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.

Get Started →

Two-step form · reviewed within 2 to 3 business days

Two ways to work together

Pick the engagement that fits where you are.

Quick Start Call
Confirm your model. Get matched with the right partners.
$379 · one hour · written follow-up

A focused 1-hour working session for platforms that have done the strategic work and are ready to talk to processors. We confirm your model, shortlist the right partners and facilitate warm introductions.

Model confirmation and readiness assessment
Warm introductions to 2 or 3 vetted processing partners
Written action plan delivered within 48 hours
Book a Quick Start Call →
Advisory Retainer
A direct line through implementation.
Application only · 1 to 3 clients at a time

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.

Standing weekly working sessions
Term-sheet redlines and contract review
Direct introductions and partner negotiation support
Apply for Advisory →
Get started

Tell us where you are. Two quick steps.

Reviewed within 2 to 3 business days. We respond directly with next steps and either schedule the conversation or tell you honestly that we are not the right fit.

Step 1 of 2 · Engagement and basics

No sales call. No spam. Reviewed within 2 to 3 business days.

Step 2 of 2 · Your platform
Something went wrong. Please try again or email hello@marginlabs.io.
Received
We'll be in touch within 2 to 3 business days.

Submissions are reviewed by Chris directly. You'll hear back at the email you provided, either with scheduling for the conversation or with an honest read on whether this is the right fit.

What we cover

The work where independent advice earns its keep.

Model & Partner Selection
A second opinion before you commit.

Get a vendor-neutral read on your model choice and vendor shortlist before you commit. Most platforms leave 5 to 15 basis points on the table in their first negotiation. We help you find them first.

Negotiation Support
Term sheets reviewed line by line.

Review processor and PayFac partner term sheets clause by clause. Identify red-flag pricing structures. Build your counter-position before you walk into the conversation.

Launch & Activation
The work that closes the 20-to-60 percent gap.

Design the merchant activation strategy that gets you to 60 percent or better attachment. Most platforms hit 20 percent and stall. This is the work that closes the gap.

Quick Start Calls fit platforms that have done the strategic work and are ready to engage processors. Advisory retainers fit platforms in active implementation that need ongoing support. Still evaluating whether to pursue payments? Start with the Strategic Decision Framework or run the Margin Multiplier to size your opportunity first.

Typical engagement profile: $2M to $20M ARR · $5M to $100M annual payment volume · pre-launch or within the first 12 months post-launch.