Bestseller
Advisory Services
Professional advisory services provide senior-level perspective at key decision points, helping investors and funds evaluate risk, frame opportunities, and allocate capital with discipline—without committing to full underwriting on every deal.
Our Offerings
Investment Strategy Session (One-Off Advisory)
$995
Includes:
- Up to 2.5 hours of senior advisory time
- Pre-session context review (high-level only)
- One live strategy session (up to 90 minutes)
- Portfolio and capital allocation discussion
- Market and asset-class selection frameworks
- Risk profile and return expectation alignment
- Capital structure concepts (non-quantitative)
- Common underwriting and execution pitfalls
- Strategic decision frameworks used by institutional investors
- Brief post-session recap email (key takeaways only)
Built for:
- Individual investors refining strategy
- Emerging funds clarifying focus
- Family offices aligning capital deployment
- Sponsors seeking directional guidance before underwriting
Deal Advisory Review (One-Off Advisory Engagement)
$1,750
Includes EVERYTHING in
Investment Strategy Session, plus:
- Up to 5–6 hours of total advisory time
- Review of existing client-provided materials
- Models, summaries, sponsor decks, or underwriting
- Assumption-level logic review (qualitative)
- Capital stack structure critique
- Exit and refinance framing (conceptual)
- Identification of key deal risks and pressure points
- Common underwriting and structuring failure modes
- Questions to resolve before full underwriting or IC review
- One advisory discussion (up to 60 minutes)
- Concise written Risk & Considerations Memo (1–2 pages)
Built for:
- Investors reviewing sponsor-provided underwriting
- Funds with junior analysts seeking senior oversight
- Family offices evaluating complex deals
- Sponsors preparing for internal or external IC review
Analyst-on-Call Retainer (Monthly Advisory Access)
$3,000 ($2,500 with subscription)
Includes EVERYTHING in the Deal Advisory Review, plus:
- Up to 10 hours of advisory time per month
- Ongoing strategic and deal-level discussion
- Multi-deal and pipeline-level guidance
- Assumption critique across multiple opportunities
- Capital stack and exit strategy discussions (conceptual)
- Portfolio-level strategy and risk perspective
- Priority access for scheduled advisory calls
- Ongoing continuity and context across deals
- Investment committee preparation support (verbal only)
- Month-to-month flexibility (no long-term commitment)
Built for:
- Active investors reviewing frequent deal flow
- Funds seeking consistent senior perspective
- Family offices managing portfolio decisions
- Sponsors wanting advisory continuity without internal overhead
