How an engagement runs.
Nothing begins on a handshake. Every mandate runs under a signed engagement letter stating the scope, the fees, the duration and anything you are entitled to be told.
Four stages, each with
something delivered.
Confidential assessment
You describe the model, the markets, the processing history and the blocker. We return a written opinion on what is achievable, before you spend anything on placement.
- Written feasibility opinion
- Realistic timeline
- Scoped engagement letter
File engineering
Documentation, policy, descriptor and site gaps are closed before anything is submitted. A declined application marks the file for the next reader, so we submit once and properly.
- Underwriting-grade dossier
- Compliance corrections
- Narrative memorandum
Matching & submission
We approach the partners whose appetite genuinely fits, in a deliberate order, and carry the underwriting dialogue alongside you through to signed terms.
- Targeted submissions
- Underwriter Q&A handled
- Terms negotiated to signature
Stewardship
Once live, the mandate continues. Ratio monitoring against your acquirer's internal limits, reserve management and remediation ahead of enforcement.
- Monthly health review
- Threshold alerts
- Growth roadmap
A ledger you can read in ten seconds.
Figures are set per mandate against scope, complexity and the number of markets involved, and stated before any work begins. If a partner also pays us anything in connection with your mandate, you read it in the same letter.
Feasibility
A written opinion on what is achievable, in what timeframe and at what scope.Placement
File engineering, matching, submission and the underwriting dialogue through to signed terms.After go-live
Monitoring, remediation, partner management and planning as volume grows.What we decline.
Our name on a file is worth something to an underwriter only because of what we refuse before it ever reaches their desk. Refusing is not a posture here, it is the asset.
Everything in writing
An engagement letter on every mandate, a conflict check before every introduction, and disclosure of any partner remuneration in the same letter.
Never in your funds flow
Agreements are signed directly with acquirers and providers. We are advisory only. Your money does not pass through us at any point.
File first, partner second, application last. In that order, or not at all.
Start with a straight answer.
Tell us about the terminations. They are the most useful thing in a file, not the most damaging.
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