What We Do
Optimize & Scale
The business has grown. Has the way it runs kept up?
NovaStone helps growing financial services and digital asset firms strengthen how they operate, decide and stand up to institutional scrutiny — so the business runs leaner, gets more done, and banks and investors say yes faster.
Three ways in.
Not sure which fits? See Where You Are →Streamline operations
Clear ownership, less duplication and a steady operating rhythm — so the team gets more done without adding cost.
For
Firms with real traction and a set-up built for an earlier stage.
You'll have
- Clear roles, decision rights and an operating rhythm.
- KPIs, budgets and reporting the leadership team actually uses.
- A business that can take on more without everything slowing down.
- Lower cost to run as the business grows: fewer handoffs, less rework, less time lost in meetings.
Strengthen controls
Practical controls people actually follow, each with a named owner.
For
Firms that hold, or are applying for, a licence.
You'll have
- Key risks mapped to controls and named owners.
- Monitoring sized for today, with room to scale.
- Open findings closed, working with your compliance and legal teams.
Get investor & bank-ready
Evidence organised and answers prepared before diligence starts.
For
Firms heading into a raise, bank or custodian onboarding, or a sale.
You'll have
- A readiness check against what banks and investors typically ask.
- One organised data room: policies, controls and MI.
- Support through the diligence process itself.
Where most scaling work begins.
Usually with an Operating Assessment. An Implementation Sprint then puts the fixes in place, and a Fractional COO or Operating Partner keeps them embedded.
See flexible engagements →Questions
No. NovaStone provides operational support and works alongside your counsel and compliance team. It doesn't give legal, regulatory or investment advice.
The senior operator you meet on the first call.
Project work is a fixed fee, agreed before we start and based on scope. Ongoing roles are monthly.
You do. NovaStone builds the options and does the work; the leadership team decides.
With a 30-minute conversation. If there's a fit, a focused Strategy or Assessment comes next, then a proposal.