IVANYAN ADVISORY
NYC · 40.7128°N
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§ 01 / PRACTICE
NDA ON REQUEST →

Built an institution. Wrote its rules. Led its build.

Seventeen years as Co-Founder, CEO, COO and Partner of an SEC-registered investment adviser that ran a systematic credit hedge fund with more than $2B in RAUM and approximately $44B in notional traded in 2025.

§ NEW YORK & NEW JERSEY · ENGAGEMENTS WORLDWIDE
§ ENGAGEMENT-DIAGNOSTIC ACTIVE
01 const engagement = await advisory.diagnose({...});
02 engagement.gaps().ranked('priority').deliver();
§ ADVISORY ENGAGEMENT · SYSTEM IN MOTION

Personally built the production technology stack, negotiated the prime-broker and fund-administrator relationships, and raised the institutional capital base.

§ 02 / ENGAGEMENTS

FIVE SERVICES

George Ivanyan offers five advisory services to emerging hedge fund managers, fintech infrastructure companies, and PE/VC sponsors. Retainer or fixed-fee engagements, typically 3 to 6 months.

01

CTO and COO advisory for emerging hedge fund managers.

Build the technology and operational infrastructure that institutional allocators require before they write a check. Scope includes production stack architecture, vendor and counterparty onboarding (prime brokers, fund administrators, execution venues, data providers), and the operating-readiness documentation that holds up under quantitative and technology due-diligence review.

For: emerging hedge fund managers preparing for or running their first or second institutional fund.
Duration: 3 to 6 months.
Fee structure: Available on request.
02

Institutional IR function build for emerging hedge fund managers.

Build the institutional IR function that converts allocator interest into committed capital. Scope includes the written DDQ responses to institutional standard, monthly investor letters, allocator-pipeline CRM and reporting cadence, prep for institutional allocator meetings, and the supporting quantitative and technology documentation that holds up under DDQ review.

For: emerging hedge fund managers raising their first or second institutional fund.
Duration: 3 to 6 months.
Fee structure: Available on request.
03

AI strategy and implementation advisory.

Define where AI and machine learning create value in a financial or fintech business, and where they introduce silent failure. Scope includes AI strategy and roadmap, a model-risk and governance framework (validation splits, drift-detection thresholds, kill-switch criteria, shadow-running, and sign-off gates), AI-enabled engineering practices that put LLM coding tools into the SDLC behind senior review, and the data architecture readiness that production AI requires.

For: financial services firms, asset managers, and fintech companies adopting AI in research or production.
Duration: 3 to 6 months.
Fee structure: Available on request.
04

Fractional CTO and Build Acceleration for fintech infrastructure companies.

2 to 3 days per week working alongside a Series A/B/C fintech company on a specific build, with typical deliverables including a shipped product module, a hired engineering team, a completed platform migration, a data architecture rebuild, a production-readiness review covering security, observability, and operational telemetry, or a senior-engineering hiring pipeline build.

For: Series A/B/C fintech infrastructure companies with open CTO seats or existing CTOs needing senior reinforcement.
Duration: 6 months with option to convert to full-time CTO.
Fee structure: Available on request.
05

Technology Due Diligence for private equity and venture capital sponsors.

Pre-deal technology assessment of fintech, asset-management, or capital-markets software targets, with risk-rated findings, a 15 to 20 page DD report, IC presentation, and an optional 100-day post-close technology plan.

For: PE/VC sponsors evaluating fintech, asset-management, or capital-markets software platforms.
Duration: 3 to 4 weeks.
Fee structure: Available on request.

§ 03 / ENGAGEMENT PROCESS

HOW I ENGAGE
STEP 1

30-minute intro call to scope the problem.

STEP 2

One-page proposal with scope, deliverables, fee, and timeline within 5 business days.

STEP 3

Execution against named deliverables with weekly check-ins.

STEP 4

Final memo and handoff materials at engagement end.

Engagements typically begin with a mutual NDA before scope discussion.

What gets done in the first 30 days.

DAYS 1 TO 5

Scoping conversations with named stakeholders.

DAYS 6 TO 10

One-page diagnostic memo with findings and priorities.

DAYS 11 TO 20

Work plan for the engagement period with named deliverables and dates.

DAYS 21 TO 30

First piece of work shipped. For CTO/COO advisory: first draft of the target operating model. For Institutional IR build: first draft of the DDQ response pack. For AI advisory: first draft of the AI opportunity map and model-risk gap analysis. For Fractional CTO: first technical assessment and plan for the priority build. For Tech DD: data-room review and first findings memo.

§ 04 / PROOF

BY THE NUMBERS
$2B+
RAUM / FORM ADV
8
YEARS LIVE OPERATING HISTORY
17
YEARS FIRM HISTORY
450+
ISSUERS
30
COUNTRIES
5,500+
ISINs
20,000+
TRADEABLE PAIRS
4
CURRENCIES
40+
DVP LINES
FIGURES SOURCED FROM FORM ADV AND OPERATIONAL RECORDS