DemoSample data. Every company, contact, financial and offer shown here is invented — nothing on this instance describes a real business or a real transaction.

How it works

The loop this system runs, what happens to anything it finds, and the path to a close. Every step here is a screen you can open.

The product loop

Why buyer intelligence and internal work are one system

What happens to something research finds

The path from a source to a changed score

NO MATERIAL CHANGE

A run that finds nothing stores its metadata and creates nothing — no tasks, no proposals, no intelligence. That outcome is what makes the others credible.

A failure stays a failure

Partial results are kept, the error is recorded, and the run is retryable on the same job. There is no path from a failure to a stored result.

Only a human applies

Nothing crosses the approval line on its own. A score, tier, probability, authority or priority moves when somebody decides it does.

The critical path

What has to happen, in order, to reach a close
  1. Financial reportingFinancials
  2. Data roomTransaction
  3. Tier 1 outreachBuyers
  4. MeetingsBuyers
  5. DiligenceTransaction
  6. IOIs and LOIsOffers
  7. Competitive processPipeline
  8. Final buyerScenarios
  9. CloseTimeline

Lateness on this path is computed from dates rather than read from a status, so a stage nobody remembered to mark delayed still shows as late.