Advisory

Independent perspective.
Direct access.

Two ways to work with Margin Labs — a focused Quick Start Call for platforms ready to talk to processors, or a limited advisory retainer for platforms in active implementation.

Quick Start Call

Confirm your model. Get matched with the right partners.

A focused 1-hour session for platforms that have done the strategic work and are ready to talk to processors. We review your specific situation, confirm your model selection, and facilitate warm introductions to vetted processing partners matched to your stage, volume, and vertical.

Model confirmation and readiness assessment
Warm introductions to 2–3 vetted processing partners
Follow-up action plan delivered within 48 hours
Request a Quick Start Call →
Advisory Retainer

A direct line through implementation.

For platforms in active implementation that want ongoing access to someone who has been through this process repeatedly. Model selection, partner negotiation, launch sequencing, and post-launch optimization.

Limited to 1–3 clients at a time. Application only.

Apply for Advisory →
What We Cover
Model & Partner Selection

Get a second opinion on your model choice and vendor shortlist before committing. Most platforms leave 5–15 basis points on the table in their first negotiation.

Negotiation Support

Review term sheets line by line. Identify red flag clauses. Build your counter-position before you walk into the conversation.

Launch & Activation

Design the merchant activation strategy that gets you to 60%+ attachment. Most platforms hit 20% and stall — this is the work that closes the gap.

Who It’s For

Quick Start Calls are for platforms that have done the strategic work and are ready to engage processors. Advisory retainers are for platforms in active implementation that need ongoing support. Still evaluating whether to pursue payments? Start with the Strategic Decision Framework.

Typical engagement profile: $2M–$20M ARR, $5M–$100M in estimated GPV, pre-launch or within the first 12 months post-launch.

Get Started

Tell us where you are.

Reviewed within 2–3 business days.