02 / Consulting

Consulting.

We consult on deals, build the systems you run on and audit the models your capital depends on.

Investment Consulting AI Implementation Model Audit Fixed-Fee Engagements

The practice index

Investment consulting.

A second set of institutional eyes before capital commits. We take positions, not notes, and every recommendation arrives with the numbers that earn it.

Acquisition and disposition strategy built from submarket supply, basis and exit-liquidity analysis
Independent underwriting reviews: assumptions re-derived, debt re-sized to the binding constraint, returns reconciled line by line
Custom model builds to institutional convention: locked engine, unlocked inputs, audit rows on the face of every tab
Retained consulting across active pipelines, with committee-ready exhibits behind every recommendation

AI implementation.

Practical systems your team runs every day: intake, screening, document review, reporting. Built into your workflow and held to your standards.

Deal intake and screening workflows that triage the pipeline against your hurdle rates before an analyst touches it
Lease and loan abstraction: terms, dates and covenants extracted to a verified register with source-page references
Reporting automation that reads from the models you already run, not from a parallel system that drifts

Proprietary AI

We license the AI we run our own capital on.

Selectively, and only after a conversation. Qualification starts on the call.

Inquire on a Call

Model review & audit.

Most underwriting errors are silent until capital commits. We audit the models your deal already runs on, however they were built, and put every formula, assumption and allocation on the record first. Read the five errors we look for first.

Formula-level review of every tab, then independent recalculation of the full model in a second engine, reconciled output by output
Stress and scenario testing across exit caps, rollover timing and rate paths, with pass and fail conditions documented before the runs
A written findings memo quantifying every exception: the mechanism, the direction of bias and the impact in basis points and dollars
The corrected file restated to institutional convention, audit checks embedded so the fix stays verifiable on its face

Fixed-fee engagements

Set prices. Buy now, email your file and work starts the same business day.

$499

The Model Audit

Send us your model. We recalculate it in a second engine and return a findings memo plus a walkthrough call within 48 hours.

Buy the Audit

$750

Custom Model Sprint

One focused sheet built to your spec in five business days. Lakeside format, locked formulas, one revision round included.

Buy the Sprint

$2,500

Custom Model, Full Build

A complete underwriting engine for your deal type: sensitivity grids, audit rows, branded charts and a handoff call. Ten business days.

Buy the Build

How engagements run

Discovery call

Thirty minutes on your deal, your process and what you need. Free.

Scoped proposal

A clear scope, timeline and price within one business day.

Delivery and support

Documented work, a walkthrough and support after handoff.

Start here

Thirty minutes. No charge. Usually enough to know.

Book a Free Call

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