OPTIONAL ADD-ON TO DEALIQ
$250 · 60 MinutesDealIQ Walkthrough
A one-on-one walkthrough of your completed DealIQ for clients who want to discuss the research, assumptions, open questions, and potential follow-up.
Home / Pricing
PRICING
Private Placement
Due Diligence
Independent research and due diligence, delivered through your written DealIQ™ report.
Start Your ResearchScope is confirmed during a Complimentary Research Planning Call before you move forward.
What’s Included
The $1,500 engagement covers the research and analysis. DealIQ is the written report that organizes the completed work.
- Sponsor & Principal Research
- Offering-Document Review
- Structure, Economics & Fees
- Projections & Assumptions
- Assets & Investor Protections
- Independent Research & Evidence Review
- Open Questions & Unresolved Information
- Written DealIQ™ Report
- Delivery Through Your Deal Vault
Optional Support
STANDALONE OR WITH DEALIQ
$750SDIRA Concierge
Practical support for investors navigating the operational process of funding a private investment through a Self-Directed IRA.
- Understand the Transaction Process
- Prepare for Custodian Requirements
- Coordinate Documents, Timing & Next Steps
Investorly provides operational guidance; it does not act as the custodian or provide legal or tax advice.
Pricing & Process Questions
When Do I Pay?
The Complimentary Research Planning Call comes first. Investorly confirms fit and scope before the paid engagement begins.
When Does Delivery Begin?
The standard delivery period begins after the DealIQ intake and required materials are complete.
Is the DealIQ Walkthrough Required?
No. It is optional.
Can I Use SDIRA Concierge Without DealIQ?
Yes. SDIRA Concierge is available as a standalone service or alongside a due-diligence engagement.
HAVE AN OPPORTUNITY IN FRONT OF YOU?
Start Your Research Start With a Complimentary Research Planning Call.
We’ll understand the opportunity, confirm the scope, and make sure you know what comes next before you move forward.