Deal Advisory Review (One-Off Advisory Engagement)

Deal Advisory Review (One-Off Advisory Engagement)

Price: $1,750

Format: One-time engagement | Remote

Scope: Single deal only

Overview

The Deal Advisory Review is a senior-level advisory engagement designed for investors and funds seeking an independent, qualitative review of an existing deal. This service provides experienced perspective on assumptions, structure, and risk—without performing underwriting, financial modeling, or quantitative analysis.

Clients typically use this engagement when they already have a model, internal underwriting, or sponsor materials and want a disciplined second set of eyes before advancing a deal internally or committing additional resources.

What’s Included

• Up to 5 hours of total advisory time, which may include:

  • Review of client-provided materials (models, summaries, presentations)

  • Two advisory discussions (up to 90 minutes)

  • A concise written risk & considerations memo (1–2 pages)

• Advisory feedback focused on:

  • Assumption logic and internal consistency

  • Capital stack structure and alignment

  • Exit framing and refinancing considerations (conceptual)

  • Risk identification and deal sensitivities

  • Common structural or underwriting pitfalls

  • Questions to resolve before proceeding to full underwriting or due diligence

What This Is Not

To maintain clear boundaries, this service does not include:

• Financial modeling or recalculations

• Deal screening or valuation analysis

• Rebuilding, correcting, or revising models

• Verification of inputs, rents, expenses, or assumptions

• Due diligence, document validation, or execution support

• Multiple deals or multiple review cycles

Any quantitative analysis, modeling, or deal conclusions require a separate underwriting package.

Who This Is For

• Investors reviewing internally underwritten deals

• Funds with junior analysts seeking senior oversight

• Family offices evaluating sponsor-provided materials

• Sponsors looking for independent perspective prior to IC review

Timing & Delivery

• Applies to one deal only

• Engagement completed within 5–7 business days of receiving materials

• Includes one advisory call and one written memo

• No revisions or follow-up analysis included

Important Note

This is a qualitative advisory service only. It is designed to complement—not replace—our underwriting and deal analysis packages. No financial conclusions or verification are provided as part of this engagement.