Research Process

Riverstone's typical advisory workflow.

Sample Workflow

1

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

2

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

3

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

4

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

5

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

6

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

7

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

8

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)