Business & Strategy · A boutique's proposal for a pricing and packaging engagement at a software company a fund owns, with the deck for the operating partner's call
Keel & Verano Tract Pricing Proposal
A proposal and call deck for a revenue engagement, built on a year of the client's own deals.
What they asked for
“Hey Laura, proposal for a pricing engagement with a SaaS company.”
Read the full request
Hey Laura, proposal for a pricing and packaging engagement with a PE-backed vertical SaaS company, about $60M ARR, owned by a mid-market fund. The operating partner wants it tomorrow. Scope: 10-week price realization diagnostic, packaging redesign, discount governance. Fee $120k, fixed, two phases. Give me the proposal under our firm's name in our look, plus a 10-slide deck for the call with the partner. No market-size figures unless they come from a source you cite.
What came back
A 19 page proposal and a 10 slide call deck.
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