START

Inquiries.

An engagement starts with a written read, before any call. The read states the verdict, the number it rests on, and the fixed fee for the next step if there is one.

A raise, a loan, an acquisition, or a fund. The size and the counterparty, if known.

Existing materials, if any.

AFTER YOU SEND

The read comes back by email. It names the assumption the deal rests on and previews the data request the counterparty will send. A call comes after the written read, if the deal needs one.