Illustrative synthetic data — not real Level AI or customer data
Forecast Evidence Engine

All deals/Marlowe Finch Advisors

Mid-Market · Proposal · close Oct 2 2026

Marlowe Finch Advisors

Elena Vasquez · opp-marlowe

$230,000

Best CaseBest Case

MEDDICC

93.8

7.5 of 8 points

Days since last meaningful call

4 days

call-marlowe-2

External voices

2

Economic buyer on a call: yes

Evidence gate

Passed — category stands.

RepBest CaseAdjustedBest Case

Gate result

Marlowe Finch Advisors stays in Best Case. The evidence gate does not promote deals; it only demotes unsupported Commit and Best Case calls.

Evidence freshness

Last meaningful external call was 4 days ago. Commit requires a meaningful external call within 14 days. 0 short call(s) were ignored.

Economic buyer on a call

Edwin Marlowe is named in CRM and appears on a call as Edwin Marlowe.

MEDDICC completeness

Score 93.8 / 100 from 7.5 of 8 points. 7 field(s) corroborated on a call (1.0 each), 1 CRM-only (0.5 each), 0 absent (0).

  • Metrics: call — Client-review call completeness for SEC exam
  • Economic buyer: call — Edwin Marlowe, Managing Partner
  • Decision criteria: call — Retention, WORM storage, advisor coaching
  • Decision process: call — Partners vote; Edwin breaks ties
  • Paper process: crm — Outside counsel on the MSA
  • Identified pain: call — Exam asked for calls the firm could not produce
  • Champion: call — Priya Shah, CCO
  • Competition: call — HaloQA

Multi-threading

2 distinct external participant(s) (seniority-weighted score 6): Edwin Marlowe, Priya Shah.

  • Call call-marlowe-1 — Edwin Marlowe (c-level) on call-marlowe-1, call-marlowe-2
  • Call call-marlowe-1 — Priya Shah (c-level) on call-marlowe-1, call-marlowe-2

MEDDICC grid

Call evidence counts 1.0, CRM-only 0.5, absent 0.

93.8 / 100

Metrics

Call evidence

Client-review call completeness for SEC exam

1 pt

Economic buyer

Call evidence

Edwin Marlowe, Managing Partner

1 pt

Decision criteria

Call evidence

Retention, WORM storage, advisor coaching

1 pt

Decision process

Call evidence

Partners vote; Edwin breaks ties

1 pt

Paper process

CRM only

Outside counsel on the MSA

0.5 pt

Identified pain

Call evidence

Exam asked for calls the firm could not produce

1 pt

Champion

Call evidence

Priya Shah, CCO

1 pt

Competition

Call evidence

HaloQA

1 pt

Call timeline

Calls under 3 minutes are not meaningful for freshness.

  1. Marlowe Finch exam-readiness

    Aug 16 2026 · 41 min · call-marlowe-1

    Meaningful · External: Edwin Marlowe (c-level), Priya Shah (c-level)

    Edwin and Priya described an SEC exam that asked for calls the firm could not produce. HaloQA is the other packet. Partners vote; Edwin breaks ties.

  2. MSA with outside counsel

    Aug 30 2026 · 27 min · call-marlowe-2

    Meaningful · External: Priya Shah (c-level), Edwin Marlowe (c-level)

    Priya said outside counsel has the MSA. Edwin wants WORM storage in the SOW. No new risks.