From source material to model in four steps.

Start with just your email. A secure workspace link lands in your inbox — no password required.

Upload the contract, term sheet, forecast workbook, pricing notes, slide deck, or supporting context. Text-based PDFs, Word files, Excel files, CSVs, text, JSON, PPTX, and shared Google Docs are supported for initial intake. Broader supplemental formats can be added before the delivery window starts.

We use customer-specific materials only as needed to extract context, run intake, scope the engagement, and build your deliverables.

A structured 6-part conversation captures what a human expert needs to build the model. It reads the uploaded materials first, so it asks specific questions, not generic ones.

Topics covered: economic question, decision deadline, audience, required inputs, scenarios in scope, sensitivity variables, deliverable requirements, and acceptance criteria.

The conversation uses structured options (clickable buttons) for most questions, with free-text fallback. It takes roughly 12 minutes and can be paused and resumed.

We generate a scope brief PDF from the intake conversation: project summary, extracted terms or inputs, assumptions, scenarios, sensitivities, deliverables, exclusions, and timing.

You review the brief, approve or edit, and click "Approve scope and continue."

After approval, you're directed to checkout. Payment completes, and we get to work.

We deliver a custom Excel workbook and a live web dashboard within your selected SLA window.

The Excel workbook is sized to the engagement and covers the analysis needed for the decision: assumptions, extracted inputs, base case economics, scenarios, sensitivities, recommendation levers, and methodology notes as applicable.

The live dashboard lets you toggle scenarios, move sliders, and see recalculated headline metrics in real time — without opening Excel.

The first revision is included. If anything is off, request a change from your dashboard.