Your Quiet Advantage

Operational execution, designed for leaders who value consistency at scale.

Assivo designs and operates critical business workflows across finance, data, and core operations.

We build and staff fully managed global teams—handling recruitment, training, turnover, and performance—so you’re accountable to outcomes, not headcount. Execution compounds without your constant management.

We apply the rigor of institutional finance and strategy consulting to outsourced operations: clear accountability, fixed-price structures, outcome-oriented delivery. As an independent, privately held firm, we prioritize long-term client outcomes over capital-based timelines.

The result: durable operational infrastructure that runs quietly in the background—freeing leadership to focus on growth, strategy, and the work that actually moves the business forward.

Comprehensive Service Areas

We deliver recurring execution across workflows critical to business performance—where precision matters, consistency is essential, and accountability drives results.

Industry Expertise

Healthcare

Our Contribution

We bring HIPAA-aligned workflows to revenue cycle management, claims processing, and clinical documentation—ensuring both regulatory compliance and efficient business operations.

Our Focus

Medical Billing
Coding
Claims Processing
Clinical Documentation Improvement
Healthcare

Healthcare

Real Estate

Our Contribution

We streamline property data management, transaction processing, and market research—accelerating deal flow and portfolio management.

Our Focus

Property Data Processing
MLS Management
Market Research Coordination
Real Estate

Real Estate

Lending & Insurance

Our Contribution

We verify documents, structure review systems, and deliver clean audit trails across lending, policy, and compliance processes—accelerating both compliance and revenue.

Our Focus

Loan Processing
Underwriting Support
Claims Management
Risk Assessment
Lending & Insurance

Lending & Insurance

E-commerce

Our Contribution

We unify product catalogs, optimize marketplace presence, and maintain order accuracy—creating seamless customer experiences that drive revenue.

Our Focus

Product Data Management
Marketplace Optimization
Order Processing Workflows
E-commerce

E-commerce

Supply Chain & Manufacturing

Our Contribution

We organize vendor data, track quality metrics, and coordinate logistics workflows—ensuring operational visibility and supply chain reliability.

Our Focus

Procurement Coordination
Logistics Management
Quality Control Documentation
Supply Chain & Manufacturing

Supply Chain & Manufacturing

Travel & Hospitality

Our Contribution

We manage booking data, guest records, and analytics workflows—optimizing revenue management and guest satisfaction.

Our Focus

Reservation Management
Guest Data Processing
Hospitality Analytics
Travel & Hospitality

Travel & Hospitality

Content & Creative

Our Contribution

We moderate content at scale, process multimedia assets, and deliver creative outputs—maintaining brand consistency and platform safety.

Our Focus

Content Moderation
Multimedia Processing
Creative Asset Management
Content & Creative

Content & Creative

Functional Excellence

Data & Document Processing

Client Challenge

Revenue growth limited by data bottlenecks; teams overwhelmed by high-volume processing.

Our Focus

Data Entry
Document Processing
Research Coordination
Competitive Intelligence
Data & Document Processing

Data & Document Processing

Finance & Accounting

Client Challenge

Strategic finance initiatives delayed by transaction-level workload and reporting complexity.

Our Focus

Accounts Payable/Receivable
Financial Reporting
Month-End Close Support
Finance & Accounting

Finance & Accounting

Human Resources

Client Challenge

Strategic HR initiatives delayed by administrative workload and compliance requirements.

Our Focus

Employee Data Management
Benefits Processing
Recruitment Coordination
Human Resources

Human Resources

Customer & CRM

Client Challenge

Customer experience suffers from fragmented data across systems and platforms.

Our Focus

CRM Management
Customer Database Maintenance
Lead Processing Workflows
Customer & CRM

Customer & CRM

Enterprise Systems & Data Management

Client Challenge

Technology investments underperform due to data management complexity and system integration challenges.

Our Focus

ERP Management
Database Administration
Enterprise Data Governance
Enterprise Systems & Data Management

Enterprise Systems & Data Management

AI & Machine Learning

Client Challenge

AI initiatives stalled by training data preparation and quality assurance bottlenecks.

Our Focus

Data Annotation
AI Training Support
Machine Learning Operations Coordination
AI & Machine Learning

AI & Machine Learning

Client Success Stories

Transformation through Structure

financial services firm

From Scattered to Streamlined

A financial services firm struggled with inconsistent data across multiple systems, causing reporting delays and compliance concerns. Our team implemented structured validation processes and consolidated workflows, reducing monthly close time by 40% and eliminating data discrepancies.

The CFO now receives accurate reports on time, every time—without having to manage the process.

healthcare technology provider

From Backlog to Breakthrough

A healthcare technology provider faced a 12,000+ record backlog of claims requiring specialized processing. Our structured workflow system absorbed 95% of the backlog within 60 days while maintaining 99.7% accuracy.

The operations team regained capacity to focus on patient care initiatives rather than administrative catch-up.

digital marketplace

From Overwhelmed to Optimized

A digital marketplace with 200,000+ product SKUs couldn’t maintain accurate catalog data during rapid growth. Our dedicated team implemented standardized enrichment processes and governance protocols, resulting in a 45% increase in search accuracy and a 30% reduction in customer support tickets.

The product team now focuses on innovation rather than data maintenance.

Principal’s Biography

Karan R. Vaswani

Karan R. Vaswani

I come from a community with a deep reliance on intellectual capital, reputation, and operational agility. Sindhis carry a history of total loss, recovery, and resilience that instilled in me a respect for building institutions designed to endure across market cycles, where rigorous accounting and disciplined operations are preconditions for survival and compounding.

My early career followed a deliberate apprenticeship under senior practitioners in institutional finance, strategy, and risk. This formation emphasized foundational frameworks of capital and execution, shaping an approach to building businesses where transparency, accountability, and durability are embedded in the operating model.

I began my career at Ernst & Young, working in risk advisory and internal audit for healthcare organizations. Working under Anthony Carmello, I served client CFOs to define, test, and validate internal control frameworks, developing a lasting focus on accounting rigor and the mechanics of accountable execution.

This foundation in internal controls and accounting rigor proved directly applicable when I was recruited by Summit Partners to join National Veterinary Associates (NVA) in corporate development and M&A, following Summit’s $128 million equity investment into the company in 2007. At the time, NVA operated approximately 100 hospitals. I worked under the management team—including founder Stan Creighton and CEO Greg Hartmann—and alongside Summit during the Global Financial Crisis. Over a three-year period, I originated and completed the acquisition of approximately 50 veterinary practices and spoke with thousands of independent practice owners, gaining direct exposure to succession planning, business valuation, operational risk, and owner-level decision-making under uncertainty. These efforts helped establish disciplined, first-principles frameworks within the corporate development function during a period of severe market stress. Since that time, NVA has scaled significantly through subsequent sponsorship by Ares Management and later JAB Holding Company, and today operates over 1,500 veterinary hospitals and pet care centers.

Following NVA, I moved to New York City to work in investment banking within the Financial Sponsors Group at Wells Fargo Securities. I worked under senior bankers with deep experience in leveraged finance and sponsor-backed capital structures, directly under Brian Van Elslander, with the platform later shaped by Malcolm Price. Both came from Credit Suisse, whose leveraged finance platform drew heavily from the traditions and talent of Donaldson, Lufkin & Jenrette (DLJ)—a foundational force in the leveraged finance market—and helped build the group with the rigor, discipline, and underwriting standards associated with that lineage. I advised private equity sponsors and supported execution of over $10 billion in M&A transactions and financings for firms including Blackstone, KKR, and Apollo Global Management.

I later joined The Boston Consulting Group (BCG) as a strategy consultant, advising financial services and fintech organizations on operational effectiveness, organizational design, and private equity due diligence efforts. During this time, I worked under Ashwin Adarkar, a pioneer in business process outsourcing who helped establish McKinsey & Company’s India office beginning in 1992.

In 2017, I founded Assivo.

Assivo applies the rigor of institutional finance and strategy consulting to outsourced operations, with a focus on clear accountability, fixed-price commercial structures, and outcome-oriented delivery. As an independent, privately held firm, Assivo structures partnerships around client priorities—emphasizing continuity, transparency, and long-term operating stability—with alignment mechanisms that prioritize long-term client outcomes and relationship integrity over capital-based timelines.