Pricing and commitment
Compare price, term and payment structures against operating costs and financing obligations.
Contract economics
Contract pricing and financial analysis
for GPU clouds.
Hands-on help evaluating customer terms, equipment financing and residual-value assumptions, using your existing models and records.
Discuss a dealEconomics after contract end
Test how outcomes depend on future contract pricing, time between customers and equipment resale proceeds.
Model reconciliation
Reconcile proposals, equipment costs and financing schedules with model inputs. Document discrepancies and unresolved assumptions.
SCOPED ENGAGEMENT
Start with one
live deal.
Bring your existing model and records. We'll focus on the decision or reconciliation task you need help with.
Reviewed model
Inputs and calculations checked against the agreed deal terms, operating assumptions and financing schedule.
Scenario comparison
The pricing, commitment and residual assumptions that matter to your decision, with their effect on cash flow made explicit.
Decision summary
Key tradeoffs, unresolved assumptions and questions to settle before committing.
Illustrative analysis
Lower price, longer commitment.
| 24 months | 36 months | |
|---|---|---|
| Monthly customer payments | $300k | $270k |
| Less operating costs | −$70k | −$70k |
| Cash before loan payments | $230k | $200k |
| Less loan payments | −$152k | −$152k |
| Monthly cash after debt service | +$78k26% of customer revenue | +$48k18% of customer revenue |
| Debt at contract end | $3.05m | $1.45m |
Cash is after operating costs and loan payments, before corporate overhead and tax.Starting debt: $6m, repaid over 48 months. Debt at contract end is measured at month 26 and month 38, respectively.
Assumptions and calculations
Equipment and financing. $8.00m of equipment, funded by $6.00m of debt and $2.00m of equity. The loan amortizes over 48 months at 10% nominal annual interest, charged monthly. Principal and interest total $152,176/month. No fees, balloon or extra repayments.
Timing. Equipment is paid at delivery. Monthly operating costs of $70k and loan payments start in month 1. Customer receipts start in month 3, after 2 deployment months. Reservations are paid monthly regardless of use, with no upfront payment or early cancellation.
Funding. Both contract options need approximately $2.67m in additional cash before the first customer payment: $2m toward equipment and $667k for operating costs and loan payments. Those costs cover 2 deployment months and the first service month, before the customer pays at month-end.
After expiry. The shorter commitment leaves 22 loan payments ($3.35m including interest); the longer commitment leaves 10 ($1.52m). Future customer revenue and asset proceeds are unmodeled.
Operating costs cover power, colocation and direct support. Cash excludes corporate overhead and tax; depreciation is not a cash payment. These figures do not measure net profit or investment return. Inputs are illustrative; USD, rounded.
What needs to work
for your next deal?
Bring a pricing decision, a financing question or a model that needs reconciling.