Engagement models

Commercial models aligned to your mandate cycle—scoped upfront with defined deliverables, timelines, and terms.

Pilot

Evaluate on a live deliverable

One scoped workstream on an active or imminent mandate.


Best for

First engagement or one urgent deliverable.

  • Single deliverable or workstream
  • Scope agreed before work begins
  • Delivered in your templates
  • Fixed timeline and fee
Request Pilot

Embedded Retainer

Reserved capacity

Ongoing execution support across live mandates.


Best for

Firms managing multiple live mandates.

  • Reserved execution capacity
  • Embedded in your workflow
  • Capacity scales with demand
  • Partner review before delivery
Reserve Capacity

Mandate Project

Defined scope, fixed fee

Targeted support for a single deal or workstream.


Best for

Defined workstreams with fixed scope.

  • Scope confirmed upfront
  • No ongoing commitment
  • Flexible specialist support
  • Research, modelling and CIM execution
Get Fixed Proposal
Schedule a confidential scoping discussion →