REBATEVolume tier reached; credit absentAgreement ↔ transaction evidence linked
$184,60094% confidence
30-day margin-leakage diagnostic
Recover the margin hiding between agreements and transactions.
For CFOs and operating partners at $250M–$2B wholesale distributors, TermDelta compares commercial agreements with invoices, payments, rebates, freight, and pricing records—then delivers a human-reviewed recovery register from read-only exports.
Read-only inputsHuman-reviewed findingsNo system replacement
Potentially recoverable$391,840
Evidence coverage92%
FREIGHTSurcharge exceeds contract capAgreement ↔ transaction evidence linked
$96,42091% confidence
PRICINGApproved price schedule not appliedAgreement ↔ transaction evidence linked
$72,80089% confidence
Best fit$250M–$2B distributors, directly or through PE operating teams
Starting inputsContracts + 12 months of approved exports
Decision outputEvidence-backed recovery register
Timebox30-day diagnostic
The control gap
Your terms are negotiated once. Errors can repeat every day.
Commercial value slips when agreements live in PDFs, amendments live in inboxes, pricing logic lives in several ERPs, and recovery ownership is split across finance, sales, procurement, and operations.
TermDelta focuses on the delta: the provable difference between the term that should have governed a transaction and the outcome that actually posted.
One controlled engagement
From scattered evidence to a decision-ready recovery register.
The first sale is intentionally narrow—not a CLM replacement, rebate-platform rollout, or ERP integration program. It tests whether a bounded dataset contains economically meaningful, defensible opportunities.
- 01 / SCOPE
Define the value perimeter.
Agree entities, categories, date range, systems, decision owners, exclusions, and what counts as realized value.
- 02 / RECONCILE
Link terms to transactions.
Structure obligations and compare them with customer-approved exports—without touching production systems.
- 03 / PROVE
Build the evidence chain.
Rank exceptions by value, confidence, recoverability, root cause, and supporting source records.
- 04 / DECIDE
Approve what happens next.
Accept, reject, investigate, recover, or prevent each finding with named ownership and an agreed ledger.
High-value patterns
Start where complexity creates repeatable economic exposure.
No generic “AI transformation.” Every workstream must tie a written commercial rule to a traceable transaction outcome.
Customer pricing
Approved schedules, index changes, expirations, overrides, and invoice-level variance.
Supplier rebates
Volume tiers, growth incentives, earned credits, claim status, and payment timing.
Freight & fees
Caps, allowances, fuel schedules, accessorial rules, surcharges, and duplicated charges.
Credits & deductions
Open credits, short pays, unresolved claims, duplicate payments, and write-off patterns.
Renewals & obligations
Escalators, notice windows, service levels, commitments, and missed remedies.
Entity variance
The same negotiated rule applied differently across branches, acquisitions, or ERPs.
Many agreements. Thin margins. Too many places for a rule to drift.
Unify supplier, customer, branch, freight, rebate, and ERP evidence around the economics that matter.
Explore the distributor use case →Private equityTurn post-close complexity into a portfolio value-creation program.
Use one evidence standard across acquired entities while preserving local systems and operating ownership.
Explore the portfolio use case →Integration without theater
Start with controlled exports. Add automation only after the evidence model works.
TermDelta is designed to ingest customer-approved CSV, XLSX, and PDF exports from common ERP, procurement, billing, contract, and payment environments. No source-system write access is required for the diagnostic.
SAPOracleNetSuiteDynamics 365EpicorInforCoupaOther ERPs
Named systems indicate expected export compatibility, not certified native integrations or partnerships.See the intake and integration architecture →Economic filter
The diagnostic only makes sense when the plausible value materially exceeds the cost of proof.
Use the model to frame a hypothesis. The engagement exists to replace assumptions with evidence.
Scenario model
Size a diagnostic hypothesis.
Adjust the assumptions. This is a planning aid—not a forecast, finding, or guarantee.
Illustrative realized-value hypothesis$438KBefore fees, validation, ownership, timing, and customer approval.
Trust by design
Minimal access. Explicit scope. Human approval.
Data minimization
Only the fields and date ranges required for the agreed hypotheses.
Read-only workflow
The diagnostic operates from approved copies, never production write access.
Evidence over opacity
Findings link back to source records, term logic, assumptions, and review status.
No invented assurance
Controls, retention, subprocessors, and obligations are documented before data transfer.
A lower-risk first contract
Sell proof first—not a giant transformation.
30 DAYS
Leakage Diagnostic
One bounded value perimeter, an evidence-backed opportunity register, root-cause analysis, and an executive decision session.
Proposed range$25k–$75k
Expansion pathRecovery pilot → continuous monitoring
Final scope and fee depend on transaction volume, agreement complexity, data readiness, security requirements, and the number of entities or systems.Straight answers
What a serious buyer will ask.
Does TermDelta promise a recovery amount?
No. Any model, anomaly, or sample is a hypothesis until the customer validates the term, transaction, ownership, recoverability, and baseline. Potential findings are never represented as realized cash.
Do we need a system integration to start?
No. The diagnostic is designed around approved read-only exports. Native automation belongs after the team proves the data model and commercial value.
Is this legal, accounting, or audit advice?
No. TermDelta organizes commercial evidence and workflows. Customer legal, finance, accounting, tax, and procurement leaders retain judgment and approval.
Why would we pay for the diagnostic?
Because it produces a bounded, decision-grade asset: a prioritized evidence register, quantified hypotheses, root causes, data-quality findings, and a recommendation on whether to recover, prevent, expand, or stop.
Can it work across acquired companies?
That is a core use case. The method normalizes different source formats into one commercial-evidence standard while keeping findings attributable to the originating entity and system.
Start with a bounded question
Request a confidential fit review Is enough value hiding in the data to justify a recovery program?
A confidential fit review tests the commercial case, data readiness, and decision path before either side commits to a diagnostic.