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CSP Operations Audit.

Built for MENA corporate service providers. We score your firm across five operational dimensions and send back your Operations Leak and PropFi Operations Index score, with a short walkthrough of where the time is going.

  • Operations Index
  • Operations Leak
  • PDF report in 60 seconds
What happens next

A short audit flow that ends with a useful report.

The diagnostic stays focused on answers first, then asks where to send the benchmark once the audit is ready.

01

Answer 8 questions

No setup form first. Start with the operating reality.

02

We score 5 dimensions

Coordination, systems, client visibility, readiness, memory.

03

Receive the PDF audit

Your Operations Index, leak estimate, and recommended fixes.

04

Book the walkthrough

Use the report as the agenda for a focused operations review.

Question 1 of 80% Complete
01Firm size

How many staff work on client delivery? This selects your peer cohort.

Choose an answer to continue.

01Client base

How many active clients does your firm manage on a recurring basis?

Choose an answer to continue.

02Service mix

Pick the top 2 service lines by hours spent across your team.

0 of 2 selected

Choose an answer to continue.

03Engagement coordination

Think about your last 10 client engagements. How often did you experience: lost track of a document version, missed a deadline that surfaced late, two team members duplicated work, asked a client for the same thing twice?

Choose an answer to continue.

04Tech stack reality

Your operations director walks in and says: “Show me the current status of every active engagement: what stage, what’s blocking each one, who owns the next action.” How long until you have a complete, accurate answer?

Choose an answer to continue.

05Client visibility

It’s Monday morning. A client emails: “Hi, quick check, what’s the status of our license renewal?” Realistically, how long before they have an accurate, complete answer?

Choose an answer to continue.

06Regulatory readiness

If your firm received a regulatory inquiry tomorrow on a single client, covering every action, every document version, and every approval over 24 months, how prepared would you be?

Choose an answer to continue.

07Biggest friction

Which of these causes friction in your firm today? Pick the top one.

Choose an answer to continue.

08Staff onboarding into in-progress work

When a new associate joins your team and gets handed an in-progress engagement, how long until they can productively contribute without leaning on the engagement lead?

Choose an answer to continue.

Your audit is ready. Where should we send it?

We only ask for contact details after the diagnostic so the report goes to the right inbox.

Add your name, work email, and firm name so we can send the report.

Press a letter to answer, Enter to continue

Your answers stay confidential. We benchmark anonymized scores across MENA CSPs to build the cohort percentile.
01, Demo

From engagement request to formation workspace. One governed flow.

PropFi starts where the service provider team actually works: engagements. Propose the work, wait for acknowledgment, provision the workspace, configure the formation profile, then run execution without losing the audit trail.

Step 1 of 5
Propose
DIFC SPV Formation · Draft
New engagement
SP manager proposes a formation engagement from the command center.
Client relationship
Existing client or new relationship is attached before the handoff.
Creator staffed
The creator becomes the lead when the role matrix allows it.
The SP manager starts with a proposed engagement. The client, type, creator, and staffing context are all captured before work begins.
Before you start

What to expect

How long does this take?
Eight questions, about three minutes. There is nothing to prepare.
What do I get at the end?
A scored PDF: one composite score for how your firm runs, a score for each of the five dimensions, and three prioritized fixes chosen for your situation.
What are the five things you score?
Coordination, systems, client experience, regulatory readiness, and institutional memory.
What happens to my answers?
Your answers are used to generate your report, which we email to the address you give us. We keep them so we can send that report and, if you want it, talk the results through. Your score also reaches our team, and someone may follow up. Say no and that is the end of it. We do not add you to a mailing list.
Do I need an account?
No. The audit is open, with no signup and no login.
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