ERP & AI Advisory for Founders

Clear operating systems for the climb from angel to Series A.

Lucid Ops helps early-stage companies pick the right ERP, cut the noise around AI, and turn both into decisions your team can actually act on. Backed by 20 years of ERP transformation experience, including Deloitte and IBM.

Angel Stage Seed Stage Series A
What We Do

Systems and AI decisions, made with clarity.

Four ways we help small teams build an operating backbone that doesn't fall apart at the next stage.

01

ERP Selection & Fit

We cut through vendor noise and match you to the ERP that fits your headcount, budget, and complexity today, not the one built for a company 5x your size.

02

Implementation & Rollout

Hands-on project management through go-live: data migration, workflow config, and training so your team adopts the system instead of working around it.

03

Practical AI Adoption

We identify where AI actually saves time in finance, ops, and reporting, and skip the projects that just look good in a board deck.

04

Fractional Systems Advisory

Ongoing, on-call guidance as you scale, so every new hire, process, or funding round doesn't mean rebuilding your systems from scratch.

Who It's For

Built for founders at every early stage.

The right systems question is different at each stage of funding, so we meet you where you are.

Angel Stage

Spreadsheets are breaking. You need lightweight systems and just enough structure to look credible to your first real customers and hires, without overbuilding.

Seed Stage

Headcount and revenue are growing fast. You need an ERP that can actually keep up, plus a clear-eyed view of where AI saves real hours, not headlines.

Series A

Investors and new leaders expect real reporting. We help you graduate your systems and processes without a disruptive, all-at-once overhaul.

The Payoff

Good systems decisions pay for themselves.

The cost of the wrong ERP, or the right one implemented poorly, shows up every month. Getting it right early keeps that money in the business.

$40K+
Saved per year by choosing the right-sized ERP instead of over-buying enterprise software too early.
50%
Less time spent on manual reporting and reconciliation once workflows are properly configured.
6–12mo
Of painful, premature re-platforming avoided by sequencing your systems to your growth stage.

Figures are illustrative of typical early-stage engagements; actual results vary by company and starting point.

How We Work

A straightforward path from confusion to clarity.

01

Discovery

We audit your current tools, workflows, and data to understand what's actually slowing your team down, not just what looks broken on the surface.

02

Roadmap

You get a prioritized plan: which ERP or systems changes matter now, which AI use cases are worth pursuing, and what can wait.

03

Implementation

We manage rollout end to end: configuration, data migration, and training, so adoption doesn't stall after the kickoff meeting.

04

Optimize

Systems get revisited as you grow. We stay on as an advisor so your stack evolves with your next round, not against it.

About

Led by Leandro Vera.

Lucid Ops is led by Leandro Vera, who brings 20 years in ERP and technology-enabled business transformation, first at Deloitte Consulting and IBM Business Consulting Group, and later as an independent advisor to growing companies.

He has also lived the climb himself. As a co-founder of Swiftmile, a startup building charging infrastructure for micromobility, Leandro helped take the company from its first angel checks through a successful Series A and, ultimately, to a sale. He has sat in the founder's chair, made the same systems calls his clients face, and knows firsthand what it takes to build a company worth acquiring.

That range matters most at the early stages. Leandro has worked hands-on with the systems startups actually begin on, like QuickBooks and Odoo, and knows exactly how and when to grow into platforms like NetSuite, Sage, and Infor without a painful, premature migration.

The result is guidance grounded in both enterprise-grade consulting and real founder experience, sized for early-stage teams: practical, sequenced, and built to scale with you rather than around you.

Experience20+ Years
BackgroundDeloitte · IBM
As FounderAngel → Series A → Exit
FocusERP + AI Adoption
Experience across the platforms you'll grow through
QuickBooks Odoo NetSuite Sage Infor
What Clients Say

Trusted by founders and operators.

Results from working with early-stage teams to get their systems right.

Leandro saved us from signing a six-figure ERP contract we absolutely did not need. He right-sized our stack, and we reinvested that budget straight back into product.

AR
Ana Ramirez
Co-founder & CEO, Seed-stage SaaS

Our month-end close went from a two-week scramble to a few clean days. For the first time our board deck numbers actually matched the system of record.

DK
David Kim
COO, Series A hardware startup

He speaks founder, not consultant. Practical, sequenced advice on when to move off QuickBooks and what to move to. No jargon, no overselling.

MP
Maya Patel
Founder, Angel-stage marketplace
Get In Touch

Let's talk about your systems.

Tell us where things feel messy, whether ERP, AI, or both, and we'll follow up with next steps.

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