From contract to model in four steps.
The entire process from upload to delivery is designed to take as little of your time as possible. Expect 15–20 minutes of your attention, then we do the work.
Sign an NDA and upload your contract.
~5 minutesCreate an account with just your email. A magic link lands in your inbox — no password required.
Before any data is shared, you sign a DocuSign NDA that executes in under two minutes. This is a hard requirement. No exceptions.
Once the NDA is countersigned, the upload form becomes available. Upload your contract or term sheet as a PDF. Text-based PDFs only in V1 — scanned documents are not supported.
Complete the AI intake conversation.
~12 minutesA structured 6-part conversation — built by us, powered by Claude — extracts everything needed to build your model. It reads your contract first, so it asks specific questions, not generic ones.
Topics covered: what economic question you're trying to answer, your decision deadline, who needs to consume the output, the economic gaps in the contract, the scenarios you want modeled, sensitivity variables, and deliverable preferences.
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.
Confirm your brief.
~3 minutesWe generate a one-page brief PDF from the intake conversation: deal summary, extracted contract terms, your assumptions, scenarios, and the deliverable scope.
You review the brief, confirm or edit, and click "Confirm and start modeling." The modeling clock starts at confirmation, not at payment.
After confirmation, you're directed to checkout. Payment completes, and we get to work.
Receive your model.
~24–72 hoursWe deliver a 10-sheet Excel workbook and a live web dashboard within your selected SLA window.
The Excel workbook covers: cover page, executive summary, assumptions, contract terms, base case model, scenarios, sensitivity tables, charts, negotiation levers, and methodology notes.
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.
What's in the Excel workbook.
Cover
Engagement details, version, confidentiality
Executive Summary
Headline metrics and deal overview
Assumptions
All inputs, color-coded and grouped
Contract Terms
Extracted terms with document references
Base Case Model
Full model across the contract term
Scenarios
Modeled variants side-by-side
Sensitivity Tables
Two-axis sensitivity analysis
Charts
Visual summary of key outputs
Negotiation Levers
Which terms move the needle most
Methodology
Assumptions narrative and citations