Identify60-90 Days

End-to-End Asset Management Platform - Pilot

ID: 4653834-30

Potential Value

$350,000

Deal Value

$0

Stated Probability

50%

Days in Pipeline

252

Client & Account

Client

Apex Cooperative

City

Boston

Region

USLI

Sub-Sector

SLED

Service Classification

Service Line

Assurance

Field of Play

Finance

Opportunity Sub-SL

FAAS

Competency

FAAS - Treasury, Commodities and finance specialisms

Global Service Code

Regulatory Compliance (85300)

People & Dates

Partner

Alvarez Natalie

Pursuit Leader

Lopez Brenda

Open Date

Sep 3, 2025

Anticipated Win Date

Jul 1, 2026

Close Date

N/A

Details

Description

End-to-End Asset Management Platform - Pilot

Triage & Expected Value

Triage Model: P(Pursue)

Predicts likelihood of pursuit vs. decline

P(Pursue)

78.6%

Expected Value (EV = P(Pursue) × P(Win) × Value)

$269,487

Key Triage Drivers

Non-recurring work
+0.721
Work type
+0.712
Service sub-line track record
-0.418

Win Probability Models

P(Pursue)

78.6%

Model A: Planning

97.9%

Model B: Early Signal

90.4%

Stated Probability

50%

Model A: Planning

Includes deal age and timeline factors. Best for active pipeline management.

Win Probability

97.9%

Key Drivers

Brand new pursuit (vs renewal)
+1.647
Recurring/additional sale
+0.730
Lead sales credit %
-0.687

Plain English

The model a: planning estimates a high probability of winning (98%). Factors working in favor: brand new pursuit (vs renewal), recurring/additional sale. Factors working against: lead sales credit %.

Model B: Early Signal

Excludes timeline factors. Better for early-stage assessment.

Win Probability

90.4%

Key Drivers

Brand new pursuit (vs renewal)
+1.016
Recurring/additional sale
+0.514
Market segment
-0.507

Plain English

The model b: early signal estimates a high probability of winning (90%). Factors working in favor: brand new pursuit (vs renewal), recurring/additional sale. Factors working against: market segment.