Solutions · 01
Deal Readiness Sprint
You have identified a cross-border customer, supplier, distributor, project, partnership, investment or other commercial opportunity and need to establish what stands between the opportunity and execution.
When is this useful?
When an opportunity has moved beyond initial interest and management is preparing to commit time, capital or contractual obligation, but the supporting evidence sits across several parties, documents and functions.
The question we help management answer
What stands between this opportunity and execution, and what must be established before we commit?
What Vantage examines
- The decision management is preparing to make and the scope of the review
- Parties, roles and the commercial structure as currently proposed
- Corporate, ownership and capability evidence available for each party
- Contractual, documentary and regulatory dependencies relevant to the deal
- Payment, delivery and performance assumptions and how they are evidenced
- Inconsistencies between what has been represented and what is documented
How the Sprint works
Scope the decision
Agree the specific transaction or commercial decision, relevant parties, jurisdictions, intended commitment and boundaries of the review.
Request and organise the evidence
Establish what information and documentation already exists, what is missing and where relevant evidence should come from.
Examine and verify
Review material evidence within scope, record sources, compare relevant information and identify inconsistencies, unsupported assumptions and dependencies.
Identify gaps and actions
Distinguish matters that can be established from available evidence from matters that remain unresolved or require specialist determination.
Deliver the management position
Provide the evidence record, priority gaps, required actions and a management-level readiness determination for the contemplated next commitment.
Timing
The Deal Readiness Sprint is designed for rapid, defined-scope management decision support. Delivery timing is agreed during scoping and depends on the number of parties and jurisdictions involved, the volume and condition of available evidence, the complexity of the matter and the responsiveness of relevant information sources.
Readiness determination
The management output will conclude, within the agreed scope, with one of three evidence-readiness positions. These are evidence-readiness determinations within the agreed Vantage scope, not legal opinions, regulatory approvals, investment recommendations, credit decisions or guarantees of transaction outcome.
PROCEED
No material evidence gap identified within the agreed scope that presently prevents the contemplated next step.
PROCEED SUBJECT TO ACTIONS
The contemplated next step remains viable, but specified evidence gaps, dependencies or actions should be resolved before or as a condition of commitment.
MATERIAL GAPS
Material evidence or dependencies remain unresolved and should be addressed before the contemplated commitment.
What may require specialist escalation
Legal drafting and interpretation, tax structuring, customs classification, technical or engineering determination, certification and regulated financial matters are identified as dependencies and escalated to appropriately qualified specialists.
What may happen next
The Deal Readiness Sprint can stand alone. Where the findings identify a specific continuing evidence requirement, the next engagement may focus on counterparty or payment evidence, shipment evidence, buyer requirements or ongoing Evidence Operations.
Fees are agreed following an initial scoping discussion and reflect the scope, complexity, evidence volume, urgency and characteristics of the matter.