ADVISORY

We design plans and manage projects for new entrant startups and existing market participants seeking to build or enhance their operating platforms with best practices

Holding Entity Formation
Capital & Financing
Licensing & Registrations
Compliance Readiness
Technology Requirements & Implementations
Buy Box & Pricing Models
Staffing Model Design
Outsourced Staffing
Contract Templates

3rd Party Vendor Engagements
Collateral/Due Diligence Scopes
Reporting Requirements & Templates
Investor Approval Process
Deal Process Workflows
Portfolio Management & Surveillance Systems
Policies & Procedures
Internal Audit Testing

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