PORTFOLIO-wide Margin Recovery

An engine for margin expansion.

Seamlessly unlock margin, expand EBITDA, and maximize exit value with Spendly.

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DID YOU KNOW

3,100

types of bank fees can be charged
on a single corporate account

33%

of SaaS contracts include automatic annual hikes,
some as high as 71%

40%

of profits in the shipping industry
come from surcharges

Why It Fits PE

Built for how PE actually creates value.

A repeatable, low-lift program that turns recovered spend into measurable margin — without disrupting your finance team.

Improve margins with no disruption to operations or extra work for your team.

A clear value-creation add to your 100-day plan.

Runs quietly alongside the existing finance stack.

Recovered cost flows straight to EBITDA, accelerating growth ahead of exit.

CASE STUDIES

What clients have recovered

B2B Services

$700M Revenue

Annual Savings $0K
Expense Categories2
Vendor Changes0

Healthcare

$330M Revenue

Annual Savings $0K
Expense Categories6
Vendor Changes0

Manufacturing

$1B Revenue

Annual Savings $0K
Expense Categories2
Vendor Changes0

FAQ

Questions, answered

Will this disrupt our existing procurement or finance workflows?

No. Spendly works alongside your teams as an audit layer, reviewing spend after contracts are signed and surfacing findings for your approval. Nothing changes about how you buy.

How is our data handled?

Invoices and contracts are shared through an encrypted portal with role-based access. We never require write access to your ERP or move anything in your production systems.

What level of spend makes sense for Spendly?

Enterprises typically see the strongest returns above $10M in annual vendor spend, where line-item complexity hides the most leakage.

How quickly do we see results?

Most enterprise engagements surface the first recoverable savings within the first billing cycle after onboarding.

Book a demo.

Let's explore how we can collaborate.

Schedule a Discovery Call