Business & Investing Consultants
Services
At Marwest, we don’t believe in one-size-fits-all playbooks. Whether we’re underwriting a deal, modernizing a tech stack, or helping a founder go to market, our goal is the same: to bring clear, thoughtful execution to complex decisions. Below are our core service areas - designed to be flexible, collaborative, and tailored to your goals.
Asset-Level Underwriting
We provide detailed financial modeling and scenario analysis to support acquisition decisions, helping clients evaluate true risk-adjusted returns and downside protection.
Example Engagements
• Evaluate a mixed-use development for a family office, including rent roll analysis, market comps, and downside sensitivity.
• Build a full model for an off-market industrial portfolio acquisition, factoring in lease roll, TI/LC assumptions, and exit scenarios.
• Prepare investor-facing materials for a JV partner, translating technical deal metrics into digestible narratives.
Portfolio Strategy & Optimization
We assess asset mix, geographic exposure, and capital allocation to help clients align portfolios with growth goals, income targets, and risk tolerance.
Example Engagements
• Conduct a hold/sell analysis across a five-asset portfolio based on capital needs, market outlook, and NOI performance.
• Advise a private equity sponsor on strategic reallocation from urban office to small-bay industrial.
• Benchmark operating metrics and expense ratios across owned assets to identify opportunities for margin improvement.
Debt Advisory & Transaction Oversight
We support clients in sourcing and securing debt, coordinating due diligence, and managing the full closing process. From lender outreach to navigating third-party reports, we ensure each deal moves smoothly and strategically from term sheet to close.
Example Engagements
• Manage the financing process for a multifamily acquisition, from lender outreach to closing coordination.
• Lead diligence and third-party report reviews on a time-sensitive closing with multiple stakeholders.
• Support a recapitalization effort, including refinancing strategy, data room prep, and lender Q&A support.
Tech Stack Evaluation & Transition
We help real estate investors and operators modernize their technology tools—from underwriting platforms to asset management systems—improving data visibility, reporting, and execution across the portfolio.
Example Engagements
• Evaluate and implement a new asset management platform for a regional owner/operator to improve data tracking and reporting.
• Transition a firm’s legacy underwriting model into a modern, Excel-integrated tool with dynamic inputs.
• Audit an investor’s existing tools (deal pipeline, document storage, CRM) and propose a streamlined ecosystem tailored to their workflow.
Services - Commercial Real Estate
Pricing & Monetization Strategy
We help companies develop and refine pricing models that align with customer value, drive revenue growth, and scale with the business.
Example Engagements
• Design a tiered pricing structure for a SaaS platform to support both SMB clients and enterprise contracts.
• Conduct a pricing sensitivity analysis to help a startup prepare for a fundraise and validate unit economics.
• Recommend usage-based pricing tied to customer ROI after evaluating adoption data and churn signals.
Go-To-Market Planning
From early-stage market entry to enterprise expansion, we build actionable GTM plans tied to sales process, messaging, and product positioning.
Example Engagements
• Build a GTM strategy for a new data product targeting private lenders, including ICP definition and sales play design.
• Develop messaging and positioning for a firm entering a new asset class, aligning product value with client workflow.
• Support rollout into the U.S. market for a proptech firm expanding from Canada, including channel strategy and sequencing.
Services - Proptech
Revenue Strategy & Gap Analysis
We evaluate the full revenue engine—from pricing and packaging to sales funnel and conversion—to uncover friction points, missed opportunities, and where teams are leaving revenue on the table.
Example Engagements
• Audit the full revenue funnel to identify friction in sales handoff, pricing conversion, and onboarding.
• Help an early-stage team prioritize where to invest: SDR expansion, pricing changes, or product bundling.
• Diagnose missed growth targets by identifying gaps in customer segmentation, messaging, and sales compensation.
M&A & Strategic Advisory
We support proptech companies navigating buy-side or sell-side transactions, helping evaluate fit, conduct market comps, and articulate strategic value to investors or acquirers.
Example Engagements
• Support a proptech startup in preparing materials for a potential acquisition, including positioning and market comps.
• Evaluate the strategic fit of a bolt-on acquisition for a mid-sized platform, including overlap analysis and GTM integration risks.
• Act as a sounding board for a founder fielding unsolicited acquisition interest—reviewing term implications and investor dynamics.