It should take you 10-20 minutes to fill out our intake form -- the more you give us, the more we can help you. From there, we'll write your first draft and send you a Loom video back for you to review the results and our thoughts on strategy. We likely will ask you for more information, materials and content. As soon as you send us that and pay, we spend 3-5 days finalizing your investment memo. The whole process takes about one week, though in some cases it can take longer.

We have a team of strategists, copywriters and designers. Buck leads every engagement we take on, setting strategy and direction, while our copywriters, Julia and Sofia, and our designer, Nabhya, execute on the plan. We all come together on every memo we create to make sure we are all aligned and satisfied with the end product.

Dealpage is a technology we built initially to use on our own deals. It replaces PowerPoint and PDFs for investment memos and presentations. It also replaces tools like Docsend which are typically required to send your presentation as a link and to track views.

Every client gets their investment memo as a Dealpage for a few reasons. First, our team is trained on this tool and this is what allows us to move so fast. Second, we know this tool works better than traditional methods and we want our clients to be successful. For clients that want a PDF as well, this can be facilitated if requested.