Private Equity · Growth Strategy · Pricing Strategy
Pricing Review for a Premium Fund Services Provider
Data-driven pricing diagnostic for a premium fund services provider that quantified price sensitivity, benchmarked services, and redesigned the pricing architecture to improve RFP competitiveness while protecting premium margins.
How a data-backed pricing diagnostic quantified price sensitivity and rebuilt price architecture to win RFPs while protecting premium economics.
Pricing Strategy in Days
Condensed dispersed pricing inputs into a single, leadership-ready pricing strategy on a compressed timeline.
50 to 70 Analyst Hours Saved
Streamlined research and modelling by using a structured, repeatable approach that reduced manual rework.
Strategic Pricing Roadmap Delivered
Provided a prioritised set of pricing moves with a clear path to implement and capture upside over time.
The challenge
RFPs are side-by-side price checks; unclear scope drives price-led losses.
Pricing is shifting from AUM to activity and complexity; a clear base fee with add-ons protects margins.
Benchmarks flagged below-peer pricing in key services, indicating bundled value leakage that procurement can pressure.
With fees per unit declining, margins depend on clear charge rules that protect liability work and standardise commodity services.
Our solution
Price benchmarking (unitised): Converted services into clear price-per-unit benchmarks buyers recognise.
Customer and WTP segmentation: Grouped customers by buying behaviour and value, linking pricing to key drivers.
Market price architecture: Defined a simple base fee with structured add-ons and clear charge rules.
Discount and change-order governance: Set repricing triggers and discount guardrails to prevent free work.
