Beta Banking Dynamics

2 clients: Coastal Energy Advisors, Benchmark Agricultural Enterprises · USLI

Open Pipeline

0 open

Expected Value

P(Pursue)×P(Win)×Value

Win Rate

0W / 1L

Won Revenue

0 deals won

Avg P(Pursue)

N/A

Avg Pwin A

N/A

Avg Pwin B

N/A

Service Lines

Pipeline by Stage

No open deals

Value by Service Line

No open deals

Key People

Bailey FengReddy Fritz

All Opportunities (2)

Opportunity	Stage	Value	Stated %	P(Pursue)↑	Pwin A	Pwin B	Service Line	Partner	Open Date
Multi-Phase Supply Chain Migration - Renewal Coastal Energy Advisors	ClosingLost	$386K	10%	--	--	--	Consulting	Bailey Feng	Jul 22, 2025
Transformative ERP Implementation Roadmap (Amended) Benchmark Agricultural Enterprises	QualifyDeclined	$1	10%	--	--	--	Tax	Reddy Fritz	Aug 25, 2025

Opportunity

Stage

Value

Stated %

P(Pursue)↑

Pwin A

Pwin B

Service Line

Partner

Open Date

Multi-Phase Supply Chain Migration - Renewal

Coastal Energy Advisors

ClosingLost

$386K

10%

Consulting

Bailey Feng

Jul 22, 2025

Transformative ERP Implementation Roadmap (Amended)

Benchmark Agricultural Enterprises

QualifyDeclined

10%

Tax

Reddy Fritz

Aug 25, 2025

GPS Sales and Pipeline

Beta Banking Dynamics

Key People

All Opportunities (2)