Overview
Dashboard
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Active Clients
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Prospects
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Monthly Retainer
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Total Clients
Recent Clients
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Directory
Clients
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Tools
Engagement Letter
Generate a branded engagement letter. Select an existing client or fill in manually.
Client Information
Scope of Services
Billing
Preview
Fill in the form and click Generate Letter to preview.
Tools
Proposal Generator
Build a branded landscape PDF proposal. Fill in details, select a pricing structure, and generate.
Client & Engagement
Pricing Structure
Tiered
Good / Better / Best
Single Price
One clean number
Recurring + One-Time
Monthly + setup fee
Project Fee
Fixed + milestones
Essential
Growth
Strategic
Tools
Deal Tools
RAMOT's transaction analysis and investment memo suite.
RAMOT Deal Tools
CIM analysis, SDE/EBITDA valuation, quality of earnings, and investment memo generation. Opens in a new tab.
Open Deal Tools