Managing Directors will meet with the client to understand the likely project needs and timeline. Based on this discussion, a project team will be assigned and administrative functions taken care of.
Virtual
The project team meets with the client to discuss the project context and from this, determine the project scope and first steps. Clients typically ask for a high level look at the industry, company, or product class
Virtual
Initial high level findings are presented to the client, and supporting materials are developed. Based on the initial findings, the project scope is further refined, and a specific sub-area is selected to continue research in.
Virtual
In depth analysis is presented to the client, and based on the client's guidance, the project team begins focus on key investment recommendations and/or valuations
Virtual
The team presents findings to the client, walking through completed research, and final recommendations. Supporting materials such as sourcing, are provided on project close.
Typically In-Person