A Second Set of Disciplined Eyes on a Deal You Already Have
You've found a deal and you're close to pulling the trigger. Before you do, let an independent, conflict-free advisor pressure-test it — the assumptions, the structure, and the risks you may be too close to see.
The most expensive bias is conviction you've already built
By the time most investors are ready to commit, they have spent weeks with the deal. They've talked themselves into the upside, made peace with the risks, and started picturing the asset in the portfolio. That momentum is exactly when an independent review is most valuable — and least welcome. A second set of eyes that has no emotional stake and no fee riding on a 'yes' will catch what conviction has stopped you from seeing.
Deal review is a focused, fast engagement for investors who already have a live opportunity. We don't re-source or re-run the whole process; we take what you have and test it hard. Are the assumptions defensible or aspirational? Does the structure protect you, or the seller? What's the realistic downside, and does the basis cover it? Where in the diligence are the gaps that could become problems after close?
Sometimes the review confirms the deal and you proceed with more confidence than before. Sometimes it surfaces a fixable issue you renegotiate around. And sometimes it talks you out of a mistake that would have cost far more than the review. All three are wins — which is exactly why an unconflicted second opinion is worth having before, not after, you sign.
- Have a live deal and are close to committing
- Sourced or underwrote it themselves and want a check
- Suspect they may be too close to judge it cleanly
- Want candid, conflict-free input — fast
- Need a sanity check before signing an LOI or PSA
What we review
Underwriting check
We re-test your model's assumptions against real comps and actuals, and rebuild the downside case if it's missing or thin.
Risk audit
An independent read on the risks — lease rollover, capex, market, financing — and whether they're priced into the deal.
Structure review
We check whether the deal structure and capital stack protect you or quietly favor the seller or sponsor.
Diligence gaps
What hasn't been verified yet — the open items that tend to turn into post-close surprises if left unchecked.
Blind-spot check
The questions you've stopped asking because you've already decided. We ask them again, on purpose.
Written verdict
A concise, candid memo: proceed, renegotiate, or walk — with the specific reasons behind the call.
A fast, focused review
Share what you have
Send us the deal — your model, the OM, leases, and any diligence done so far. We work from your materials, not a blank page.
Pressure-test it
We re-underwrite the key assumptions, audit the risks and structure, and identify the diligence gaps that matter most.
Give you a straight call
You receive a candid written verdict — proceed, renegotiate, or walk — with the reasoning laid out so you can act on it immediately.
Why a second opinion pays for itself
- An independent re-underwrite caught an exit-cap assumption that flattered a deal's return by several hundred basis points.
- A structure review found a financing contingency that left the buyer exposed to a rate reset — fixed before signing.
- Diligence-gap analysis surfaced unverified lease terms that would have cut in-place NOI after close.
- On a clean deal, the review simply confirmed the thesis — and the investor proceeded with more conviction.
Before you sign, get a second opinion
Send us the deal you're about to do. We'll tell you, plainly, whether we'd do it too.