Meet Cogs'z -

AI-Powered Unit-Level Profitability

Stop Leaking Profit: Discover

Which vendors erode margin over time Which customers quietly destroy profit Which products look healthy—but aren't |

Purpose-built to help SaaS Businesses discover untapped and unrealized profit opportunities within their Customers and Products.

Why Profitability Insight Matters More Than Ever

Growth Without Efficiency No Longer Works

In today’s market, profitable growth depends on understanding which customers and products actually create value. Cogs’z gives leaders unit-level insight into profitability and retention—so growth decisions are driven by truth, not momentum.

Net New ARR Is Harder to Find

As expansion slows, renewals and upsells matter more than ever. Cogs’z reveals the true profitability of each customer relationship, enabling finance to guide renewal and expansion decisions with precision instead of blended averages.

AI Insight Is Now a Competitive Requirement

Customer complexity has outpaced manual FP&A, CRMs, and spreadsheets. Cogs’z applies AI where it delivers real advantage—surfacing patterns in pricing, cost-to-serve, and customer behavior that humans can’t see at scale.

Boards Expect Unit-Level Profitability Visibility

Executives are expected to explain not just results, but drivers. Cogs’z equips CEOs and CFOs with clear, defensible customer- and product-level profitability insights—so they can show exactly how margins, retention, and cash flow are being improved.

What Margin Blindness Is Costing You

These losses don’t happen all at once — they compound quietly over time.

Profitable customers subsidize unprofitable ones

When customer-level profitability is invisible, high-margin customers absorb unnecessary discounts while low-margin customers quietly destroy value.

Cost-to-serve varies wildly with no visibility

Support, infrastructure, and usage costs differ by customer, but without unit-level insight, resources are misallocated and margins erode unnoticed.

Discounts and renewals are approved without EBITDA clarity

Pricing and renewal decisions based on averages guarantee margin leakage and avoidable churn—problems that compound every quarter.

Finance explains the past instead of improving the future

Without clear accountability and outcome tracking, teams can’t prove what worked, repeat success, or confidently improve Net Dollar Retention.

Profit Doesn't Break at the Top Line.

Profit Doesn't Break at the Top Line. It Leaks at the Unit Level.

It Leaks at the Unit Level.

Most tools rely on averages. Cogs’z reveals profitability at the customer, product, and usage level
— where profit is actually created or destroyed.

How Cogs’z Delivers
Profitability Improvements

A complete solution to manage and allocate costs with drivers tied to customer and product profitability

Customer & Product Revenue

SKUs, pricing, discounts

COGS Vendors & Contracts

Invoices, renewals, price increases

Usage & Cost Drivers

Tickets, seats, transactions, activity

Cogs'z

Cogs'z Profitability Intelligence Engine

Customer-Level Profitability

AI, Retention, Renewals, Price Increases

Product-Level Profitability

Revenue, Tickets, Seats, Transactions, Activity

True Cost-to-Serve

Answer board questions instantly—no retroactive math

Deal & Renewal Profitability

Close deals without margin leakage

EXECS & INVESTORS

Make confident capital and growth decisions

FINANCE

Report, build & forecast more accurately

PRODUCT

Build and bundle what actually drives profit

SALES

Book profitable deals from the start & commission on margin

OPERATIONS

Protect healthy customers and fix or exit the rest

The Cogs'z Platform in Action

Three modules. Powerful alone. Exponentially better when unified.

Customer & Product
Profitability Module

See exactly which customers and products drive or destroy profit at the unit level.

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Contract Lifecycle
Management

Track, manage, and optimize every contract from negotiation through renewal.

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CPQ

Configure, price, and quote with real-time profitability visibility built in.

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What You Can Finally See — and Act On

Translate insight into measurable value

Trusted by Industry Leaders

See what our customers have to say

“Before installing Cogs’z, managing customer, vendor, and corporate contracts was chaotic—leading to missed renewals and costly vendor lock-ins. With Cogs’z Contract Lifecycle Management (CLM), everything is now centralized with automated alerts, approvals, and integrated eSignature. We’ve reduced risk, lowered costs, and even eliminated DocuSign. I highly recommend Cogs’z for teams that want full control and visibility over their contracts.”

Matt Woods

CEO and Co-Founder, Sold.com

“We were heavily focused on top-line growth and didn’t realize how many customers were operating below acceptable margins until we implemented Cogs’z. With Cogs’z Customer Profitability Management, we are refining how we sell, renew, and service customers—improving profitability while continuing to grow revenue. I’d recommend Cogs’z to any software company serious about improving unit-level economics.”

Spencer Dent

CEO & Co-Founder, Clozd.com

Built for Modern SaaS Leadership

Making the right buyers feel chosen

B2B SaaS companies

CFOs and Finance teams

CEOs

CROs and Sales teams

COOs and Ops teams

PE and VC‑backed portfolios

Usage‑based or complex COGS models

Built by a Founder Who Lived the Problem

COGSZ wasn’t built in a vacuum.

It was built out of experience—and frustration.

Brad spent 19 years building and running DealerSocket, scaling it to over $200M in ARR. He lived through hypergrowth, increasing complexity, and the constant pressure to make big decisions fast.

What he didn’t have was clarity.

Even with strong revenue and great teams, profitability was often hard to see in real time. Data lived in too many places. Metrics told different stories. And critical decisions were made without a clear view of what growth was actually costing.

“I built COGSZ because I was tired of making big decisions without seeing real profitability.”

So Brad built the tool he wished existed during those growth years.

Brad Perry

Founder & CEO, Cogs'z

Ready to see the truth?

See What's Really Driving Your Profitability

Stop guessing. Start seeing margin at the unit level.
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