Margin Intelligence
Understand where margin erodes before it shows up in the board report.
Two diagnostic tools for technology and professional services executives and PE operating partners. Built to surface the patterns. Free to access.
Available Now
01
Margin Gap Diagnostic
Six questions across domains where margin commonly gets put at risk in technology and professional services deals. In under 10 minutes, you'll see how your exposure scores overall, where the pattern is most concentrated, and whether the results suggest isolated exposure or a recurring commercial pattern.
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02
Pre-signature Commercial Review
A deal-level review of seven commercial areas where margin can be put at risk before signature – from scope and pricing assumptions through risk allocation, change mechanics, payment, performance remedies and exit. Each question is paired with what a margin-aware answer looks like, so you can pressure-test a specific pursuit while there's still time to act.
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The window to protect margin closes at signature.
If either tool surfaces a recurring pattern or exposure that you don't want to carry forward, this is the conversation worth having while there's still time to change the commercial position.
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