Deal pipeline
Active and closed deals in the demo workspace. Filter by stage, search by name, or click any row to open the deal review.
40 deals
CustomerStage
- 1Start hereAnthropichigh2026 Multi-Year Enterprise Consolidation2026 Multi-Year Enterprise Consolidation$1.5M committed expansion with an MFN clause and a 6-month onboarding ramp$500K3 yrsChenMay 5Review
- 2NotionmediumSelf-Serve to Enterprise ConversionSelf-Serve to Enterprise ConversionPLG customer scaling to $180K/year — but their request changes the rev rec story$180K2 yrsWrightMay 5Review
- 3Tessera HealthhighApollo/Outreach/ZoomInfo DisplacementApollo/Outreach/ZoomInfo Displacement35% discount + 6 months free + waived implementation. Margin dies. Where's the bleed?$240K2 yrsShankarMay 5Review
- 4Northbeam MortgagehighFY26 Renewal — Commit Reduction RequestFY26 Renewal — Commit Reduction Request$400K customer hit only 60% of commit. CSM wants to give them 30% off renewal. Should we?$280K1 yrOkaforMay 5Review
- 5Reverberate GrowthexpertReverberate Engine White-Label PartnershipReverberate Engine White-Label PartnershipTop-50 GTM agency wants to white-label Clay for client work. Standard approval matrix doesn't apply.—2 yrsWrightMay 5Review
- 6RampQ2 Expansion — Inbound SDR AI EnrichmentQ2 Expansion — Inbound SDR AI EnrichmentStrategic fintech expansion (45 SDR seats). Multi-year commit with SLA upgrade trade-off.$420K2 yrsChen—Negotiation
- 7IntercomAI Workflows Module Add-OnAI Workflows Module Add-OnPilot-to-production milestone pricing trade. Half-price during pilot, triggered to full on workflow-volume milestone.$260K1 yrWright—Negotiation
- 8Cipher & Co.Multi-Region Enterprise New LogoMulti-Region Enterprise New Logo3-year enterprise commit (cybersecurity vertical). Multi-region deployment + heavy compliance scope.$640K3 yrsShankar—Negotiation
- 9Cantilever CapitalFY26 New Logo — Compliance StackFY26 New Logo — Compliance StackRegulated fintech (asset mgmt). 2-year enterprise commit anchored against high compliance/security scope concessions.$560K2 yrsChen—Negotiation
- 10Pebblebrook LogisticsExpansion — LTL + Last-Mile LinesExpansion — LTL + Last-Mile LinesMid-market expansion from 18 → 60 seats across two new lines (LTL, last-mile). Non-standard partner reservation traded against 24mo commit.$190K2 yrsWright—Negotiation
- 11Lattice NetworksExpansion — Security Operations Add-OnExpansion — Security Operations Add-OnCyber-vertical reference customer. Modest discount in exchange for public reference rights and quarterly security reviews.$165K2 yrsShankar—Negotiation
- 12Saffron VenturesVC Platform New Logo (Deferred Start)VC Platform New Logo (Deferred Start)Mid-market VC ops. Deferred-billing-to-fund-close concession unlocked CFO engagement.$85K2 yrsWright—Negotiation
- 13Ironhold IndustriesFY26 New Logo — Manufacturing ProcurementFY26 New Logo — Manufacturing ProcurementMature procurement buyer (manufacturing). 3-year commit traded against 5% YoY price-increase cap.$220K3 yrsChen—Negotiation
- 14Maker's LoomSelf-Serve to Enterprise — DTC Holiday PauseSelf-Serve to Enterprise — DTC Holiday PausePLG-to-enterprise conversion (9 → 24 seats). 3-month ramp aligned to hiring + holiday pause clause.$95K2 yrsWright—Negotiation
- 15Underwood LegalLegaltech New Logo — Services BundleLegaltech New Logo — Services BundleLegaltech vertical. Services bundle scope dispute — AE went too high on pro-services hours; pulling back.$115K2 yrsShankar—Negotiation
- 16VerkadaRevOps + SE Unified PricingRevOps + SE Unified PricingCross-department unification (RevOps + Sales Engineering) on one contract. Modest discount anchors a 50/50 internal chargeback; defends against the Q3 vendor-consolidation review.$310K2 yrsChen—Proposal
- 17Tideline LogisticsEnterprise New Logo — 4 SubsidiariesEnterprise New Logo — 4 Subsidiaries4-subsidiary consolidation under one holding-co invoice. 3-year commit anchors a strategic enterprise logistics logo against an internal-rebuild alternative.$480K3 yrsShankar—Proposal
- 18Helix DiagnosticsHealthtech Enterprise New LogoHealthtech Enterprise New LogoHealthtech enterprise. PHI handling + quarterly subprocessor audit add compliance overhead; 11.4% off list anchors the logo and the differentiation vs. ZoomInfo's BAA template.$390K2 yrsWright—Proposal
- 19Glacial InsuranceMid-Market Multi-Year InsurtechMid-Market Multi-Year Insurtech3-year commit in regulated insurtech. Discount unlocks a board-mandated 3-vendor consolidation and absorbs the cost of quarterly credit rollover.$145K3 yrsChen—Proposal
- 20Slate AnalyticsPLG → Mid-Market UpgradePLG → Mid-Market UpgradePLG-to-mid-market upgrade. Discount earned via 24-month commit, absorption of 3 separate workspace tenancies into one enterprise tenant, and a grandfathered founder seat.$52K2 yrsWright—Proposal
- 21Filament StudiosFounder-Led ExpansionFounder-Led ExpansionFounder-led mid-market expansion (6 → 14 seats). Single-decision-maker velocity is the unlock; standard envelope discount.$42K2 yrsWright—Proposal
- 22Olmstead RealtyProptech New Logo — US-Only ProcessingProptech New Logo — US-Only ProcessingProptech mid-market with regulatory US-only data processing requirement. Modest anchoring discount; MLS indemnity carve-out negotiated separately.$130K2 yrsChen—Proposal
- 23Stillwater InsuranceInsurtech New Logo — SOC 2 AddendumInsurtech New Logo — SOC 2 AddendumInsurtech logo with regulator-facing SOC 2 attestation commitment. 12% off list anchors the 24mo term and the multi-state attestation obligation.$88K2 yrsWright—Proposal
- 24Voltspring EnergyPost-IPO GTM Stack EvalPost-IPO GTM Stack Eval$200K1 yrOkafor—Discovery
- 25Meridian Insurance GroupMulti-LOB Consolidation ConversationMulti-LOB Consolidation Conversation$350K2 yrsChen—Discovery
- 26Sunfish MediaInbound — Small Team EvalInbound — Small Team EvalCurrently using a Hunter.io + Sheets workflow; no paid enrichment tool yet.$48K1 yrWright—Discovery
- 27Bristlecone ClimateCold Outbound — Seed StageCold Outbound — Seed Stage$24K1 yrOkafor—Discovery
- 28GongFY26 New Logo — Revenue IntelligenceFY26 New Logo — Revenue IntelligenceStrategic enterprise logo (revenue intelligence). 2-year commit + uptime SLA + annual security review.$620K2 yrsShankar—Won
- 29Polymath RoboticsFY26 Enterprise New LogoFY26 Enterprise New Logo3-year commit (manufacturing/robotics). Expansion seat lock concession traded for term length.$510K3 yrsChen—Won
- 30Northstar Defense SystemsDefense Vertical New LogoDefense Vertical New LogoDefense vertical. Compliance-heavy; minimal discount given subprocessor constraints accepted by customer.$480K2 yrsShankar—Won
- 31Kindred TherapyTelehealth Mid-Market New LogoTelehealth Mid-Market New LogoMid-market telehealth. Standard discount; PHI handling adds modest implementation overhead.$145K2 yrsWright—Won
- 32Quill EducationEdtech Mid-Market New LogoEdtech Mid-Market New LogoMid-market edtech displacing an Airtable + LinkedIn-scraper homegrown setup. Standard 9.5% envelope discount for 24mo commit.$95K2 yrsWright—Won
- 33Beanstalk AISeed-Stage AI StartupSeed-Stage AI StartupSeed-stage AI founder upgrading from a personal Apollo plan post-Series A. 11.1% off list traded for a public customer-story commitment we can use in seed-stage marketing.$32K1 yrOkafor—Won
- 34Hightide DevtoolsDevtools PLG-to-Small ConversionDevtools PLG-to-Small ConversionPLG self-serve graduation post-Series A. 6.7% off list reflects existing usage and willingness to commit annually ahead of an SDR hiring sprint.$28K1 yrWright—Won
- 35Sparrow LabsSparrow Initial AnnualSparrow Initial AnnualNo vendor competitor; first paid enrichment tool for the team after 6 weeks of stretched trial extensions.$24K1 yrOkafor—Won
- 36Maquette StudiosLost to Apollo on PriceLost to Apollo on PriceFinal proposal at $58K; couldn't go lower without breaking floor (margin would have gone negative).$58K2 yrsWright—Closed-lost
- 37Coastline Community BankLost to Procurement DelayLost to Procurement DelayModest discount; lost to internal delay rather than vendor decision.$185K2 yrsChen—Closed-lost
- 38Rookery HRLost to HR-Native VendorLost to HR-Native VendorDiscounted to floor; CEO blocked on price.$42K1 yrWright—Closed-lost
- 39Quokka TravelRenewal Churn — Low AdoptionRenewal Churn — Low AdoptionNo replacement vendor; reverted to internal sheet-based workflow.$35K1 yrOkafor—Closed-lost
- 40Halibut MarketplacesLost on Custom Integration ScopeLost on Custom Integration ScopeStandard 10% discount; lost on services scope mismatch.$36K1 yrOkafor—Closed-lost