Learn More About Our Six Practice Areas Below
1: RESEARCH PROCESS MANAGEMENT
2: RESEARCH FRANCHISE SUPPORT
3: FINTECH INTEGRATION solutions
4: HUMAN RESOURCES management
5: c-suite advisory services
6: COMPANY FORENSICS
RESEARCH PROCESS MANAGEMENT
internal, bespoke, confidential research process management
Our flagship service offers the following value proposition to a portfolio manager or asset management firm:
Primary: Compress your front-office research costs by at least 50%.
Secondary: Reduce related organization support costs (and potential liabilities) around payroll, vacation, insurance, HR compliance, and subjective year-end bonus discussions.
Our affiliated human Resources management platform
Demystifying the art of recruiting is in itself a creative practice: It requires finesse, strategic structuring, and in many ways, empathy.
At the end of the day, working with people is a profoundly personal experience. We give you a unique, fresh, holistic HR approach, so your company can get the best competitive advantage.
Research franchise Support
independent research firm Incubation & amplification platform
For emerging independent research firms:
You must first appreciate that the way people consume research is constantly in flux and research buyers and sellers must adapt quickly. We anticipate these changes on your behalf so you can focus more on creating industry leading content and leave the business building requirements to us.
For established research firms or top ranked analysts:
We help you better understand and navigate the varying revenue streams and distribution models with a partnership, incentive structure alignment mindset. We supplement, not replace, your existing sales team, operations and compliance apparatus.
c-suite advisory services
Buy Side STRATEGY Consult & Investor relations enhancement
Please have the appropriate person at your firm contact us directly at email@example.com in order to schedule a consultation to discuss this service.
fintech integration solutions
fintech & alternative data Firm evaluation, integration, & distribution services
The startup and established fintech marketplace is still a new and fierce frontier that requires advocates at every turn.
We simplify this fog of war helping your company and product navigate the fluctuating challenges in distribution and monetization.
With the consistent introduction of varying revenue streams and distribution channels, the opportunity for profit grows, but so does the complexity. The end goal should be to keep you and your firm two steps ahead. That’s where we come in.
Company Evaluation, SITUATIONAL ASSESSMENT, & stakeholder engagement solutions
The investing landscape and its actors have always been a little bit like the Wild West. There’s a lot of potential, but rules and regulations are often bent beyond their first principles.
Identifying bad actors has become more challenging than ever in a digital age. Should you find yourself an involved stakeholder (investor, employee, vendor, other) let us be your advocate.