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Opportunity·Pipeline Agent

Tidewater Markets — Pipeline Agent Expansion

Tidewater Markets·$340k·40%·closes Aug 3, 2026 · 6w to close·35d open
AE: Riley Donovan · SE: Morgan Iyer
ForecastPOV · On track
  1. Prospecting
  2. Qualification
  3. Solution Fit
  4. Proposal
  5. Negotiation
  6. Commit
  7. Closed Won

Risks

Watch1 active
  • Customer distress
POVOn track· 3/3 verified0d left

Recent activity

30 items
  • Nexora <> Tidewater Markets working session· POV Working Session · scheduled
    Sun 5:45 AM · in 21d
  • Tidewater Markets / Nexora product walkthrough· Demo · scheduled
    Tue 8:45 AM · in 16d
  • Tidewater Markets forecast prep· Internal Sync · scheduled
    Mon 11:00 AM · in 8d
  • Tidewater Markets POV checkin· POV Checkin · scheduled
    Mon 9:15 AM · in 1d
  • #tidewater-markets-nexora· Henry Romero

    Quick FYI, we'll have a few extra folks joining Thursday — adding to the invite.

    Wed 2:30 PM · 4d ago
  • Tidewater Markets pipeline review (internal)· Internal Sync · completed

    Reviewed open commitments, calendar density, and whether to push or pull the close date. Internal-only sync between Riley Donovan, Morgan Iyer, and management to align on next steps and risks for Tidewater Markets.

    Wed 9:30 AM · 4d ago
  • #deal-tidewater-markets-pipeline-agent-expansion· Riley Donovan

    Anyone have a clean reference customer in the same vertical? Tidewater Markets asked for two.

    Tue 1:15 PM · 5d ago
  • #tidewater-markets-nexora· Henry Romero

    Thanks for the great session today. The team is excited.

    Mon 10:15 AM · 6d ago
  • #deal-tidewater-markets-pipeline-agent-expansion· Taylor Brooks

    Morgan Iyer is on 4 active POVs *and* 2 RFPs right now. We're going to drop something.

    Mon 10:15 AM · 6d ago
  • #tidewater-markets-nexora· Henry Romero

    Thanks for the great session today. The team is excited.

    Sun 2:15 PM · 7d ago
  • Re: Re: Tidewater Markets — next steps· to henry.romero@tidewatermarkets.com

    Henry Romero — quick update on where we are: pulling the materials together and will have the next round to you by end of week. Let me know if anything else surfaces. — Riley Donovan

    Sun 12:15 PM · 7d ago
  • Re: Re: Tidewater Markets — next steps· from henry.romero@tidewatermarkets.com

    Riley Donovan — thanks. Will review and come back with feedback by Friday. — Henry Romero

    Sun 10:15 AM · 7d ago
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