Why I Built This
Most B2B SaaS companies have no idea which customers are actually profitable. They track revenue religiously but treat cost-to-serve as an afterthought. The result? A small group of customers quietly drags down the entire business while founders focus on top-line growth.
Running a consultancy in Shanghai taught me a painful lesson: I could see total revenue growing, but I had no clear picture of which clients were actually profitable after factoring in support time, scope creep, and delivery costs. Some of my biggest accounts were quietly destroying margin. By the time I figured that out, the damage was done (not to mention the Covid debacle). Customer profitability analysis was locked behind $50K+ consulting engagements or buried in spreadsheets that nobody maintained. I built Margin Levers so B2B SaaS founders don't have to learn that lesson the hard way.
Margin Levers brings institutional-grade profitability analysis to B2B SaaS founders at $1–15M ARR — the operators who need it most and can least afford traditional consulting.
My Background
Wall Street & Institutional Finance
I spent my early career on trading floors, managing risk across multiple asset classes. On the sell-side, I managed a general research desk, serving as liaison between specialized research staff and institutional salespeople, salestraders, and traders. In my last role on the buy-side, I served as primary trading support for the largest producer at my firm — handling idea generation, portfolio management, trade execution, and performance calculations.
Asset classes I traded include U.S. equity index futures (CME), equity index futures options, crude oil (CME), gold (COMEX), Treasuries (CBOT), and fixed income futures.
Entrepreneurship & Consulting
After leaving Wall Street, I founded and developed multiple ventures across career services, hiring technology, and management consulting — operating from Shanghai and Ho Chi Minh City. Building businesses from scratch, managing P&Ls, and working directly with clients taught me the core thesis behind Margin Levers: founders need clarity on which customers create value and which destroy it.
Credentials
- CFA — Chartered Financial Analyst
- Education — Hobart and William Smith Colleges, Geneva, NY
Major: Japanese Studies with Honors
Why B2B SaaS?
SaaS businesses generate extraordinary data about their customers — MRR, churn, expansion, support tickets, feature usage — yet most founders have never seen a profitability curve for their customer base. The methodology behind Margin Levers (pioneered by Jason Cohen at WP Engine) reveals that cumulative profit typically peaks at 130% before unprofitable customers drag it back down to 100% — meaning your tail customers actively destroy the value your best customers create.
That insight changes everything: pricing strategy, support allocation, expansion priorities, and which customers to gracefully transition out. I built Margin Levers to automate that analysis and pair it with AI-powered recommendations so founders can act on it — not just see it.
How I Work
Margin Levers is a solo-bootstrapped company. It's me and a team of purpose-built AI agents that handle everything from support triage to growth analytics to code review. This isn't a gimmick — it's how a single founder ships enterprise-grade software without a 20-person team. Every AI agent is designed, prompted, and supervised by me. The quality bar is mine.
Get in Touch
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- Product: marginlevers.com