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Clients We Serve / Private Equity and Portfolio Companies

Your value creation plan has a pricing line item. It's probably underscoped.

10-20% of portfolio revenue goes uncaptured. Not from weak demand or bad products. From inconsistent pricing across SKUs, packaging that hasn't evolved with the customer, discount structures nobody audits, and expansion motions that exist on a slide but not in the CRM.

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The Problem

The Pricing Line Item That Never Delivers

Operating partners see the commercial gap. They add pricing optimization to the value creation plan. The line item gets scoped as a one-time project, a rate card refresh or a pricing model update, when it should be a commercial operating system. A new rate card without governance gets repriced in six months by your own sales team.

Your portco leadership team isn't ignoring pricing. They're managing a business. Pricing architecture requires focused, outside-in work that most portcos can't resource internally during a hold period. That's the gap. That's where EBITDA goes.

We close it. 14 days to size the opportunity. 90 days to install the system. Your team owns it from day one.

How We Engage

Modular. Sequenced. Built for Hold Period Timelines.

Every engagement is composed of building blocks. Select one, sequence several, or deploy the full stack across your portfolio. Each module has clear milestones and EBITDA attribution built in.

Assess
Week 0
Portfolio-Wide Maturity Benchmarking

Automated commercial maturity assessment across every portfolio company. Powered by assess.fintastiq.com, this gives operating partners an instant, data-backed view of pricing maturity, commercial readiness, and revenue architecture gaps across the entire portfolio.

Free · Automated · assess.fintastiq.com
Diagnose
14 Days
Size the EBITDA Opportunity

A focused, hypothesis-led diagnostic that quantifies the revenue and margin opportunity in each portfolio company. We analyze pricing data, discount patterns, packaging architecture, and expansion revenue potential. You get a board-ready sizing of the commercial upside with a prioritized roadmap.

Paid Diagnostic · Board-Ready Output
Strategy
6-8 Weeks
Pricing Architecture and Monetization Roadmap

Full pricing strategy: value metric definition, tier architecture, packaging redesign, discount governance, and expansion revenue mechanics. Delivered as an implementable blueprint, not a strategy document. Includes competitive positioning, willingness-to-pay research, and customer segmentation modeling.

Strategy Sprint · Implementable Blueprint
Execution
90 Days
Commercial Process Installation

We don't recommend. We install. Pricing governance frameworks, deal desk processes, CPQ configuration, sales enablement playbooks, and commercial dashboards. Your team owns the system from day one. We build to disappear.

Transformation Sprint · Embedded Delivery
Scale
Ongoing
White-Label Academy Across Portfolio

Embed permanent commercial capability across your portfolio through FintastIQ Academy. White-labeled to your brand, customized to your portfolio's verticals, and structured around the frameworks your portcos need. One investment, compounding returns across every company.

Portfolio-Wide · White-Label · Compounding Value

Impact

What Gets Measured, Gets Credited at Exit

We measure success in EBITDA, not slide decks. Measurable commercial improvement in the first 90 days, compounding through the hold period into your exit multiple.

3-7%
EBITDA uplift within 12 months
90
Days to first measurable impact
15-20x
ROI on engagement cost

These aren't projections from a consultant's model. They're outcomes from PE-backed companies that executed pricing architecture, installed commercial processes, and sustained the improvement through the hold period. Pricing flows directly to EBITDA. No cost of goods. No headcount addition. It's the highest-leverage line in your value creation plan.

Want to see what the gap looks like in your portfolio? Read the PE Pricing Diligence Guide before your next deal team call.

Portfolio Scale

One Engagement Is Valuable. Portfolio-Wide Deployment Changes the Fund.

Most operating partners work one portco at a time. We work across your entire portfolio simultaneously.

Centralized Benchmarking
Assess every portco simultaneously through our automated platform. You get a real-time view of commercial maturity across the portfolio, not a quarterly operating partner check-in.
Modular Deployment
Different portcos need different modules. One company gets a full transformation sprint. Another needs a 14-day diagnostic. A third is ready for Academy. Our model flexes to each company's maturity level without creating new overhead for you.
Shared Learning Layer
What we learn in one engagement compounds across the portfolio. Pricing frameworks, negotiation playbooks, and commercial practices transfer between portcos through our Academy platform, permanently.

Frequently Asked Questions

What Deal Teams and Operating Partners Ask

How does commercial due diligence quantify pricing upside in a PE investment thesis?
Commercial due diligence for private equity evaluates a target company's pricing power, revenue quality, and commercial infrastructure before close. FintastIQ's approach benchmarks pricing maturity, quantifies uncaptured revenue, and sizes the EBITDA opportunity. Deal teams get conviction on the commercial upside baked into the investment thesis.
How does pricing flow directly to EBITDA inside a PE-backed portco hold period?
Pricing improvements flow directly to EBITDA because there's no cost of goods in a price increase. FintastIQ creates EBITDA improvement by eliminating margin leakage, rationalizing discount structures, redesigning packaging and tier architecture, and installing commercial processes that capture expansion revenue. For PE-backed companies, this typically yields 3-7% EBITDA uplift within 12 months.
How should the pricing workstream be scoped inside a 100-day plan or value creation plan?
A value creation plan pricing workstream is a structured initiative within a PE portfolio company's 100-day or long-range plan that focuses on pricing architecture, packaging, and commercial processes. FintastIQ scopes these workstreams with clear milestones, owner accountability, and EBITDA attribution so the pricing line item delivers what the investment thesis predicted.
How fast can a portco see measurable pricing ROI post-close?
Most PE portfolio companies see measurable pricing impact within 90 days. Our 14-day diagnostic sizes the opportunity, strategy sprints deliver implementable recommendations within 6-8 weeks, and commercial process installation produces 3-7% EBITDA uplift within 12 months. The fastest wins come from discount governance and packaging rationalization, where changes take weeks, not quarters.
How does FintastIQ scale pricing capability across an entire PE portfolio simultaneously?
Yes. FintastIQ is built for portfolio-level scale. Our automated assessment platform benchmarks every portco simultaneously. Our modular engagement model flexes to each company's maturity level. Our white-label Academy embeds pricing capability permanently across the portfolio. Operating partners get a centralized view of commercial maturity and improvement across every company.

Your hold period is ticking. The commercial gap doesn't close by itself.

Benchmark your portfolio in 8 minutes. Size the EBITDA opportunity in 14 days. Map your 90-day sprint before your next board meeting.

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