Procurement Pack
One-click bundle your internal champion can forward to Compliance, Risk, and IT/Security — with sample outputs, pilot scope, and deployment overview.
If your organization has a specific security questionnaire, we can complete it on request.
What’s inside
- Sample Weekly Brief (PDF): the exact format delivered during the pilot
- Pilot SOW (PDF): scope, cadence, deliverables, and success criteria
- Security overview (PDF): controls + deployment options
- Methodology 1-pager (PDF): regime → scenarios → boundaries → attribution
- Decision-support only (PDF): no execution / no custody clarification
- NDA template (DOCX): optional starting point
- Vendor questionnaire (HTML): intake overview
Proof assets: what you get in 4 weeks
Baseline + objectives
Universe, constraints, risk posture, baseline snapshot.
Scenarios + boundaries
Regime framing, triggers, invalidation rules, watchlist.
Attribution + exceptions
What moved, why it mattered, and what to ignore.
Committee-ready brief
Scorecard + go/no-go recommendation and next steps.
Success criteria
- Faster decision cycles with a consistent weekly brief
- Stronger discipline via explicit triggers + invalidation
- Clearer risk conversations via scenario framing + attribution
Operating boundary
Decision-support only. No execution. No custody. Final investment decisions remain with your team.
Recommended review order (fastest path)
3) Security & deployment
Single-tenant option available for stricter requirements.
Open Security Overview →Need a procurement call?
We can do a 20–30 minute review with Security / Risk to confirm deployment, data handling, and pilot success criteria.
Forward text (copy/paste)
Use this if you prefer to forward internally rather than using the mailto draft.