Research Process
Riverstone's typical advisory workflow.
Sample Workflow
Phase 1: Initial Discovery
In this phase, we work closely with you to better understand your needs, goals, and challenges. We discuss timelines, assess urgency, & establish a clear understanding of your objectives. This foundational step ensures alignment and sets the stage for a tailored approach.
Needs, goals, & challenges
Timeline & urgency
Establish an understanding of objectives
Phase 2: Proposal Development
Based on our initial discovery, we craft a bespoke service plan outlining detailed deliverables, timelines, and methodologies. This ensures clarity on what to expect and how we’ll achieve your goals collaboratively.
Craft tailored service plan
Detailed deliverables, timelines & methodologies
Phase 3: Agreement & Onboarding
The partnership is formalized through clear contracts, defining responsibilities and expectations. During onboarding, we align workflows and introduce you to the team dedicated to delivering tailored solutions and achieving your strategic objectives.
Formalize partnerships through contracts
Phase 4: Data Collection & Analysis
We gather relevant data, conduct comprehensive industry research, and perform detailed financial assessments. This process builds a solid foundation for developing effective strategies tailored to your specific needs.
Gather relevant data & conduct industry research
Perform financial assessments
Establish a solid foundation for strategy development
Phase 5: Strategy Development
We create actionable, customized strategies designed to meet your objectives—whether investment evaluations, portfolio management, or operational enhancements. Our solutions are practical, data-driven, and aligned with your vision.
Create actionable strategies tailored to specific objectives
For investment evaluations, portfolio management, or operational efficiencies
Phase 6: Implementation Support
Collaboration is key as we work with you to execute strategies seamlessly. We provide the tools, insights, and regular updates needed to ensure alignment, track progress, and achieve results.
Collaborate to execute strategies
Provide tools, insights, and regular updates to endure alignment and progress
Phase 7: Performance Monitoring & Feedback
We continuously evaluate outcomes against benchmarks, refine strategies as needed, and maintain transparent communication. This adaptive approach ensures that our efforts remain effective and aligned with your evolving goals.
Continuously track outcomes against benchmarks, refine approaches
Maintain transparent communication to adapt to evolving needs
Phase 8: Relationship Building
Beyond delivering results, we focus on fostering long-term partnerships. Through trust, exceptional service, and insights that add value, we strive to be a reliable and indispensable partner in your journey.
Foster long-term partnerships through trust
Exceptional service delivery, and value-driven insights
Tailored Workflow Options
Retained Full-Time Equivalent
Benchmark of 150 hours of dedicated work time per month
Fixed monthly fee
Regular touchpoints for project management (at a frequency that works for you)
Block of Hours
Set number of hours to be utilized over an agreed number of weeks or months
Regular touchpoints for project management (at a frequency that works for you)
Project Based
Fee determined in advance as part of project scoping
Milestone-based payments or success fees for key deliverables
Regular touchpoints for project management (at a frequency that works for you)
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