PTriton Investment AdvisorsExecutive Cockpit
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Sales / Pipeline 360

The front of the funnel — pipeline by stage, forecast vs plan, win/loss, and the deals that decide the quarter.

Triton Investment Advisors · FY26 (modeled)
Top 20 Indian early-stage VC
18 employees · 0+ US sites · 1 countries
▲ Executive read· the answer, then the moves

Q3 FY26 commit $1M sits $0M below the $1M plan — $0M of best-case upside must convert to make the number. Coverage is 5.2x on $7M of pipeline; the call is winnable but only if the at-risk upside is forced to close.

3 of 3 headline metrics improving vs prior · still off target: New Commitments ₹48Cr vs ₹60Cr, Book-to-Bill Ratio 1.2x vs 1.3x, Investment Pipeline Backlog ₹22Cr vs ₹25Cr

Do now — ranked by urgency
  1. 1
    Convert $0M of best-case upside to close the $0M plan gapAct now
    Why it matters

    Commit $1M is $0M short of the $1M Q3 FY26 plan — the gap that decides whether the quarter lands.

    What's driving it
    • Q3 FY26 commit $1M vs $1M plan
    • $0M best-case upside above commit
    FYI
    • Pipeline $7M (5.2x coverage), $3M weighted
    • Owner: CRO
    Open forecast →
  2. 2
    Attack the top loss reason: Price ($1M lost)Watch
    Why it matters

    $-win-rate is 67% ($2M won vs $1M lost); Price is the single largest leak at $1M.

    What's driving it
    • $-win-rate 67%
    • Top loss Price $1M across 70 deals
    FYI
    • Top win driver: Superior platform / one-stop $1M
    • Tighten discount discipline via Quote 360
    Discount discipline →
  3. 3
    $0.03M ARR at risk — Q3 FY26Watch
    Why it matters

    Each churn point on the base ≈ recurring revenue lost.

    What's driving it
    • renewal window Q3 FY26
    • Signal: Renewal risk
    FYI
    • Of $0.22M due in Q3 FY26, $0.03M is churn-flagged.
    • Owner: Chief Customer Officer
    Act →▤ open the at-risk contracts
  4. 4
    $0.04M ARR at risk — Q4 FY26Watch
    Why it matters

    Each churn point on the base ≈ recurring revenue lost.

    What's driving it
    • renewal window Q4 FY26
    • Signal: Renewal risk
    FYI
    • Of $0.27M due in Q4 FY26, $0.04M is churn-flagged.
    • Owner: Chief Customer Officer
    Act →▤ open the at-risk contracts
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↗ Where this connects — act / drill across
👥Customer 360· whose accounts the deals sit in🛰Market Intel & M&A· signals driving the pipeline💰Finance 360· forecast vs plan
● LiveBuilt forCRO / Sales VPs· coverage & forecast callSales Ops· stage velocity & hygieneCEO / Board· will we make the quarter

Triton Investment Advisors is pursuing $7M across the funnel ($3M weighted). This view answers the CRO's two questions — will we make the quarter (forecast vs plan) and why we win or lose — and points at the deals that move the number.

Data backing: pipeline_stage · forecast · winloss · opportunity · kpi
$7M
Qualified pipeline
1080 opps
$3M
Weighted pipeline
value × win-prob
67%
$-Win-rate
won ÷ (won+lost) $
$48M
Bookings
book-to-bill 1.2x
$22M
Backlog
signed, not delivered
Coverage

Pipeline by stage

Value and win-probability rise toward the close — weighted value is what to bank on.

Qualify · 520 opps · 20% win$2M
Develop · 310 opps · 40% win$2M
Proposal · 180 opps · 60% win$2M
Negotiation · 70 opps · 80% win$1M

Dark fill = win-probability within each stage's value. Weighted pipeline totals $3M.

The forecast call

Q3 FY26 — $1M commit vs $1M plan

Commit, best-case and closed-to-date against the plan line.

Q1 FY26 · actualclosed $1M vs plan $1M
Q2 FY26 · actualclosed $1M vs plan $1M
Q3 FY26 · currentcommit $1M · best $2M
Q4 FY26 · forecastcommit $1M · best $2M

Q3 FY26: commit $1M is $0M below the $1M plan; $0M of best-case upside must convert to close the gap. Black line = plan.

Why we win & lose

$-win-rate 67% · $2M won vs $1M lost

Clone the win reasons into low-win families; attack the top loss reason first.

Why we win
Superior platform / one-stop$1M · 142
Incumbent / relationship$1M · 96
Service & monitoring attach$0M · 61
Why we lose
Price$1M · 70
Timing / budget pulled$0M · 38
Product / scope gap$0M · 24

Read it: the platform / one-stop story wins the most ($1M); Price is the top loss ($1M) — tighten discount discipline (see Quote 360) before chasing new demand.

Move the number

Named deals in play

Signal-sourced deals convert higher — prioritize them.

OpportunityCustomerSolutionValueStageWin %Source
PagarBook — multi-region DC security + Portfolio Performance DashboardPagarBookSecurity + Monitoring$0.1MProposal60%signal
Camcom — hub perimeter + video analyticsCamcomSecurity$0.0MQualify45%signal
Kaiser — nurse call + RTLS refreshRecykalIntegration$0.0MProposal50%outbound
UPS — fire + mass notification bundleUPSFire Safety$0.0MQualify40%outbound
Align — mfg expansion AV + accessAI/ML startupsIntegration + Security$0.0MDevelop48%signal
Bizom — Security cross-sell (11 sites)BizomSecurity + Portfolio Performance Dashboard$0.0MDevelop55%signal