New research The 2026 State of Private Equity Proposals — 340 GTM engagements analysed Read the report

Proposals, Framing
And Scope.

How advisory firms turn discovery into documents that get signed. Written by the people who run the engagements, not a content team.

Playbook · Featured

How to write a statement of work a private equity sponsor will actually sign

Sponsors do not reject proposals because the work is wrong. They reject them because the document does not answer the three questions an investment committee asks. Here is the structure that does.

28 July 202611 min readCortado Group

“Half of every forecast meeting is spent arguing about whether the numbers are right, not what to do about them.”

CFO, PE-backed services platform
Framework

SOR vs SCR: when to lead with opportunity and when to lead with the problem

The same discovery call supports two arguments. Choosing wrong costs you the room before you reach the scope.

21 Jul 20268 min
Research

We analysed 340 GTM engagements. The proposals that closed had one thing in common

It was not length, price or turnaround time. It was whether the document quantified the cost of doing nothing.

14 Jul 202612 min
Pricing

Fixed fee, day rate or blended: what each model signals to a buyer

Your pricing model is an argument about who carries delivery risk. Most firms pick one by habit and never revisit it.

07 Jul 20269 min
Discovery

The eight things to extract from every discovery call

Financials, team, investor thesis, metrics, timeline, tech stack, benchmarks, quantified pain. Miss one and the proposal thins out.

30 Jun 20267 min
Playbook

Risk of inaction: the section most proposals leave out

Naming what happens if the client does nothing turns a discount conversation into a documented decision.

23 Jun 20266 min
Framework

Mapping workstreams to a go-to-market discipline model

Scope items that map to a named discipline are easier to price, easier to sequence and much easier to defend.

16 Jun 202610 min
Pricing

How to build a rate card that survives procurement

Role-based cards win reviews that blended day rates lose. The difference is auditability.

09 Jun 20267 min
Research

Average proposal turnaround by firm size, 2026

Small advisory teams are quicker than mid-market firms, and it is not because they have fewer approvals.

02 Jun 20265 min
Playbook

Writing assumptions and exclusions that hold up in a dispute

The section nobody reads until it matters. Six patterns that have survived contact with clients' counsel.

26 May 20269 min

One piece a fortnight. Nothing else.

New playbooks and research as they publish. No product announcements, no digest, no sequence you have to unsubscribe from twice.