Analyst-on-Call Retainer (Monthly Advisory Access)

Analyst-on-Call Retainer (Monthly Advisory Access)

Price: $3,000 / month (One-Off)

Price: $2,500 / month (with Subscription)

Format: Ongoing monthly engagement | Remote

Commitment: Month-to-month

Overview

The Analyst-on-Call Retainer provides ongoing, senior-level advisory access for investors and funds seeking consistent strategic input, deal discussion, and assumption-level guidance without engaging full underwriting on every opportunity.

This service is designed for active investors who want an experienced perspective available as deals arise—while maintaining clear boundaries between advisory guidance and deliverable-based analysis.

What’s Included

• Up to 10 hours of advisory time per month, which may include:

  • Scheduled strategy or deal discussion calls

  • Review of concepts, assumptions, and investment framing

  • Capital structure and exit discussions (conceptual)

  • Priority access for questions and feedback

  • Ongoing perspective across multiple opportunities

• Advisory support focused on:

  • Deal framing and investment logic

  • Assumption-level discussion

  • Risk identification and strategy alignment

  • Investment committee preparation (verbal guidance only)

  • Portfolio-level and pipeline considerations

What This Is Not

To protect scope and maintain clarity, this retainer does not include:

• Deal screening or underwriting

• Financial modeling or calculations

• Review or creation of spreadsheets

• Written underwriting reports or deliverables

• Due diligence, verification, or execution support

• Unlimited availability or on-demand access

All quantitative analysis, screening, or deliverable-based work must be purchased separately through an underwriting package.

Time & Access Terms

• Up to 10 hours per calendar month

• Time may be used across calls and advisory review

• Calls must be scheduled in advance

• Unused time does not roll over

• Advisory time resets monthly

Response expectations:

• Email responses within 2 business days

• No same-day or emergency response guaranteed

Who This Is For

• Active investors evaluating frequent opportunities

• Funds seeking ongoing senior perspective

• Family offices managing deal flow and portfolio decisions

• Sponsors wanting consistent advisory input without building internal overhead

Important Note

This retainer provides advisory access only. It is intended to complement—not replace—our underwriting and deal analysis packages. Any work requiring numbers, modeling, or written conclusions requires a separate engagement.