C A S T L E I Q
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What we do

We architect the three core systems for accelerated, profitable scale: Pricing Strategy, Pricing Optimization, and Price-as-a-Service (PaaS).

Who we are

CastleIQ empowers organizations to achieve smarter growth and lasting profitability by combining deep industry expertise with proven pricing analytics and AI-powered intelligence. We partner with ambitious leaders to build pricing power that drives measurable results. Our work focuses on one core goal: turning pricing into your most powerful profit engine.

Industries

CastleIQ partners with organizations in complex, margin-sensitive industries where intelligent pricing directly impacts growth and competitiveness.

What we Think

Read our latest insights, ideas, and perspectives. A cross-section of our latest thinking across industries and capabilities can be found here.

Leadership

Practitioner-led. Execution-focused. Accountable to the margin outcome.

Our Leadership Model

CastleIQ is led by practitioners who have built and operated
enterprise pricing functions — not just advised on them.

The distinction between practitioner-led consulting and generalist advisory is execution depth. Practitioners know where models break in implementation, where governance fails in practice, and where sales organizations resist pricing discipline — because they have navigated those moments firsthand. That is the only way to build pricing systems that hold.

CPP Certified Pricing
Professional
Nathan Ugo — CEO and Principal Consultant, CastleIQ
Nathan Ugo CEO & Principal Consultant CPP · Certified Pricing Professional

Areas of Expertise

Pricing Strategy Value-Based Pricing Price Optimization Discount Governance Margin Leakage Diagnostics Revenue Analytics B2B Commercial Strategy Financial Intelligence Pricing Governance AI-Enabled Pricing Systems

Principal Profile

A pricing practitioner operating at the intersection of strategy, analytics, and commercial execution.

CastleIQ was founded by Nathan Ugo and reflects a practitioner-led approach shaped by years of hands-on experience building and operating enterprise-grade pricing functions. His background spans pricing strategy, price optimization, financial analytics, and revenue performance management across complex B2B and B2C commercial environments.

Nathan brings deep experience working at the intersection of pricing, finance, and commercial operations — designing pricing frameworks, leading margin optimization initiatives, building analytics-driven decision systems, and partnering with executive stakeholders to translate data into sustained financial outcomes.

Under his leadership, CastleIQ combines strategic rigor with practical execution discipline — helping organizations move from fragmented, reactive pricing decisions to governed, analytics-led pricing operating models that protect margin consistently and scale with commercial complexity.


Core Competencies

  • Pricing strategy design and architecture
  • Value-based pricing frameworks and models
  • Margin leakage diagnostics and waterfall analysis
  • Discount governance and exception management
  • Price increase execution and change management
  • Business intelligence and analytics system design
  • Revenue performance and financial analytics
  • AI-enabled pricing infrastructure
  • Commercial strategy and competitive positioning
  • Executive stakeholder engagement and translation
"Pricing is one of the few levers that directly shapes revenue, margin, and enterprise value at the same time. When pricing is treated as an intelligence system rather than a tactical function, the impact becomes both measurable and sustainable."

— Nathan Ugo, CEO & Principal Consultant

Why It Matters

The difference between practitioner-led and advisory-led consulting shows up in execution.

Recommendations are easy. Implementation is where pricing strategy succeeds or fails. CastleIQ's practitioner-led model closes that gap.

01

Done It. Not Just Recommended It.

CastleIQ leadership has designed, implemented, and governed pricing systems inside complex organizations — not as an observer, but as the accountable owner. That experience shapes every framework, every deliverable, and every recommendation.

03

Built for Sustainability, Not Handoff

Every CastleIQ engagement produces an operating model your team can run — governance frameworks, approval workflows, and performance dashboards that hold after we exit. Not a strategy document that requires our continued presence.

Extended Specialist Network

Boutique attention with enterprise capability. Without the overhead.

CastleIQ leverages a trusted network of senior pricing, analytics, AI, and strategy specialists for engagements that require extended depth or multi-disciplinary expertise. Every specialist is selected for the specific needs of the engagement — not assigned from a bench.

This model delivers the specialized depth of enterprise consulting with the responsiveness, accountability, and direct principal access of a boutique firm. No account managers. No junior staffing on principal-level work. No unnecessary overhead passed to the client.

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Pricing Analytics

Quantitative modeling, elasticity analysis, and data infrastructure specialists.

⚡
AI & Automation

AI-enabled pricing system design, machine learning integration, and automation architecture.

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Financial Strategy

Revenue analytics, financial modeling, and commercial finance advisory.

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Industry Specialists

Vertical-specific experts in Healthcare, SaaS, Manufacturing, and Retail pricing environments.

Work Directly With Our Principal

Every CastleIQ engagement is led by
the principal. Not delegated to a team.

You work with Nathan Ugo directly — from the initial diagnostic through implementation and governance. No account managers. No junior handoffs. The expertise you are hiring is the expertise you get.