Harbor & Vine — Beale St boutique hotel

Harbor & Vine Hospitality · Owner: Sarah Faulkner

SF
NegotiationWatch8 days in stage
Value
$410,000
Probability
65%
Weighted
$266,500
Close date
Aug 8
Next step
Owner review Thu

Deal health — AI assessment

AI
What's strong

Decision maker engaged on every thread. Budget confirmed in last meeting. Strong fit with prior Northwind project.

What's missing

No mobilization plan submitted. Procurement contact hasn't been looped in. Competitor (Meridian) referenced once.

Risk

Schedule is tight — 11 weeks vs. typical 14. Mitigation needed before final review.

Activity timeline

  • Jun 16
    MeetingPre-meeting brief generated

    AI brief covers history, decision dynamics, three questions to ask owner.

Contacts

Tasks

  • No tasks.

Linked systems

  • Egnyte folder/Pursuits/Harbor & Vine Hospitality
  • Jira projectCreated on win
  • Microsoft 365Synced