Expertise
Six services, delivered as documents someone can act on.
Threefold's professional work is scoped, priced and agreed in writing. Every engagement produces work products an owner, lender or partner can read and use.
Capital Strategy & Formation
We define the capital the project actually needs, then get it ready to be underwritten. Strategy, readiness and process oversight — not securities placement or introductions.
Work products
- Sources and uses
- Capital readiness assessment
- Lender and equity materials review
- Process and milestone oversight
Development
Feasibility and development management from raw site facts through delivery, with the unknowns written down instead of assumed away.
Work products
- Assumptions register
- Missing-records list
- Entitlement and utility readiness review
- Development management
Construction Advisory
Preconstruction and execution review that keeps budget, schedule and scope answerable to documents.
Work products
- Preconstruction and bid review
- Schedule review
- Change and draw reporting
- Responsibility matrix
Owner Representation
We sit on the owner's side of the table and hold the project's controls, reporting and decision record.
Work products
- Owner's project controls
- Meeting and decision record
- Draw and pay-application review
- Executive reporting
Project Recovery
For stalled, over-budget or incomplete work: establish where the project actually stands before deciding to finish, restructure or exit.
Work products
- Cost-to-complete review
- Remaining-authority review
- Claims and change exposure summary
- Executive recommendation
Fractional Leadership
Senior development, construction or capital leadership on a defined, part-time basis for owners who need the discipline without the full-time seat.
Work products
- Defined scope and authority
- Standing cadence and reporting
- Team and vendor oversight
- Handover documentation
Professional services are separate from principal participation. Where an opportunity involves both, any advisory scope is explicit and separately agreed. Securities introductions, solicitation, negotiation and transaction-linked compensation are not part of these services.