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Pinecrest Bank – Pipelinr platform

Lost

Pinecrest Bank · Insurance · Southern Europe

ACV

$390,000

Closed Dec 22, 2025

ACV
$390,000
Close date
Dec 22, 2025
Fiscal quarter
2025-Q4
Segment
Enterprise
Close stage
Closed Lost
Seller
Jonas Weber
Winning competitor
Dealscope
Incumbent
Dealscope
CRM loss reason
Poor discovery

Seller view vs customer view

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

Aligned

Seller said

Seller said

Poor discovery

“We misread their priorities early in the cycle.”

Customer said

Customer said

Poor discovery

“Your pitch was about things we do not actually need.”

Final reason

Poor discovery

Seller and customer name the same reason.

Extracted reasons

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

  • SellerSeller saidHigh confidence· Poor discovery
    “We misread their priorities early in the cycle.”

    Seller view: poor discovery

  • CustomerCustomer saidMedium confidence· Poor discovery
    “Your pitch was about things we do not actually need.”

    Customer view: poor discovery

Attributed root causes

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

  • Generic AI messaging loses enterprise replies

    First-principles cause behind losses mapped to: missing feature, poor discovery.

    Customer said100%