Your Partner in Corporate Governance

Guided by Experience & Elevated by AI and Automation

Innovative governance starts here!

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

Backed by decades of experience, we deliver:

Expert governance strategies that align with your business goals
Cost-optimized governance solutions that reduce overhead
Actionable advice that turns complexity into clarity

Whether you're a start-up, a scaling SMB, or a complex enterprise, we tailor governance solutions that are efficient and sustainable. From incorporation and foundational compliance to board-level strategy, we meet you where you are and help you get where you want to be.

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.

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.

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

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

Legal Ops and

Process Improvements

Playbooks, SoPs and process improvements
Design and implement automation and alternative, low-cost governance, entity and subsidiary management tools to suit your needs
Building Board and compliance calendars with automated reminders and alerts
Design and maintain SharePoint sites

Audits

and Due Diligence

Support due diligence & audits,
M&A support (deal room) and records/document management
Audits for identifying and remediating gaps in records and documents
Support internal or regulatory audits
Consulting or supporting team capacity needs

Case Studies

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

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.