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Frequently Asked Questions

What's your typical engagement size?
Engagements range from 2-day workshops to 6-month implementations. Advisory projects typically run 4-8 weeks. We scope to your specific needs.
Do you work with small teams?
Yes. Some of our best work is with small, focused teams at boutique asset managers or corporate treasury functions. It's about the problem, not the headcount.
Can you work with our existing systems?
Absolutely. We integrate with Bloomberg, Refinitiv, internal databases, and most common data platforms. Our solutions are designed to complement, not replace.
What's included in training?
All training includes pre-work, live instruction, hands-on exercises, and post-session materials. We can use your data for relevant case studies.
How do you handle confidentiality?
We sign NDAs before any substantive discussion. All client data remains confidential. We never share implementation details between clients.
What's the relationship to the book?
All consulting frameworks are grounded in the same intellectual foundation. Clients often use the book as a reference during and after engagements.