For PS and pre-sales leaders

The Agentic Scoping Platform

Turn requirement, decision capture, and estimation from scattered customer meetings and notes into a repeatable and scalable process with AI Agents that know how you work

Backed by operators and early investors in

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Capture → Structure → Estimate

See how it works

Capture

The bottleneck is the customer.

Customers show up unprepared. A one-week discovery drags into a 6-12 week engagement. Sales cycles run dozens of calls over 6-24 months, and whoever writes the SOW was not on most of them.

  • Runs discovery against every transcript, RFP, and customer doc - no SOP required from the client
  • Works on manual notes when recording is not allowed
  • Every requirement cites the call, the line, and the moment it was said
Floating document illustration

What changes on Monday morning.

The SOW is drafted before you land.

LOE has citations attached to every line. The architect review is 30 minutes, not 3 hours. The customer gets a sized proposal in 48 hours, not 3 weeks. Sold scope matches delivered scope. Hypercare runs on the runbook the SOW promised. Designed to lift blended fixed-bid margin by 2-4%.

See how it works →

~50%

Reduction in senior-architect hours per pursuit.

2x

Pipeline scoped without adding headcount.

30-50%

Fewer post-signature change orders.

Two-week pilot

Run one real pursuit through SourceWizard.

We configure the platform to your product line, your SOW templates, and your scoping conventions. You run one real customer pursuit through it.

30-min intro · NDA on request · Pilot configured in 1 week

Scoping after signature is optional.

Then you decide whether scoping after signature is something you still want to be doing.

AI Solution Engineer for Implementation-Heavy SaaS | SourceWizard