SLED2 Low Pursue

Pathfinder Banking Consortium

2 clients: Foundation Security Trust, Titan Energy Solutions · USLI

Open Pipeline

$3.1M

5 open

Expected Value

$816K

P(Pursue)×P(Win)×Value

Win Rate

0%

0W / 0L

Won Revenue

$0

0 deals won

Avg P(Pursue)

46%

Avg Pwin A

91%

Avg Pwin B

61%

Service Lines

3

Pipeline by Stage
Value by Service Line
Consulting
Tax
SaT

Key People

Liu MichaelDiaz Jason

All Opportunities (11)

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

Advanced Platform Integration Review - Extension

Foundation Security Trust

QualifyDeclined
$194K60%------ConsultingLiu MichaelMay 31, 2024

Proactive Tax Reform Optimization

Foundation Security Trust

Identify
$28K10%------ConsultingLiu MichaelOct 29, 2025

Accelerated Cost Optimization Roadmap - Extension

Foundation Security Trust

ClosingDeclined
$010%------TaxLiu MichaelAug 22, 2025

Strategic Regulatory Reporting Enhancement

Foundation Security Trust

ClosingDeclined
$28K10%------ConsultingLiu MichaelAug 22, 2025

Cross-Functional Customer Experience Phase I

Foundation Security Trust

ClosingDeclined
$90K10%------TaxLiu MichaelAug 22, 2025

Comprehensive Legacy System Blueprint

Foundation Security Trust

QualifyDeclined
$10K10%------ConsultingLiu MichaelJun 11, 2025

Automated Talent Strategy Phase III - FY26

Titan Energy Solutions

IdentifyDeclined
$25K10%------ConsultingDiaz JasonOct 13, 2025

Global Process Improvement Engagement - Phase 3

Foundation Security Trust

Pursue
$28K30%29%90%56%ConsultingDiaz JasonNov 6, 2025

Resilient Compliance Roadmap - FY26

Foundation Security Trust

Qualify
$2.9M10%31%81%58%ConsultingLiu MichaelOct 7, 2025

Resilient IT Infrastructure Redesign

Foundation Security Trust

Qualify
$151K10%60%95%77%TaxLiu MichaelOct 7, 2025

Dynamic Finance Transformation

Foundation Security Trust

Pursue
$030%62%97%53%SaTDiaz JasonNov 6, 2025