Tell us what needs to be deal-ready
Share the scope, timeline, and current data state. We will respond within 1 business day with the best next step for a databook, diligence pack, model, or automation workflow. Prefer email? Write to abhishek.bhandari@zionadvisor.com — that reaches Abhishek Bhandari directly.
What to Expect
- Confidential intake for finance files, transaction context, and operating data.
- Fast triage for urgent requests — a first-cut databook inside 72 hours where scope allows.
- A clear recommendation on deliverables, required source files, timeline, and review gates.
About this
The best first step is to send the data room index or the target's ledger export. We will confirm scope and timing within one business day.
Frequently asked questions
What information do you need to scope an engagement?
The data room index, the target's industry and approximate revenue, and the deal perimeter. If you have a trial balance or general ledger export, that is even better.
How quickly can you start?
On a fixed-project engagement, 48 to 72 hours from receiving the data.
Do you sign an NDA before seeing data?
Yes. We are happy to sign your NDA before receiving any confidential information.
What happens next
Send the data room index or the target's ledger export. We will review it, confirm scope and timing, and respond within one business day. No obligation, no sales call before you are ready.