The signal
The customer or market evidence worth noticing.
PE Pricing IntelligencePRINT LETTER · DELIVERED BY MAIL
Pricing research you can hold
Pricing intelligence, delivered on paper.
A physical newsletter for private equity investors and portfolio-company operators making consequential pricing and monetization decisions.
CURLY’S RESEARCH / PRINT EDITIONPE Pricing
IntelligencePOST / 001
IntelligencePOST / 001
FIRST LETTER · 2026 BENCHMARKSSENT BY MAIL
Why print?
Because the best ideas should take up physical space.
Digital content is frictionless—and therefore easy to ignore. Another email becomes another tab, notification, or item saved for later.
A printed letter asks for a little more attention. It occupies a real place, feels worth keeping, and can be marked up, passed around, or carried into a portfolio review.
We would rather mail you one considered object than add more noise to your inbox.The first letter
The 2026 Pricing Benchmark Report.
The first print edition benchmarks how private-equity-backed companies are pricing, packaging, discounting, and researching willingness to pay. It is built for investors and operators deciding whether a pricing opportunity is real, material, and worth pursuing.
- 01
How portfolio companies are governing price changes
- 02
Where discounting creates avoidable margin leakage
- 03
How teams are approaching AI packaging and monetization
- 04
Which pricing-research methods are informing real decisions
- 05
What commercial leaders plan to change next
Sample of the data
See what gets measured.
These are representative fields from the report structure. The printed edition contains the benchmark findings and analysis.
COMMERCIAL SIGNALSEGMENTS AND FIELDSDECISION SUPPORTED
01PRICE CHANGE CADENCE
ARR band · ownership period · change type
WHEN TO MOVE02DISCOUNT GOVERNANCE
Approval threshold · exception path · realized leakage
WHERE VALUE LEAKS03AI MONETIZATION
Packaging model · value metric · separately charged
HOW TO PACKAGE04PRICING RESEARCH
Method used · decision stage · confidence level
WHAT TO RESEARCH