Investment Strategy Session (One-Off Advisory)

Investment Strategy Session (One-Off Advisory)

Price: $995

Format: One-time engagement | Remote

Overview

The Investment Strategy Session is a senior-level advisory engagement designed for investors, funds, and family offices seeking strategic guidance on capital allocation, portfolio direction, and investment approach—without engaging in deal-level underwriting or analysis.

This session focuses on how to think about opportunities, not executing analysis or producing financial work product. Clients typically use this engagement to pressure-test strategy, clarify focus, and align investment decisions before committing resources to specific deals.

What’s Included

• Up to 2.5 hours of total advisory time, including:

  • Light pre-session context review

  • One live strategy session (up to 90 minutes)

  • Brief post-session recap email (high-level takeaways only)

• Strategic discussion covering topics such as:

  • Portfolio direction and asset allocation

  • Market and submarket selection frameworks

  • Risk profile alignment

  • Capital structure considerations (conceptual)

  • Common execution and underwriting pitfalls

  • Decision-making frameworks used by institutional investors

What This Is Not

To ensure clarity and protect scope, this service does not include:

• Deal screening or underwriting

• Financial modeling or calculations

• Review or validation of deal documents

• IRR, DSCR, valuation, or return analysis

• Due diligence, verification, or execution support

• Written reports, spreadsheets, or deliverables

Any deal-level analysis or quantitative work requires a separate underwriting package.

Who This Is For

• Investors refining strategy or focus

• Funds evaluating pipeline direction

• Family offices seeking a second perspective

• Sponsors wanting strategic clarity before underwriting

Scheduling & Terms

• Session must be scheduled within 30 days of purchase

• Engagement includes one strategy session only

• Unused time expires after completion

• No follow-up calls included

Important Note

This service provides advisory guidance only. It is designed to complement—not replace—our underwriting and deal analysis packages.