Understand where margin erodes before it shows up in the board report.
Two diagnostic tools for technology services executives and PE operating partners. Built to surface the patterns. Free to access.
Margin Gap Diagnostic
Six questions across the domains where margin erodes in technology services deals. The output tells you where your exposure is highest, how the pattern scores overall, and what the most productive next step looks like. Takes under 10 minutes. The result is specific enough to act on.
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Pre-signature Commercial Checklist
A question-by-question review of the commercial decisions made before signature that determine whether forecasted margin materializes in delivery. Each question is paired with what a margin-aware answer looks like. Use it to evaluate where your current deal stands against the standard that protects margin under pressure.
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The window to protect margin
closes at signature.
If you're facing a high-stakes pursuit, a recurring margin problem, or a portfolio company approaching a liquidity event with margin credibility at risk, this is the conversation worth having before the clock runs out.