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Your Partner in Corporate Governance

Guided by Experience & Elevated by AI and Automation

We simplify corporate governance with tailored practical tools, training, and automation, so you can lead with clarity, comply with confidence, and scale without friction.

 Our Services

This list offers a glimpse into how we can collaborate, whether you're looking to streamline governance workflows, enhance board communications, or simplify regulatory filings. From fractional support to strategic advisory, each service offers a practical approach to reduce friction, enhance visibility, and elevate your governance operations with tailored, tech-enabled solutions.

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Board Advisory and Support Services

  • Dedicated, experienced end-to-end support for Board meetings

  • Director and Officer orientations, trainings, assessments and table-top exercises

  • Board evaluation & succession planning

  • Coaching CEOs and Management on how to efficiently manage Boards 

Image by Scott Graham

Legal Entity and Subsidiary Management

  • Legal entity & subsidiary records maintenance

  • SoS audits and liaising with Registered Agents​

  • Maintain delegation of authority and Board/Shareholder approval records

  • Drafting organizational and governance documents, LLC agreements, By-laws, Charters, ToRs, MRTBs, corporate governance policies & procedures

Business Presentation Discussion

Legal Ops and Process Improvements

  • Dedicated, experienced end-to-end support for Board meetings

  • Director and Officer orientations, trainings, assessments and table-top exercises

  • Board evaluation & succession planning

  • Coaching CEOs and Management on how to efficiently manage Boards 

Reviewing Reports at Desk

Audits and Due Diligence

  • Support due diligence & audits

  • M&A support (deal room) and records/document management

  • Support internal or regulatory audits

  • Consulting or supporting team capacity needs

Get to Know Us

Orion is a boutique corporate governance advisory firm operating at the nexus of governance, strategy, and innovation. Founded by a team of seasoned corporate governance professionals, our firm brings decades of cross-sector experience spanning financial services, emerging technologies, and high-growth ventures.

We specialize in designing governance frameworks that are not only compliant but agile, built to scale with ambition and adapt to complexity. What distinguishes Orion is our deep collaboration with technologists, AI experts, and automation architects to deliver intelligent, future-ready solutions.

From advising the Board and Management to governance structuring, we streamline governance, operations, elevate stakeholder engagement, and empower leadership teams to make confident, data-informed decisions.

At Orion, we don’t just advise, we engineer governance that evolves with your enterprise.

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Case Studies

Discover how we empowered various organizations to transform and elevate their corporate governance through these impactful projects!

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Streamlining Information Request Workflows for a Tech Firm:

Problem: A fast-growing tech firm faced delays and inefficiencies in its KYC, POA, and information request workflows. Manual processes and fragmented communication were slowing turnaround times and risking compliance.

Solution: We designed the firm’s workflows by introducing standardized templates, centralized intake protocols, and automated boilerplate responses. These enhancements reduced manual back-and-forth, improved and accelerated turnaround times. 

Results:

TAT dropped by 40%, enabling faster request closure and improved customer satisfaction, all within 4 weeks.

How We Can Help You

Orion Consulting partners with Boards, executives, and legal teams to simplify corporate governance and operational complexity. Our approach combines deep governance expertise with practical tools, training, and automation to help organizations comply with confidence, improve visibility, and scale without friction.

Engage

We begin by engaging closely with your leadership, Board, and governance stakeholders to understand your structure, regulatory obligations, and operational realities. This includes reviewing existing governance frameworks, board processes, entity structures, and decision flows to identify gaps, risks, and opportunities for improvement.

Support

Orion provides hands-on, ongoing support across core governance functions. From board advisory and meeting support to legal entity and subsidiary management, we act as an extension of your team. Our support is practical, responsive, and designed to reduce administrative burden while strengthening governance discipline.

Navigate

Corporate governance is complex and constantly evolving. We help you navigate regulatory requirements, board dynamics, audits, and strategic change with clarity. Whether supporting due diligence, M&A activity, or governance restructuring, we provide clear guidance that enables informed, confident decision-making at both Board and management levels.

Engage

Governance strategies only deliver value when they are implemented effectively. Orion supports execution by designing and deploying governance frameworks, documentation, workflows, and automation tools that work in practice. By integrating AI and process improvements, we help streamline operations, enhance compliance visibility, and ensure governance scales alongside your organization.

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