Commercial Assurance & Revenue Intelligence

Commercial intelligence built on evidence.

Verify your pipeline. Recover lost revenue. Build commercial trust.

Adapt connects the systems your business already uses and turns fragmented commercial activity into evidence-backed intelligence, revenue recovery opportunities and trusted commercial insights.

Illustrative view

Commercial Trust Score

EVIDENCE-BACKED
82
Pipeline evidenceStrong
CRM hygieneModerate
Renewal visibilityStrong
Forecast reliabilityReview

A commercial credibility metric measuring commercial execution quality and revenue reliability. Visual mockup — not live data.

Evidence-backed commercial intelligence
Continuous commercial monitoring
Explainable AI recommendations

The Adapt assurance layer

Data → Evidence → Intelligence → Trust → Action
01

Existing business systems

  • CRM
  • Email
  • Calendar
  • Proposals
  • Accounting
02

Commercial Evidence Graph

  • Entities · Events · Relationships
03

Adapt commercial intelligence

  • AI analysis of evidence
04

Assurance outputs

  • Pipeline credibility
  • Revenue leakage
  • Forecast integrity
05

Commercial Trust Score

  • Commercial credibility metric
06

Evidence-backed action

  • Explainable recommendations
The problem

Your CRM tells you what was entered. Adapt helps you understand what the evidence says.

Businesses often operate across fragmented systems — CRM, email, calendars, proposal tools, accounting and billing — with commercial information spread across each of them. That fragmentation creates recurring commercial issues.

Poor CRM disciplineFragmented customer dataWeak pipeline visibilityMissed follow-upsMissed renewalsDormant customersUnreliable forecastsRevenue leakageUnverified pipeline claims

Adapt acts as a commercial assurance layer above the systems a business already uses — verifying commercial activity against evidence rather than accepting declared records as truth.

Q01

How real is our pipeline?

Q02

Where are we leaking revenue?

Q03

How investable or lendable is our commercial engine?

About Adapt

Built to make commercial reality easier to see.

Businesses invest in CRM systems, sales software and operational tools, yet commercial information can remain fragmented across those systems. The result is a commercial picture that is difficult to verify.

Adapt was conceived to address this gap by creating an evidence-based commercial assurance layer above existing systems. Instead of simply accepting CRM records as truth, Adapt treats commercial claims as information that can be validated against evidence.

Adapt is not another CRM. It is an independent commercial intelligence, verification and assurance layer designed to work above the technology a business already runs.

Recurring issues identified

  • Fragmented data
  • Poor CRM discipline
  • Inconsistent follow-up
  • Weak sales visibility
  • Unreliable forecasting
  • Revenue leakage
  • Unverified pipeline claims
  • Limited visibility into commercial health
Founder

Jatin Kukreja

Founder, Adapt Commercial Intelligence & Trust Platform

London-based SaaS sales and business development professional with international experience across UK, Europe, North America, APAC and Australia. Background spans hospitality technology, professional services, accounting, CRM and revenue operations. MSc in International Business Management from Royal Holloway, University of London.

Platform

Six connected capabilities. One commercial assurance layer.

Adapt combines multiple commercial intelligence capabilities into one unified platform that sits above the systems your business already uses.

MODULE 01

Commercial Evidence Graph

Adapt consolidates fragmented commercial signals from CRM systems, email, calendars, proposals, invoices, renewals, customer accounts and sales processes into a unified evidence network.

Connected entities

  • Opportunities
  • Contacts
  • Accounts
  • Emails
  • Meetings
  • Proposals
  • Invoices
  • Renewals
  • Sales stages

The graph helps determine whether reported pipeline opportunities are supported by genuine commercial activity.

MODULE 02

Pipeline Credibility Verification

Adapt compares CRM declarations — deal values, probabilities and sales stages — against the evidence available across connected systems.

Evidence assessed

  • Communication recency
  • Meeting activity
  • Proposal progression
  • Stakeholder engagement
  • CRM completeness
  • Inactivity
  • Historical performance
  • Sales process quality

CRM claims become hypotheses that can be tested against evidence.

MODULE 03

Commercial Trust Score

Adapt converts commercial and operational signals into an externally interpretable commercial credibility metric — a measure of commercial execution quality and revenue reliability, not a traditional financial credit score.

Contributing factors

  • CRM hygiene
  • Customer engagement
  • Pipeline evidence
  • Proposal velocity
  • Forecast reliability
  • Customer concentration
  • Revenue quality
  • Sales process maturity
  • Renewal visibility
  • Churn risk
  • Commercial governance maturity

Designed for investor data rooms, lender underwriting packages, accelerator dashboards, portfolio monitoring and strategic partnership evaluations.

MODULE 04

Revenue Leakage Detection

Adapt identifies lost commercial opportunities across the commercial lifecycle and assesses each leakage event for estimated financial value at risk, urgency, recovery likelihood, confidence and evidence strength.

Leakage categories

  • Lead leakage
  • Proposal leakage
  • Renewal leakage
  • Dormant-customer leakage
  • Upsell leakage
  • Referral leakage
  • Pipeline inactivity leakage
  • Forecast leakage

The Revenue Recovery Board prioritises the highest-value recovery opportunities.

MODULE 05

Forecast Inflation Detection

Adapt compares forecast probabilities against evidence-backed indicators. When forecast optimism exceeds supporting evidence, the opportunity can be flagged as potentially inflated.

Signals analysed

  • Customer interaction frequency
  • Proposal status
  • Stakeholder participation
  • Meeting history
  • Deal ageing
  • CRM update patterns
  • Response behaviour
  • Historical win-rate trends

Supports more transparent forecasting, board reporting, investor communication, strategic planning and commercial accountability.

MODULE 06

Integrated Commercial Assurance Platform

This module brings the previous capabilities together into continuous monitoring rather than one-off audits, with internal dashboards and external outputs.

Continuously

  • Builds and updates the Commercial Evidence Graph
  • Verifies pipeline credibility
  • Detects revenue leakage
  • Identifies forecast inflation
  • Calculates Commercial Trust Scores
  • Generates explainable recommendations

Real-time validation of commercial execution, delivered as explainable intelligence.

Commercial Evidence Graph

01
Opportunity
02
Contact
03
Meeting
04
Proposal
05
Invoice
06
Renewal

Entities and events connected into one evidence network.

Pipeline credibility

Opportunity 01£48,000
Evidence: StrongCredibility 86
Opportunity 02£22,500
Evidence: PartialCredibility 54
Opportunity 03£110,000
Evidence: WeakCredibility 31

Revenue Recovery Board

Renewal leakage

Priority 1 · Urgency High

£31,200

Proposal leakage

Priority 2 · Urgency Medium

£18,750

Dormant-customer leakage

Priority 3 · Urgency Medium

£9,400

Lead leakage

Priority 4 · Urgency Low

£6,100

Illustrative values only — not live customer data.

AI workflows

AI that explains what to do — and why.

AI extracts entities, infers relationships, analyses historical patterns, detects anomalies, calculates scores and generates recommendations across the platform.

01

Automated Evidence Extraction & Graph Construction

02

Predictive Pipeline Credibility Assessment

03

Intelligent Leakage Detection & Prioritisation

04

Forecast Inflation Detection

05

Trust Score Calculation & Benchmarking

06

Explainable Recommendation Generation

Explainable recommendations

Illustrative mockup

Follow up with a stakeholder

WHY · No contact recorded with the decision maker since the last meeting.

Send a proposal

WHY · Opportunity has progressed in stage without proposal evidence.

Renew a contract

WHY · Renewal date approaching with no renewal activity in evidence.

Re-engage a dormant customer

WHY · Account shows no commercial interaction over an extended period.

Platform outputs

From commercial data to decisions.

Commercial Health Score

Internal management-oriented measure of commercial execution quality.

Commercial Trust Score

External-facing measure of commercial credibility and revenue reliability.

Revenue Recovery Board

Prioritised view of revenue leakage and recovery opportunities.

Investor Readiness Report

Structured commercial intelligence suitable for investor data rooms, lender packages, accelerators and similar use cases.

Benchmarking

Compare commercial performance against relevant peers and sectors as the platform develops its benchmarking capability.

AI Commercial Co-Pilot

Growth tier

Available as a Growth-tier capability.

How it works

From connected systems to evidence-backed action.

01

Connect Your Existing Systems

Adapt is designed to integrate with existing business technology instead of replacing it — designed to connect with systems such as CRM, email, calendar, proposal tools, accounting, billing, customer databases and sales workflows, including platforms such as Salesforce and HubSpot.

02

Build the Commercial Evidence Graph

Adapt extracts commercial entities and relationships from connected systems and assembles them into a unified evidence network.

03

Verify Commercial Reality

Adapt compares reported pipeline and forecasts against the supporting evidence available across those systems.

04

Detect Revenue Risk

Adapt identifies and prioritises leakage, dormant opportunities, renewal risks and other commercial risks.

05

Measure Commercial Trust

Adapt calculates Commercial Trust Scores and related commercial intelligence.

06

Act on Explainable Insights

Adapt provides recommendations explaining what action should be taken and why.

Data
Evidence
Analysis
Risk & Opportunity
Trust
Action
Market context

5.87%

of annual revenues lost by UK businesses through leakage

£244bn

approximate annual value of that leakage

Market-research figures cited in the Adapt business plan.

CRM adoption among SMEs can remain inconsistent, with businesses sometimes relying on spreadsheets, email or fragmented software to run commercial activity.

Where commercial records are incomplete or unverified, revenue loss is difficult to see and pipeline claims are difficult to test. That is why an evidence-based commercial assurance layer is relevant for UK B2B businesses and the institutions that back them.

Market / Pricing

Commercial intelligence that scales with your business.

Choose the level of commercial intelligence that matches your stage and needs.

Starter

£99/month

Early-stage startups and small businesses

  • CRM connection
  • Basic Revenue Leakage Radar
  • Commercial Health Score
  • Monthly leakage report
  • AI recommendations
Learn more

Growth

MOST POPULAR

£299/month

Growing startups, agencies, professional services firms and scaleups

  • Multi-system integrations
  • Pipeline Credibility Analysis
  • Commercial Trust Score
  • Investor Readiness Report
  • Benchmarking
  • AI Commercial Co-Pilot
Learn more

Scale

£699/month

Larger SMEs and venture-backed companies

  • Advanced integrations
  • Multi-user dashboards
  • Team-level analysis
  • Renewal leakage detection
  • API access
Learn more

Institutional

£1,500/month

Accelerators, lenders, venture studios and angel networks

  • Portfolio dashboards
  • Company comparison
  • Trust Score monitoring
  • Due diligence exports
  • White-labelled dashboards
Learn more

Additional revenue streams

Implementation and onboardingCommercial-readiness reportsInvestor-readiness reportsInstitutional licensingFuture API/ecosystem licensing
FAQ

Questions about commercial assurance.

What Adapt does, how it sits above your existing systems, and what it produces.