The book's own figures

1. Thornbury_Forecast_Blank.xlsx  (Chapter 15 and Appendix F), sheet 1

   B3    Seed and anchor capital             150000000
   B5    Conversion ceiling                  0.18
   B6    Half-saturation, months             9
   B7    Curve exponent                      2
   B9    Tickets per advisor a month, floor  0.1
   B10     added with tenure                 0.12
   B11     tenure half-life, months          6
   B13   Average ticket at launch            70000
   B14   Ticket growth per month of tenure   0.02
   B15   Tenure cap, months                  18
   B17   Redemption-free period, months      12
   B18   Monthly redemption rate             0.01
   A24/B24/C24  Meridian Private Bank           1200 advisors, live in month 7
   A25/B25/C25  Calder RIA Network              1600 advisors, live in month 12
   A26/B26/C26  Ashford Regional                700 advisors, live in month 17
   A27/B27/C27  Brightwater Independent         500 advisors, live in month 18

   Result: gross flow 11.81 m at month 36 and 14.23 m at month 84; the growth rate peaks at 48.1 % in month 29,
   net flow at 10.51 m in month 44; 755 m of assets at month 84. Sheet 5: -11.1 / -6.6, -10.0 / -6.0, -5.5 / -11.6.

2. Coverage_And_Readiness_Blank.xlsx

   Sheet 1, Chapter 2's Aldergate triage
   C5   Firms on the list               90
   C6   Fail: operational friction      31
   C7   Fail: allocation intent         22
   C8   Too small                       9
   C9   Fail: competitive density       0
   C10  Salespeople                     2
   C11  Capacity, low                   25
   C12  Capacity, high                  40
   C13  Approvals targeted              6

   (competitive density is not scored in the example: 0; 25 and 40 are the book's range; 6 approvals is Aldergate's goal)
   Result: 28 targets, 14 per salesperson, below the 25 to 40 range.

   Sheet 2, Chapter 6's Aldergate platform (rows 13 and 14: the book gives no capacity)
   C5   Advisors on the platform        9000
   C6   Transacted in alternatives      1400
   C7   Core                            350
   C8   Externals                       2
   C9   Touches, low                    4
   C10  Touches, high                   6
   C11  Internals                       2
   C12  Internal touches a year         4

   Result: 175 core advisors and 700 to 1,050 touches a year per external; 1,050 in the middle tier, 525 and
   2,100 calls a year per internal; 7,600 in the tail.

   Sheet 3: the book scores no firm. Its thresholds are 16 (go to market) and 10 (a build to finish).
