We partner with senior executives and key stakeholders of investment management and financial services firms to carefully weigh possibilities, assess and manage risk, and ultimately select a strategic vision with the strongest potential for stakeholder value and success.
Startup Advisory
- Service Provider Selection
- Operational Infrastructure Setup
- Technology & System Selection
- Setup of Bank Accounts
- Expense Matrix and Allocation Methodology
- Establishment of Internal Controls and Cash Movement Protocols
- Financial, Operational and Valuation Policies and Procedures Development
Business Advisory and Consulting
- Launch advisory and ongoing consulting
- Service provider selection
- Operational infrastructure setup
- Setup of bank accounts
- Establishment of internal controls and cash movement protocols
- Financial, operational and valuation policies and procedures development
- Infrastructure support
- Operational continuity management
- Disaster recovery plan development
- Liquidity services
- Fund dissolution services
- Internal control reviews
Get in touch today
Our team is waiting to help you.
