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Collaborating
​​START U UP works behind the scenes, providing whatever level of management support our clients require.

Our Services

START U UP specializes in management support for financial services firms, including:

Chief Financial Officer

  • Business Plans and Budgeting

  • Compliance Planning and Oversight

  • Investor Relations and Pitching

  • Mergers & Acquisitions Support

  • Due Diligence and Analysis

  • Insurance: General, Directors & Officers, Key Man, Errors & Omissions

  • Auditor Selection and Client Liaison

  • Banking and Prime Broker Relations

  • Outside Fund Administrator Selection and Liaison

Legal Activity Support

  • Entity Creation and Tax Structure

  • Selection of Legal Counsel

  • Liaison with Outside Counsel 

  • Chief Compliance Officer 

  • Prepare and Review:
      • Fund Documents
      • Professional Ethics
      • Employment Contracts
      • All Other Legal Documents

Human Resources Support

  • Compensation and Benefits Package Design

  • Employee Handbook

  • Staff Training 

  • HR Ombudsman for Employees / Employee Complaint Resolution

  • Retirement Plan Design and Implementation

Administrative and Operations Support

  • Technology

  • Real Estate and Negotiations

  • Office Operations

  • Corporate Identity

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