Models, decks, and diligence, client-ready faster.
- Market research and market sizing
- Due diligence with every source attached
- Proposals ready for partner review
- All inside Hops, where your team and one agent work together
Your case team, with more capacity
The Northgate proposal is drafted from three prior quals, the client thread, and the SOW structure. The partner edits instead of writes — the fee section is flagged for Riley.
- Sections approach, team, and timeline drafted from the SOW
- Win themes pulled from 2 won engagements in their sector
- Flagged fee structure — partner call before it locks
Lead the approach section with the diagnostic sprint — that's what won us the Harborview work. I'll take the fee section myself tonight.
Proposal draft updated.
Market model is built bottom-up and cited: 8,400 target accounts from the registry, spend benchmarked across three sources. The top-down check lands within 12%, and the gap is explained in the notes.
- SAM $2.1B across 8,400 target accounts
- Growth 11% CAGR triangulated from 3 analyst views
- Check top-down lands within 12% of bottom-up
The client will push on the CAGR. Add a bear case at 7% and note which segments carry it before this goes in the deck.
Market model updated.
This week's Harborview analysis is in the client deck template with six open questions flagged. It is a draft until Riley gives the partner gate.
- Progress Phase 2 analysis complete across 4 workstreams
- Open 6 client decisions need confirmation
- Gate Riley to approve client-facing version
Keep the utilization slide, but move the staffing question up front. I'll review the client version after that change.
Client deck draft updated.
The Meridian expansion model is rebuilt from the client's actuals. Three scenarios are in the sheet, every assumption on its own tab with a source. The two I couldn't verify are flagged, not guessed.
- Base NPV $4.2M at an 11% discount rate
- Flagged churn and ramp rate need client confirmation
- Sensitivity break-even moves 8 months on churn ±2pts
Add a downside case with the slower ramp before steerco. The churn assumption goes to the client as a question tomorrow — it doesn't sit in the model as a guess.
Scenario model updated.
Data room sweep is done: 214 documents read and mapped to the DD checklist. Two claims in the management deck don't match the files — flagged with page references, not assumptions.
- Contradiction deck says 92% retention, cohort file shows 84%
- Gap no signed contracts for the top-3 logos
- Clean financials tie to the audited statements
Both flags go in the Friday IC memo as open items. Draft the management Q&A list from them — nothing reaches the client before I've read it.
Findings doc updated.
Not just chat. The actual work.
