Structure That Strengthens The Value Of Your Business

Built On Structure

Liason Services

Advisory Firm Consulting

Dovera Technology Services

All businesses start with the human element. As it grows systems and structure become essential for consistency and operational efficiency. The next step is human-friendly technology to automate the systems and further increase efficiencies.

Since 2019, DOVERA has helped financial advisors, investment managers, originators, and similar businesses achieve meaningful operational uplift by providing the people, systems, and technology needed across a wide range of functions. Our integrated approach enables clients to streamline processes, reduce friction, and operate with greater confidence as they grow.

Talk to us about how we can do the same for your business.

A business can operate without robust systems, it just won’t reach its full potential.

Liason Services

Building good relationships is the key to business

We have built a robust network of legal, fund management, advisory, and other specialist firms across multiple jurisdictions. By leveraging these relationships, we assemble bespoke project teams tailored to each client’s needs.Our previous engagements include coordinating a cross‑border team for a major acquisition, bringing together experts with deep knowledge of corporate and financial services regulation.

This included advising on and structuring complex syndicated investment offerings, providing a secure communication platform with different levels of access and virtual data rooms, ensuring an operationally smooth and compliant environment for the transaction.

Advisory Firm Consulting

Because even if you’re not thinking about selling your business, you should always be looking at increasing its value.

The typical advisory firm is characterised by three main traits:

  1. Personality driven

  2. Referral driven

  3. Reputation & trust is key to ongoing success

This leads to a high degree of key-person risk impacting business valuation. Businesses with personality-led rather than system-led growth systems attract lower multiples.

Dovera Capital works with Advisory Firms to increase the value of their current business by reducing key-person risk. We develop systems to ‘synergise’ Referral and Business Development, Client Retention, and Intergenerational Retention.

These systems are then delivered to the client via their own branded app using the MyBrokers App technology*. www.mybrokers.app

*Provisional Patent Application Number: 2025905501

Dovera Technology Solutions

Efficiency via technology

Our journey has been intwined with technology development for the finance industry. Creating operating systems to increase efficiency is great, embedding those systems into smart technologies is where we play.

We have developed and continually updated our technology suite which now covers are wide range of solutions.  By leveraging this core technology we can tailor client solutions in a supremely cost-efficient manner.

Our core technologies cover:

·        Originator / Issuer distribution

·        Online application systems

·        Secure communication platforms

·        Advisory referral systems

·        Advisory and Originator business development systems

·        Investor presentations and follow-up systems

·        Other related systems