Trisul Intelligence · Issue No. 015

We climb the spend. You capture the EBITDA.

Precision. Mastery. Force.

Fractional Procurement Leadership for PE portfolio companies. $240M+ in verified savings. 5–10% EBITDA lift. 5x ROI guaranteed — or your money back.

§ 01 · Field record

01$240M+Verified savings · PE portfolios, 2017–2026
023–12%Cost savings on addressable spend
035–10%EBITDA uplift from procurement
0415 daysAI maps every category, end to end

§ 02 · The Trident Framework

Three distinct climbs. One summit.

Each peak is a separate discipline with its own gear, its own tempo, and its own price. We refuse to bundle them into a generic "transformation" deck — because the failure mode is always at the boundary between AI, expert, and execution.

What follows is the operating creed at each altitude.

5,400 m

Peak 01 · AI Discovery

Precision.

See the Opportunity

AI maps every spend category in 15 days — ranked by EBITDA impact and execution effort. No category missed, no opportunity mispriced.

Investment5 bps of spend analyzed
6,200 m

Peak 02 · Expert Validation

Mastery.

Sharpen the Map

Category specialists with 25+ years of domain depth validate every AI finding. Mastery is knowing what the supplier will say before the first call.

Investment10 bps of spend analyzed
7,120 m · summit

Peak 03 · Savings Execution

Force.

Realize the Savings

Specialists run RFPs, negotiate contracts, verify savings in the P&L. Gain-share charged only on contracted savings — never on projected.

Investment10 bps + Gain Share

▲ The Summit · EBITDA Expansion

5x ROI Guaranteed, or your money back. No fine print.

EBITDA uplift

5–10%

Exit multiple

higher

First map

15 d

Gain-share basis

contracted only

§ 03 · Trisul Intelligence

Field notes from the climb.

Quiet quarterly dispatches on PE procurement: where savings hide, what supplier moves to expect, and how operating partners convert 1% of spend into 5–10% of EBITDA. Operator-to-operator. No fluff.

  • No. 014

    April 2026

    The supplier already knows what you will pay.

    Why MRO contracts in industrial portcos quietly erode 4–7% of EBITDA each year — and the three telltales we look for in the first 48 hours.

  • No. 013

    March 2026

    Gain-share is a posture, not a price.

    A field note on aligning incentives when an operating partner is buying time, not labor — and what changes the day savings hit the P&L.

  • No. 012

    February 2026

    Twelve categories, one climb.

    A diary from a 90-day execution sprint at a $620M industrial distributor — what worked, what stalled, and where the 6.4% landed.

Subscribe · Quarterly · Free

Receive the next dispatch from base camp.

We send four issues per year. Operators only. Unsubscribe in one click. Named for a 7,120 m Himalayan peak in the Kumaon range — three points, one summit.

No pitch. No call. Just the next issue.