Renewal owner gap
Renewal date exists in CRM but no accountable owner.
Read-only pilot for Data & AI SaaS teams
Catch Contract & Renewal Failures before pilots and fast sales cycles quietly leak revenue
Pilots, PoCs, custom terms, and pricing changes help close deals. They also create silent contract-to-CRM drift long before anyone notices. We surface what slipped between systems and ownership.
- Read-only access only
- 10-14 day pilot, clear written report
Failure signals typically found
Operational Risk SnapshotPoC discount bleed
Temporary pricing stayed live after production conversion.
Auto-renew surprise
Clause triggered without review during high-velocity quarter.
Concept Explainer
See how we detect contract drift
Watch a short demo of how we bridge the gap between your contracts and CRM to surface risks.
The Problem
This will feel familiar in fast-moving teams
Where information lives
- Contracts in Drive or DocuSign
- Renewals in CRM
- Ownership in people’s heads
What speed creates
- Pilots and PoCs start quickly
- Special terms added to close faster
- Pricing and packaging change frequently
- Cleanup lags behind growth
How it fails over time
- Renewals exist but no clear ownership
- Pilot terms continue beyond end date
- Contracts expire while customers stay active
- Obligations are missed without accountability
What We Do
Focused failure detection between systems
We run a short, read-only contract risk check to identify things that should have happened, but didn’t. This is not a CRM. This is not a CLM. It is precision visibility for operational risk.
Read-only
No system changes
No billing access
Fast turnaround
Compare contract terms vs CRM state
Detect mismatches in dates, terms, obligations, and ownership.
Rank risk by impact and urgency
Prioritize what could cause near-term revenue or trust loss.
Deliver clear, written risk snapshot
Show what slipped, why it matters, and where execution broke.
How It Works
Safe, lightweight, low friction
Access boundaries
- Read-only contract metadata (Drive / DocuSign)
- Read-only CRM renewal data
- No billing or payment systems
Operational boundaries
- No automated actions
- No workflow changes
- Nothing in your systems is modified
Output boundaries
- Focused risk snapshot, not a broad audit
- Action-oriented report for decision makers
- You decide what happens after pilot
Who This Is For
Most relevant for this operating profile
B2B SaaS: data, infrastructure, or AI tools
20-120 employees
Sales-led or hybrid GTM motion
Pilots, PoCs, and custom terms are common
Pricing evolves faster than ops processes
Contracts in Drive, renewals in CRM
Founder, COO, or RevOps close to operations
Slight operational messiness already visible
Example Findings
Illustrative output from a short risk check
| Account | Issue Detected | Why It Matters | Status |
|---|---|---|---|
| Example A | PoC discount expired | PoC pricing ended, but production still discounted | Open |
| Example B | Pilot converted informally | Pilot became paid without updated contract terms | High risk |
| Example C | Auto-renew clause | Auto-renew triggered after heavy pilot quarter, no owner | At risk |
| Example D | Contract end passed | Customer active after custom AI usage term expired | High risk |
| Example E | SLA not enforced | SLA breaches during scale-up with no escalation | Open |
Each finding explains what slipped, why it matters, and where ownership broke down. This is not an audit report. It is a focused risk snapshot.
Pilot Details & Price
Pilot Contract Risk Check
- 10-14 day time-boxed engagement
- Limited scope for fast clarity
- Clear written report
$300 one-time
Designed for fast-moving Data and AI teams that want visibility before issues compound.
Request a 15-minute conversationFrequently Asked Questions
Common questions before starting a pilot
1. Is this read-only access?
Yes. The pilot is strictly read-only. Nothing in your CRM or contract storage is modified. We check alignment between agreed terms and what your systems currently reflect.
2. Do you access billing systems or payment data?
No. We do not access billing platforms, payment processors, or financial systems. The pilot focuses only on contract metadata and CRM renewal information.
3. Do you store or retain our contract data?
No long-term storage. Data used during the pilot is handled only for the review and not retained beyond the engagement unless explicitly agreed in writing.
4. What exactly do we receive at the end?
You receive a short written summary outlining what slipped, why it matters, and where ownership or execution broke down. If helpful, we can walk through findings together on a call.
5. Why wouldn’t our CRM or CLM already catch this?
CRMs track what should happen. CLMs store what was agreed. Most failures happen in the gap between systems, especially in teams with pilots, PoCs, and custom terms. This check is built for that gap.
6. What if nothing meaningful is found?
That is a positive outcome. You gain confidence that contracts, renewals, and ownership are aligned. The pilot is meant to provide clarity, not manufacture problems.
What Happens After the Pilot
- If nothing meaningful appears, we stop.
- Some teams repeat checks after pilot-heavy quarters.
- A small number choose ongoing read-only monitoring.
You decide the next step.
Founder
Aditya Raj
Building lightweight systems that help Data and AI SaaS teams detect contract and renewal risk before it quietly turns into loss.
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Sanity-check your situation in 15 minutes. No prep required.
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