Below $5B AUM
$50,000
one-time fee
- Institutional-grade earnings profile
- Governed data structured for PE and IB diligence
- AUM quality and revenue composition analysis
- M-Score baseline assessment
- Capital markets positioning narrative
Pricing
Priced on scope. Delivered as continuous intelligence.
ManagementForce pricing reflects the depth of engagement — from a one-time Digital Quality of Earnings to ongoing earnings management and capital markets ecosystem access.
What you are paying for
Continuous monitoring. Permanent capital-markets readiness.
The ManagementForce engagement model begins with a Digital Quality of Earnings and scales into continuous earnings management, synergy tracking, and capital markets ecosystem access — all built on a governed data layer that keeps your firm ready for institutional engagement at any moment.
Continuous financial data monitoring
Revenue performance, earnings trends, and account-level signals tracked continuously — not assembled on demand when a transaction surfaces.
Revenue and earnings management
Structured reporting on revenue and earnings across your account base — the governed information layer that capital markets participants require before engaging.
Just-in-time capital markets RFPs
Because monitoring is continuous, your firm can respond to private equity inquiries, investment banking introductions, and credit situations with current, governed information — not a static package built under pressure.
PE, IB, and institutional credit access
Continuous readiness translates directly into faster engagement with private equity firms, investment banking networks, and institutional capital market situations through the ManagementForce two-sided network.
Digital QoE
Digital Quality of Earnings
A structured, governed Digital Quality of Earnings engagement that produces an institutional-grade earnings profile for your firm — the foundation for capital markets engagement, PE diligence, and investment banking introductions.
$5B – $10B AUM
$100,000
one-time fee
- Institutional-grade earnings profile
- Governed data structured for PE and IB diligence
- AUM quality and revenue composition analysis
- M-Score baseline assessment
- Capital markets positioning narrative
$10B – $50B AUM
$250,000
one-time fee
- Institutional-grade earnings profile
- Governed data structured for PE and IB diligence
- AUM quality and revenue composition analysis
- M-Score baseline assessment
- Capital markets positioning narrative
Above $50B AUM
$350,000
one-time fee
- Institutional-grade earnings profile
- Governed data structured for PE and IB diligence
- AUM quality and revenue composition analysis
- M-Score baseline assessment
- Capital markets positioning narrative
The Digital QoE is the entry point for firms preparing for a capital markets event, PE conversation, or strategic transaction. It can be followed by ongoing Digital Earnings & Synergy Tracking Management Monitoring.
Ongoing engagement
Digital Earnings & Synergy Tracking Management Monitoring
Continuous earnings management, synergy tracking, and governed capital markets intelligence — priced by AUM tier.
Below $5B AUM
Ongoing Digital Earnings & Synergy Tracking
$125,000
per year
Continuous revenue and earnings monitoring, synergy tracking, and governed management intelligence for firms managing up to $5B in AUM.
- Continuous revenue and earnings tracking
- Synergy tracking and management monitoring
- M-Score AUM quality analytics
- VDR access and governed data layer
- PE investor reporting infrastructure
$5B – $10B AUM
Ongoing Digital Earnings & Synergy Tracking
$250,000
per year
Full earnings management, synergy tracking, and institutional reporting for mid-scale platforms managing between $5B and $10B in AUM.
- Continuous revenue and earnings tracking
- Synergy tracking and management monitoring
- M-Score AUM quality analytics
- VDR access and governed data layer
- PE investor reporting infrastructure
$10B – $15B AUM
Ongoing Digital Earnings & Synergy Tracking
$350,000
per year
Enterprise-scale earnings management, synergy tracking, and capital markets readiness for platforms managing between $10B and $15B in AUM.
- Continuous revenue and earnings tracking
- Synergy tracking and management monitoring
- M-Score AUM quality analytics
- VDR access and governed data layer
- PE investor reporting infrastructure
Above $15B AUM
Ongoing Digital Earnings & Synergy Tracking
$450,000
per year
Institutional-grade earnings management, synergy tracking, and capital markets infrastructure for the largest RIA platforms managing above $15B in AUM.
- Continuous revenue and earnings tracking
- Synergy tracking and management monitoring
- M-Score AUM quality analytics
- VDR access and governed data layer
- PE investor reporting infrastructure
Capital markets ecosystem
Capital Markets Ecosystem Connections & Introductions
$50,000
per year
Direct connections and introductions to asset management firms, private equity sponsors, investment banking networks, and institutional capital partners through the ManagementForce capital markets ecosystem.
- Introductions to asset management firms
- Private equity sponsor network access
- Investment banking relationship facilitation
- Institutional capital partner connections
- Governed earnings data shared with authorized partners
M-Score analytics
M-Score AUM Quality Analytics
M-Score delivers statistical analytics and risk-scoring for AUM quality — communicating investment and business development decisions to founders, C-executives, and PE firms.
M-Score is included in all ongoing Digital Earnings & Synergy Tracking Management Monitoring engagements.
AUM Quality Analytics
Statistical analysis of AUM composition, concentration risk, and quality signals across the advisor and account base.
Statistical Risk-Scoring
Quantitative risk scores that surface AUM quality concerns before they become diligence issues in a capital markets process.
Investment Decision Intelligence
Structured AUM quality intelligence that supports PE investment decisions, acquisition diligence, and portfolio monitoring.
Business Development Signals
AUM quality signals that identify organic growth opportunities and advisor-level business development priorities.
Transaction success fee
Double Lehman success fee: 20% of the formula.
ManagementForce earns a transaction success fee equal to 20% of the Double Lehman formula on completed capital markets transactions — financing events, M&A transactions, and PE investments facilitated through the ManagementForce network.
10%
First $1M of transaction value
8%
Second $1M of transaction value
6%
Third $1M of transaction value
4%
Fourth $1M of transaction value
2%
Transaction value above $4M
Illustrative example: $50M transaction
On a $50M transaction, the traditional Double Lehman formula produces a fee. ManagementForce earns 20% of that fee as its success fee — aligning our incentive directly with the outcome we help create.
- 10% × $1M = $100,000
- 8% × $1M = $80,000
- 6% × $1M = $60,000
- 4% × $1M = $40,000
- 2% × $46M = $920,000
- Total Double Lehman fee = $1,200,000
Traditional Double Lehman fee
$1,200,000
ManagementForce success fee (20%)
$240,000
Pricing questions
A clear model for a complex operating environment.
What is the Digital QoE and when should I start there?
The Digital Quality of Earnings is a one-time $50,000 engagement that produces an institutional-grade earnings profile for your firm. It is the right starting point for firms preparing for a capital markets event, PE conversation, or strategic transaction — and it can be followed by ongoing Digital Earnings & Synergy Tracking Management Monitoring.
Why is ongoing monitoring priced on AUM?
AUM is the primary driver of earnings complexity, reporting depth, and capital markets positioning value. Larger platforms have more advisors, more accounts, and more complex earnings structures — the monitoring and intelligence ManagementForce delivers scales with that complexity.
What does the Capital Markets Ecosystem Connections add-on include?
The $50,000 per year ecosystem access fee covers direct introductions and connections to asset management firms, private equity sponsors, investment banking networks, and institutional capital partners through the ManagementForce network. Introductions are supported by the governed earnings data ManagementForce maintains on your firm.
Is M-Score included in the ongoing monitoring fee?
Yes. M-Score AUM quality analytics and statistical risk-scoring are included in all ongoing Digital Earnings & Synergy Tracking Management Monitoring engagements at every AUM tier.
When does the transaction success fee apply?
The success fee applies to completed capital markets transactions — financing events, M&A transactions, and PE investments facilitated through the ManagementForce network. It is equal to 20% of the Double Lehman formula calculated on the transaction value.
What are the system requirements?
ManagementForce requires Salesforce Financial Services Cloud and AppCrown as underlying systems. These are prerequisites for all engagements — they provide the CRM foundation and data integration infrastructure that ManagementForce orchestrates into a governed management intelligence layer.
Strategy conversation
Ready to discuss your engagement?
Every ManagementForce engagement begins with a strategy conversation. We will assess your current systems, AUM profile, and capital markets objectives to recommend the right starting point.