Our method follows five stages: Diagnose (understand objectives, constraints, stakeholders), Design (structure, governance, capitalization, controls), Build (entity/program setup, talent, vendors, tech stack), Operate (run with stage gates, risk registers, and cadence), and Transition (wind‑down, reintegration, or sell‑down). We use clear RACIs, decision logs, and OKR cascades to keep owners and accountabilities unambiguous.
Typical deliverables include a Special Purpose charter and value thesis, governance handbook, organization and role maps, policy and control matrices, capitalization and funding model options, vendor and SLA frameworks, program roadmaps, integrated risk register, and executive dashboards linking spend to outcomes. You receive a single source of truth for decisions, risks, and performance.
We align to recognized frameworks—COSO internal control, audit‑ready documentation standards, ISO‑27001 expectations for information security, and privacy-by-design where data is processed—and coordinate with your legal and tax advisors for entity, AML/KYC, transfer pricing, and reporting considerations. The result is a structure that advances goals without creating control gaps or reputational exposure.
