Investor Insight Retainer

Ongoing deal filter and thinking-partner for private-capital investors who review deals regularly and value consistent, independent judgment over promotional analysis.

$1,299 Setup + $699/Month

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This Service is Good When

  • You regularly review residential development or spec-home deals
  • You want a consistent, operator-minded second set of eyes
  • You value fast feedback and pattern recognition across deals
  • You prefer an ongoing advisory relationship over repeated one-off reviews

If you’re evaluating a single deal only, the Comprehensive Deal Review is likely a better fit.

What’s Included

Up to three deal screens per month
Concise, structured written feedback (typically 1-2 pages) focused on risks, assumptions, and execution considerations—not promotional summaries.

Written memos paired with real-time judgment
Each screen is supported by ongoing access for interpretation, follow-up questions, and context across deals.

Monthly 60-minute strategy call (portfolio, criteria, or active deal discussion)
Used to review active deals, refine criteria, or discuss broader portfolio considerations.

Priority Q&A access
Direct email/text access with a typical 24-hour response window for active deal questions.

Preferred pricing on Comprehensive Deal Reviews
Preferred retainer pricing on Comprehensive Deal Reviews for select deals requiring deeper evaluation.

Important Scope Notes

  • This retainer is designed for deal screening and advisory support, not unlimited underwriting or ongoing project management.
  • Comprehensive Deal Reviews, structured scenario analysis, and other additional work are not included unless scoped separately.
  • This service relies on sponsor-provided information and does not include independent verification or full technical, legal, or financial diligence.
  • Unused deal screens do not roll over month-to-month.

Process After Payment:

  • The setup fee covers onboarding and your first month.
  • You’ll receive confirmation and scheduling instructions within 24 hours.
  • A 60-minute onboarding call establishes your criteria and screening framework.
  • Monthly billing begins on the next billing cycle.
  • You may submit up to three deals per month via the dedicated intake channel.

100% Satisfaction Guarantee

If the retainer does not meet expectations, you may request a full refund of the setup fee within the first 30 days. You may cancel at any time after the first month.

Ready to Proceed?

Confirm & Proceed to Secure Checkout – $1,299 Setup + $699/Month