Services & Investment

Procurement intelligence. Analytics consulting. One firm.

Eight services across two disciplines — procurement spend intelligence and analytics & data consulting — all built on the same analytical methodology, all delivered for asset-intensive businesses. Pricing reflects standard scopes and is confirmed per client.

Analytics

Pure intelligence — benchmarks, audits, dashboards — you act on it

Advisory

We arm and advise your team for negotiations

Recurring

Subscription intelligence and fractional leadership

Independent

Paid by you. Never compensated by a supplier.

01 · Entry tier · Pure analytics

Procurement Benchmark Report

The low-commitment first step. We benchmark a defined slice of your procurement spend against current market indices and return a clear read on where you sit versus the market. The fastest way to see the value before a full audit.

  • Benchmark a target category set against vertical-specific public indices
  • Identify the categories most likely to be carrying excess cost
  • Deliver a concise written read with recommended next steps

You receive the analysis. Your team acts on it. We do not negotiate.

DeliverableWritten benchmark read (8–12 pages) + summary call
Timeline10–15 days
Investment$3,500 – $8,000
Start here

Lead service · Most popular
DeliverableWritten report (spend waterfall, opportunity matrix, supplier review) + findings presentation
Timeline30–45 days
Investment$12,000 – $25,000
PE portfolio engagements (multiple companies)$40,000 – $75,000
Scope a spend audit
02 · Lead service · Pure analytics

Procurement Spend Audit

The fastest path to finding the money. We analyze twelve months of your procurement spend, benchmark every category against vertical-appropriate market data, and deliver a prioritized plan ranked by dollar value and ease of capture. Pure analytics.

  • Collect and categorize 12 months of spend across material, equipment & indirect categories
  • Benchmark every category against the vertical's public price indices
  • Quantify opportunities, ranked by dollar value and ease of capture
  • Review existing supplier agreements for pricing and structure
  • Deliver a written report with a 12-month action plan

You receive the analysis. Your team acts on it. We do not negotiate.


03 · Optional · Advisory

Negotiation Intelligence & Strategy

When you are heading into a renegotiation, we arm your team with the data and the strategy to win it. We build the fact base, model the targets, and shape the approach. Your team carries it into the room.

  • Build the supplier fact base and price-to-market gap for the target categories
  • Model realistic target outcomes and walk-away positions
  • Provide the negotiation strategy and supporting materials
  • Sit in as advisor on request

We arm and advise. Your team negotiates. We can sit in as advisor on request.

DeliverableNegotiation playbook + target model + supporting data
Timeline2–4 weeks
Investment$12,000 – $25,000
Optional gain-share structure15–25% of verified first-year reductions
Prepare for a negotiation

DeliverableCustom dashboard environment + data model + documentation + training
Timeline4–8 weeks
Investment$10,000 – $22,000
Build my environment
04 · Delivered work · Analytics build

Analytics & Dashboard Build

A custom procurement analytics environment with your spend and our benchmark layer built in. Tableau or Power BI, engineered to your category structure, so the intelligence stays live after the audit ends.

  • Design the spend taxonomy and data model for your vertical
  • Build the benchmark integration against the relevant public indices
  • Deliver a custom Tableau or Power BI environment with documentation
  • Train your team on use and maintenance

We build the environment. Your team owns and operates it.


05 · Retained · Embedded

Fractional Procurement Director

Outsourced procurement leadership for firms that need the function but not a full-time executive. We embed, own the roadmap, and run the analytics engine on an ongoing basis. The one service where we act with your authority, by explicit arrangement.

  • Own the procurement roadmap and category strategy
  • Run the ongoing benchmark and spend analytics
  • Lead supplier strategy and, where authorized, negotiation
  • Report to ownership on a regular cadence

By arrangement, we act with your authority. This is the one service where we execute.

Monthly retainer — three tiers
$7.5KEssential
$12KStandard
$18KComprehensive

Tiers reflect scope, category count, and engagement depth. Per month.

Discuss a retainer

Expanded offering

Analytics & Data Consulting

The same analytical discipline applied beyond procurement. For asset-intensive businesses that have data problems — operational, financial, or cross-portfolio — we build the intelligence infrastructure that creates visibility where none exists.

Operational analytics beyond procurement
ERP extraction, data modeling, BI builds
Recurring intelligence subscriptions
PE portfolio data aggregation

DeliverableMonthly price movement report + commodity alerts + quarterly benchmark refresh call
Minimum term6 months
Investment$1,500 – $3,500/mo
Inquire about a subscription
06 · Recurring · Market intelligence

Market Intelligence Subscription

A monthly intelligence feed built on the same benchmark infrastructure as our audits. Commodity price movement, category alerts, and quarterly benchmark refreshes — delivered in a format your team acts on immediately. Designed for clients who have completed an audit and want the intelligence to stay live without re-engaging for a full project.

  • Monthly category-specific price movement report vs. your established baseline
  • Commodity alerts when a tracked index moves beyond a defined threshold
  • Quarterly benchmark refresh with updated public index data
  • Annual market outlook on the categories most exposed in your vertical

Most valuable immediately after a spend audit — maintains the intelligence without the full engagement cost.


07 · Project-based · Analytics build

Analytics & Operations Consulting

The same methodology applied to your broader operational data. We build the intelligence layer your business should have had at $25M — KPI dashboards, operational reporting, ERP extraction, financial analytics. Asset-intensive businesses produce complex data. Most don't have anyone whose job it is to make it legible.

  • Operations KPI dashboards — project margin, labor cost, equipment utilization by category
  • Financial analytics builds — P&L by project or business unit, cost allocation models
  • ERP data extraction and transformation (Sage, QuickBooks, Procore, Viewpoint, Acumatica)
  • Custom Tableau, Power BI, or Looker environments built to your data model
  • Data infrastructure design for businesses moving off spreadsheets

Scoped per project. Most engagements begin with a half-day scoping session to confirm the right scope.

DeliverableCustom analytics environment + data model + documentation + handoff training
Timeline4–10 weeks
Investment$18,000 – $75,000
Scope a data build

PE & Portfolio
DeliverablePortfolio spend roll-up + procurement scorecard + value-creation roadmap
Timeline6–12 weeks
Investment$45,000 – $120,000
Ongoing data integration retainer$4,000 – $8,000/mo
Discuss a portfolio engagement
08 · PE-specific · Portfolio-scale

Portfolio Data Integration

Cross-portfolio spend aggregation and analytics for PE firms with asset-intensive holdings. We standardize the data model across portfolio companies, build the roll-up that reveals where buying power sits, and deliver the benchmark layer that shows exactly how much the portfolio is leaving on the table — and which companies it's worst in.

  • Standardize spend taxonomy and data extraction across portfolio companies
  • Build a cross-portfolio spend roll-up with category-level visibility
  • Identify shared suppliers and procurement consolidation opportunities
  • Benchmark roll-up spend against vertical-specific market data
  • Deliver a portfolio procurement scorecard with prioritized value-creation recommendations

For PE firms and family offices with two or more asset-intensive operating companies.

How we engage

Clear scope. Fixed fees. Your interest, always.

Fees & payment

Fixed fee by engagement, typically 50% on signing and 50% on delivery. Invoices net 15. Out-of-pocket costs billed at cost with prior approval.

Confidentiality

All spend, supplier, and financial data is treated as strictly confidential and used solely for your engagement.

Savings definition

Where fees are tied to savings, savings are the reduction between documented prior cost and newly secured cost, on a like-for-like basis.

Independence

We do not accept undisclosed supplier compensation in connection with advisory engagements. Recommendations are made in your interest.

Not sure which engagement fits?

Answer four quick questions and we'll recommend a starting point — with an estimated recovery range based on your spend profile.

Get my recommendation Free · 2 minutes · No obligation