Sales & Business Development

Pipeline & Activity

Active deals, opportunities, and biz dev research.

SOW / Proposal Out

$305,000
Care Navigation Platform Hearthline Health $210,000
Member Portal Lumen Harbor $95,000

Active Conversations

$125,000
Adaptive Learning Platform Fieldstone Learning $125,000

Events & Content

Planned conferences, trips, publishing, and relationship-building plays with a clear biz dev purpose.

1
OCT
15
Product Leaders Breakfast Event Planning

Create useful peer conversations and warm introductions.

10/15/2026 New York, NY Owner: Theo 1 next step

Prospects

Aurora Foods Theo · Cedar Collective
2026-09-25

Consumer brand exploring a subscription commerce experience.

Summit Energy Lab Alex · Design Leaders Forum
2026-09-17

Internal workflow and reporting modernization.

Delivery

$450,000

Signed — In Progress

$450,000
Project Company Value
Research Portal Orbit Civic $110,000
Operations Dashboard Northstar Transit $160,000
Design System Modernization Lumen Harbor $180,000

On Hold

$80,000
Commerce Refresh Bluebird Outdoors $80,000