How an engagement runs.
Nothing begins on a handshake. Every mandate runs under a signed engagement letter setting the scope, 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 and in what timeframe, before anything is prepared or submitted.
- 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
Terms are agreed in writing
before anything begins.
Scope, duration and terms are set per mandate and put in a signed engagement letter. They depend on the complexity of the file and the number of markets involved, and you see them before any work starts. Nothing proceeds on a conversation.
Scoped to the file
Two mandates in the same category rarely require the same work. Terms follow the file, not a price list.
Agreed before, not after
You know what is being done and on what basis before the first submission is prepared.
No obligation at the assessment
The first conversation and the written opinion that follows commit you to nothing.
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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