Streamlining Operations for a Multi-Strategy Asset Manager
DCM Advisors (also known as Dinosaur Capital Management Advisors) is a multi-strategy investment firm serving institutional clients and financial advisors across the U.S. With fewer than 10 employees, the firm relied on lean operations—but faced bottlenecks in its quarterly marketing and reporting cycles. From 2021 to 2024, I served as a key marketing and operations contributor, helping modernize their digital infrastructure, automate quarterly reporting, and accelerate sales enablement.
“In a regulated environment like investment management, reporting delays can mean missed opportunities. We built repeatable, audit-ready workflows that moved faster—without breaking compliance.”
It All Started with a Backlog of Fact Sheets
When I joined, DCM’s marketing materials—including pitch books, fact sheets, and website data—were built through a highly manual process:
- Data was collected from multiple sources (e.g., Bloomberg, SS&C Advent, Ultimus Fund Solutions)
- Sheets were printed, annotated by hand, scanned, and emailed to a designer
- Updates required Adobe Illustrator, multiple email chains, and often took 4+ weeks
I stepped in and overhauled the process from the ground up. Within three months, we collapsed a fragmented, multi-person pipeline into a single-source-of-truth system—all maintained in-house, with zero code.
A Digitally Modern, Compliance-First Workflow
✔ Fact sheets, pitch books, and website updates from one database
I built a centralized data layer in Google Sheets, which served as the core data source for quarterly fund performance. That data powered:
- Google Slides-based pitch books
- Fact sheets with live-linked tables & charts
- Website visualizations powered by Datawrapper
✔ Reduced turnaround time by 75%
With the new process, we went from a 1-month+ delay on quarterly materials to a 5–10 day turnaround, allowing the sales team (Vision4 Fund Distributors) to move faster with fresh, compliant materials.
✔ Designed and launched a new Webflow website
Initially working with a design agency, I later took full ownership of DCM’s web presence, eliminating agency costs and building all updates in-house with Webflow.
✔ Worked across multiple compliance teams
I coordinated quarterly reviews with:
- FilePoint
- Ultimus Fund Solutions
- SECCC
- In-house CCO Anthony GiorgioEnsuring all communications and updates were fully compliant before being distributed to clients and sales partners.
A Digitally Modern, Compliance-First Workflow
Time Saving & Operational Efficiency
- Reduced quarterly marketing turnaround from 30+days to under 10
- Consolidated design, reporting, compliance, and web into one system
Cost Reduction
- Eliminated dependency on outside web & design vendors
- Built internal systems using free or low-code tools
Revenue Impact
- Supported AUM inflows exceeding $10M providing sales enablement materials on time
- Delivered up-to-date, professional, and compliant presentations for Vision 4 Fund Distributors
Digital Ownership
- Took full control of CMS, blog, andsite updates via Webflow
- Designed investor-ready visuals and charts using Datawrapper and Google tools
“At a small firm like DCM, I didn’t just build presentations — I built a repeatable engine that turned raw data into high-trust marketing assets, fast. And I made sure it got through compliance every single time.”
