Account 360
Halcyon Partners
Active CustomerEnterpriseFinancial Services · Customer since 12 Mar 2024
Account healthHealthy
82/100IndustryFinancial Services
Account ownerTomas Lindqvist
Account statusActive · Renewal in 74 days
Customer since12 Mar 2024
Primary contactEllis Vandermeer· CFO
Total Revenue
$486,400
Lifetime value
Open Deal Value
$162,000
2 active deals
Won Revenue
$324,400
6 closed-won deals
Active Contracts
3
1 renews in 74 days
Outstanding
$18,600
1 invoice overdue
Customer Health
82 / 100
Healthy
Account Overview
Edit- CompanyHalcyon Partners
- IndustryFinancial Services
- Company size640 employees
- Websitehalcyon.partners
- LocationChicago, USA
- Account ownerTomas Lindqvist
- Customer segmentEnterprise
Contact information
- hello@halcyon.partners
- +1 312 555 0100
Tags
StrategicExpansion ReadyMulti-regionRenewal Q4
Account Health
Six weighted factors
82
Healthy
Strong engagement and payment behaviour. The only drag is one overdue invoice and rising support volume.
Engagement88
Revenue trend91
Deal activity84
Payment status64
Support activity58
Contract status95
last quarter+6
PercentileTop 25%
ReviewedToday
Biggest drag:Support activity (58) - ticket volume rose 34% this quarter.
AI
AllAccount Insights
- Account healthHealthy at 82 - top quartile of your enterprise book.
- Growth opportunity88% seat utilisation - $64K expansion is the median for this cohort.
- Churn riskLow, but support volume rose 34% while an expansion is open.
- Recent engagement14 interactions in 30 days across 5 stakeholders.
- Renewal opportunity$96K renews in 74 days. Multi-year terms already requested.
Recommended next action
Key Contacts
7 stakeholders mapped to the buying process
| Contact | Department | Role in buying process | Phone | Last interaction | Relationship | |
|---|---|---|---|---|---|---|
 Ellis VandermeerChief Financial Officer | Finance | Decision Maker | e.vandermeer@halcyon.partners | +1 312 555 0119 | 6 hours ago | Strong |
 Marcus WhitfieldVP Operations | Operations | Champion | m.whitfield@halcyon.partners | +1 415 555 0134 | 1 day ago | Strong |
 Dana ReyesChief Technology Officer | Technology | Technical Contact | d.reyes@halcyon.partners | +1 312 555 0164 | 2 days ago | Good |
 Priya RaghunathanHead of IT Operations | Technology | User | p.raghunathan@halcyon.partners | +1 617 555 0188 | 11 days ago | Neutral |
 Tomas BergFinancial Controller | Finance | Finance | t.berg@halcyon.partners | +46 8 555 0142 | 18 days ago | Good |
 Nadia OkonkwoGroup COO | Executive | Executive Sponsor | n.okonkwo@halcyon.partners | +44 20 5550 173 | 34 days ago | Weak |
 Sofia MarchettiProcurement Lead | Finance | Blocker | s.marchetti@halcyon.partners | +39 02 5550 921 | 23 days ago | At Risk |
Deals & Pipeline
$162,000 open across 2 deals
| Deal | Value | Stage | Probability | Expected close | Owner | Deal health |
|---|---|---|---|---|---|---|
| Halcyon Partners - Pilot | $128,000 | Negotiation | 74% | 19 Sep 2026 | Tomas Lindqvist | Low Risk · 76 |
| Halcyon - Support Renewal | $34,000 | Contract Review | 88% | 02 Oct 2026 | Adrian Herrera | Low Risk · 84 |
Account Timeline
- Today, 09:12
Deal updated
Halcyon Partners - Pilot moved to Negotiation at $128,000.
- Today, 06:40
Email received
Ellis Vandermeer asked about multi-year contract terms.
- 24 Aug, 14:30
Call logged
32-minute pricing call with Ellis and Dana.View AI summary
- 23 Aug, 11:05
Payment overdue
Invoice INV-2048 for $18,600 is 6 days past due.
- 21 Aug, 10:00
Meeting held
Executive briefing with the full leadership team.
- 19 Aug, 16:22
Contract activity
CNT-0091 sent for signature.
- 16 Aug, 09:48
Proposal viewed
PRP-0342 opened 4 times by 2 stakeholders.
- 14 Aug, 15:10
Note added
Procurement wants three competing quotes before sign-off.
- 12 Aug, 08:30
Task created
Prepare the implementation plan — due 28 Aug.
- 02 Aug, 12:00
Payment received
$42,000 received against INV-2039.
No activities of this type
Try a different filter to see more of the account history.
Documents & Financials
| Project | Lead | Due | Progress | Status |
|---|---|---|---|---|
| Pilot Implementation | Priya Raghunathan | 14 Oct 2026 | 62% | In Progress |
| Data Migration | Dana Reyes | 28 Jun 2026 | 100% | Completed |