Foveate for Principals
See every pursuit across the firm.
The pipeline, the forecast, your win rate, and why you lose, in one view kept to the people who run the firm. Everyone else gets the access their role needs.
What changes for principals
One view of the pipeline
Every open pursuit, what it's worth, and when it closes, without chasing five people for an update.
Losses you can learn from
Loss reasons across every decided pursuit, so the next go/no-go is sharper.
Pursuits that fit the firm
Your target sectors, markets, and project sizes, checked against every RFP.
The firm's pursuits, at a glance
Everything your BD, proposal, and design teams do in Foveate rolls up into one view of the practice.
Pursuit dashboard
See the whole pipeline in one place.
Pipeline value by stage, a forecast weighted by each stage's odds, and what's closing in the next 30, 60, and 90 days. Pursuits priced in other currencies convert to your firm's base currency.
- Open pipeline and a stage-weighted forecast
- Pipeline by stage, from prospect to finalist
- A closing timeline by decision date
- Multi-currency pursuits in one base currency
Pipeline by stage
$4.2M openNeeds attention
2Win and loss
Learn why you win, and why you don't.
Your win rate over any window you choose, the latest decisions, and a breakdown of why you lost: fee, relationship, presentation, timing, or scope. A needs-attention list flags pursuits that are overdue, closing soon, or have gone quiet.
- Win rate for the last 30 days, 90 days, 12 months, or all time
- Recent decisions, won and lost
- Loss reasons across every lost pursuit
- Overdue, closing, and quiet pursuits flagged
Recent decisions
7 won · 10 lostWhy we lose
10 lostFirm profile and RFP Research
Pursue the work you actually want.
Studio's Firm tab records the sectors, markets, project sizes, and accounts you're after, and the work you turn down. Every go/no-go is checked against it, so a pursuit the team could deliver but the firm has ruled out doesn't score as a fit.
- Target sectors, markets, and project sizes
- The work you decline, written down once
- Every RFP checked against your firm profile, portfolio, and team
- Who they hire, before you commit a team
Workspace roles
Give everyone the right view.
Owners see the firm's pipeline and numbers. Members can find every project and share one client book. Guests collaborate on the work they're added to, without opening the rest of the practice.
- Owner, member, and guest roles
- Firm pipeline and win rate kept to owners
- One client book and set of stakeholder networks for members
- AI usage by team member
Roles & access
What each role can reach and change.
Your toolkit
What principals use in Foveate
Proposal Insights
Pipeline, forecast, win rate, and why you lose.
RFP Research
Go/no-go checked against what the firm wants.
Client Profiler
The firm's client book, with a researched profile for each.
Stakeholder Networks
Who decides on your largest pursuits.
Portfolio
The firm's projects, people, and past proposals.
Enterprise
SSO, SAML, and SCIM, custom integrations, invoice billing.
Questions principals ask
- Who can see the firm's pipeline and win rate?
- Workspace owners. Insights covers the whole firm's pipeline, fees, and engagement, so it's kept to owners. Members can find every project and share the client book, and guests see only the work they're added to. The pursuit dashboard is on Max, and every new account gets 7 days of Pro to try it.
- How is the weighted forecast calculated?
- Each open pursuit's fee is weighted by the odds of its stage, from prospect through finalist, and the results are added up across the pipeline.
- We pursue work in more than one currency. Does that work?
- Yes. Each pursuit carries its own currency, and the pipeline converts them to your firm's base currency using your exchange-rate table. A pursuit's rate locks when it closes, so past totals don't drift.
- How many people can join, and do you support SSO?
- Pro covers up to 5 team members and Max up to 10. Enterprise has unlimited members, SSO, SAML, and SCIM, and invoice billing. Book a demo to plan a firm-wide rollout.
Foveate for the rest of your team
Run the firm from one view.
Start free with 200 AI credits and 7 days of Pro, or book a demo to plan a firm-wide rollout.