UNIVERIS PIPELINE INTELLIGENCE

Weekly CRO Review · Week of March 23, 2026
Data Source: HubSpot Export
Compared to: March 17, 2026
Deals reviewed: 36 active
Total ACV
$13.3M
36 deals
Weighted ACV
$3.1M
23.6% of total
New Logos
14
$5.2M ACV
New Logo Weighted
$1.2M
39% of weighted pipeline
At Contract Stage
$541K
2 deals
Stale >45d
4
+ 4 no activity date
2027+ Pipeline
$5.5M
41% out-year [verify]
WEEK OVER WEEK:
+$1.01M total ACV (3 new deals added)
BCI Miami: Discovery → Champion Acceptance ✓
Investia USD + Fee for Service: Contract/SOW → Sponsor Acceptance ⚠️
Investia USD prob: 90% → 75%
Investia Fee for Service prob: 90% → 75%
3 new logos added: Banreservas UA, Banreservas España, Credicorp

Pipeline Funnel by Stage

Discovery
$8.4M · 20 deals
20
Assessment & Proposal
$1.2M
4
Champion Acceptance
$2.5M
7
Sponsor Acceptance
$580K
3
Contract / SOW / OF
$541K
2
⚠️ 63% of pipeline stuck in Discovery. Only 2 deals at Contract stage.

Pipeline ACV by Rep ($)

ACV by Region

Client vs New Logo Pipeline

New Logo Pipeline by Stage

🔴 Deals at Risk — Immediate Action Required
DealRepStageACVRisk
INVEX - SLAA. ContrerasDiscovery$28K 250d STALE
Investia - USDK. BrugerSponsor Accept.$71K DOWNGRADED ↓
Investia - Fee for ServiceK. BrugerSponsor Accept.$195K DOWNGRADED ↓
Investia - SaaS OperationK. BrugerDiscovery$1.8M 60d stale
Tangerine - Nominee RESPK. BrugerDiscovery$300K 60d stale
Quadrus Fee ModuleK. BrugerChampion Accept.$90K 60d stale
Skyline Wealth MgmtL. LonghiChampion Accept.$1.0M 570d in pipeline
Banreservas UAA. SanchezDiscovery$348K No activity date
Banreservas EspañaJ. CarralloDiscovery$314K No activity date
Credicorp - regional UAA. SanchezDiscovery$348K No activity date
⏱️ Closing Within 90 Days (by June 23)
DealStageProbACVClose
BCI - Additional FTEContract/SOW90%$444KApr 30
Andbank SLADiscovery10%$27KApr 19
CommerzbankSponsor Accept.75%$314KMay 29
Scotia MX - CP APIsAssessment50%$278KMay 29
✅ New Logo Activity This Week
DealStageACVMovement
BCI Miami - UA ProposalsChampion Accept.$320K Upgraded ↑
Educators FinancialDiscovery$350K New · NDA signed
Banco de BogotáAssessment$432K RFP response in
📋 Full Pipeline — All Active Deals
Deal NameRegionRepTypeStageProbACVCloseStale?