04 The Culmination

Deployment
Underwriting.

When ABM × CPQ stops being two categories and becomes one continuous Pulse per account. Every commercial decision — quote, schedule, invoice, expand, renew — underwritten against margin and enterprise value at the address level, before the job starts.

The Pulse per account 4 loops · 16 modules Underwriting and control layer
What Deployment Underwriting Is

Every deployment is an underwriting decision.

Not a workflow. Not a ticket. A capital-allocation decision that needs to be scored, priced, and governed like one. Deployment Underwriting is the continuous practice of doing that — per account, per address, per commercial decision, before committing the resources to execute.

The Pulse

One signal per account. Governs every decision.

Same primitive scores prospects (ABM side), enforces margin floor on quotes (CPQ side), flags risk on schedule (Deploy side), and surfaces expansion opportunities (Expand side). Every closed job retrains it. Every new address updates it. At 10K jobs we set the industry margin benchmark. At 50K we become the underwriting layer for every physical deployment in NA.

Margin
34%
floor enforced at quote-time
EV
$42.8K
projected enterprise value
Payback
11mo
cap-alloc view
Pulse
87
composite · continuously updated
Architecture

4 loops. 16 modules. One primitive.

The product is structured so every commercial decision flows through four connected risk dimensions. The Pulse is the primitive they all share.

Loop 01 · Financial Risk

Price

"Can you price it right before you commit?"
Quoting Engine · Margin Protect · Cost Engine · Contract Intelligence
Loop 02 · Operational Risk

Deploy

"Can you deliver it — and keep it running?"
Location Intelligence · Job Costing · Deployment Design · Asset Intelligence
Loop 03 · Growth Risk

Expand

"Which accounts are worth winning and keeping?"
Deal Room · Outbound & ABM · Customer Health · Demand Forecasting
Loop 04 · Market & Governance Risk

Govern

"Is the system trustworthy and accountable?"
Market Intelligence · Compliance · Risk Scoring · Vendor Intelligence
Product Architecture

Two layers. Action modules + Platform.

Modules complete work. Platform is how you access the work. We separate them cleanly so you're buying action — not dashboards, not APIs, not integrations. Those come with the product.

Layer 01
16 Action Modules — what you buy
Every module is a unit of work completion. Priced per module. Bundled by loop or full OS.
Price · Financial Risk
01 Quoting Engine · 02 Margin Protect · 03 Cost Engine · 04 Contract Intelligence
Deploy · Operational Risk
05 Location Intelligence · 06 Job Costing · 07 Deployment Design · 08 Asset Intelligence
Expand · Growth Risk
09 Deal Room · 10 Outbound ABM · 11 Customer Health · 12 Demand Forecasting
Govern · Market & Governance Risk
13 Market Intelligence · 14 Compliance · 15 Risk Scoring · 16 Vendor Intelligence
Layer 02
The Platform — how you access the work
Horizontal capabilities. Included with every tier. Not priced per-module — priced as platform.
P1 · See the work
Analytics
Unified intelligence across all 16 modules. Dashboards, exports, custom reports.
P2 · Call the work
API
Programmatic access to every module. REST + webhooks.
P3 · Connect the work
Integrations
Salesforce · QBO · NetSuite · HubSpot · ServiceTitan.
P4 · Brand the work
Whitelabel
Brand customization · partner portals. Enterprise tier.
P5 · Host the work
Infrastructure
SOC 2 · WorkOS SSO · data residency · high availability.
P6 · Extend the work
Extensions
SDKs · Webhooks · Sandbox · Custom modules · Marketplace.
// You buy work completion (16 modules). The platform comes with it. Every module trains the Pulse. The Pulse is the primitive beneath all 16 — the moat that compounds with every closed job.
Under the Hood

Underneath: 6 engineering primitives.

The 16 action modules are surfaces on 6 shared engineering systems. Adding a module = adding a lens, not a codebase. This is how 16 lenses live on one intelligence spine.

System 01
Pricing Engine
powers 01–04 · Quoting, Margin, Cost, Contract
System 02
Territory / Geo
powers 05, 06, 08 · Location, Job Costing, Calendar
System 03
Intelligence Layer
powers 10, 11, 12, 13, 15, 16 · scoring + prediction
System 04
Content / Render
powers 07, 09 · Deal Room, Deployment Design
System 05
Governance Plane
powers 14 · Compliance (rules · audit · regulatory)
System 06
Pulse Core
the scoring primitive · beneath every module
What Changes

Operators know revenue. They don't know margin.

Until margin is visible at the address level, before the job starts, every commercial decision is a guess. Deployment Underwriting closes that gap.

Before

Guess → commit → discover

  • Quote priced on gut feel (~30% of jobs)
  • Margin discovered at month-end
  • Coordinators are the OS — single points of failure
  • Good accounts fund bad ones indefinitely
  • Every 50-location expansion is a gamble
  • Growth capped by the human coordination layer
With Allometry

Underwrite → commit → execute

  • Every quote scored against margin floor in real time
  • Margin visible before the job starts
  • Same API handles ABM targeting and CPQ pricing
  • Bad accounts surfaced & rerouted via governance gates
  • Address-level EV projection per location
  • Scale locations without scaling coordination
Early Proof

Live today. Running real deployments.

Design partner data: 47 jobs executed in one month through the Pulse with zero coordinator overhead. JWG Palettes: blended margin moved from ~11% (guessed quotes) to 23.4% (every job underwritten) in 30 days.

Run Rate
$30K
ARR · month one
Design Partners
4
paying · HVAC · solar · lockers · palettes
Jobs Pulse-Governed
47
live deployments · 1 month
Margin Improvement
+12pt
JWG · 11% → 23.4% · 30 days
Where This Goes

Today: underwriting human deployments.
Tomorrow: the same API dispatches humanoids.

The infrastructure that underwrites a quote today is what makes physical operations programmable. Labor, machines, and eventually autonomous units run through one API. The operator's code never changes. Allometry becomes the layer where utilization economics and operating leverage compound.

Get your account on the Pulse.

Design partner cohort is small and intentional. If you run an asset-heavy business with 5+ locations and margin questions you can't answer before month-end, book a conversation.

← Previous · Act 03

ABM × CPQ

The collision nobody owns — where pricing meets targeting.

End of Arc

Back to the Beginning

The underwriting and control layer for physical revenue.