CAPITAL ADVISORY
The work an investor, a lender, or an acquirer reads.
Operating models
An investor operating model, dynamic end to end, with every driver visible and movable. Base and downside cases run in the same workbook.
Lender packages
A DSCR-led package for SBA and commercial credit, with the borrowing base, the covenant grid, and the coverage cases a credit officer asks for.
Decks, teasers, and data rooms
The documents a raise or a sale puts in front of the counterparty, with every figure reconciled to one register.
Fund economics
GP/LP waterfalls, distribution schedules, and the LP materials that reconcile to them, period by period.
Acquisition underwriting
Per-deal reads for acquirers, and custom tools for repeat buyers. The tool takes an address or a target and returns an underwriting packet.
OPERATING ADVISORY
The work an operator buys before the capital event, or instead of one.
Performance and pricing
Pricing structure, revenue management, and unit economics, from fare rules on a route network to tiers on a subscription.
Cost and procurement
Spend diagnostics and indirect procurement programs, scoped for companies in the firm's deal band.
Cash and working capital
Thirteen-week cash forecasts and the working-capital reads behind a turnaround or a credit conversation.
AI-era finance operations
Model integrity gates, underwriting automation, and the controls that make machine-assisted analysis checkable.