Client Relationship - How to work with us

Model Client: (1) over 150 leases ... (2) dissatisfied with existing XL reporting ... (3) Motivated user(s) who wants to get involved ... (4) Hands on Management - Demanding client ... Potential clients include Hedge Fund or other private RE Owner wanting superb reporting at a reasonable cost, or Public REIT.

Client Involvement: The primary success driver is the commitment and hands on involvement of one or more knowledgeable and motivated lead analyst(s) in the client's organization, who understands the reporting details, and wants to help build an alternative to XL. Their buy-in and leadership will overcome the natural and common resistance to a new and better way of doing things.

Optional Roles: We can help direct your Finance, Lease Administration , and IT departments.

How We Bill - 3 Ways:

1. Deployment related consulting fees, billed monthly in arrears.
2. Perfect Execution Bonus, billed upon completion. This fee also includes the cost of the software.
3. Annual Retainer Fee.

How to Get Started:

1. Initial Contact / Proposal : Call me to see if our services may fit your needs, 703 731 2351. If there's a potential fit, we'll visit your offices, gather your requirements and reporting needs, and deliver a proposal for your review. We can do this remotely if you prefer.

2. Proposal Acceptance / No Risk Contract: If you want to move forward, sign our no risk contract, allowing you to cancel at anytime. Since we bill 30 days in arrears, there's no risk, as you will know within 30 days if we're the right fit or not. If you cancel, you've lost only the part time efforts of your analyst.

3. 30 Day Test Drive with Your Data: Upon contract execution, email me XL sheets for 2-3 sample properties: Rent rolls, current and future contractual rent steps (MIN, CAM, TAX, ELE, Util, etc.), Lease Options / Terms (Options to renew, terminate, expand, other provisions), expense clause detail (base year / stops, Yr to Yr, etc., TAX, CAM, INSUR expenses by year), Lease Abstract, Property Abstract. Within 30 days, we will build a beta REMBASE model w/ this data for your review (with aliased property and lease names if you prefer). via a remote vpn server connection.

3 Phase Deployment:

Phase 1, Test drive, 1st 30 days, see above. via remote connection or on site. If you cancel prior to the initial 30 day billing, you are out nothing but your time. The beta will reside on an external server, that can be relocated to your on site server on demand.

Phase 2, Deployment / Production Phase, 4 mos - 12 mos, 3 location options (we prefer b or c) :

a . We can continue to do this remotely, via a gotomeeting like tool.
b. On site, at your offices.
c. Together at a 3rd location.

Phase 3, Support Phase: We are available via cell phone / email / VPN / On site, and provide a 24 hour turnaround, w/ most requests honored / remedied in 1 hour.