Project fees below $15,000
50%Kickoff
50%Accepted handover
How We Work
A clear scope. Visible progress. A considered handover.
Start with a non-confidential conversation. Agree what success means, then build evidence through focused delivery and review.
From first conversation to acceptance
Five practical steps.
There is no requirement to open a trading account or connect a wallet to discuss services.
- 01
Complimentary Fit Discussion
A complimentary 30-minute conversation using a non-confidential brief to understand fit and the next decision.
- 02
Scope & Statement of Work
Confirm the workflow, inputs, owner, deliverables, acceptance criteria, fixed fee and timing in a statement of work.
- 03
Kickoff Readiness
Confirm usable data, documentation, authorized access and the kickoff payment before the delivery clock starts.
- 04
Delivery & Review
Weekly progress, agreed reviews and demonstrable milestones, with written agreement for changes in scope, fee or schedule.
- 05
Acceptance & Handover
Review the acceptance checklist, resolve in-scope corrections and hand over editable deliverables with recommendations for the next phase.
Commercial guide
Confirm the details in the SOW.
Indicative fees in USD for the defined scope. Final scope, timing and commercial terms are confirmed in a statement of work.
Project fees of $15,000 or more
40%Kickoff
40%Agreed demonstrable midpoint
20%Accepted handover
- Indicative fees in USD for the defined scope. Final scope, timing and commercial terms are confirmed in a statement of work.
- Estimated delivery periods begin after scope, usable inputs, authorized access and the kickoff payment are ready.
- Projects below $15,000: 50% at kickoff and 50% at accepted handover. Projects of $15,000 or more: 40% at kickoff, 40% at an agreed demonstrable midpoint and 20% at accepted handover.
- Fees exclude taxes, market-data licenses, model and API usage, cloud services, travel and other third-party charges. Providers and spending caps are agreed in advance.
- Consolidated client feedback is requested within three business days, and acceptance feedback within five business days. Client or supplier delays adjust the schedule.
- New scope requires written agreement on the fee and delivery schedule.
- Corrections required to meet the agreed deliverables are distinct from new features. The defect-reporting window is 10 business days after handover; correction timing depends on the issue and agreed severity.
- The final statement of work identifies the contracting entity and defines intellectual property, component licenses, confidentiality, cancellation and liability terms.
- Deliverable rights and any reusable component licenses are defined in the statement of work. CatalystDesk retains its pre-existing tools and general methods. CatalystDesk's pre-existing proprietary source code, private trading systems and internal architecture are not included in client deliverables. Client data, strategies, code and identifiable results are not used for model training, cross-client reuse or productization without written permission.
- Agree confidentiality, the approved environment, minimum necessary access and retention before sharing sensitive materials.
- Professional services are quoted in USD separately from product Credits. Credits cover their documented product usage; they are not consulting hours, withdrawable funds or investment assets.
- The services do not include brokerage, clearing, managed trading, investment advice or profit guarantees.
Rights and confidentiality
Your work stays yours to control.
Deliverable rights and any reusable component licenses are defined in the statement of work. CatalystDesk retains its pre-existing tools and general methods. CatalystDesk's pre-existing proprietary source code, private trading systems and internal architecture are not included in client deliverables. Client data, strategies, code and identifiable results are not used for model training, cross-client reuse or productization without written permission.
Agree confidentiality, minimum access, an appropriate working environment and retention before sharing sensitive material. The final SOW names the contracting entity and defines intellectual property, component licenses, cancellation and liability.
Start with the difficult part
What does your financial AI need to get right?
Bring a non-confidential brief. We will explore fit, then define a bounded engagement together.
Request a Scoped Proposal
Complimentary 30-minute fit discussion.
No wallet or trading account required.