How It Works
A fixed process with no silence in it: what happens each day, exactly which documents to send, and the working policies — payment, revisions, dead deals, confidentiality — in plain sight.
Engagement Timeline
The four phases from the home page, opened up. Development models and studies run longer; Deal Screens compress this to 48 hours. Either way, the structure is the same: fixed scope, batched questions, no silence.
Deal lands via the form or email. Mutual NDA signed same day if needed. Fixed quote and delivery date 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 daily email at 5pm ET — never a drip of one-off pings.
Draft workbook delivered. A 45-minute walkthrough call covers every driver and assumption; quick adjustments happen live on the call.
Final unlocked workbook plus PDF exhibits, versioned and named cleanly. Balance of the fee invoiced net-7.
Two full revision rounds stay open for 30 days — new debt quotes, updated assumptions, revised business plans. Most deals use both.
Document Checklist
Nobody has all of this on day one — gaps get flagged and worked around, not ignored. This is the full institutional diligence list; the items in the first card are enough to start most underwritings.
Working Policies
Questions batched into one daily email 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 — and that amount credits toward your next deal within 90 days.
A full underwriting in 48 hours runs +50% of the standard fee, capacity permitting. Deal Screens are already 48 hours at no premium.
Every model passes a two-stage audit checklist — formula integrity, then assumption sanity — before it ever reaches your inbox.
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, PDF exhibit set, clean version naming. Your template or mine. No black boxes, ever.
Send the basics through the intake form — a fixed quote and delivery date come back within one business day.