Offer Portfolio Economics System

Outcome: Leadership has a common economic and strategic view of every offer and a governed route for portfolio decisions.

Who this is for: CEO, CFO, product or service portfolio leader deciding where to invest, redesign, reprice, bundle, retain or retire offers.

Business-model and unit economics

Buy as much help as the problem deserves.

Each depth is complete in itself: you can stop after any of them and still have your money's worth.

Depth 1

The answer

OctaFlow assesses offer revenue, contribution, service burden, growth, retention role, customer dependency, capability demands and strategic purpose. The customer receives portfolio archetypes, evidence gaps, decision options and a sequenced review plan.

Finished when your team can carry out the plan without us.

$3,000
Depth 2

The working method

OctaFlow installs an offer register, economic definitions, contribution views, strategic-role criteria, dependency map, decision gates, evidence requirements, owner map and quarterly portfolio review.

Finished when your team runs it on real cases and it holds.

$9,000
Depth 3

The full system

OctaFlow connects finance, CRM, product or delivery and customer evidence. It monitors portfolio movements, exposes cross-subsidy and conflicting demands, and routes governed investment or retirement decisions.

Finished when it works under real conditions we agreed in advance.

$40,000A 25% deposit commences the work. The remaining 75% is payable on completion.

A person reads every order before work starts. If it is the wrong fit, we say so and refund it. Prices are in USD and Octaflow adds no VAT or sales tax.

Proof and ownership

The answer passes when leaders can explain each offer's role and principal economics. The working method passes when one portfolio decision is completed through the installed gates. The full system passes when changing evidence updates the relevant offer view and produces an owned decision.

Commercial terms: Prices are in USD. OctaFlow adds no VAT, sales tax or other transaction tax. For any selected depth priced above $10,000, a 25% deposit is payable to commence and the remaining 75% is payable when the work is completed.

Standard exclusions: Travel, software licences, hosting, third-party data, external regulated opinions, major migration, custom applications and 24/7 support unless separately agreed.

Your business should get smarter every time it solves a problem. Even when we helped.

Five terms sit in every engagement, agreed before work starts. None of them can be traded out, at any depth, at any price.

training on your data never

Nothing you share with us teaches anyone else's system.

what we build for you yours

Files, rules, test cases and the record of what changed, in formats you can read.

model and provider swappable

Switch models, switch suppliers or step away from AI altogether. What we built still works.

decisions that matter your people

Automation does the carrying, never the choosing.

exit and handover day one

Handover, documentation and deletion of our access are agreed before we start.

For larger organisations
Work inside your perimeter or your cloud GDPR-aligned handling, agreed in writing Evidence an auditor can open Procurement-ready documentation Reference conversations on request

In the same part of the business.

Financial controls and policies The company operates a proportionate financial-control environment with clear authority, evidence, review and exception handling. from $2,000 Pricing and Margin Check The company can make one defined pricing decision with costs, value, alternatives, margin consequences and uncertainty made vis... from $2,000 AI for financial modelling: capabilities and limits The finance function has a clear, usable method for deciding where AI may assist financial modelling, what must be verified and... from $2,500