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Book a meeting with our team, or take the accelerated MACH4 path and come to the first meeting ready for business.

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Pick a time with our team. We'll start with the requirements that matter: workload, location, capacity and timing.

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Optional · accelerated

Accelerated MACH4 path

Get the NDA in place and share your requirements through our Smart Discovery Guide before we meet, so your first meeting is ready for business.

  1. 01Watch the overview
  2. 02Register
  3. 03Accept the NDA
  4. 04Discovery guide
  5. 05Schedule
Start the Accelerated Path

OP Client Onboarding

Our five-phase onboarding process gives you a clear path from the first discussion to a definitive agreement. We work with your team to confirm requirements, develop the commercial framework, and resolve the decisions needed to move forward.

  1. Phase 1 · Week 1

    Confidentiality and Initial Alignment

    We execute the NDA, hold an introductory discussion and Q&A with your team, and provide the due-diligence package.

    Milestone Executed NDA, completed kickoff discussion, and due-diligence package delivered.

  2. Phase 2 · Week 2

    Discovery

    Together, we use the Smart Discovery Guide to confirm your requirements, pricing inputs, assumptions, and open questions.

    Milestone Approved discovery record, with decisions documented and owners assigned to outstanding items.

  3. Phase 3 · Week 3

    Concept and Term Sheet

    We present the proposed concept and issue the term sheet for your review. Term-sheet issuance starts the 30-day right-of-first-refusal period.

    Milestone Concept presented, term sheet issued, and right-of-first-refusal start date recorded.

  4. Phase 4 · Week 4

    Term Sheet Review and Signature

    We work with your team to resolve questions, incorporate agreed revisions, and route the term sheet for approval and signature.

    Milestone Signed term sheet, or an agreed list of remaining items with owners and closure commitments.

  5. Phase 5 · Week 5

    Contract Negotiation and Close

    Our teams begin definitive contract negotiations, resolve redlines and approvals, and work toward closing before the 30-day period expires.

    Milestone Executed definitive agreement, or an approved closing plan identifying remaining conditions and decision dates.

The five-week sequence is a planning target. We confirm engagement dates and milestone commitments with your team and review progress and next steps together each week.

Ready when you are. Start with a meeting, or arrive with the NDA already in place.

Book a Meeting Accelerated Path