Demonstration · Illustrative data · BI Consulting Services

Locust Walk × BI Consulting Services

The deal-flow warehouse — a business-development board across CRM, marketing platform and ERP
Prepared for Chris
September 2026 · Business development

One semantic model under every mandate — so the question “where did this deal come from, and what did it take to close?” has one answer, not four.

Therapeutic area
Period
Transactions closed since 2008
80+
5 offices · 3 countries
Published figure — locustwalk.com¹
Active mandates
Pipeline value (aggregate deal size)
Median months to close
Win rate (closed ÷ decided)
Marketing-sourced mandates (in flight)
Signature · Data architecture

Four lines, one interchange: how the sources reach this board

Drawn as a Boston transit map. Every line is one of your systems; every station a table the model reads; the interchange is the shared semantic model this board (and every future board) sits on. Station counts recalculate with the filters.

CRM line Marketing-platform line ERP line Other-sources line (deal databases, spreadsheets, calendar)
Pipeline

Mandate funnel

Every mandate in flight during the period and how far it has travelled. Stages are cumulative — a closed mandate counts at every stage.

Trend · 24 months

Mandates won per month, Sep 2024 – Aug 2026

Bars are mandates closed; the line is the trailing 3-month average. Months outside the selected period are dimmed.

Ranking

Therapeutic area × deal type

Mandates closed in the period, split by deal type, with the aggregate deal size and median months to close.

LicensingM&AFinancing
Marketing → BD attribution

Where mandates came from

First-touch source of every mandate in flight during the period, joined from the marketing platform to the CRM deal record — with the share that closed in the period.

What this board answers

Three questions a BD lead asks every Monday

Each answer below is read straight off the board for the current filter.

Ask the data · mock

A question typed in plain English

What a natural-language layer over the same semantic model would return. The answer is computed from the board's figures for the current filter.

Source: semantic model (Fact Mandate, Fact Touch, Dim Therapeutic Area). Illustrative — no live model is attached to this page.
Also from BI Consulting Services

Private AI on your own server

The "ask the data" ideas on this board are designed to run on a GPU server inside your own network — an open-weight model over your own documents, cited answers, no per-seat licence, nothing leaving the building. The short deck below explains how it works. Scroll through, or download it as a PDF.

Private AI Servers — slide 1 of 14
Private AI Servers — slide 2 of 14
Private AI Servers — slide 3 of 14
Private AI Servers — slide 4 of 14
Private AI Servers — slide 5 of 14
Private AI Servers — slide 6 of 14
Private AI Servers — slide 7 of 14
Private AI Servers — slide 8 of 14
Private AI Servers — slide 9 of 14
Private AI Servers — slide 10 of 14
Private AI Servers — slide 11 of 14
Private AI Servers — slide 12 of 14
Private AI Servers — slide 13 of 14
Private AI Servers — slide 14 of 14

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