Our Plans
02
One-Off
Projects
Best suited for standalone materials that don’t require ongoing updates, such as end-of-year reports, board presentations, or specific client meetings.
If your request is bespoke and time-bound, this model offers tailored support without a continuing commitment.
01
Retained Partnership
As most buy-side firms require regular materials - typically monthly - a retained partnership ensures updates are delivered quickly, with precision and consistency.
It frees up your team to focus on investment strategy, while we handle the materials with client-ready attention to detail.
This ongoing relationship also allows for ad-hoc materials to be created in line with your standard formats, enabling rapid turnaround when needed.
Many of our clients move to a retained partnership after we’ve created or refined core templates, such as monthly fund update decks.
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