- Green Equity

Space: Green Equity

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Mandated advisor

You prepare, you steer, you follow up. You don't sign on the client's behalf: you submit to them.

Mandate and scope

Your engagement letter, your scope, your fees.

Preparation

Dataroom, teaser, memo, process letter: you're the one building them.

Invitation management

Launch, waves, follow-ups, NDA tracking. The operational dashboard.

Client reporting

Summaries, recommendation, decision points.