Application: Repeatable or recurring transactions which occur regularly, with limited or definable variability in process and documentation. For example, where a material amount of the documentation and process remains fairly consistent, similar resources are routinely required, diligence follows a pattern, transaction follows a predictable process, efficiencies can be created at scale, etc.
Objective: Develop a streamlined approach for ClearyX to manage a high volume of similar transactions at a price point that provides value to the client. Build a project-managed process to complete transactions or projects in a consistent, predictable way, maximizing workflow, technology and lower cost resources. Leverage technology wherever it adds value (e.g. document automation if possible, machine-learning powered diligence, data analytics etc.).
High Level Approach:
We will work with clients to establish appropriate pricing, with a preference for pricing on a fixed per-deal or portfolio pricing model wherever possible. Typically pricing will include any up-front development and resources to build the program, project management, and any project deliverables. We can provide an opportunity to revisit and review the efficacy of our pricing model periodically (e.g. every 6 months) to determine whether the pricing continues to provide fairness and value to all parties.