We work with a broad range of clients—from emerging sponsors and first-time fund managers to established developers, family offices, and institutional investment platforms. Our mission is to democratize access to institutional-grade financial analysis and investor materials, which means we support transactions ranging from $200K to over $100M across asset classes and capital structures. Whether you're raising equity for a 6-unit development or preparing a fund-level presentation for a +$100M platform, we tailor our output to match the scale, complexity, and strategic goals of each engagement.

We offer flexible pricing structures based on the scope and nature of the engagement. For clearly defined deliverables—such as financial models or pitch decks—we typically quote a fixed project fee. For ongoing or evolving needs, we offer hourly billing or monthly retainer options that provide consistent support across multiple transactions. Our goal is to align pricing with your workflow—whether you need one-off execution or embedded, deal-team continuity.

We include two structured revision rounds in all project-based engagements to ensure alignment and polish. These are designed to capture feedback after initial delivery and again after internal or stakeholder review. Additional revisions beyond that can be accommodated depending on scope, timeline, and engagement structure—either hourly or as an add-on. Our goal is to get it right, efficiently and professionally, while maintaining institutional standards.

No, all of our models and presentations are built custom to reflect the specifics of each deal. While we leverage internal frameworks to ensure consistency and efficiency, every engagement is tailored to the sponsor’s capital stack, business plan, and target investor profile. The goal is to create investor-ready materials that hold up to institutional scrutiny, not plug-and-play templates.

Yes—ongoing support is available after initial project delivery. Many clients retain us for continued revisions, lender or investor follow-ups, and additional materials as their deal progresses. We can provide this support on an hourly basis or through a fractional engagement structure, depending on your needs.

Yes, we routinely execute comprehensive NDAs with our clients, as confidentiality is fundamental to our work. Even in absence of an NDA, we maintain the utmost professional and all information is shared on a need-to-know basis only. Sensitive information is handled under strict internal protocols, with access restricted to only essential personnel. We’re happy to sign your NDA or provide our standard agreement for review.

Yes, we offer expedited service on a case-by-case basis depending on project scope and team capacity. If you’re working against a tight deadline, let us know upfront—we’ll assess whether we can accelerate delivery without compromising quality. Expedited engagements may be subject to a rush fee.