Engagement Options
Try a month. Then decide.
$3,000 for the first month. Real work gets done and everything I produce is yours, whatever you decide next. If it is worth continuing, it is $5,000 a month from there. Each month is paid in advance, and five days' notice ends it before the next one starts.
Most managers cannot judge advisory work from a proposal, and I would not ask them to. I built an investment management business to a peak of roughly $721 million in AUM and sat on the manager's side of hundreds of allocator meetings — but a month of the work tells you more about whether it helps you than any of that does.
I work on a flat monthly fee because the value is the advisory work itself — the judgment, and the materials I build with you — not circulating an existing deck to the same investor universe everyone else is already calling. ViktoriAi does not provide investment management, capital raising, or placement agent services, and does not accept compensation tied to assets raised.
Work with me for a month, then decide
One rate, covering both the advisory and the documents. The first month is an introductory rate so you can see the work before committing to anything longer. Each month is paid in advance; if you do not want to continue, five days' notice before it ends.
The first month runs on the same terms as every month after it. It is not a limited trial — the only difference is the rate.
Best if: you have something in front of you — a diligence process, a launch, materials that need rebuilding — and you would rather see the work than read about it.
Request a conversation →- First month: at least one document finished, the second underway. After that, one to two a month depending on complexity
- Ongoing advisory by phone, email and message — no hourly billing, no meters running
- Positioning, investor communications, and the decisions that come up in between
- Review of monthly letters and other investor communications before they are sent
The amount of work varies by document — a firm DDQ is substantially more involved than a cybersecurity policy. We agree the priority order at the start and work down it.
Everything I build is yours from the moment it is built, including in the first month.
Website Design & Content
A full build on your own domain: structure, design, written content, and password-protected sections where investor material needs to sit behind a login. Hosting and domain stay in your name.
Scoped separately rather than counted against the monthly document work, because it is a different kind of work and a larger one. Built after the other materials, so it repeats what they have already settled.
Best if: the documents are done or nearly done, and the site is the last thing that still contradicts them.
Discuss the build →Website content only, for a site you are keeping: $3,000. I write the content page by page for your developer to implement. Worth knowing that content written to fit a site that already exists will follow that site's structure, not the positioning we settle on.
How an engagement usually goes
Not a fixed schedule — it depends what is already in place and what is in front of you. But this is the shape most of them take.
The first month
It starts with diligence on your own business: the strategy, the track record, how it has been presented so far, what allocators have already asked, and where the story does not yet hold together. Documents written before that work is done are documents written twice. By the end of the month you have at least one finished document and the second underway.
Months two and three
Most of the document set gets built, in the priority order we agreed. Presentation, DDQ, tear sheet, and the operational documents an ODD team asks for — each one written new rather than edited around what already exists, and all of them saying the same thing.
From there
The materials exist, and the questions change. Which allocator to approach and how. Whether a share class or an SMA makes sense. What a third-party marketer is actually worth. How to answer the question that ended the last diligence process. This is the part that is hardest to buy and easiest to underestimate, and in my experience it is where the engagement earns most of its value.
Every Engagement Begins the Same Way
Every engagement starts with a review of your current materials, positioning, and business objectives. From there I recommend the order of work — what to fix first, and what can wait. The priority depends on where the business is today and what is in front of you, not on filling a month.
How Engagements Work
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