Who this tends to work for
Described by the shape of the firm. Our partners’ engagements are theirs to talk about.
Corporate finance boutiques
Buy- and sell-side processes where the analytical load is the constraint.
Exit and value-creation advisors
Owners two to five years out, who need a defensible baseline first.
Restructuring and turnaround practices
Where an independent business review has to be fast and hold up to lenders.
Accounting and audit-adjacent firms
Where referral and independence rules need checking per relationship.
You keep the relationship. We supply the pass.
The platform runs 31 modules and 254 specialist sub-agents. A partnership puts that behind your name.
- The client relationship and the mandate
- The advisory judgment and the recommendation
- The commercial terms with your client
- Control of what is delivered under your name
- The eleven-discipline pass over the data room
- Cross-discipline reconciliation as a fixed step
- Findings tied to a document and a passage, every time
- A named reviewer standing behind the output
How a partnership actually starts
With one real engagement, run properly, before anyone commits to anything.
A scoping call
What your engagements look like and where the analytical load sits. Thirty minutes.
One mandate, run end to end
One live engagement, same review gate. You see the output before signing anything.
Terms shaped around what happened
Scope, pricing and rhythm set against a real deliverable. A first draft of a partnership.
What a partnership does not include
Some are commitments to existing partners. The rest is the honest state of a pre-launch company.
- —No white-labelled claim of certification or audit. We can’t stand behind a badge we don’t hold.
- —No unlimited capacity. A partnership that outruns the review gate is worse than no partnership.
- —No blanket referral-fee policy. Where attest or independence rules apply, it is checked per relationship.
- —No claim on your client. Nothing we run for you becomes a case study without your written agreement.
- —No conflicting mandate where we have already committed exclusively. Where an exclusivity exists, we say so.
What partners ask first
Do you work directly with owners as well?
Yes. Where that could overlap with your market, we’ll tell you before it becomes a problem.
Whose name goes on the report?
Set on the first mandate. Both models exist: delivered under your name with Factum as the engine, or co-delivered.
Can you run only part of the scope?
The eleven-discipline pass is fixed, because the value sits in the reconciliation between disciplines. What varies is the depth of the write-up.
How exclusive is this?
Exclusivity is possible in a defined lane, and it is a real commitment when we make it.