Service Providers
Whether you're an outsourced CFO firm scaling high-touch services or a global institution launching a prime brokerage, Nirvāna is your silent but powerful partner. We provide the infrastructure behind the scenes—including OMS, reporting, reconciliation, data management, and real-time dashboards—so you can focus on what makes your business stand out. Our platform supports both fast-moving startups and enterprise-level firms, with rigorous cybersecurity protocols, preferred pricing models, and the ability to scale as you grow. With Nirvāna, you get a turnkey, institutional-grade solution — purpose-built to help service providers deliver more, faster, and with confidence.
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Scaling CFO Services
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Modern Prime Launchpad
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Empowering Prime Expansion
Scaling an Outsourced CFO Firm with a Quiet but Powerful Back-Office Engine
Overview
A leading outsourced CFO firm known for delivering high-touch financial advisory—from fund financing and due diligence to tax structuring and compliance—faced a growth bottleneck. Their internal team was spending valuable time on low-leverage tasks like reconciliation, data management, and back-office operations. To scale their business and focus on strategic value, they needed a partner who could take on the heavy operational lift—reliably and invisibly.
The Challenge
- Time and talent consumed by daily low-value workflows.
- Inability to redirect resources to differentiating, high-impact services.
- Need to scale without increasing headcount or sacrificing quality.
- Desire for a partner that could integrate seamlessly and stay behind the scenes.
The Nirvāna Approach
Nirvāna stepped in as a true partner—quietly powering the firm’s operational backbone without disrupting their client-facing identity. We handled the daily workflows with precision and consistency, allowing the CFO firm to focus exclusively on strategic advisory.
Key steps included:
- Taking over data aggregation, reconciliation, and reporting workflows.
- Delivering accurate, timely data to support the CFO’s daily deliverables.
- Offering preferred pricing to create a sustainable, win-win model.
- Coordinating closely on joint go-to-market efforts, ensuring alignment with client sales cycles.
The Results
- A leaner, more focused CFO team now centered on value-added client work.
- Daily operational inputs delivered on time, enabling enhanced service quality.
- A scalable partnership model with shared upside and minimal overhead.
- Nirvāna remains the quiet engine behind the scenes, driving efficiency while the CFO firm shines.
Takeaway
This collaboration reflects Nirvāna’s unique value as an invisible but indispensable partner—enabling service providers to scale with confidence while staying focused on what makes them exceptional.
Powering a Next-Gen Prime Broker with a Scalable Turnkey Infrastructure
Overview
A seasoned team launched a new Prime Brokerage firm built on core strengths—deep industry experience, trusted client relationships, and a differentiated, trading-focused offering. However, to compete effectively in the institutional market, they needed to quickly deliver essential infrastructure: robust reporting, a lightweight OMS for clients, and dependable middle-office services. That’s where Nirvāna stepped in.
The Challenge
- Build a multi-prime offering with full infrastructure—quickly and cost-effectively.
- Deliver institutional-grade daily reporting and middle-office capabilities.
- Provide a light OMS solution to offer downstream to hedge fund clients.
- Enter a competitive market with real-time insights and business visibility.
- Scale without building a costly internal tech and ops team.
The Nirvāna Approach
With an existing trusted relationship, Nirvāna partnered with the new Prime Broker to deliver a turnkey platform—allowing the firm to hit the ground running with a full operational backbone.
Key steps included:
- Taking on daily reporting and reconciliation across a multi-prime setup.
- Providing a lightweight, client-ready OMS under the PB’s brand.
- Implementing real-time internal dashboards for risk, exposure, and operational oversight.
- Enabling a pay-as-you-grow model, reducing startup overhead and supporting scale.
- Operating as a quiet partner, letting the PB focus on client service and growth.
The Results
- Fast market entry with institutional-quality infrastructure.
- A scalable, tech-enabled PB platform without building in-house ops.
- Real-time reporting and risk views that enhanced decision-making and credibility.
- A competitive edge in a crowded market, with Nirvāna quietly powering it all behind the scenes.
Takeaway
Nirvāna empowered a new Prime Broker to launch with speed, strength, and confidence—providing invisible infrastructure that lets the firm lead with its strengths while we handle the rest.
Enabling a Global Financial Institution to Launch a U.S. Prime Brokerage Business
Overview
A well-established international financial institution sought to enter the competitive U.S. Prime Brokerage market. While the firm had global experience, it needed a reliable U.S.-based technology and operations partner to meet the unique demands of local hedge fund clients—and to move quickly. Nirvāna was invited to participate in a formal RFP process, and after an extensive evaluation, was selected for our deep functionality, scalable infrastructure, and collaborative approach.
The Challenge
- Enter the U.S. Prime Brokerage market with speed and confidence.
- Partner with a provider who understood local market needs and client expectations.
- Ensure the platform could deliver robust daily reporting, OMS capabilities, and middle-office workflows.
- Pass a rigorous cybersecurity and compliance audit conducted by external consultants.
- Establish a foundation that could scale across multiple client segments.
The Nirvāna Approach
Nirvāna delivered a robust, end-to-end solution that met the PB’s functional requirements—and worked closely with the client through a multi-day compliance and cybersecurity audit process.
Key actions included:
- Participating in an extensive vendor selection process and demonstrating deep PB functionality.
- Collaborating with external consultants to complete a comprehensive audit of security policies and controls.
- Implementing additional checks, balances, and documentation enhancements to exceed audit standards.
- Providing a scalable, turnkey solution including OMS, reporting, and reconciliation workflows.
- Acting as a reliable, long-term partner supporting their U.S. market entry.
The Results
- Successfully passed all cybersecurity and compliance requirements with flying colors.
- Enabled a swift, confident market launch for the new Prime Brokerage business.
- Provided a trusted, scalable operational backbone tailored to U.S. hedge fund clients.
- Created a foundation for future growth in the region—with Nirvāna quietly powering it all.
Takeaway
This engagement highlights Nirvāna’s ability to meet the highest standards of global institutions—delivering not just technology, but trust, security, and a true sense of partnership.
