Everything you'd ask on a call.

Sponsors and GPs raising equity, brokers who need pricing analytics, family offices running their own diligence, lenders spot-checking a borrower's model, and LPs who want an independent read before wiring funds. Deal sizes typically run $2M to $150M.

Yes, and often. First deals are where an independent model earns its fee fastest, because a first raise lives or dies on whether the numbers survive scrutiny. You get the same rigor an institution gets, with more explanation along the way.

Multifamily, build-to-rent, industrial, retail, office, self-storage, hospitality and mixed-use, anywhere in the US. Market research is part of the work, so local rent and sales comps are pulled and adjusted for every underwriting.

For acquisitions: the OM, trailing-12 financials and rent roll. For development: land basis, budget and plans at whatever stage exists. The full institutional checklist lives on the Process page. Messy broker PDFs are normal, and cleaning them up is part of the fee.

Yes. Your template, mine, or a hybrid, whichever your investors and lenders are used to seeing. If your template has structural problems, you get a quiet memo about it rather than inherited errors.

Because hiding them wastes your time and mine. The fees are benchmarked to what freelance CRE analysts bill at $125 to $175 an hour, then packaged as fixed fees so you can budget a deal before we ever speak.

A 50% deposit begins the work, with the balance invoiced net-7 at delivery. Retainers invoice monthly in advance. ACH, check or card. Deal Review fees always credit toward an Acquisition Model on the same deal.

You pay for work performed, capped at 50% of the quoted fee, and that amount credits toward your next deal within 90 days. A dead deal should not cost you twice.

Two full rounds on every fixed-fee engagement, open for 30 days, covering updated debt quotes, new assumptions and revised business plans. Structural scope changes are quoted in writing before work continues.

Deal Reviews arrive 48 hours from documents-in-hand, guaranteed. Acquisition Models run 3 to 5 business days, development models 5 to 8, market studies 5 to 7. Retainer clients get 48-hour priority on everything. If a date cannot be hit, you hear it before committing rather than after.

A full model in 48 hours runs 50% above the standard fee, capacity permitting. The offer is real, though the standard timeline exists for a reason: a second-day read of a model catches what a first-day read does not.

Every model passes a two-stage audit before delivery. A mechanical pass covers formula integrity, precedent mapping, hard-code hunting and circularity checks. An assumption pass benchmarks every driver against market data. It is the same checklist used in the Model Repair service, run on my own work first.

Completely. A mutual NDA is signed before any documents change hands, using a standard form or yours. Files are stored encrypted, never shared, and purged after the engagement on request. I never work both sides of the same deal.

You own the delivered workbook outright, to use, modify and share with your investors and lenders freely. The underlying generic template architecture, the skeleton that predates your deal, remains mine to reuse. Your deal data, assumptions and anything built specifically for you never appear in anyone else's work. It is all spelled out in the engagement letter.

Yes. Institutional paperwork is normal: NDAs, vendor onboarding, W-9s, insurance certificates. Send it with the deal documents and it comes back signed, usually the same day.

Excel, natively. Every deliverable is an unlocked workbook with transparent formulas and no required plug-ins.

Good, because that conversation is half the value. Every assumption is documented with its source, we argue it on the review call, and the model is built so changing any input flows cleanly through. The numbers stay yours to direct. My job is making sure you know exactly what each choice does to the returns.

Every engagement includes two revision rounds for 30 days. Acquisition Models and Development Pro-Formas add a recorded handoff session so you can drive the workbook yourself. Past that, hourly advisory at $150 an hour or a retainer keeps the desk on call.