Pipeline Value
$211,500
5 active deals
Closed Won
$62,000
1 deals
Win Rate
50%
of closed deals
Total Tracked
7
all-time deals
Lead
2
Board Advisory Retainer
🏢 Crestline Group
$36k
● Stale 📅 May 25
→ Re-engage contact
Go-to-Market Strategy
🏢 Solis Ventures
$19k
● Healthy 📅 May 21
→ Discovery call scheduled
Proposal
2
Digital Transformation
🏢 Torchstone LLC
$84k
● Healthy 📅 May 23
→ Proposal review call
Operational Audit
🏢 Meridian Partners
$28k
▲ At Risk 📅 May 20
→ Follow up on proposal
Negotiation
1
M&A Advisory Q3
🏢 Apex Capital
$45k
● Healthy 📅 May 22
→ Send revised term sheet
Closed Won
1
Supply Chain Optimization
🏢 Forge Industries
$62k
● Healthy
Closed Lost
1
Market Entry Analysis
🏢 Vantage Point RE
$15k
● Stale