Joining

What to expect over the first month.

From applied to live watch in three to four weeks. Apply anonymously if you prefer; no ID is asked until the team advances your file. Engagements are selective. Once we advance, four stages follow.

The four stages.

Day 1 to 3
Intake

A thirty-minute call with the named lead who will run your file. The call covers your situation in plain language. What sits in your file. Where it sits. What has happened recently. What you're worried about. The call is not a sales conversation. The team is deciding whether the file is one we can read well.

Day 4 to 14
First reading

A two-week deep read of the open record on your name, your controlled entities, and your stated jurisdictions. Photo, face, and voice surfacing. Email and breach exposure. Real-estate registry residue where applicable. The first reading is delivered as a single written document at the close of week two.

Day 15 to 21
Protocols

A short conversation about how the team will reach you. Encrypted channel preferences. Who else on your team is authorised to receive briefs. Out-of-band verification protocol for any voice instruction. For Standing and Reserve files, the voice-escalation protocol and verified callback line.

Day 22 to 30
Watch goes live

The system starts running on your file at your selected tier. The morning brief begins. Real-time alerts activate where applicable. The first month is the calibration window. We adjust the tuning of the system to your file.

What we'll ask for.

Nothing requested before the team decides to advance the request.

A working email At application
Used only for team communication. You can use a non-attributable address if preferred.
A phone with country code At application
Held but not activated. The team will not call until the request is advanced and you've confirmed availability for intake.
Jurisdictions and category of holdings At intake
Categories only. Specifics come later. Where you live, hold, and move through. Approximate categories of holdings without naming institutions.
Identity verification Once advanced
Government-issued ID and proof of address. Standard KYC, processed by an external regulated provider. We don't retain the documents.
Custodian and counterparty list Once advanced, Cover and above
Banks, brokerages, exchanges, custodians you currently use. Held under standard confidentiality. Used to scope what we read.
Family scope Once advanced, Cover and above
Names that should be read alongside you. With their consent.
Reachable contact For Standing
A nominated contact the team can reach in your absence. Reached only on critical events.

Engagement.

Twelve-month minimum.

Calibration is the work. It takes at least one full quarter to settle. Twelve months is the minimum first engagement. After the first year, the engagement is annual and renews automatically unless either side withdraws.

Confidentiality is the default.

No public client list. No published case studies. No name appears anywhere the team controls. Standard confidentiality applies, with carve-outs only for legitimate legal process.

Either side can withdraw.

Mid-term withdrawal is available on request, with the unused portion of the fee returned on a pro-rated basis. The team can decline to renew at the end of any annual term for any reason.

Ready
Begin the request.

Six steps. Five minutes. Anonymous available. The team reviews quarterly and writes to applications it advances within ten business days.

Speak with us →