Consultation
Board allocation brief
A concise pack that translates your desk allocation map into language a board or investment committee can read in one sitting.
Purpose
After a desktop allocation map exists, committees often need a shorter pack: three sleeves, key assumptions, and what is deliberately out of scope. We write that brief and walk it through once.
Included
- 6–8 page brief built from an existing allocation map (ours or yours)
- One 60-minute walkthrough
- One revision round for factual corrections
Requirement
A prior allocation map is required. If you do not have one, start with desktop allocation planning.
Next step
Send your current map or request a planning session first via Contact.