A WealthTech Consultancy
Helping Good Ideas Become Great Innovations
Michasha are WealthTech Consultants specializing in helping WealthTech companies and their investors build great WealthTech businesses. Founded by Bob Miller, a six-time WealthTech entrepreneur and CEO, we leverage a deal tested process to quickly correlate demand, capabilities, competition, differentiation, capacity and stakeholder expectations. And even more quickly translate the results into action.
TYPICAL ENGAGEMENTS
Market Opportunity Analysis
Document possible product line, revenue and market segment opportunities while identifying possible emerging threats.
[Tech Firms] [Investors]
Architecture Assessments
Provide candid technical assessments of suitability, maturity and completeness of the software and infrastructure.
[Tech Firms] [Investors]
Operations Assessments
Assessing the efficiency of operations, quality of metrics, impact on service levels and satisfaction and technology gaps.
[Tech Firms] [Investors]
Digital Initiative Design and Management
Design and execute on long-term strategies to continuously enhance advisor and client experiences leveraging technology.
[Advisors] [Family Offices]
Enterprise Sales Strategies
Leverage 25 years experience building companies to deliver high value enterprise solutions. Product, security, service, transparency and sales positioning is crucial.
[Tech Firms] [Investors]
Raising Capital / Exiting
With multiple exits and $100M of early stage capital raised, we are and valuable partner in helping shape and tell the story.
[Tech Firms]
EXPERIENCED FINTECH ENTREPRENEUR
30+ Years Experience
Founder of multiple 5-15MM+ companies, disciplined planner in good and bad times
Raised +100M In Capital
Over multiple entities in 1M to 30MM fundings from vendors, customers, angels, venture and private equity.
Exit Life Cycle
Facilitated mergers, trade sales and private equity transactions.
Enterprise Financial Services
Won an serviced multi-million doallar annual relationships with 25 of top 50 financial services firms
Business Model Innovator
Envisioned and executed on SaaS in the 90's and enterprise partnered business models
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Bob Miller, CEO
DECADES OF EXPERIENCE
2019-2024
Private Client Resources (PCR)
CEO after sale leading development of a modern Custodial and Alternative Investment data Aggregation utility.
2015-2017
Consulting
Took an industry break and worked with firms across cloud architecture, healthcare, logistics, distribution and fintech.
2001-2011
CorrectNet
Founder and CEO of VC backed firm. Created global data sharing utility for the fund administration businesses of 10 brand name global banks. Leveraged proprietary XML based big data technologies to manage over 6 peta bytes of data in 6 data centers in Caymans, Bermuda, Luxembourg, Guernsey, London and US.
1994-1996
IntraBode
Founder and CEO. Developed web development environment that leveraged business object modeling and code generation to automate secure web site creation. License deals with several companies including Sanderson (global app development). Formed the platform for Correctnet Global.
2017-2019
Private Client Resources (PCR)
Consultant (and eventually CEO) working with board and management to reimagine their 15-year-old value proposition and reporting technology. Successfully ran sale to PE and returned capital to 80 founding shareholders.
1996-2001
CorrectNet Global Info Systems
Founder and CEO. Developed early internet technologies to build no-code secure websites (think WIX). Used to develop enterprise sponsored mass deployment strategies Schwab Advisors (400), Morgan Stanley Hedge Funds (225), NIST (Federal) (70) - thousands of sites before this was cool. Recapped and sold to VC.
1986-1994
Mynorca
Founder and CEO. Developed Mortgage Underwriting and Settlement system which was first to produce all mortgage documents via laser printing. Business grew to 40+ Savings Banks and Mortgage Companies. Sold to public company Hale Systems.
2012-2014
CoreOne Technologies
President and CTO after sale of Correctnet. Asset was sold to MarkIT IHS short thereafter.
FROM OUR CLIENTS
“I had a vision of innovating my business, but balancing new go to market strategies, technology, operations and hiring was daunting. Bob provided hands on experience across all these disciplines to help me craft and execute on my vision - in the trenches with me every day!”
Orlin Camerlo, CEO
ExtendedPresence, LLC
"Engaging Bob was like hiring an entire team of marketing, investment, business development, technology and financial consultants - who actually got their hands dirty. In 6 weeks, we had a repositioned offering, new messaging, new collateral, new web site, a structured understanding of our market opportunity."
Tim Spells, CEO
Onsystex, Ltd.
HISTORY OF TECHNOLOGY AND BUSINESS MODEL INNOVATION
Structured and Non-Structured Data Aggregation
Company automated the collection and reconciliation of global custodial and alternatives investment data for wealth and asset managers.
Privacy Tech
Company developed first global data sharing technology compliant with evolving privacy regulations such as GDPR and enabled a global data sharing business.
Big Data
Company delivered hosted data management for global financial firms on proprietary NoSQL architecture supporting peta bytes of data 10 years before big data.
SaaS Reporting
Company delivered secure SaaS web-portal technologies publishing ultra sensitive client information to 500,000 investors and portfolio managers 8 years before fashionable.
Mass Customization
Company delivered mass-customization technologies that enabled business users to deploy 1000's of secure web portals in financial services in the earliest days of internet.
Rule Based Decisions
Company delivered loan underwriting automation platforms to 40 banks eventually processing over 200 Billion in loans annually years before commericially normal.
