Mandate catalog | 13 live SKUs

What we ship, and what it costs.

Per-deliverable packs, monthly retainers, quarterly reviews, and white-label terminal seats. Every mandate is bound to a workspace on the production terminal so the deliverable is auditable before the buyer signs anything.

Prices are Geneva-anchored, in CHF, and net of VAT. SLA is business days from kickoff. Volume and recurring engagements adjust headline pricing in the scoping call.

01Per deliverable
8 mandates

Strategy backtest + robustness

per strategy
CHF 30'000SLA 10 business days
  • Strategy specification in the terminal's strategy lab
  • Walk-forward CSCV PBO + deflated Sharpe per Bailey et al.
  • Stochastic-dominance test vs benchmark
  • Parameter-stability plateau + block-bootstrap CI
  • ROBUST / LIKELY ROBUST / BORDERLINE / OVERFIT verdict
Open in terminal

PE diligence pack

per IC memo
CHF 22'000SLA 5 business days
  • Full deterministic pipeline on the target (PE / factor / TSMOM / LBO / Greeks)
  • Bull / base / bear scenario payoffs with Monte Carlo IRR bounds
  • Robustness verdict on the entry-exit thesis (PBO / deflated Sharpe)
  • Comparable-deals M&A intelligence + Altman Z'' credit screen
  • Final IC-memo PDF ready to circulate
Open in terminal

M&A transaction memo

per transaction
CHF 18'000SLA 7 business days
  • Standalone valuation (DCF + multiples + LBO floor)
  • Synergy bridge with explicit cost / revenue split
  • Comparable-transactions premium analysis
  • Accretion / dilution per the buyer's cap structure
  • Pro-forma covenant + leverage screen
Open in terminal

Sector deep-dive (any sector)

per report
CHF 15'000SLA 7 business days
  • Cross-vertical synthesis (e.g. VLCC + Brent + India refining)
  • Top-15 names ranked on the deterministic composite
  • Sector regime classification (rule-based + factor exposure)
  • Relative-value matrix vs the sector cohort
  • Catalyst calendar for the next 90 days
Open in terminal

LBO model (SMB target)

per target
CHF 15'000SLA 5 business days
  • Full LBO model with covenant + cash-sweep mechanics
  • Base case + Monte Carlo IRR / MOIC dispersion (500 sims)
  • Exit-multiple x growth sensitivity grid
  • Equity bridge waterfall (multiple vs growth vs paydown)
  • Lender-pack credit screen (Altman Z'' + naive Merton)
Open in terminal

VC sector diligence (5-name)

per pack
CHF 12'000SLA 5 business days
  • Five-name comparative pipeline + composite score
  • Per-name PE-screener red flags + sub-score breakdown
  • Cohort relative-value matrix
  • One-page-per-name written summary
  • Cap-table-sensitive IRR scenarios
Open in terminal

Custom universe screen

per screen
CHF 6'000SLA 5 business days
  • Bespoke filter logic on the live universe (FMP Ultimate)
  • Backtest on 10-year window with turnover + cost report
  • Persistent screen integrated into the terminal
  • Methodology note for the client's compliance file
Open in terminal

Single-name deep-dive

per name
CHF 4'000SLA 2 business days
  • Full ticker deep-dive pipeline output as PDF
  • DES + financials + analyst pack + transcripts summary
  • LBO snapshot + factor exposure + options IV
  • Composite rating with deterministic decision banner
Open in terminal
02Monthly retainer
3 mandates

Family office monitoring

monthly retainer
CHF 1'500 / moSLA 30 day cycle
  • Watchlist of up to 25 names
  • Weekly rating-change digest via terminal alerts
  • Quarterly comparison refresh against sell-side
  • Ad-hoc one-pagers up to 4 per month
Open in terminal

Geopolitics intelligence

monthly retainer
CHF 1'200 / moSLA 30 day cycle
  • Sanctions + tariff regime watch (regulatory pressure index)
  • VLCC flow + chokepoint stress (vessel map workspace)
  • EM credit-spread + FX carry signal
  • Quarterly written deep-dive on one named geography
Open in terminal

Macro pulse newsletter

monthly retainer
CHF 800 / moSLA 30 day cycle
  • Weekly regime read (rule-based composite + HMM)
  • Yield-curve + credit-spread snapshot with thresholds
  • ECO calendar surprises (signed by event family)
  • Cross-asset rotation flag with breadth metrics
Open in terminal
03Per quarter
1 mandate

Portfolio risk review

per quarter
CHF 4'000SLA 5 business days
  • VaR / CVaR (parametric + historical + Monte Carlo)
  • Brinson-Fachler allocation vs selection attribution
  • Ex-ante factor-exposure profile vs SPY
  • Scenario stress (2008 / 2020 / custom)
  • Optimizer benchmark (MV / HRP / RP / BL) + frontier overlay
Open in terminal
04Subscription
1 mandate

White-label terminal seat

monthly per seat (min 3 seats)
CHF 2'000 / moSLA 30 day cycle
  • Full terminal access on a private subdomain
  • Branded chrome (logo + accent color, methodology page kept)
  • Per-seat watchlist + decision-log persistence
  • Read-only API access to engine outputs
  • Monthly office hour for the team
Open in terminal
05Engagement notes
CurrencyAll prices in CHF, net of Swiss VAT.
VolumeMulti-mandate or recurring engagements adjust pricing in the scoping call.
ComplianceEvery deliverable ships with a methodology note and a per-engine audit trail for the buyer's file.
CustomNot on this list? Bring it to the scoping call; the catalog is the anchor, not the boundary.
Scoping call

Book a 30-minute scoping call.

Walk us through the workflow you want to compress. We pick the mandate that fits, anchor the SLA, and tell you on the call whether it is a fit. If it is not, we will say so.

Book a 30-minute scoping call

Prefer email? francois@frostaing.com