Advisory engagement
Start your mandate.
An initial advisory retainer secures the engagement and is credited to your first mandate month. Final scope and economics are agreed in the engagement letter after a scoping conversation. You will be asked to sign in or create an account at checkout.
Advisory Retainer
An initial advisory retainer to begin a structured engagement — structuring, materials or full mandate. Final scope and economics are agreed in the engagement letter.
- Scoping conversation and diagnostic review
- Advisory engagement letter
- Retainer credited to first month of mandate
- Priority access to advisory team
How it works
Checkout is handled by Payonify in USD. On payment, you will receive an engagement letter to agree final scope and economics. The retainer is credited to your first mandate month.
Want to talk before committing?
Book a conversation first — no payment required. Use the fee illustrator to model costs before we speak.
Advisory services only. Not an offer to sell, or solicitation to buy, any security. Final fees agreed in writing before any mandate commences.