How it works
A fixed process with no silence in it. What happens on each day, which documents to send, and the working policies on payment, revisions, dead deals and confidentiality.
Development models and market studies run longer, and a Deal Review compresses this to 48 hours. Either way the structure holds: fixed scope, batched questions, no silence.
The deal lands by form or email. Mutual NDA signed the same day if needed. A fixed quote and delivery date are confirmed in writing, usually within hours.
50% deposit invoiced. Documents reviewed, gaps flagged immediately, question list opened. No modeling on guesses that could have been answers.
T-12 normalization, rent roll digestion, model construction. Questions batched into one email at 5pm Eastern, never a drip of one-off pings.
Draft workbook delivered, then a 45-minute walkthrough covering every driver and assumption. Quick adjustments happen live on the call.
Final unlocked workbook plus PDF exhibits, versioned and named cleanly. The balance is invoiced net-7.
Two full revision rounds stay open for 30 days, covering new debt quotes, updated assumptions and revised business plans. Most deals use both.
Document checklist
Few sponsors have all of this on day one. Gaps are flagged and worked around rather than ignored. This is the full institutional list, and the first group is enough to begin most underwritings.
Enough to start · acquisitions
As the deal progresses
Diligence period
Development deals
Working policies
Questions batched into one email a day during builds. Anything you send gets a response within one business day, Eastern.
50% deposit to begin, balance net-7 at delivery. Retainers invoice monthly in advance. ACH, check or card.
Two full rounds included on every fixed-fee engagement, open for 30 days. Structural scope changes are quoted in writing before work continues.
You pay for work performed, capped at 50% of the quote. That amount credits toward your next deal within 90 days.
A full model in 48 hours runs +50% of the standard fee, capacity permitting. Deal Reviews are already 48 hours at no premium.
Every model passes a two-stage audit before it reaches your inbox: formula integrity first, then assumption sanity.
Mutual NDA before documents move. Files stored encrypted, never shared, purged after the engagement on request. Never both sides of one deal.
Unlocked .xlsx with transparent formulas, a PDF exhibit set and clean version naming. Your template or mine, with no black boxes.
Send the basics through the intake form. A fixed quote and delivery date come back within one business day.