Univeris · TELEO Capital

Pipeline Health Dashboard

Week of March 29, 2026
Source: HubSpot Export · Prepared by Portfolio COO
2026 Close Date — ACV $7.8M
2026 Deals 30
2026 New Logo ACV $4.9M
2026 Client Expansion ACV $2.9M
2026 Weighted $2.2M
Out-year ACV (2027+):
$6.0M

Full Pipeline — All Close Dates

Total Deals
37
+1 WoW
Total ACV
$13.8M
All regions
New Logo ACV
$5.4M
14 deals
Client Expansion ACV
$8.3M
23 deals
Weighted Pipeline
$3.0M
Prob-adjusted
Stale Deals (≥45d)
6
Immediate action needed

Pipeline ACV by Stage — 2026 vs Out-Year

ACV by Region

Canada

Total Deals14
Total ACV$7.52M
2026 ACV$2.05M
New Logo ACV$1.35M

LATAM

Total Deals17
Total ACV$4.77M
2026 ACV$4.77M
New Logo ACV$2.84M

EMEA

Total Deals6
Total ACV$1.50M
2026 ACV$0.95M
New Logo ACV$1.26M

⚠ Stale Deals — No Activity ≥ 45 Days (6 Flagged)

Deal Name Region Classification Stage ACV Last Activity Days Stale Action Required
INVEX -SLA LATAM Discovery $28,000 Jul 15, 2025 256 Immediate escalation — Lou/Ayal to decide archive or pursue
Tangerine - Nominee RESP Canada Discovery $300,000 Jan 21, 2026 66 Schedule call; determine deal viability
Investia - SaaS Operation Canada Discovery $1,800,000 Jan 21, 2026 66 Schedule call; determine deal viability
Quadrus Fee Module Canada Champion Acceptance $90,000 Jan 21, 2026 66 Schedule call; determine deal viability
Banreservas España - UA EMEA Discovery $314,000 No Activity N/A Immediate escalation — Lou/Ayal to decide archive or pursue
SLF SaaS Operation Canada Discovery $1,500,000 No Activity N/A Immediate escalation — Lou/Ayal to decide archive or pursue

All Deals — Current Snapshot Sorted: Stale first → 2026 close → by stage

Deal Name Region Type Stage ACV Close Last Activity Days Flags
Banreservas España - UA EMEA New Logo Discovery $314,000 Dec 2026 No Record — Stale 2026
INVEX -SLA LATAM Client Discovery $28,000 Jun 2026 Jul 15, 2025 256 Stale 2026
Tangerine - Nominee RESP Canada Client Discovery $300,000 Sep 2026 Jan 21, 2026 66 Stale 2026
Quadrus Fee Module Canada Client Champion Acceptance $90,000 Dec 2027 Jan 21, 2026 66 Stale
SLF SaaS Operation Canada Client Discovery $1,500,000 Mar 2027 No Record — Stale
Investia - SaaS Operation Canada Client Discovery $1,800,000 Dec 2027 Jan 21, 2026 66 Stale
Banco de Bogotá (PA) - UA LATAM New Logo Assessment & Proposal $432,290 Jun 2026 Mar 04, 2026 24 2026
SCOTIA (MX) SaaS Migration LATAM Client Assessment & Proposal $250,000 Dec 2026 Feb 23, 2026 33 2026
IN ON CAPITAL (PANAMA) - ROBOADVISOR LATAM New Logo Assessment & Proposal $278,000 Dec 2026 Mar 25, 2026 3 2026
SCOTIA (MX) - SCOTIAMOVIL - CP APIS LATAM Client Assessment & Proposal $278,000 May 2026 Mar 27, 2026 1 2026
BCI (MIAMI) - UA PROPOSALS LATAM New Logo Champion Acceptance $319,700 Jun 2026 Mar 23, 2026 5 2026
DAVIVIENDA (CO) - Proposals and reporting LATAM New Logo Champion Acceptance $417,000 Jun 2026 Mar 04, 2026 24 2026
SCOTIA (MX) - ADVISORY DESKTOP LATAM Client Champion Acceptance $278,000 Sep 2026 Mar 09, 2026 19 2026
STONEX MX - ROBOADVISOR LATAM New Logo Champion Acceptance $347,500 Sep 2026 Mar 23, 2026 5 2026
Skyline Wealth Management - UE Canada New Logo Champion Acceptance $1,000,000 Sep 2026 Feb 13, 2026 43 2026
BCI - Additional FTE LATAM Client Contract/SOW/OF $443,600 Apr 2026 Feb 18, 2026 38 2026
Investia - FHSA Canada Client Contract/SOW/OF $97,494 Jun 2026 Mar 12, 2026 16 2026
Bankinter - Broker - Investment Tools EMEA Client Discovery $188,400 Sep 2026 Feb 19, 2026 37 2026
Andbank PRJ-11019 - SLA EMEA Client Discovery $27,129 Apr 2026 Mar 18, 2026 10 2026
State Street - UA Advisory - Germany EMEA New Logo Discovery $392,500 Jun 2026 Mar 27, 2026 1 2026
comdirect - Altersvorsorgedepot EMEA Client Discovery $30,000 Aug 2026 Mar 27, 2026 1 2026
SCOTIA (MX) - ROBOADVISOR LATAM Client Discovery $347,500 Dec 2026 Mar 09, 2026 19 2026
Banreservas - UA LATAM New Logo Discovery $347,500 Dec 2026 Mar 25, 2026 3 2026
ACP Capital Mgmt (FL) - UA Proposals LATAM New Logo Discovery $208,500 Sep 2026 Mar 06, 2026 22 2026
Credicorp - regional UA LATAM New Logo Discovery $347,500 Dec 2026 Mar 24, 2026 4 2026
SCOTIA MX - DQA LATAM Client Discovery $100,080 Aug 2026 Feb 23, 2026 33 2026
SCOTIA (LATAM) - Front Office LATAM New Logo Discovery $139,000 Sep 2026 Mar 23, 2026 5 2026
BANORTE (MX) - Personal banking proposals (captación de fondos)NEW LATAM Client Discovery $208,500 Dec 2026 Mar 27, 2026 1 2026
IA Private Wealth - Enterprise API + Webhooks Canada Client Discovery $37,812 Dec 2026 Mar 03, 2026 25 2026
Tangerine - ETF Module Canada Client Discovery $90,000 Sep 2026 Feb 17, 2026 39 2026
Educators Financial Group - UE Nominee Canada New Logo Discovery $350,000 Sep 2026 Mar 26, 2026 2 2026
Tangerine GIC Module Canada Client Discovery $99,000 Sep 2026 Mar 27, 2026 1 2026
Investia - USD Canada Client Sponsor Acceptance $71,495 Dec 2026 Mar 12, 2026 16 2026
Quadrus - FHSA Canada Client Champion Acceptance $90,000 Dec 2027 Mar 10, 2026 18
Commerzbank - UA AdvisoryNEW EMEA New Logo Discovery $549,500 Mar 2027 Mar 25, 2026 3
Quadrus - SaaS Migration Operation Canada Client Discovery $1,800,000 Dec 2027 Mar 10, 2026 18
Investia - Fee for Service Canada Client Sponsor Acceptance $194,988 Jun 2027 Mar 12, 2026 16
Univeris Pipeline Health Report · Week of March 29, 2026 · TELEO Capital Portfolio Operations · Stale threshold: ≥45 days no activity