Engagement Intake

Request scope + timeline

Tell us about your engagement. We review every request personally and reply within one business day.

Your reply will include:

Recommended package for your engagement type
Complete inputs checklist — exactly what we need
Confirmed delivery timeline
Fixed fee — no surprises, no hourly billing

Every engagement is co-authored and attested by a credentialed ASA or CPA/ABV. No commitment required to receive a scope proposal.

Engagement Type *

Purpose *

Valuation Date (if known)

Timeline Needed *

Complexity Flags (select all that apply)

Multi-class cap table (preferred, SAFEs, convertibles) Multiple assets or positions Cross-border or non-US entity Complex financial instruments (warrants, derivatives) Inputs are incomplete or still being assembled

Company / Firm *

Your Name *

Work Email *

Additional Context (optional)

Prefer to talk through your engagement first?
Schedule a 30-minute scoping call →

We reply within one business day. No commitment required at this stage.
Your information is processed securely on our own servers and is never shared with third parties.