Pricing follows the work.
No generic menu. The fee depends on the portfolio, data quality, decision, method depth, and reliance standard.
Match the fee to the decision.
A focused check of purpose, data readiness, field coverage, and obvious exclusions.
A scoped valuation pack with assumptions, range, drivers, method notes, and reliance limits.
A review of controls, assumptions, traceability, and decision-ready documentation.
What changes the quote.
- Portfolio size, asset class mix, vintage spread, balance distribution, legal-stage profile, and segmentation depth.
- Data readiness, field quality, reconciliation effort, missing-value treatment, source-system clarity, and documented exclusions.
- Required methodology depth, scenario design, sensitivity analysis, benchmark work, reviewer comments, and number of report iterations.
- Turnaround, availability of client subject-matter experts, decision deadline, reliance audience, and governance standard.
- Whether TrustSavi is asked to prepare a preview, formal report, board pack, buyer pack, seller pack, data-readiness memo, or independent review note.
- Whether additional services are agreed, such as data mapping, reconciliation support, model review, report redrafting, or meeting attendance.
Specific enough to rely on.
The proposal names the portfolio, purpose, deliverables, assumptions, responsibilities, audience, and exclusions.
Fees, taxes, expenses, milestones, invoice timing, and pricing basis are stated upfront.
Deadlines, review windows, dependencies, delivery format, and delay treatment are explicit.
Cancellation, pause, rescope, refund, and work-in-progress treatment are agreed in writing.
No hidden assumptions.
- Legal advice, tax advice, audit assurance, fairness opinions, regulated financial advice, and credit-bureau services.
- Transaction broking, agency, debt collection, portfolio sale execution, buyer introduction, or negotiation support unless separately agreed.
- Live data hosting, continuous monitoring, managed data rooms, or production system integration unless separately scoped.
- Regulator-facing submissions, expert-witness work, or third-party reliance beyond the named recipients in the engagement.
The website does not take payment or create a paid engagement. A quote is binding only when accepted through the agreed written process.
Scope makes the price safe.
Pricing information on this website is explanatory and is not an offer capable of acceptance by uploading a file, creating an account, submitting a form, or clicking a button.
A binding fee, deliverable, timeline, reliance audience, cancellation position, and liability framework exists only when recorded in the accepted engagement terms.
Quoted timing and effort should depend on the client providing complete data, authority, field definitions, reconciliation totals, decision deadlines, and review contacts when required.
Any cancellation, refund, cooling-off, consumer, or statutory rights that cannot lawfully be excluded must override inconsistent proposal language.