QualifyDeclined

Multi-Phase Asset Management Pilot

ID: 3303004-20

Potential Value

-$250,000

Deal Value

$0

Stated Probability

10%

Days in Pipeline

68

Client & Account

Client

Lake Financial Advisors

City

Boston

Region

USLI

Sub-Sector

SLED

Service Classification

Service Line

SaT

Field of Play

Transactions

Opportunity Sub-SL

Transactions & Corporate Finance

Competency

TCF - Buy & Integrate

Global Service Code

Resource Planning (81634)

People & Dates

Partner

Chen Angela

Pursuit Leader

Fernandez Ryan

Open Date

Jul 10, 2025

Anticipated Win Date

Sep 30, 2025

Close Date

Sep 16, 2025

Details

Description

Multi-Phase Asset Management Pilot

Outcome Reason

Client withdrew

No win probability predictions available. Closed deals do not have active model predictions.