Confidential Data Room — Accredited Investors Only

MVA Diligence Data Set

Presented per the MVA Diligence Data Fields specification — 14 fields across 4 categories.

01

Schema Recital

The MVA Diligence Data Fields specification defines 14 data points across 4 named categories. The case data set below renders each field verbatim per the spec — no additions, no substitutions.

Identifiers 2 fields
  • Case_ID_AnonymizedText / AlphanumericUnique masked identifier to track the file without violating PII.
  • Primary_Jurisdiction_StateText (e.g. "CA", "TX")Segments curves by state / venue rules.
Timeline Metrics 5 fields
  • Retainer_Signed_Month_YearMM/YYYYCohort anchor — sets origination month for vintage curve.
  • Complaint_Filed_Month_YearMM/YYYY or blankTracks time from intake to formal litigation.
  • Fallout_Drop_Month_YearMM/YYYY or blankAttrition curve — date file was closed with $0 recovery.
  • Resolution_Month_YearMM/YYYY or blankVelocity curve — date settlement or verdict was finalized.
  • Cash_Received_Month_YearMM/YYYY or blankDate cash cleared the firm’s trust / operating account.
Financials & CAC 5 fields
  • Direct_Acquisition_CostNumeric ($)Exact marketing spend / lead price spent to acquire this specific file.
  • Acquisition_ChannelText (e.g. "PPC", "SEO", "Referral")Enables CAC-to-fee yield analysis by channel.
  • Total_Gross_RecoveryNumeric ($)Total payout from insurance carrier / defendant.
  • Net_Attorneys_Fees_CollectedNumeric ($)Fee yield — total revenue collected by the firm (net of co-counsel splits).
  • Advanced_Case_CostsNumeric ($)Hard costs advanced by the firm (reimbursed at settlement).
Case Attributes 3 fields
  • Insurance_Carrier_NameText (e.g. "State Farm")Tracks duration / settlement velocity by carrier.
  • Available_Policy_LimitsNumeric ($)Maximum liability cap of the underlying insurance policy.
  • Initial_Injury_SeverityCategory (1 to 5)Soft tissue (1) vs. surgical / catastrophic (5) — predicts curve trajectory.
02

Field-Population Dashboard

Percentage of the active 218-case roster with a value present for each spec field, joined across seven source sheets (PI Master List, GOLD, SILVER, Litigation master list, Litigation / Pre-Litigation / ESK Settlement tracking, Deceased Clients, NOCs). Blank fields indicate data points not yet captured in the firm’s intake system or not yet released by the relevant case stage; full data-room ingestion will backfill them from accounting, trust-disbursement, and marketing-attribution systems.

03

Portfolio Summary

Aggregated context derived from the populated fields. Counts are exact; dollar amounts are conservative because Total Gross Recovery has not yet been ingested.

State (jurisdiction)

Acquisition channel

Initial injury severity

04

Cases — per-spec datasheet

Each case rendered as one datasheet card, organized into the four spec categories. Blank fields are intentional — they reflect data not yet present in the source intake CSV. Toggle to wide-table view for institutional analysis.

Schema fidelity. This presentation reproduces the MVA Diligence Data Fields specification verbatim — same 14 fields, same 4 categories, same data formats, same analytical purposes. The data set joins seven source sheets from the firm’s master Excel: PI Master List (primary 218-case roster), GOLD / SILVER (litigation vs. pre-litigation tape), Litigation master list (provides Date RetainedRetainer_Signed_Month_Year and the PC RJI Filed stage notes used to back-compute Complaint_Filed_Month_Year), Litigation + Pre-Litigation + ESK Settlement list (provide Settle Date, Settle For, Insurance, and check-clearance status), plus Deceased Clients and NOCs as supplemental cross-references. Fields with no source value — including Direct_Acquisition_Cost, Net_Attorneys_Fees_Collected, and Advanced_Case_Costs — are returned blank rather than estimated; full data-room ingestion will backfill them from the firm’s practice-management, trust-accounting, and marketing-attribution systems.

PII & confidentiality. Matter names have been replaced with CASE-NNN identifiers per the Case_ID_Anonymized standard. The set is provided under NDA to qualified accredited investors only. Redistribution is prohibited. Past results are not indicative of future outcomes, and this data set is not an offer to sell securities.