Designer

For many businesses in major North American cities like Toronto, Vancouver, Miami, New York City, etc,  managing cash flow can feel like a constant juggling act. You’re tracking income, expenses, and trying to predict future liquidity, often with a spreadsheet that’s become more labyrinth than ledger. But what if you could move beyond reactive tracking

Client Overview: The client was a founder-led home security startup operating in the Smart Home / Consumer Tech industry. At the time of partnership in 2019,the business had significant promise but was in its nascent stages, lacking customers, revenue, and a substantial team beyond its three core founders. Executive Summary: In 2019, DNA Core Management

Client Overview Confidential Client: AgTech ClientIndustry: Agricultural Technology (AgTech)Timeline: 12 MonthsServices: Financial Infrastructure, Private Equity Fundraising, Operational Strategy, VendorOptimization, Supply Chain Development The Situation In 2023, our client founder-led AgTech startup-was preparing to scale but lacked the financial systems, compliance processes, and operational infrastructure required for growth and investment. They needed a strategic partner to