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.

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Read-only access only
10-14 day pilot, clear written report

Failure signals typically found

Operational Risk Snapshot

Renewal owner gap

Renewal date exists in CRM but no accountable owner.

PoC discount bleed

Temporary pricing stayed live after production conversion.

Auto-renew surprise

Clause triggered without review during high-velocity quarter.

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 conversation

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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Not sure this fits your setup?

Sanity-check your situation in 15 minutes. No prep required.

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