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Portfolio Review
Audit strategy. Refine alignment. Build investor-grade cohesion.
This 30-minute working session offers a structured review of your business, investor, or personal portfolio architecture—with targeted feedback on clarity, compliance, brand readiness, and strategic cohesion. Led by Dr. Kareem Tannous, the review examines your platform's positioning across key domains and preps actionable refinement toward investor engagement, strategic repair, or operational execution.
Session Deliverables:
- Portfolio Architecture Review: Legal, financial, branding, and compliance lens
- Strategic Cohesion Audit: Are your documents, narratives, and structures investor-ready?
- PDF Summary with targeted refinements, blind spot notes, and tier alignment suggestions
- Optional mapping toward Equity Ignition or Pinnacle Circle readiness
Best for professionals consolidating multiple platforms, preparing strategic decks, or assessing investor posture pre-launch.
Format: Remote with secure access
Includes: PDF Session Summary + optional refinement guidance
Fee & Confirmation Disclaimer
Fee: $360.00 per session
To ensure scheduling integrity and preparation quality, all session fees must be paid in full prior to appointment confirmation.
Your selected time slot will remain tentative until payment is received. Once processed, you’ll receive a formal confirmation with access credentials and session details.
Alliance Unlimited reserves the right to release unconfirmed appointments to other clients without notice.
Audit strategy. Refine alignment. Build investor-grade cohesion.
This 30-minute working session offers a structured review of your business, investor, or personal portfolio architecture—with targeted feedback on clarity, compliance, brand readiness, and strategic cohesion. Led by Dr. Kareem Tannous, the review examines your platform's positioning across key domains and preps actionable refinement toward investor engagement, strategic repair, or operational execution.
Session Deliverables:
- Portfolio Architecture Review: Legal, financial, branding, and compliance lens
- Strategic Cohesion Audit: Are your documents, narratives, and structures investor-ready?
- PDF Summary with targeted refinements, blind spot notes, and tier alignment suggestions
- Optional mapping toward Equity Ignition or Pinnacle Circle readiness
Best for professionals consolidating multiple platforms, preparing strategic decks, or assessing investor posture pre-launch.
Format: Remote with secure access
Includes: PDF Session Summary + optional refinement guidance
Fee & Confirmation Disclaimer
Fee: $360.00 per session
To ensure scheduling integrity and preparation quality, all session fees must be paid in full prior to appointment confirmation.
Your selected time slot will remain tentative until payment is received. Once processed, you’ll receive a formal confirmation with access credentials and session details.
Alliance Unlimited reserves the right to release unconfirmed appointments to other clients without notice.