Pricing Review for a Premium Fund Services Provider
Case Studies
Private EquityGrowth StrategyPricing 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.

February 5, 2026

How a data-backed pricing diagnostic quantified price sensitivity and rebuilt price architecture to win RFPs while protecting premium economics.

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.

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.

Key Results

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.

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