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.

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High Value Consulting (Project Oriented)

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Co-sourced/Outsourced Solutions

THESE SERVICES CAN BE PERFORMED AS:

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Strategic
Business

Planning

Strategic Business planning comes in many flavors; from a launch of a new business to the expansion into new markets or business lines, DNA can support you in this critical phase of development. As firms mature, DNA can provide further strategic current state assessments and target operating model analytics to assure clients are keeping up with industry best practices.

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Operations
& Finance

DNA provides support for Middle and Back Office functions throughout an entity’s lifecycle on an outsourced or project-oriented basis.  DNA integrates the right mix of team and technology to allow a firm to concentrate on its primary focus of business.

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.

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Due Diligence

Capital Development

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 communication process.

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Compliance

DNA offers its clients practical advice for a complex regulatory environment. Its services range from assistance with initial firm & counterparty documentation to supporting CCO daily functions on an outsourced or project-oriented basis.