Monthly · First Thursday · 4:00 PM – 5:30 PM CT
Monthly Deal-Flow & Sector Research Briefing
Standard Session Agenda
- 15 min — Macro, Treasury Liquidity & Pipeline Triage (Managing Committee)
- 40 min — Primary Deal Sponsor Memorandum Presentation & Financial Model Walk-Through
- 20 min — Counter-Thesis Risk Review & Member Q&A
- 15 min — Preliminary Scoring & Next-Step Diligence Assignments