At Margen, we provide the clarity and evidence for action that operating partners are longing for.

Our thesis is simple

Valuation increases as future revenues become more certain.

Leverage and efficiencies can only get you so far. To create the most value and competitive advantage, you have to grow future earnings. And that means winning customers with increasing predictability, confidence and profit.

woman in gray sweater sitting on green chair
woman in gray sweater sitting on green chair

That's what you get with Margen—a simple, fiduciary method that grows future earnings and ties that performance to marketing spend.

That's what you get with Margen—a simple, fiduciary method that grows future earnings and ties that performance to marketing spend.

That's what you get with Margen—a simple, fiduciary method that grows future earnings and ties that performance to marketing spend.

01

First, we identify and capture misaligned capital based on our Customer Portfolio Analysis. This increases effectiveness because it unifies sales and marketing on where to focus and commit to create the most value.

02

Second, we create a rebalanced Budget and Probability Analysis based on your specific revenue goals and timeframe. This de-risks your investment because it gives C-Suites and boards clear expectations of campaign potential before having to commit the bulk of the company's resources.

03

Third, we work with your team to co-create and execute a custom messaging and GTM playbook for each customer cohort. This ensures maximum impact and integration—because we don't walk away like conventional consultants.

04

Fourth, we do it all in as little as 90 days. This generates revenue momentum and a continuous learning mindset—which compounds confidence and effectiveness going forward.

05

And fifth, whenever possible, we tie our financial performance to your financial performance. This creates true understanding and mutual commitment, from the boardroom to execution. No confusion, no competing agendas, and no fluffy metrics.

The benefits for shareholders
The benefits for shareholders

are compounding and sustainable.

are compounding and sustainable.

Leadership gets greater clarity and confidence

Leadership gets greater clarity and confidence

Leadership gets greater clarity and confidence

Marketing gets better focused and funded

Marketing gets better focused and funded

Marketing gets better focused and funded

Employees feel more motivated and equipped

Employees feel more motivated and equipped

Employees feel more motivated and equipped

Data and operations become more unified

Data and operations become more unified

Data and operations become more unified

Customers get better service and experiences

Customers get better service and experiences

Customers get better service and experiences

Brands get greater reputation and referral

Brands get greater reputation and referral

Brands get greater reputation and referral

Businesses get greater revenue and profit

Businesses get greater revenue and profit

Businesses get greater revenue and profit

If you're a CEO or Operating Partner who's eager to optimize your revenue performance, our CEO would love to talk with you.

Friday, July 25, 2025

1:00:29 PM

If you're a CEO or Operating Partner who's eager to optimize your revenue performance, our CEO would love to talk with you.

Friday, July 25, 2025

1:00:29 PM

If you're a CEO or Operating Partner who's eager to optimize your revenue performance, our CEO would love to talk with you.

Friday, July 25, 2025

1:00:29 PM