Strategic Deal Assessment
Request a Strategic Deal Assessment.
Select two or three of your most complex, high-stakes or stalled enterprise deals. We run them through our attribution engine and deliver a live executive readout: hidden deal risks, stakeholder consensus gaps and a prescriptive action plan.
What you receive
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Hidden deal risks
What is working for and against each deal, with every finding traced to the buyer’s own words.
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Stakeholder consensus gaps
Who is aligned, who is ambivalent, and who decides but has never been on a call.
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A prescriptive action plan
Sequenced, dated next steps for each deal, with the assets your team needs to execute them.
How it works
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Step 1
Select 2–3 deals
Your most complex, high-stakes or stalled enterprise pursuits.
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Step 2
Secure data sharing
Under NDA, we ingest the call transcripts and email threads for those deals. Transcripts are redacted on ingest.
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Step 3
Live executive readout
A working session with your leadership team to walk through findings and agree next moves.
Confidentiality
Strict enterprise confidentiality, with an NDA in place before any data is shared. All analysis runs inside Covisio’s own cloud environment; your data is never sent to an external AI provider and improves only your own model. How we protect your data
Tell us about your deals
Takes about a minute. One of our founders will reply within one business day.
Prefer an executive briefing first? Email our founders at partners@covisio.com.
Questions we hear
Before you start.
Who is Covisio for?
Revenue leaders at B2B companies running complex, multi-threaded enterprise deals, typically seven-figure pursuits with large buying committees and long cycles, where one slipped deal moves the quarter. CEOs, CROs, sales and marketing leaders, and their investors use Covisio to bring evidence and experienced judgment into the deals that matter most.
What happens in a Strategic Deal Assessment?
You choose two or three of your most complex, high-stakes or stalled deals. Under NDA, we ingest the call transcripts and email threads for those deals, redacting them on ingest, and run them through our attribution engine. We then walk your leadership team through a live readout covering the hidden risks in each deal, the gaps in stakeholder consensus, and a prescriptive, dated action plan.
What do you need from us?
A short conversation to choose the deals, a signed NDA, and access to the call transcripts and email threads for those deals from the tools you already use. There is no manual tagging and no scorecard to configure.
Who should join the readout?
The people accountable for the deals, typically the CRO or sales leader, the frontline managers and the account teams, plus your lead solutions engineers where technical risk is involved.
What happens after the assessment?
If the findings are valuable, we agree an ongoing engagement on your priority accounts, combining continuous multi-conversation attribution, bi-weekly deal room sessions with your leadership team, and the execution assets your reps need for each deal.
How is an engagement scoped?
Around the accounts that matter most to your quarter and the depth of advisory your team needs. We agree scope after the assessment, once we both know where Covisio can make the biggest difference.
Is our deal data used to train anyone else's model?
No. Your data improves only your own model and is never read across customers. All inference runs inside Covisio's own Google Cloud environment, and nothing is sent to an external AI provider. See Security & Data for details.