Welcome to TVG Advisory

This intake helps us understand your environment before our first call. Takes about 5 minutes. The more you share, the more valuable our first conversation will be.

Step 1 of 4

Section 1 — Your Profile

Tell us about yourself and your organization.

First Name *

Last Name *

Title / Role *

Company Name *

Business Email *

Direct Phone

Industry *

Company Size

Section 2 — Your Technology Environment

Help us understand your current setup.

IT Team Structure

Primary Email & Productivity Platform

Which areas are you currently evaluating or have active concerns? (Select all that apply)

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Cybersecurity

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Disaster Recovery / BCP

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Regulatory Compliance

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Vendor Management

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Cloud Migration / Strategy

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Infrastructure Refresh

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IT Budget / Cost Control

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AI / Automation Strategy

Section 3 — Vendors & Relationships

Let's understand your current vendor landscape.

List your key current IT vendors or service providers

This helps us know who's already in your corner and where the gaps might be.

Are there active vendor evaluations or purchases underway right now?

Regulatory frameworks that apply to your organization

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GLBA (Banking)

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HIPAA (Healthcare)

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SOX

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PCI DSS

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FFIEC

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None / Unsure

Section 4 — Goals & First Call

What do you most want from this advisory relationship?

What's the single biggest technology challenge keeping you up at night? *

What does success look like for you in this advisory relationship?

How did you hear about TVG?

Preferred Advisory Package

Anything else we should know before our first call?

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You're all set.

Your advisory profile has been submitted. You'll hear from TVG within one business day to confirm your onboarding call.

What happens next:

1. TVG reviews your profile before the call
2. You'll receive a calendar invite within 24 hours
3. First session: 30-minute onboarding call
4. Advisory access begins immediately after