SLED8 Low Pursue

Prism Partners

6 clients: Orion Financial Foundation, Nexgen Aerospace Systems, Summit Enterprises +3 more · USLI

Open Pipeline

$13.9M

26 open

Expected Value

$1.4M

P(Pursue)×P(Win)×Value

Win Rate

44%

14W / 2L

Won Revenue

$3.3M

14 deals won

Avg P(Pursue)

47%

Avg Pwin A

34%

Avg Pwin B

17%

Service Lines

4

Pipeline by Stage
Value by Service Line
Consulting
SaT
Assurance
Tax

Key People

Romero DieterMorgan SusanMartinez LarryWang AndreaRomero SusanJohnson MiguelCastillo KaylaHill FrançoisHall FengWright LaurenLiu BarbaraCollins CatherineThomas KevinJackson HannahWard LindaWard JacobMüller SaraRodriguez CharlotteMyers PaulMorales DebraYoung JeanFoster Jessica

All Opportunities (58)

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

Proactive Internal Audit Framework - FY26

Nexgen Aerospace Systems

Identify
$750K25%------ConsultingMorgan SusanFeb 12, 2024

Enterprise Asset Management Implementation - FY25

Summit Enterprises

ClosingWon
$252K100%------ConsultingMartinez LarryDec 12, 2023

Enterprise Supply Chain Implementation - Pilot

Summit Enterprises

ClosingWon
$1.9M100%------ConsultingMartinez LarryDec 12, 2023

Agile Governance Automation - FY26

Summit Enterprises

ClosingWon
$378K100%------ConsultingMartinez LarryDec 12, 2023

Dynamic Business Intelligence Extension

Harbor Associates

QualifyDeclined
$500K25%------AssuranceWang AndreaOct 5, 2023

Holistic Program Management Implementation

Momentum Corporation

QualifyDeclined
$100K25%------AssuranceHill FrançoisNov 20, 2025

End-to-End Tax Reform Automation

Orion Financial Foundation

IdentifyDeclined
$250K25%------AssuranceLiu BarbaraOct 28, 2025

Intelligent IT Infrastructure Optimization - Renewal

Orion Financial Foundation

ClosingWon
$070%------ConsultingCollins CatherineOct 22, 2025

Integrated Technology Modernization Pilot - Renewal

Orion Financial Foundation

ClosingWon
$070%------ConsultingCollins CatherineOct 22, 2025

Modernized Cost Optimization Solution

Orion Financial Foundation

Identify
$150%------ConsultingRomero SusanMar 13, 2025

Innovative Supply Chain Consolidation

Orion Financial Foundation

ClosingWon
$155K70%------ConsultingCollins CatherineOct 22, 2025

Global Asset Management Integration (Revised)

Orion Financial Foundation

ClosingDeclined
$659K90%------AssuranceJackson HannahMay 28, 2024

Automated Compliance Architecture

Orion Financial Foundation

IdentifyDeclined
$500K25%------AssuranceWard LindaSep 19, 2025

Agile Business Intelligence Deployment

Orion Financial Foundation

QualifyDeclined
$125K50%------ConsultingRomero SusanOct 22, 2025

Proactive Legacy System Renewal (Amended)

Orion Financial Foundation

ClosingWon
$659K100%------AssuranceJackson HannahFeb 2, 2026

Strategic Operations Extension

Orion Financial Foundation

QualifyDeclined
$125%------ConsultingWard JacobJun 10, 2025

Scalable Technology Modernization Strategy (Revised)

Orion Financial Foundation

QualifyDeclined
$149K25%------TaxWard JacobJun 10, 2025

Digital Performance Management Enhancement (Amended)

Orion Financial Foundation

ClosingWon
$587K90%------ConsultingRomero SusanJun 4, 2025

Next-Gen Sustainability Advisory - Renewal

Orion Financial Foundation

QualifyDeclined
$659K100%------AssuranceJackson HannahFeb 2, 2026

Innovative Revenue Assurance Architecture

Orion Financial Foundation

QualifyDeclined
$125K50%------ConsultingRomero SusanOct 22, 2025

Adaptive Service Delivery Architecture - FY26

Orion Financial Foundation

Closing
$659K70%------AssuranceJackson HannahAug 26, 2025

Extended Internal Audit Enhancement

Orion Financial Foundation

ClosingLost
$1.0M25%------TaxRodriguez CharlotteMay 16, 2025

Optimized Governance Modernization - Phase 2

Orion Financial Foundation

IdentifyDeclined
$200K25%------ConsultingMorgan SusanNov 20, 2025

Accelerated Tax Reform Implementation (Amended)

Orion Financial Foundation

ClosingLost
$600K25%------ConsultingMüller SaraMay 7, 2025

Cross-Functional Procurement Integration - FY25

Orion Financial Foundation

ClosingWon
$775K90%------AssuranceJackson HannahJul 28, 2025

Resilient Cloud Migration Blueprint

Orion Financial Foundation

ClosingDeclined
$659K85%------AssuranceJackson HannahJun 25, 2025

Agile Change Management Architecture - Renewal

Orion Financial Foundation

IdentifyDeclined
$350K25%------AssuranceLiu BarbaraOct 28, 2025

Scalable Customer Experience Engagement (Amended)

Orion Financial Foundation

ClosingWon
$412K90%------ConsultingRomero SusanJun 4, 2025

Multi-Phase Risk Management Framework (Amended)

Orion Financial Foundation

ClosingWon
$301K100%------TaxRomero DieterDec 15, 2025

Transformative Legacy System Diagnostic (Amended)

Orion Financial Foundation

Identify
$500K10%------AssuranceMyers PaulFeb 17, 2026

Extended Risk Management Modernization - Phase 3

Orion Financial Foundation

Pursue
$109K10%------ConsultingMorales DebraNov 25, 2025

Foundational Procurement Redesign - Pilot

Orion Financial Foundation

IdentifyDeclined
$110%------ConsultingThomas KevinSep 11, 2025

Transformative Sustainability Engagement

Orion Financial Foundation

IdentifyDeclined
$300K25%------AssuranceMorgan SusanNov 20, 2025

Predictive IT Infrastructure Analysis - Pilot

Summit Enterprises

IdentifyDeclined
$300K25%------ConsultingMorgan SusanJun 12, 2024

Transformative Cybersecurity Strategy (Revised)

Summit Enterprises

Identify
$500K25%------ConsultingYoung JeanAug 26, 2024

Scalable Cloud Migration Renewal - Pilot

Summit Enterprises

Identify
$500K25%------ConsultingFoster JessicaAug 26, 2024

Dynamic Supply Chain Diagnostic - Phase 2

Summit Enterprises

ClosingWon
$-2.5M----99%93%ConsultingYoung JeanDec 12, 2023

Transformative Market Entry Implementation - Pilot

Summit Enterprises

ClosingWon
$-2.5M----99%93%ConsultingYoung JeanDec 12, 2023

Modernized Change Management Diagnostic

Summit Enterprises

ClosingWon
$-2.5M----99%93%ConsultingYoung JeanDec 12, 2023

Digital Risk Management Automation - FY25

Eagle Operational Corporation

Identify
$500K25%27%72%60%ConsultingCastillo KaylaAug 26, 2025

Modernized Finance Redesign

Eagle Operational Corporation

Identify
$500K25%35%26%10%ConsultingCastillo KaylaAug 26, 2025

Resilient Cybersecurity Integration

Orion Financial Foundation

Qualify
$500K25%35%27%10%ConsultingRomero SusanOct 22, 2025

Proactive ERP Implementation Phase I - Extension

Orion Financial Foundation

Identify
$1.0M25%35%19%10%ConsultingMüller SaraMay 7, 2025

Advanced Sustainability Initiative

Summit Enterprises

Identify
$500K25%35%47%10%ConsultingRomero SusanAug 26, 2024

Cross-Functional Quality Assurance Framework - Pilot

Nexgen Aerospace Systems

Qualify
$300K50%37%35%12%ConsultingRomero SusanOct 7, 2025

Predictive Stakeholder Engagement Deployment - Phase 2

Eagle Operational Corporation

Identify
$2.5M10%37%48%5%ConsultingCastillo KaylaMay 8, 2024

Global Risk Management Diagnostic - Extension

Orion Financial Foundation

Qualify
$2.5M25%39%17%8%ConsultingMüller SaraMay 7, 2025

Integrated Finance Optimization - Pilot

Nexgen Aerospace Systems

Identify
$400K25%43%84%53%SaTJohnson MiguelOct 22, 2025

Foundational Internal Audit Workshop

Orion Financial Foundation

Qualify
$500K25%46%22%5%SaTWright LaurenJul 17, 2025

Accelerated Tax Reform Optimization (Amended)

Orion Financial Foundation

Qualify
$025%51%39%18%ConsultingRomero SusanOct 22, 2025

End-to-End Operations Migration - Phase 2

Orion Financial Foundation

Identify
$1.0M25%55%13%4%SaTHall FengJan 16, 2026

Predictive Tax Reform Blueprint

Orion Financial Foundation

Identify
$250K10%56%27%9%AssuranceMorgan SusanDec 18, 2025

High-Impact Governance Scale-Up

Nexgen Aerospace Systems

Qualify
$150K50%57%61%7%SaTJohnson MiguelOct 15, 2024

Adaptive Performance Management Strategy - Phase 2

Orion Financial Foundation

Identify
$150%59%19%23%ConsultingThomas KevinSep 12, 2025

Proactive Platform Integration Roadmap - Pilot

Orion Financial Foundation

Identify
$150%59%19%23%ConsultingThomas KevinSep 12, 2025

Extended Supply Chain Automation - Phase 2

Orion Financial Foundation

Identify
$150%59%19%23%ConsultingThomas KevinSep 12, 2025

Global Risk Management Platform - FY25

Orion Financial Foundation

Identify
$150%62%27%24%ConsultingThomas KevinSep 12, 2025

Responsive Inclusion & Diversity Extension - Renewal

Orion Financial Foundation

Qualify
$325K25%70%29%4%TaxRomero DieterJan 4, 2023