How It Works
From document submission to decision-ready memo
Simple, confidential, and designed for lean finance teams. Typical turnaround is 24-48 hours.
You Send Documents
Share your materials via secure upload or email. We accept borrower packages, CIMs, financial statements, company backgrounds, or any relevant deal documentation.
- Secure file transfer options available
- No specific format required
- We work with what you have
We Analyze & Structure
Our structured research workflow processes your materials, synthesizes key information, and drafts the memo according to institutional standards.
- Standardized analytical framework
- Quality review process
- Clear narrative structure
You Receive the Memo
Within 24-48 hours, you receive a decision-ready memo formatted for immediate use in your workflow. Request revisions if needed.
- PDF and Word formats available
- Ready for internal distribution
- One revision round included
Turnaround
24-48 hours
Most memos are delivered within one business day. Complex engagements or high-volume requests may take up to 48 hours. We communicate proactively if any delays arise.
Delivery Times
Confidentiality
Your data is handled with care
Secure Handling
All materials are handled with strict confidentiality protocols. We never share or retain client data beyond the engagement.
Direct Communication
Single point of contact for all engagements. No third parties, no subcontractors, no data sharing.
Data Deletion
Upon request, all materials and deliverables are permanently deleted from our systems within 48 hours.
Getting Started
The Pilot Engagement
We start every relationship with a pilot. Test our work, verify quality, and build confidence before any larger commitment.
Pilot Package
$2,500- 2-week pilot period
- Up to 3 memos included
- 24-48 hour turnaround
- One revision round per memo
- No long-term commitment
Questions
Frequently asked
What is the typical turnaround time?
Standard turnaround is 24-48 hours depending on the complexity and volume of materials. Rush delivery may be available for time-sensitive situations.
What if I need revisions?
One round of revisions is included with every memo. We turn around revision requests within 24 hours. Additional revision rounds can be accommodated.
What materials do you need from me?
We work with whatever you have available. Typically this includes financial statements, company overviews, deal terms, and any relevant background materials. We can advise on minimum requirements for each memo type.
How do you handle confidentiality?
All materials are handled under strict confidentiality. We do not share data with third parties, and we can sign NDAs before any engagement. Materials are deleted upon request.
What does the pilot include?
The pilot is a 2-week engagement including up to 3 memos, 24-48 hour turnaround, and one revision round per memo. Fixed pricing with no long-term commitment required.
Have other questions?
Get in touch