Automatic post-mortems
When an opportunity closes, the agent reviews its full timeline — response times, meeting cadence, quote revisions, stakeholders — and files a structured summary.
Win/Loss Analysis · on the Vertiqa OS
Coming soon
Find out why you really lose deals — from your own data.
Vertiqa's Win/Loss Analysis agent will study every closed deal — the timeline, the delays, the competitors — and report the patterns behind your wins and losses.
The problem it removes
Deals close lost with a one-word reason, if any. The patterns — slow first response, a specific competitor, a price band you keep losing — stay invisible because nobody has time to study the history.
What it will do
The working definition we are building against — if it misses how your business runs, tell us before we ship it.
Patterns across the book
Quarterly, it rolls the summaries up: where deals stall, which competitors beat you, which deal shapes you win. Evidence, not anecdotes.
Recommendations you can act on
Findings arrive as specific suggestions — "deals with no touch in the first 48 hours close at half the rate" — tied to the data behind them.
The spine of every Vertiqa agent
Every agent runs inside the same system of record — bounded by what it remembers, what it is allowed to do, and what gets written down.
Memory
Works from your real history
Win/Loss Analysis will read the same governed timeline as every Vertiqa agent — your calls, notes, deals, and documents — instead of starting from a blank prompt.
Approval
You stay the decision-maker
Anything this agent drafts or proposes waits in your approval queue. It prepares the work; a human ships it.
Audit
Every run written down
Each run, artifact, and approval lands in the immutable audit log — so you can always answer what the agent did, when, and on whose say-so.
What this agent will not do
- Never changes your pipeline or process on its own — it reports; you decide what to change.
- Analysis stays inside your organization; nothing is shared or benchmarked externally.
Built for
Frequently asked
Is the Win/Loss Analysis agent available today?
Not yet — Win/Loss Analysis is in development on the Vertiqa OS. This page describes what it will do so you can tell us whether it fits how you work. Four agents are live today; see the full roster on the Agents page.
Will it act without my approval?
No. Like every agent on the Vertiqa OS, anything that leaves your organization or changes your records goes through a human approval gate. The agent prepares; you decide.
Where does it get its information?
From the same governed system of record as your team: your CRM, timeline, and documents — plus cited public sources where research is involved. It never gets raw database access, and every action is audit-logged.
How do I get it when it ships?
Talk to us. Early-access customers help shape the agent and get it first — and if this page misses something about how your business works, that feedback is exactly what we want before we build.
Want the Win/Loss Analysis agent first?
Early-access customers shape what we build. Tell us how this should work in your business — and get it before anyone else.
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