Orbit Financial — Enterprise Expansion
Maya Chen · Proposal · Close Oct 14
78
Deal score
ARR
$128,000
Probability
78%
Stage
Proposal
Risk
Procurement
AI summary
The deal has strong product engagement but is currently at risk due to procurement delays and missing executive sponsorship.
Activity
Thu · Discovery + pricing call with Priya and Elena
Stakeholders
Priya Shah (Champion) · Elena Ruiz (Economic buyer, not yet on a call)
Objections
Legal redlines on DPA · Security packet still outstanding
Next steps
Send SOC 2 today · Book Elena for Thursday
Risk signals
Procurement delays after security review
Decision maker has not joined a call
Pricing mentioned once, not blocking
Orbit Financial — Enterprise Expansion
Maya Chen · Proposal · Close Oct 14
78
Deal score
ARR
$128,000
Probability
78%
Stage
Proposal
Risk
Procurement
AI summary
The deal has strong product engagement but is currently at risk due to procurement delays and missing executive sponsorship.
Activity
Thu · Discovery + pricing call with Priya and Elena
Stakeholders
Priya Shah (Champion) · Elena Ruiz (Economic buyer, not yet on a call)
Objections
Legal redlines on DPA · Security packet still outstanding
Next steps
Send SOC 2 today · Book Elena for Thursday
Risk signals
Procurement delays after security review
Decision maker has not joined a call
Pricing mentioned once, not blocking
Orbit Financial — Enterprise Expansion
Maya Chen · Proposal · Close Oct 14
78
Deal score
ARR
$128,000
Probability
78%
Stage
Proposal
Risk
Procurement
AI summary
The deal has strong product engagement but is currently at risk due to procurement delays and missing executive sponsorship.
Activity
Thu · Discovery + pricing call with Priya and Elena
Stakeholders
Priya Shah (Champion) · Elena Ruiz (Economic buyer, not yet on a call)
Objections
Legal redlines on DPA · Security packet still outstanding
Next steps
Send SOC 2 today · Book Elena for Thursday
Risk signals
Procurement delays after security review
Decision maker has not joined a call
Pricing mentioned once, not blocking