Advisory Practice
Deal Pipeline
Active Retainers / MRR
$14,500
Monthly recurring revenue
Project Revenue
$127,000
Active project engagements
Pipeline Value
$228,500
Prospect + scoping stages
Engagements by Stage
Prospect
3
Nova Retail Group
Turnaround Advisory
Inbound inquiry — qualification call pending
$65,000
10d ago
Harbourview Partners
Retainer
Strategic Advisory
Referral from Apex — initial call scheduled
$5,500/mo
12d ago
Ironwood Capital
Due Diligence
Cold outreach — follow-up sent
$40,000
14d ago
Scoping
3
Lumen Digital
Growth Strategy
Needs budget approval from CEO
$35,000
5d ago
Crane & Associates
Financial Modeling
Scope call completed, proposal in progress
$28,000
6d ago
Solstice Energy
Market Entry
Intro call strong — proposal requested by EOW
$55,000
8d ago
Active
4
Helix Biotech
Retainer
Strategic Advisory
Ongoing — board prep session next week
$8,500/mo
4h ago
Northgate Ventures
Retainer
Strategic Advisory
Monthly retainer — Q3 strategy workshop confirmed
$6,000/mo
1d ago
Meridian Capital
M&A Advisory
Term sheet review scheduled for Thursday
$85,000
2d ago
Apex Manufacturing
Operational Review
Draft report delivered, awaiting feedback
$42,000
4d ago
Closed
2
Meridian Capital
M&A Advisory
Engagement complete — successful close
$80,000
1mo ago
Cascadia Tech
Fundraising Support
Series A closed — deal complete
$22,000
2mo ago