New v0.5 ships Export Brief — generate a print-ready A4 deal summary from any qualified deal in one click. Try it now →
Deal Intelligence for IT Consulting · v0.6

Stop losing deals
in email threads
and gut feel.

CADEX is a structured deal qualification framework for IT consulting presales. Score risk across 8 axes, get matched to an engagement strategy, and run a 42-point quality gate — before you put pen to paper.

Qualify a deal free — 25 minutes → See the framework
No login required
No data leaves your device
Free, open source
Works in any browser
Green
Proceed
≥ 75%
Amber
Shape First
50 – 74%
Red
High Risk
25 – 49%
Black
No-Bid
< 25%
The Problem

Most presales problems are won or lost before the proposal is written.

39%
Average IT services win rate
Down from 53% in 2019. Nearly half of all proposal effort goes to deals that should have been declined or reshaped at qualification.
Loopio RFP Industry Report 2025
59%
of IT firms cite scope creep as their #1 delivery challenge
Scope risk is almost never formally assessed at the bid stage. By the time it surfaces, the contract is signed and the margin is gone.
Moovila MSP Industry Report 2025
32 hrs
Average presales time per proposal
With no structured go/no-go gate, teams spend 32 hours on proposals that should have been declined. 1 in 5 never gets submitted.
OpenAsset / Loopio 2025
How It Changes the Work

Before CADEX. After CADEX.

The same decisions — go/no-go, engagement model, contract risk — made with evidence instead of instinct.

Without CADEX
With CADEX
Impact
Go/no-go decided by seniority and momentum, not evidence
Scored risk profile with axis breakdown and hard blockers
Defensible
Engagement model picked from habit or what the client asked for
Algorithmic strategy match from 6 models based on deal context
Consistent
Scope risks live in the delivery lead's head, not the contract
Ranked shaper levers with specific contract language suggested
Actionable
Quality review happens the day before submission with 40 hours invested
42-point gate at any stage, hard blockers surface early
Earlier
Deal context locked in the presales lead's laptop or email
Shareable link, JSON export, and A4 deal brief in one click
Portable
Win themes invented on the day of proposal writing
3 tailored win themes generated from strategy + work type + axes
Sharper pitch
Practitioner Voices

The problems CADEX was built to fix.

"
I get pulled into every RFP regardless of fit. By the time I push back, thirty hours are already spent and nobody wants to hear it's not winnable.
Solution Consultant
Large IT Services Firm, EMEA
"
Go/No-Go meetings don't actually change anything. We've already invested and no one wants to say no. We need the question answered at intake, not at submission.
Bid Manager
Global Systems Integrator
"
I'm asked to sign off on deals I've never seen until two days before submission. The risk surface is already set and I'm just putting my name on it.
Practice Lead
Technology Consulting, APAC
Five Steps

From first signal to submission-ready.

Each step builds on the last. Complete all five and you have a fully qualified deal with documented risks, a matched strategy, a quality verdict, and a shareable brief.

01
Deal Intake
Capture deal basics, work type (L1 → L2 → L3), competitive situation, compliance requirements, partner ecosystem, and delivery geography. Scope questions load per work type. Auto-signals fire when risk patterns are detected.
Work-type scope questions Effort estimator Auto-risk signals
~5 min
02
Risk Assessment
60+ calibrated questions across 9 sections including work-type-specific questions for AI, security, ERP, migration, and cloud. Answers score 8 risk axes weighted by engagement type, pricing model, and work type. Live radar chart updates as you answer.
Work-type-specific questions Dynamic axis weighting Live radar chart
~15 min
03
Strategy Recommendation
One of six engagement models matched algorithmically to your risk profile. Full card: pitch language, key moves, contract non-negotiables, win themes, and objection handlers. Use the What-If Scenario Modeler to see how changes shift strategy before you commit.
What-if scenario modeler Win themes Objection bank
~2 min
04
Deal Shaper
Ranked levers to reshape the deal before you bid. Scope, commercial, governance, risk, and relationship levers — each with a specific action and suggested contract language to protect delivery.
Contract language Ranked by impact
~5 min
05
Deal Checker & Export
42-point quality gate across 9 sections. Hard blockers halt the deal. Verdict: Go, Conditional Go, or No-Go. Export a proposal deck, a print-ready A4 deal brief, share a link, or download JSON for delivery handoff.
Shareable link JSON export Proposal deck A4 deal brief
~10 min
8 Risk Axes

Every angle of a deal, scored.

Axis weights shift automatically based on engagement type, pricing model, and work type. A fixed-price deal weights scope heavily. A T&M deal weights commercial risk differently.

Scores run 1–5. The weighted total produces the band colour. Critical flags fire when any axis drops below threshold — surfacing in the strategy card and blocking the checker verdict.
SC
Scope Clarity
How well-defined and stable is the scope? Is there an agreed MVP boundary? Has the client aligned on what's in and what's out?
Heaviest weight on fixed-price
CM
Client Maturity
How agile-ready is the client? Stakeholder alignment, prior vendor experience, decision-making speed, and change appetite.
CR
Commercial Risk
Margin health, contingency documentation, payment structure, and whether a Phase 2 path is visible in the commercial narrative.
TC
Technical Complexity
Integration depth, legacy system exposure, data quality risk, third-party dependencies, and cloud/infrastructure unknowns.
GR
Governance Readiness
Named PO availability, decision cycle speed, sprint review commitment, and change request process with SLA.
No named PO = hard blocker
SV
Strategic Value
Logo value, renewal potential, platform expansion story, and whether this deal fits the capability and portfolio strategy.
CP
Competitive Position
Win probability, differentiation quality, competitive posture, and availability of a comparable reference in this domain.
Internal only
VF
Vendor Capability Fit
Our delivery readiness, comparable project history, staffing confidence, and subcontractor reliability. Hidden from all client-facing exports.
Six Engagement Models

One is matched to your risk profile.

The algorithm weighs axis scores, pricing model, competitive situation, and work type to select the primary strategy — with an alternative if you disagree. Each card includes the full pitch, moves, contract non-negotiables, and close script.

A
Strategy A
Foundation First
Paid discovery phase before any fixed-price commitment. Validates scope, surfaces assumptions, and de-risks the main engagement.
When: scope clarity is low or scope is unvalidated
B
Strategy B
Phased Commitment
Multi-phase structure with explicit go/no-go gates. Commits budget phase by phase, not end-to-end. Phase 2 price based on Phase 1 velocity data.
When: large programme, high complexity, uncertain timeline
C
Strategy C
Outcome Contract
Price anchored on a measurable business outcome, not a feature list. Long-term relationship play with strong renewal language.
When: strategic logo, high SV, strong partnership signal
D
Strategy D
Scope-Locked MVP
Hard MVP boundary with a scope bank for swaps. Fixes the price on what matters; everything else is Phase 2. Classic fixed-agile model.
When: client is agile-ready, scope is reasonably defined
E
Strategy E
Hybrid T&M Cap
Time & Materials with a hard spend cap and regular checkpoint reviews. Flexibility without open-ended financial exposure.
When: scope is evolving, budget is fixed but requirements aren't
F
Strategy F
No-Bid / Counter
Walk away with a counter-proposal, or decline cleanly. Triggered when hard blockers remain, risk is unacceptable, or win probability can't justify pursuit cost.
When: Black band, unresolved hard blockers, or <20% win probability
42-Point Quality Gate

The last line of defence before you submit.

Nine sections. Hard blockers that stop the deal. Section-level scores that expose your weakest area. A final verdict you can defend in the review room.

🛑
5 Hard Blockers
Margin health, named PO confirmed, discovery included or scope validated, delivery lead sign-off, comparable delivery history. Any fail = no-go until resolved.
📐
Section-Level Scoring
Each of the 9 sections scores independently. A 92% overall with a 41% Governance section tells a very different story than a flat 75%.
📄
Export Deal Brief
Generate a print-ready A4 deal summary from your qualified deal in one click — axes, strategy, win themes, risks, checker verdict, and key assumptions on one page.
🔗
Share & Handoff
Copy a shareable link for async team review. Export as JSON for the delivery handoff. Generate a full proposal deck — all from the same qualified deal.
Deal Checker · Live Preview
Conditional Go
Commercial Health
✓
Margin is healthy at the quoted price
Blocker
✓
Contingency is built in and documented
!
Payment is milestone/phase-based, not feature-based
Governance Health
✗
A named, empowered Product Owner is confirmed
Blocker
!
Decision-making cycle is acceptable for sprint cadence
–
Client sprint review attendance committed in writing
Risk Health
✓
Discovery phase included or scope independently validated
Blocker
✓
Timeline stress-tested with the delivery lead
Overall score
74%
Governance
48%
Commercial
87%
By the Numbers

Everything that goes into a qualified deal.

8
Risk Axes
Weighted by engagement type, pricing model, and work type. Scores shift when context changes.
60+
Calibrated Questions
Across 9 sections plus work-type-specific extras for AI, security, ERP, migration, cloud, and AMS.
42
Checker Points
9 sections, 5 hard blockers, per-section scoring, notes, and a three-level Go/No-Go verdict.
40+
Work Type Profiles
L1 → L2 → L3 taxonomy. Each loads scope questions, risk weights, effort benchmarks, and objection handlers.
Who It's For

Built for the people who own the bid.

Primary User
Presales / Solution Consultant
"I get pulled into every RFP regardless of fit. By the time I push back, 30 hours are already spent."
Gets: Risk scoring to defend a no-bid, work-type scope questions to run a sharper discovery call, and objection handlers specific to the engagement type.
Primary User
Bid Manager / Pursuit Lead
"Go/No-Go meetings don't actually change anything. We've already invested and no one wants to say no."
Gets: an auditable go/no-go recommendation backed by scored evidence, a 42-point quality gate, and a deal brief to take into the review room.
Secondary User
Practice / Capability Lead
"I'm asked to sign off on deals I've never seen until two days before submission."
Gets: a structured risk axis view, the scope assumptions register, and a shareable link to review async before the sign-off meeting.
No login. No database. Free forever.

Qualify your next deal in 25 minutes.

State lives in your browser. Share a link with your team. Export as JSON for the delivery handoff. No data leaves your device.

Launch CADEX — it's free → Star on GitHub
Browser-only Shareable deal link JSON export A4 deal brief No data leaves your device