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Advisory Services

Our portfolio founders are driven by transformative ideas
and ambitious vision. We provide the roadmap to help
them execute and turn those ideas into industry-
changing businesses.

The Case For Growth

01

Guidance to
Forge Onward

DCA provides strategic services and support to help our portfolio companies commercialize, scale, and grow. While we can support our companies across many areas, our most effective role is helping you plan, build out, and maintain your back office business strategy. We provide strategic finance, back office, and investor communications support to our portfolio companies across multiple industries and geographies.

Our team has strong experience with financial modeling and forecasting, cash management, research, due diligence, administration, business development and M&A transactions, and data analytics. Our goal is to help you understand your business better by giving you visibility into the key drivers behind your numbers and help develop a strategy to maximize your business’ potential.

02

Financial
Services List

Our advisory services embody an approach that addresses a wide range of representative challenges faced by growing startups, including:

  • Comprehensive financial model development and maintenance
  • Forecasting
  • Cash planning
  • Business model development, pricing models, and channel strategy testing
  • Key decision support utilizing financial analysis, variance assessments, forecasting, and Key Performance Indicators (KPIs).
  • Report drafting and publishing
  • Budget analysis
  • Presentations to the executive team and board members
  • Financial policy assessment
  • Comps analysis
  • M&A and debt and equity financing assessment
  • Data analysis projects
  • Investor relations and communications

DCA for Investors

DCA for Founders
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“I started my relationship with DCA as an investor, what I got was a trusted, invaluable partner. I’ve had many investors and advisors, none of them compared to the actual impact that DCA has had on the success of my company. If you are lucky enough to be included DCA’s portfolio, you will have access to best-in-class FP&A professionals, trusted advice, and genuinely good people.”
-Cindy Jordan, CEO Pyx Health
“

“They are not an ordinary external vendor; they really are a part of our team and are just as invested as any founder of our company We know that they have our back and are someone that we can rely on as we continue to navigate the new waters every time we hit new growth milestone.”
–Scott Schrand, COO Schola
“

“We have had a very positive experience working with the DCA team. Their updates are completed with the highest integrity which helps accountability & transparency throughout the firm.”
-Seth Merritt, Co-Founder & CEO Welby Health
Contact DCA
Drop us a line to talk about whether DCA is the right partner to help your
business reach new heights.
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