The Margin Wars Avi | Anitha

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The Margin Wars Playbook: first 12 tactics. One move each, and how it plays in the US, UK/EU, Africa and APAC.

The Margin Wars Briefing

Front

Agentic

  1. 01PRICE ITPrice the agent channel before it prices you
  2. 04REVERSEBuild the ledger for money flowing back to the agent
  3. 07MANDATEBind every agent purchase to a user mandate
  4. 10OPEN UPMake your checkout agent-ready on your own terms

Front

Core

  1. 02NET IT OUTReport net revenue and take rate, not headline TPV
  2. 03SPREADQuote the FX markup per corridor, per order
  3. 05BUY-SELLChoose agent or merchant of record flow by flow, and price the liability
  4. 06GO LOCALMove one corridor to local rails or account-to-account payments
  5. 08RE-PRICEReprice enterprise deals on net margin, not volume
  6. 09EMBEDPrice PayFac and embedded payments on who carries the loss
  7. 11AIR COVERMap licences, scheme rules and tax duties before a flow gets big
  8. 12SETTLERun stablecoin settlement on one corridor as a cost line, float included

Front

Platforms

  1. 02NET IT OUTReport net revenue and take rate, not headline TPV
  2. 04REVERSEBuild the ledger for money flowing back to the agent
  3. 05BUY-SELLChoose agent or merchant of record flow by flow, and price the liability
  4. 09EMBEDPrice PayFac and embedded payments on who carries the loss

Go further

The BriefingInvite-only and monthly. One tactic per issue, for about 150 senior payments operators.AdvisorySprints and retained advice for cross-continent expansion campaigns and stablecoin cost decisions.SpeakingSnowflake Summit 2025 (keynote), Money20/20 USA 2024, Fiserv Forum 2024 and MRC Las Vegas 2024 (host).

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