Business Advisory and Execution Services

We provide a range of consulting services aimed at helping participants in the Capital Markets Ecosystem meet their growth, scale, innovation and optimization needs.  Unlike traditional consulting firms, we assist our clients with implementing their needs.

Offerings

Growth Strategy Planning and Execution

Organic Growth

  • Growth strategy development
  • Growth options evaluation and market opportunity assessment
  • GTM strategy development and roll-out

Inorganic Growth

  • Organic/inorganic growth opportunity assessment
  • Target identification and evaluation
  • Fintech alliances and partnerships
  • Spin-outs, consolidation and strategic transactions guidance and support

Strategic Collaboration and Industry Consortiums

  • De Novo consortium design, development and launch
  • Project/program management and operationalization support for existing consortiums
  • GTM strategy development and roll-out

Fintech Scale

  • Revenue growth and business development​
  • Scale through focused outreach​
  • Industry relationships ​
  • Product/market fit – validation​
  • Capital (investment and human)​
  • Fractional CXO (to support leadership in a cost-effective manner)​
  • Guidance on governance model (for first time CEOs)​
  • Corporate development/strategic partnerships/M&A​

Domain Partner Services

  • Developing and validating thematic/transformative investment opportunities (based on our operating experience and market intelligence)
  • Target identification and market intelligence Leveraging Internal proprietary database and on-going dialogue with 100+ fintech firms
  • Due diligence - Robust due diligence capabilities, supported by deep operating experience and industry/domain knowledge
  • Operating partner services for portfolio companies:
  • Fintech scale (to optimize revenue and drive growth)  
  • Product and technology optimization (leveraging emerging technologies)
  • Finance and treasury management (to optimize use of cash)

Product and Technology Transformation*

  • New product launch strategy, design and execution
  • Technology stack evaluation, redesign, upgrade or optimization
  • Process/workflow automation by leveraging emerging financial technologies
  • Fintech vendor assessment and strategic partnerships

* Our product and technology transformation services to the institutional investment managers are provided through our affiliate, OPCO.AI

Capital Markets Ecosystem

We provide our services as required to various participants in the Capital Markets Ecosystem.

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