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Lakeside Partners – Lumenary AI platform

Lost

Lakeside Partners · Retail · Benelux

ACV

$395,000

Closed Feb 13, 2026

ACV
$395,000
Close date
Feb 13, 2026
Fiscal quarter
2026-Q1
Segment
Enterprise
Close stage
Closed Lost
Seller
Hannah Lee
Winning competitor
Clarity LLM
Incumbent
Inferon
CRM loss reason
Security & compliance

Seller view vs customer view

How the CRM-stated reason compares with what the customer actually said.

Insufficient data

Seller said

Seller said

Security & compliance

“Security review stalled on certifications and data residency.”

Customer said

Customer said

No reason recorded

No quote captured.

Final reason

Security & compliance

No customer interview captured; seller reason used as final.

Extracted reasons

Every reason pulled from sources linked to this deal, with its origin.

  • SellerSeller saidHigh confidence· Security & compliance
    “Security review stalled on certifications and data residency.”

    Seller view: security compliance

Attributed root causes

Root causes this deal contributes to, weighted by how much they explain the outcome.

  • No SOC 2 Type II and EU data residency gaps

    First-principles cause behind losses mapped to: security compliance, vendor viability.

    Seller said100%