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ADVISORY SERVICES

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

The Case For Growth

01

GUIDANCE TO FORGE ONWARD

DCA provides strategic advisory services that will help commercialize, scale and grow your business.

Our goal is to partner with you. We will provide visibility into key drivers behind your numbers to develop a strategy that will maximize business potential.
Our team of experts is highly experienced in financial modeling and forecasting, cash management, research, due diligence, administration, business development, M&A transactions and data analytics.
We offer expert financial, back-office, investor strategy and communications support to our portfolio companies that span across multiple industries and geographies.

COMPREHENSIVE LIST OF FINANCIAL SERVICES WE PROVIDE

01
Comprehensive Financial Model Development & Maintenance
02
Business Model Development, Pricing Models & Channel Strategy Testing
03
Key Decision-Making Support utilizing Financial Analysis, Variance Assessments, Forecasting & KPIs
04
Executive & Board Room Presentation Support
05
M&A and Debt & Equity Financing Assessment
06
Report Drafting & Publishing
07
Budget Analysis
08
Forecasting
09
Financial Policy Assessment
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Comps Analysis
11
Cash Planning
12
Data Analysis Projects
13
Investor Relations & Communications

“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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