Description
I build your independent-sponsor deal engine and financing strategy—so you can run a repeatable process.
Scope:
- Define investment thesis & target criteria
- Build target list (100–200) + screen with scorecard
- Design capital stack scenarios (senior, mezz, preferred/common)
- Draft IOI/LOI templates and outreach scripts
Deliverables/Outputs:
- Target pipeline workbook (Excel)
- Screening scorecard + deal memo template
- Capital stack playbook (PDF, 12–18 pages)
- IOI/LOI + email/outreach templates
Timing:
- 3–6 weeks.
Assumptions:
- Includes live sessions as needed.
- 2 rounds of revisions on templates/playbook
- Data access and brand assets provided by Client
Pricing:
- Standard: $9000 fixed (as scoped)
- Fast: $10,500 fixed (adds rush cadence; +1 working session)
- Premium: $12,500 fixed (adds 300–400 targets, extra LOI/IOI variants, and 2 revision cycles)
