Non-discretionary research, second opinions and structuring input for private clients running their own strategies.
Advisory engagements are for private clients who already run their own strategy and want a specialist second opinion — on specific deals, on structuring, or on portfolio construction decisions.
We don't touch your capital. You keep full discretion. We provide the research, the framing and the hard questions.
Every engagement ends with written material you can act on and defend.
Written IC-grade memo with thesis, risks, valuation framework and a clear recommendation.
Scenario-based financial model with sensitivity tables on the key value drivers.
Structured, no-ego push-back on your own thesis — what have you missed, what are you underweighting.
Views on share class, pricing, drag/tag, preferences and alignment — alongside your legal counsel.
Independent assessment of your existing positions — concentration, correlation, thesis drift.
Call-based sessions to walk through the deliverables and answer questions live.
Scope is agreed in writing before we start. No scope creep, no hidden fees.
Fixed-fee deal memo and structuring review on one specific transaction. Typical turnaround 10-15 business days.
Monthly retainer with defined deal-review capacity plus ongoing access to the research desk.
Deep engagement for corporates, funds or family office investment committees making long-horizon decisions.
Katniss Pty Ltd provides general financial product advice to eligible private clients under applicable Australian law. Before any engagement we confirm eligibility and agree scope, deliverables and fees in writing.
Short enquiry, no obligation. Our team reviews every submission and arranges a private conversation before anything moves forward.
