Start a search
Your next advisor search starts here.
Create your organization, invite your committee, and draft the RFP with a guided interview. Free for organizations, from the first draft to the decision record.
What to expect
Built for a real search
RFP Free is shaped around the way committees actually run an advisor or OCIO search: a guided draft, private invitations to firms you choose, sealed responses, and a comparison your board can stand behind.
Organizations never pay
Not now, and not later. There is no upsell waiting at the end and no billing on your side to set up.
Hands-on support when you want it
If you'd like direct help drafting the RFP or running the process, we'll work alongside your committee at every step. Just ask.
Get started
- 01Create your account and your organization.
- 02Invite the rest of your committee.
- 03Answer the guided intake interview to draft the RFP.
- 04Review, edit, and send private invitations to your firms.
Questions first, or want hands-on help? Email us or read how it works.