Offer 04 · Proposal and Deal Flow AI
Proposal and Deal Flow AI
Days of proposal work, done in an hour, on work worth winning.
The Bleed
Your best people spending days assembling documents, and spending those days on opportunities that were never going to close. Meanwhile the pipeline fills with deals nobody has touched in a month and close dates that passed in March.
The Outcome
Attach the document. The system reads it, tells you whether it is worth pursuing before you have spent a day on it, pulls the right people, timelines and pricing from your own records, and produces a finished proposal ready to send. It only knows your data, so it quotes your real rates and your real projects, never invented ones. Behind that, the pipeline keeps itself honest.
What it handles
Fourteen steps from an inbound brief to a signed contract, run automatically.
Intake and parsing
Any inbound brief, RFP or enquiry read and broken into requirements, scope and constraints, whatever format it arrived in. This is the same extraction mechanism used in Financial Intelligence, applied here to briefs and RFPs instead of invoices and statements.
Fit assessment before effort
An honest read on whether this is winnable and worth winning, delivered in minutes rather than after two days of drafting.
Qualification scoring
Against your own criteria, applied identically to the first opportunity and the three hundredth.
Team assembly
The right people matched to the requirement, checked against who is actually available.
Pricing from your live rate card
Not last year’s numbers copied out of an old document.
Timelines generated against real delivery capacity
Rather than the optimism of whoever is writing at the time.
Relevant past work matched automatically
The case studies and credentials that actually fit this brief, pulled without anyone searching a shared drive.
Complete draft assembled
Team, scope, timeline, pricing and evidence, in your format, ready for review.
Contract comparison against your standard terms
Once a deal moves from proposal to contract, the incoming document is checked against your normal terms automatically, and anything that deviates, payment terms, liability language, scope creep, is flagged before anyone signs it. The extraction is the same capability used to read invoices in Financial Intelligence, pointed at a different kind of document.
Approval routing
The right internal sign off before anything goes out, tracked rather than chased.
Submission deadline tracking
Nothing missed because it sat in someone’s drafts.
Post submission follow up
The system that wrote the proposal also chases its outcome, automatically, at sensible intervals, until you get an answer either way. This is the only place proposal chasing happens. It does not sit in the Leakage Suite as well, since the same tool that drafted the document is best placed to know when and how to follow up on it.
Pipeline hygiene
Deals that have not moved, close dates that have passed, opportunities with only one contact at the client. Surfaced weekly instead of discovered at quarter end. This is a different kind of stall from a quiet onboarding or an abandoned checkout. Nothing has been won or paid for yet, and the thing at risk is the time your team already invested chasing it.
Win and loss captured back
Every outcome and its reasoning returned to the system, so the scoring gets sharper the more you use it.
The expensive part of proposals is not writing them. It is writing the ones you were never going to win.
