Accepted — Diagnostic Invitation

You have been accepted to complete the Capital Authority Diagnostic Review.

This is a structured session designed to confirm your control pathway, identify risk blind spots, and determine next-step eligibility.

Next Steps

1

Complete the Assessment Investment

Submit your evaluation to reserve your evaluation window. Complete the form below to begin the process.

Begin Evaluation

Evaluation submission required before scheduling.

2

Schedule Your Evaluation Session

After evaluation is reviewed, schedule your 60-minute evaluation using the secure calendar link below. Choose a time you can attend without interruption. This session is structured and time-sensitive.

Schedule Evaluation

Rescheduling is limited. Arrive on time.

3

Prepare Your Capital Position Materials

To maximize the value of the evaluation, prepare the following information before your session:

  • Current portfolio summary (addresses optional; units required)
  • Recent deal history (last 3 transactions or active contracts)
  • Liquidity range and funding access (private capital, lines, cash)
  • Credit tier estimate (range is sufficient)
  • Target acquisition focus (2–4 units and/or 5–20 units)
  • Current constraints (deal flow, capital, negotiation, time, structuring)
4

Confirm Your Evaluation Standard

This is not a training call. This is a diagnostic evaluation designed to produce:

  • Your Capital Position Score™ (0–50)
  • A structural upgrade roadmap
  • A determination of advisory eligibility

If you want a general real estate conversation, this is not the correct process.

What Happens After Your Assessment

At the end of the evaluation you will receive one of three outcomes:

Outcome A — Private Advisory Eligible

You qualify for private advisory access. If capacity is available, you will receive a private invitation with next steps.

Outcome B — Capital Authority Lab™ Eligible

You qualify for cohort-level implementation. You will receive a private enrollment pathway.

Outcome C — Foundational Progression Required

You are not currently aligned for advisory tiers. You will receive a structured roadmap and a reapplication timeline.

Support

If you have a scheduling or payment issue only, use the contact page. Do not submit general questions.

Contact (Scheduling/Payment Only)

Educational and advisory services only. Not legal advice, not tax advice, not financial advice. Consult licensed professionals.