Engagement example

Decision Call

60-minute review of a commercial finance question

Siti Rahmawati $FINADV
Price USD 200

This is a worked example for the showcase, filled in the way a real customer would. Nothing is charged and no availability is reserved.

1

What this reserves

A defined piece of Siti's time, with a written output at the end.

Scope
60-minute review of a commercial finance question
Next start
This month
2

What the buyer brings

The buyer
Coldharbour Ferments. 11 staff.
The question
A supermarket wants 4,000 units a month at 38 percent. Can we do it?
What they bring
Product costings, twelve months of invoices and the terms sheet
Constraint
They want an answer in three weeks

Attached at intake.

  • Supermarket terms sheet (PDF)
  • Product costings, both sizes (XLSX)
  • Purchase invoices, 12 months (PDF)
  • Production time by batch (XLSX)
3

What is and is not included

Turnaround
Confirmed before purchase
Included
The session with Siti, and a reviewed written output
Not included
Implementation, or decisions that remain the client’s

The person does the work. Siti runs the contracted sessions and owns the professional judgment. Supporting agents prepare intake, evidence, agendas and follow-up, and their drafts are reviewed before anything reaches the client.

4

How it runs

  1. Capture the buyer’s question and check domain fit.
  2. Confirm inputs, scope, turnaround and the named-person session.
  3. Organise evidence and prepare a draft analysis.
  4. The advisor reviews the analysis and meets the buyer where included.
  5. Deliver the signed-off recommendation and practical next steps.
  6. Close the engagement or agree a separate follow-up package.

Commercial Finance Review

USD 750

Margin and cash assessment with documented assumptions

Settles in USDC on Base Example coming soon

Scenario Modelling Sprint

USD 1,800

Three business scenarios and a decision-ready financial model

Settles in USDC on Base Example coming soon

Advisor Access

USD 1,000 per month

2 advisory calls per month plus 2 model reviews

Settles in USDC on Base Example coming soon