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Preparation Diagnostic Report ($497 USD)

The process is online: questionnaire, payment and delivery of the web report with PDF. Includes a 30-minute session to interpret your results. No sales calls to buy.

Book inspection

For Preparation Diagnostic, the process is 100% online. Committee methodology, evaluator side, no sales calls to buy.

Security and confidentiality

Privacy and security program for financial data

Vestcrest operates with a documented privacy and security program. These four pillars support every report.

  • LFPDPPP privacy

    Full notice, purpose limitation, processor registry and ARCO procedure (access, rectification, cancellation and objection) under Mexican personal data law.

  • Security program

    Documented controls designed under SOC 2 Trust Service Criteria (Security and Confidentiality) and ISO 27001 good practices: access management, event logging, incident response and vendor assessment.

  • Access control

    Your report is delivered via personal link; it is not indexed in search engines. Data is not publicly readable: access restricted to authorized team and contracted infrastructure under contract.

  • Service scope

    Diagnostic and preparation for capital movements, sale, partner, financing or succession. Not a certified expert opinion or regulated intermediation: Transaction covers support in processes you initiate, within scope agreed in writing.

Controls operate since 2026-06-09. Type I readiness target July 2026; independent audit August 2026. No SOC 2 Type II certification yet, control design does not wait for an institutional client to request it.

NDA available on request · contacto@vestcrest.com · subject «NDA»

Document your preparation for capital movements before the table

Book inspection · $499 USD

If your report does not identify specific prioritized gaps from your data, we redo the analysis at no cost.

View example report →

30-minute process · no sales calls · Privacy notice and full program