, regulators and talent.
Contact an office
