SLED

Liberty Research Trust

6 clients: Apex Worldwide, Velocity Pharmaceutical Council, Quantum Foundation +3 more · Greater China, USLI, Africa India

Open Pipeline

$710K

5 open

Expected Value

$150K

P(Pursue)×P(Win)×Value

Win Rate

13%

2W / 7L

Won Revenue

$0

2 deals won

Avg P(Pursue)

66%

Avg Pwin A

32%

Avg Pwin B

7%

Service Lines

4

Pipeline by Stage
Value by Service Line
Tax
SaT

Key People

Cox OliviaParker ChristineSchulz DorisJohnson MiguelRomero DieterSmith SamanthaTanaka HelenGirard CharlotteLopez Miguel

All Opportunities (20)

OpportunityStageValueStated %P(Pursue)↑Pwin APwin BService LinePartnerOpen Date

Enterprise Talent Strategy Extension (Amended)

Apex Worldwide

ClosingWon
$31K100%------TaxCox OliviaJan 15, 2025

Modernized Workforce Planning Consolidation (Revised)

Apex Worldwide

IdentifyDeclined
$4.0M10%------SaTParker ChristineNov 12, 2025

Accelerated Performance Management Architecture

Apex Worldwide

PursueDeclined
$300K25%------TaxSchulz DorisMar 18, 2025

Digital Operations Modernization - Phase 2

Quantum Foundation

IdentifyDeclined
$200K25%------TaxRomero DieterDec 12, 2024

Regional Governance Phase III - Phase 3

Apex Worldwide

Identify
$35K100%------TaxCox OliviaJan 20, 2026

Strategic Stakeholder Engagement Strategy

Apex Worldwide

ClosingWon
$23K100%------TaxSmith SamanthaFeb 6, 2026

Foundational Customer Experience Optimization

Keystone Operational Advisors

IdentifyLost
$-100K75%------CBS & ElimTanaka HelenMar 28, 2025

Intelligent Internal Audit Architecture - Extension

Keystone Operational Advisors

IdentifyLost
$-175%------CBS & ElimTanaka HelenMar 28, 2025

Comprehensive Technology Modernization Advisory - Phase 2

Keystone Operational Advisors

IdentifyLost
$100K75%------SaTTanaka HelenMar 28, 2025

Proactive Inclusion & Diversity Extension - FY26

Keystone Operational Advisors

IdentifyLost
$100K75%------TaxTanaka HelenMar 28, 2025

Modernized Internal Audit Strategy

Keystone Operational Advisors

IdentifyLost
$175%------SaTTanaka HelenMar 28, 2025

Accelerated Market Entry Framework

Keystone Operational Advisors

IdentifyLost
$175%------TaxTanaka HelenMar 28, 2025

Extended Legacy System Analysis

Pyro Banking Network

IdentifyLost
$600K50%------ConsultingSchulz DorisAug 13, 2025

Regional Legacy System Transformation - FY25

Zeta Technologies

QualifyDeclined
$800K75%------ConsultingSchulz DorisJan 15, 2025

Resilient Customer Experience Renewal - Extension

Zeta Technologies

QualifyDeclined
$600K25%------ConsultingLopez MiguelSep 10, 2025

Global Sustainability Solution - Extension

Zeta Technologies

QualifyDeclined
$600K25%------ConsultingLopez MiguelSep 10, 2025

Responsive Internal Audit Transformation

Velocity Pharmaceutical Council

Identify
$50K50%62%20%10%SaTJohnson MiguelJan 12, 2026

Advanced Process Improvement Workshop

Zeta Technologies

Qualify
$250K51%65%34%4%TaxSchulz DorisSep 3, 2025

Dynamic Performance Management Enhancement

Zeta Technologies

Qualify
$250K51%65%34%4%TaxSchulz DorisSep 3, 2025

Foundational ERP Implementation Redesign - Extension

Zeta Technologies

Identify
$125K33%71%38%11%SaTGirard CharlotteMar 26, 2025