Sample Deliverables
What you receive
Each memo type is designed for specific use cases and decision-making contexts. Below you will find detailed information on inputs, outputs, pricing, and use cases for each deliverable.
Credit / Underwriting Memo
Comprehensive credit analysis designed to support lending decisions. Structured to match institutional standards while being delivered in a fraction of the time.
$1,200
per memo
What You Provide
- Borrower package or CIM
- Historical financial statements (3+ years preferred)
- Sponsor or company background materials
- Deal terms and structure (if available)
- Any existing due diligence materials
What You Receive
- Executive summary with key findings and recommendation
- Business overview and market positioning
- Financial analysis with key metrics and trends
- Cash flow analysis and debt service capacity
- Risk assessment with identified mitigants
- Diligence questions for follow-up
- Appendix with supporting schedules
Common Use Cases
- Screening inbound deal flow
- Preparing for investment committee
- Supporting term sheet discussions
- Documenting credit decisions
Best for: Direct lenders, credit funds, banks, BDCs
Deal-Screening Memo
Quick-turn analysis to determine whether an opportunity warrants deeper diligence. Designed for high-volume deal flow environments.
$800
per memo
What You Provide
- Company overview or teaser
- Available financial data (even partial)
- Market or industry context
- Specific questions or concerns (optional)
What You Receive
- Quick assessment of opportunity fit
- Key metrics and preliminary observations
- Red flags and areas of concern
- Valuation context and considerations
- Pass/pursue recommendation with clear rationale
Common Use Cases
- Filtering inbound teasers
- Preparing for initial management calls
- Documenting screening decisions
- Supporting pipeline prioritization
Best for: M&A advisors, PE firms, family offices, search funds
Company / Market Briefing
Research-style briefing on a company, market, or competitive landscape. Useful for strategic planning, due diligence support, or investment thesis development.
$1,000
per memo
What You Provide
- Company name and basic information
- Specific questions or focus areas
- Comparison companies (optional)
- Context for the briefing (optional)
What You Receive
- Company profile and corporate history
- Business model and revenue breakdown
- Competitive landscape analysis
- Market sizing and growth dynamics
- Key trends and forward outlook
- Strategic considerations and observations
Common Use Cases
- Preparing for management meetings
- Supporting board presentations
- Developing investment theses
- Competitive intelligence gathering
Best for: Investment teams, strategic planners, due diligence teams, boards
Example Excerpts
Anonymized excerpts from actual deliverables
These demonstrate our format, structure, and level of detail. Request a full anonymized sample to review a complete memo.
Executive Summary
Concise overview of key findings and recommendation
Financial Highlights
Key metrics formatted for quick review
Risk Assessment
Visual risk matrix with mitigants
Ready to try it?
Start with a pilot engagement: 3 memos over 2 weeks for $2,500. Test the quality before any larger commitment.