01

Choose your direction

Transaction path assessment, opportunity matching and specialist coordination.

Fundraising or growth success · percentage agreed per project · Transaction fees are confirmed for the specific mandate; separately agree percentage and basis for any fundraising or growth success commission.

Support an agreed success objective, with commission calculated against written triggers and settlement terms.

Agree scope, fee basis, percentage, attribution, success trigger and settlement in writing before starting, including whether fixed fees and commissions combine or offset. Fees are not automatically stacked. Fundraising and growth commissions are agreed and calculated separately.

For regulated professional steps in financing or transactions, confirm named specialist firms, responsibilities and authority for each project.

Meetings, retainers and success commissions

Hourly meeting

$1,000 / hour USD for agreed topics and meeting duration.

Monthly retainer

$5,000–$30,000 / month USD, determined by workload and quoted for each project.

Fundraising and growth commissions

Agree scope, fee basis, percentage, attribution, success trigger and settlement in writing before starting, including whether fixed fees and commissions combine or offset. Fees are not automatically stacked. Fundraising and growth commissions are agreed and calculated separately.

02

You and your product / business

03

Strategy, product and commercial questions

Use a non-sensitive summary. Omit credentials, identity documents, customer personal data and confidential deal information. * Required.