DCM Advisors is a New York-based investment management firm that offers both institutional and high-net-worth clients a range of investment strategies. The firm typically focuses on ‍ • Global and domestic equity strategies • Quantitative and fundamental investment approaches • Customized portfolio management solutions • Some wealth advisory services for private clients

Marc Rappaport, CEO, DCM Advisors

Eugene Kharakh, Portfolio Management Analyst, DCM Advisors

DCM Advisors (also known as Dinosaur Capital Management Advisors) is a multi-strategy investment firm serving institutional clients and financial advisors across the U.S. With fewer than 10 employees, the firm relied on lean operations—but faced bottlenecks in its quarterly marketing and reporting cycles. From 2021 to 2024, I served as a key marketing and operations contributor, helping modernize their digital infrastructure, automate quarterly reporting, and accelerate sales enablement.

When I joined, DCM’s marketing materials—including pitch books, fact sheets, and website data—were built through a highly manual process:

Data was collected from multiple sources (e.g., Bloomberg, SS&C Advent, Ultimus Fund Solutions)

Sheets were printed, annotated by hand, scanned, and emailed to a designer

Updates required Adobe Illustrator, multiple email chains, and often took 4+ weeks

I stepped in and overhauled the process from the ground up. Within three months, we collapsed a fragmented, multi-person pipeline into a single-source-of-truth system—all maintained in-house, with zero code.

✔ Fact sheets, pitch books, and website updates from one database

I built a centralized data layer in Google Sheets, which served as the core data source for quarterly fund performance. That data powered:

Google Slides-based pitch books

Fact sheets with live-linked tables & charts

Website visualizations powered by Datawrapper

✔ Reduced turnaround time by 75%

With the new process, we went from a 1-month+ delay on quarterly materials to a 5–10 day turnaround, allowing the sales team (Vision4 Fund Distributors) to move faster with fresh, compliant materials.

✔ Designed and launched a new Webflow website

Initially working with a design agency, I later took full ownership of DCM’s web presence, eliminating agency costs and building all updates in-house with Webflow.

✔ Worked across multiple compliance teams

I coordinated quarterly reviews with:

FilePoint

Ultimus Fund Solutions

SECCC

In-house CCO Anthony Giorgio, ensuring all communications and updates were fully compliant before being distributed to clients and sales partners.

Time Saving & Operational Efficiency

Reduced quarterly marketing turnaround from 30+days to under 10

Consolidated design, reporting, compliance, and web into one system

Cost Reduction

Eliminated dependency on outside web & design vendors

Built internal systems using free or low-code tools

Revenue Impact

Supported AUM inflows exceeding $10M providing sales enablement materials on time

Delivered up-to-date, professional, and compliant presentations for Vision 4 Fund Distributors

Digital Ownership

Took full control of CMS, blog, andsite updates via Webflow

Designed investor-ready visuals and charts using Datawrapper and Google tools