Ross’s AUM has grown from $200M to $250M since 2023 — generating $500K in additional revenue.

Ross Baird CEO, Blueprint Local

$4MM+ Annual Revenue  |  4+ Person Hybrid Team   |  10 Years in Business

Position Hired: Director of Operations (Finance)

Ross Baird Headshot

"It's so different, and so much better."

Ross Baird II, CEO, Blueprint Local

$4MM Annual Revenue | 4+ Person Hybrid Team

Position Hired: Director of Operations (Finance)

Topline Results

$50 MillionIncrease in deployed capital
$500KEstimated annual revenue increase 
25%YoY Revenue growth
2 Years+Length of relationship
2New investment funds launched in the last year.
20Hours reclaimed for strategic thinking/capital raising.
50%Increase in “deep thinking” time blocks

The Challenges

  • Ross was still directly managing many non-investment operations tasks: finance, investor relations, HR, and compliance tasks on top of his primary role leading strategy and raising capital.
  • 60+ hour work weeks left little time for strategic planning, business development, or deep work – and his client base was growing rapidly.
  • Critical investor reporting, budgeting, and compliance tasks often pulled Ross’s focus away from growth opportunities.

The Yutori Solution

We assessed Ross’s Visionary leadership style, zone of genius in capital raising, and psychometric profile to design the ideal Integrator match. Within 12 weeks, we placed Halle – a Director of Operations with high dependability, strong compliance expertise, and a track record in investor relations. She absorbed 20 hours of Ross’s operational work each week, plus 20+ additional hours Ross hadn’t even touched. Ross can now use his additional time to focus on strategy and fundraising.

Ross (CEO)Halle (Director of Ops)
Visionary with a constant flow of new ideas, but still managing ops tasks.Integrator managing 4+ team members and multiple high-stakes processes.
Zone of genius: sales and capital raising.Zone of genius: finance operations, compliance, and investor relations.
Psychometric tendencies: high openness, highly enterprising, moderate dependability, high risk tolerance.Psychometric tendencies: Moderate openness, highly enterprising, high dependability, low risk tolerance.

Because of our flat-fee model, Ross confidently chose the candidate best aligned to his needs, not the one with the higher price tag. This ensured both a perfect skills fit and long-term ROI. Blueprint Local has grown by $50 million in deployed capital and $500,000 in additional revenue in the last 2 years, a direct result of Ross’s ability to work in his zone of genius.

Ross’s Words

“I’ve had very little positive experience with traditional recruiters–it’s always a lot of resumes, but not a lot of thoughts. Yutori’s process and the flat-rate pricing is so different and so much better because they’re incentivized by the process itself. We came down to two candidates, and actually went with the one with a lower base salary, and it was perfect.”

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