AI Insights
Ask plain-English questions about the pipeline · answers cover opportunities received in all time (Feb 2023 – May 2026).
Concept preview. Answers are generated locally from your seeded register and the same verified metrics that power the dashboard — no external AI service is called and no data leaves this app.
Ask anything about your origination pipeline
Pick a question below or type your own. Answers come only from trusted platform data.
High volume, low conversion
Sponsor Direct is a top-volume channel — 72 opportunities (25% of intake) — but only 3% reach financial close, against a 5% average.
- Broker102 · 9% close
- Sponsor Direct72 · 3% close
- Senior Lender44 · 5% close
- Referral37 · 3% close
- Online Enquiry36 · 0% close
Triage Sponsor Direct intake earlier so screening capacity goes to higher-yield channels.
Why deals don’t proceed
265 opportunities did not proceed. The most common driver is “Valuation overstated” (18 deals).
- Valuation overstated18
- Sponsor (Character / Capability)16
- In excess of capital availability15
- Assumptions used14
- Outside of Mandate / Risk Appetite13
- Timeline to close13
Most exits happen at screening — codifying “Valuation overstated” checks up front would reduce wasted effort downstream.
Sector conversion
Industrial converts best — 11% reach a won term sheet (6/55). Retail is the largest pipeline (69) at 7%.
- Industrial11% · 6/55
- Office11% · 5/46
- Residential9% · 5/56
- Retail7% · 5/69
- Alternative2% · 1/65
Lean into Industrial; pressure-test pricing and criteria in the lower-converting sectors.
Pipeline bottleneck
The steepest drop-off is Received → Pursued: only 31% advance (202 fall away).
Longest gate by time: Received → Close, ~153 days on average.
- Received291
- Pursued89
- Indicative Terms84
- Term Sheet Issued71
- Term Sheet Won22
- Financial Close14
Focus interventions at the Received → Pursued step to recover the most volume.
Data quality
Register completeness is 92% — 23 opportunities carry at least one gap or inconsistency.
- Missing requested amount15
- Leftover close date on a deal that didn't proceed5
- No screening result recorded3
Start with “Missing requested amount” (15).
In production, AI would answer only from trusted platform data and calculated metrics, with validation and audit controls.