Best Practices, SOPs & Checklists

Wish your startup ran on auto-pilot?

Levy has 100+ pre-built template checklists covering the 80% of work every startup needs to do to run smoothly, problem-free.

Startup Best Practices
Proprietary Startup Checklists
Standard Operating Procedures

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Ever imagined having all the cheat-codes
to running your startup ?

We imagined that world, and made it a reality.

Startup Best Practices

With 50+ work years of valuable experience in running startups, levy has compiled startup operation best practices.
You can't find these on Google and the best internal hire has built out a few (maybe), not hundreds. Levy continuously learns across all our clients for up-to-date world-class operations.

Proprietary Checklists

Levy's exhaustive checklists, proven through successful implementations, ensure precision in every back-office operation.
Every step in onboarding to state compliance is recorded, tracked, and checked-off. Steps managed are steps not missed and errors avoided.

Standard Operating Procedures

Our regimen of Standard Operating Procedures (SOPs) has been meticulously curated over time to handle all back-office tasks correctly and efficiently, bringing standardization to your operations while retaining your startup's unique flavor.
Reinventing the wheel in how to run a startup is ridiculous. Don't do it. Use levy instead.

When did you last undertake a 409a valuation?

Annual 409A valuations can be daunting, if it’s your first time.

Afraid of making errors in equity grant entry?

Imagine never having to face the known unknown.

Use our exhaustive 60-step checklist for 409A on Carta.

So you can invest your time in expanding your business.

When did you last undertake a 409a valuation?

Annual 409a valuations can be daunting, especially if it's your first time.

Are you afraid of making errors in equity grant entry?
Do you want to spend time learning how to use Carta?

Imagine never having to face the known unknown, for a process that happens once a year.

Use levy's exhaustive 60-step checklist for 409a on Carta.

So you can focus on what you're good at, and invest your time in expanding your business.

— Operations Best practices

Unmatched operational knowledge - built from years of experience

We go deeper than you ever will - that's OUR job.

Expert Tips & Tricks

Edge Cases

Video Tutorials

Simple Instructions

Best practice Example

Sneak Preview of levy's thorough checklists

— Checklists

Hear from titans of the industry and respected experts on the importance of checklists in any walk of life.

Experts have their say

"Startup operations are at the same place pilots and surgeons were 50 years ago: prone to human error leading to death. Levy is bringing operations into the modern world of professionalism, discipline, and checklists. There IS a best way to run a startup and avoid death."

Adam Spector

Founder & CEO @ levy

“One essential characteristic of modern life is that we all depend on systems—on assemblages of people or technologies or both—and among our most profound difficulties is making them work.”

Atul Gawande

Author of New York Times Bestseller: The Checklist Manifesto

"No wise pilot, no matter how great his talent and experience, fails to use his checklist."

Charlie Munger

Vice Chairman @ Berkshire Hathaway

Wish your startup ran on auto-pilot?

“Under conditions of complexity, not only are checklists a help, they are required for success.”

Ever imagined having all the cheat-codes
to running your startup ?

Startup Best Practices

Proprietary Checklists

Standard Operating Procedures

When did you last undertake a 409a valuation?

Annual 409A valuations can be daunting, if it’s your first time.

Afraid of making errors in equity grant entry?

Imagine never having to face the known unknown.

Use our exhaustive 60-step checklist for 409A on Carta.

So you can invest your time in expanding your business.

When did you last undertake a 409a valuation?

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Unmatched operational knowledge - built from years of experience