OpsCheck
OpsCheck is a cloud-based SaaS workflow management platform for financial operations teams at hedge funds, PE/VC firms, asset managers, RIAs, family offices, and fund administrators. It replaces spreadsheets and email-based task tracking with centralized workflow automation, compliance calendars, and audit trails on a subscription basis.
- Company typePrivate
- Founded2015
- HeadquartersFreehold, United States
- Headcount1–10
- GTM typeB2B
- OfferingSoftware
What OpsCheck does
OpsCheck, operated by FJC Partners, LLC, is a cloud-based SaaS workflow management platform purpose-built for financial operations teams at hedge funds, private equity firms, venture capital funds, asset managers, RIAs, family offices, fund administrators, and accounting firms. The platform replaces spreadsheet- and email-based task tracking with a centralized dashboard for task management, workflow automation, document management, project oversight, compliance calendars, reconciliation workflows, and audit trail capture. Core platform features include a personalized task dashboard, built-in notes and chat collaboration, visual reporting with drill-down analytics, a universal third-party integration API, granular internal/external access controls, full exportable audit trails, mobile-friendly access, two-factor authentication, and SAML support.
The business operates on a subscription SaaS model with quote-based enterprise pricing, annual billing cadence, and a 60-day free trial for customer acquisition. Go-to-market relies on direct sales with personalized demos, a self-serve trial funnel, and content marketing via blog, LinkedIn, YouTube, Facebook, and SEO-optimized website. The company holds SOC2 Type 2 certification and maintains GDPR, CCPA, and COPPA compliance frameworks.
OpsCheck is a small, founder-led, bootstrapped private company headquartered in New Jersey, with 1-10 employees and no disclosed institutional funding. Named customers include Connor, Clark & Lunn (asset management) and Quoine (crypto-fintech). The company operates globally with no disclosed geographic restrictions and positions itself as the only workflow management system designed specifically by veteran finance professionals for institutional financial operations.
OpsCheck firmographics
Firmographics- Name
- OpsCheck
- Legal name
- FJC Partners, LLC
- Website
- https://opscheck.com
- Company type
- Private
- Founded year
- 2015
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- OpsCheck is a cloud-based SaaS workflow management platform for financial operations teams at hedge funds, PE/VC firms, asset managers, RIAs, family offices, and fund administrators. It replaces spreadsheets and email-based task tracking with centralized workflow automation, compliance calendars, and audit trails on a subscription basis.
- Ownership category
- akta.pro rank
OpsCheck industry classification
Industry- Product category
- Financial Operations Workflow Software
- NAICS
- Computing Infrastructure Providers, Data Processing, Web Hosting, and Related Services (5182)
- SIC
- Services-Computer Processing & Data Preparation (7374)
- akta.pro primary industry
- Enterprise Work Management & Collaborative Workflow Platforms (HDAEAHAI)
Keywords
Where OpsCheck is headquartered
LocationHeadquarters
- HQ city
- Freehold
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
OpsCheck business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Personnel, Technology or R&D, Marketing or Sales, Infrastructure, Operations
Revenue model
- SaaS Subscription: OpsCheck operates as a subscription-based SaaS platform. Enterprise account customers pay a subscription fee for access to the platform. Trial account customers can access services at no charge for a limited trial period. The company offers a 60-day free trial period.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Enterprise Subscription - Custom pricing based on firm size and requirements |
Distribution channels2 records
Marketing channels6 records
OpsCheck product offering
Product offeringCore offering
OpsCheck is a cloud-based SaaS workflow management platform built for financial operations teams that consolidates task management, workflow automation, document management, project oversight, compliance tracking, and audit trails into a single integrated tool. It replaces spreadsheet- and email-based operational tracking with a centralized, role-based control system featuring real-time dashboards, automated compliance timelines, alerting before missed deadlines, and a universal API for integration with other applications. The platform is designed for use by hedge funds, private equity, venture capital, real estate funds, asset managers, RIAs, fund administrators, accounting firms, and family offices.
Product overview
OpsCheck is a single unified SaaS platform providing advanced workflow management for finance teams. The core OpsCheck product combines task management, project oversight, and workflow automation into one centralized system designed specifically for financial operations, compliance, and oversight. The platform includes features for operations & accounting, compliance management, project management, task tracking, client service, and audit trail functionality, all accessible through a unified dashboard with real-time views across teams.
Differentiator
Problem solved
Functional benefit
Products and services
- OpsCheck Workflow Management Platform Cloud-based SaaS workflow management and operations oversight platform that combines task management, project oversight, workflow automation, document management, compliance tracking, and audit trails into a single unified tool. Designed for institutional financial services firms including hedge funds, private equity, venture capital, real estate funds, asset managers, RIAs, fund administrators, accounting firms, and family offices. Provides real-time visibility across teams, automated compliance timelines, pre-deadline alerts, and granular internal and external access control.
Quantifiable outcome
- Replaces spreadsheet and email-based workflow management
- +4 more outcomes
Companies that use OpsCheck
Customer profileNamed customers2 records
Segments14 records
Ideal customer profiles1 record
OpsCheck technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- Yes
- API docs
- API detail
Core technology
AI maturity
App detail
Integration2 records
Feature11 records
OpsCheck partnerships and signals
Strategic signalScale indicators2 records
Recent moves4 records
Expansion highlights4 records
OpsCheck competitors and assessment
Company assessmentDirect peers
- Workiva: Cloud platform for financial reporting, SEC filings, SOX compliance, and risk management used by investment managers and asset managers — competing for the same operational workflow, compliance, and audit-trail budget as OpsCheck.
- AuditBoard: Audit, risk, and compliance management platform widely used by financial services, including investment managers and fund administrators, for workflow automation, audit trails, and regulatory reporting — directly overlapping OpsCheck's compliance and audit-trail value proposition.
- Resolver: Risk and compliance management software with workflow automation for incident, audit, and compliance processes, frequently deployed in financial services — directly comparable to OpsCheck's workflow and oversight capabilities.
- Onspring: Workflow automation and GRC platform with process and compliance management capabilities for financial services and other regulated industries — directly comparable to OpsCheck's task management, workflow, and audit-trail offerings.
- NAVEX Global: Risk and compliance management platform covering policy, workflow, audit, and regulatory documentation for financial services — directly comparable to OpsCheck's compliance program management and audit-trail functionality.
- Diligent (HighBond): Governance, risk, and compliance (GRC) platform with workflow automation, audit, and board reporting capabilities used across financial services — overlapping with OpsCheck's compliance workflows, audit trails, and reporting features.
Broad incumbents
- Smartsheet: Large, general-purpose work management and workflow automation platform increasingly used by financial services teams for operational workflows — competes for the same buyer budget as OpsCheck, though without OpsCheck's financial-services vertical specialization.
- Monday.com: General-purpose work operating system with workflow automation, integrations, and reporting; increasingly used in financial services for project and task management, providing broader but less domain-specific competition for OpsCheck.
- Asana: Widely adopted work management platform with workflow automation features; financial services teams use it for operational and compliance task tracking, making it a substitute (though less specialized) for OpsCheck.
- Wrike: Enterprise work management platform with workflow automation, approvals, and reporting used by financial services firms — a generalist alternative to OpsCheck for teams needing operational workflow and compliance tracking.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks6 records
Key highlights7 records
Customer concentration
OpsCheck social profiles
Digital presenceOpsCheck compliance and trust
Trust signalCompliance5 records
OpsCheck financial estimates
Financial estimateRevenue estimate
Valuation estimate
OpsCheck leadership team
Management profileNumber of profiles
Profiles1 record
OpsCheck funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
OpsCheck M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about OpsCheck
What does OpsCheck do?
OpsCheck is a cloud-based SaaS workflow management platform built for financial operations teams that consolidates task management, workflow automation, document management, project oversight, compliance tracking, and audit trails into a single integrated tool. It replaces spreadsheet- and email-based operational tracking with a centralized, role-based control system featuring real-time dashboards, automated compliance timelines, alerting before missed deadlines, and a universal API for integration with other applications. The platform is designed for use by hedge funds, private equity, venture capital, real estate funds, asset managers, RIAs, fund administrators, accounting firms, and family offices.
Is OpsCheck a public or private company?
OpsCheck is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was OpsCheck founded?
OpsCheck was founded in 2015. It employs 1 to 10 people.
Where is OpsCheck based?
OpsCheck is headquartered in Freehold, United States, in the North America region.
How does OpsCheck make money?
One revenue line is on record: saaS Subscription.
Who are OpsCheck's main competitors?
Direct peers on record are Workiva, AuditBoard, Resolver, Onspring, NAVEX Global and Diligent (HighBond). Broad incumbents are Smartsheet, Monday.com, Asana and Wrike.
Does OpsCheck have an API?
Yes. OpsCheck offers a secure API that allows unlimited customization and enables firms to integrate with any software application. The API facilitates efficient, centralized information-sharing with simple review and tracking in a single location. Firms can use the API to customize app interaction and connect data flows. Developer documentation is at opscheck.com.
What industry is OpsCheck in?
OpsCheck's product category is Financial Operations Workflow Software. Its primary akta.pro industry code is HDAEAHAI, Enterprise Work Management & Collaborative Workflow Platforms. Its NAICS code is 5182 and its SIC code is 7374.