SERVICES OVERVIEW

DNA delivers superior operations and business strategy services to financial services companies and their service providers, at every stage of the business lifecycle.

High Value Consulting (Project Oriented)

Co-sourced/Outsourced Solutions

Capital Development Initiatives

THESE SERVICES CAN BE PERFORMED AS:

Strategic
Business

Planning

All aspects of a firm’s launch or strategic capital development. DNA serves as advisor or can negotiate on a clients’ behalf, if desired. As firms mature, DNA provides current state assessments and target operating model analytics to assure client’s are keeping up with industry practices and are targeting the proper capital channels for their business.

Operations
& Finance

Support services for Middle and Back Office functions in a project-based, co-sourced/out-sourced capacity. DNA integrates the right mix of team and technology to allow a firm to concentrate on its primary focus of business.

Compliance

DNA offers its clients practical advice for a complex regulatory environment. Its services range from assistance with initial firm documentation to supporting CCO daily functions on an outsourced/co-sourced environment while preparing for the ever-changing regulatory road ahead.

Due Diligence

DNA’s Operations Due Diligence capabilities are applicable across a wide spectrum of disciplines – including the evaluation of potential investment or acquisition targets, preparing for capital raising, preparation for a firm’s own ODD/Marketing requirements or for reviewing potential strategic service providers.

Investor

Services

DNA prepares firm’s for proper capital development by providing a roadmap to the proper investor types.  In combination with DNA’s Cooperative Company Network we have partnered with branding, marketing and fund raising companies to support all facets of the capital raising/investor process.