Matrix Insurance Partners

Heritage Civic Advisors · USLI

Open Pipeline

$986K

2 open

Expected Value

$179K

P(Pursue)×P(Win)×Value

Win Rate

33%

1W / 1L

Won Revenue

1 deals won

Avg P(Pursue)

66%

Avg Pwin A

30%

Avg Pwin B

Service Lines

Pipeline by Stage

Value by Service Line

Consulting

Key People

Aguilar GarySchäfer ScottLopez Sophia

Opportunity	Stage	Value	Stated %	P(Pursue)↑	Pwin A	Pwin B	Service Line	Partner	Open Date
Critical Data Analytics Architecture Heritage Civic Advisors	IdentifyDeclined	$250K	25%	--	--	--	Assurance	Aguilar Gary	Aug 7, 2025
Core Revenue Assurance Analysis - Phase 2 Heritage Civic Advisors	ClosingWon	$375K	50%	--	--	--	Consulting	Schäfer Scott	Jun 5, 2025
Regional Compliance Optimization - FY26 Heritage Civic Advisors	QualifyLost	$1.3M	10%	--	--	--	Consulting	Lopez Sophia	Dec 18, 2025
Predictive Compliance Solution Heritage Civic Advisors	Identify	$750K	10%	65%	26%	7%	Consulting	Schäfer Scott	Dec 16, 2025
Predictive Inclusion & Diversity Consolidation (Revised) Heritage Civic Advisors	Identify	$236K	10%	67%	33%	12%	Consulting	Schäfer Scott	Dec 18, 2025