AI deal desk - for B2B AI startups

Your enterprise deal isn't lost. It's stuck in review.

Oread is a concierge deal desk for AI startups. Forward us a buyer's questionnaire, DPA, procurement form, or AI governance review. In 72 hours you get a buyer-ready packet and an internal unblock plan, drafted, source-cited, and reviewed by a senior operator.

Send us a stuck deal See the workflow

72h turnaroundConcierge pilot. Scoped per deal. No retainer.

forwarded to oread - day 38

Frombrian.kim@buyer.example

Tofounders@startup.example

SubjRe: Vendor review - additional items needed

Hi - thanks for the patience. Before our security team can sign off, we'll need the following:

SOC 2 Type II report and latest pen-test summary
Subprocessor list with regions for inference
AI Council questionnaire: 84 items
DPA redlines on Section 7 and Section 11
Coupa vendor onboarding: banking, COI, W-9

Also looping in our AI Council. They'll have separate questions on training data, eval coverage, and retention.

OreadPacket drafted in 71h · 84 questions answered · 4 evidence gaps

72h

Turnaround per packet

5 tracks

Security / Legal / Privacy / Procurement / AI Gov

$3K-$5K

Per enterprise deal / scoped

Retainers / platform fees / long contracts

The problem

Enterprise AI deals stall after the buyer says yes.

The demo goes well. The buyer wants the product. Then the deal gets stuck in security questionnaires, AI governance review, procurement portals, DPAs, legal redlines, vendor onboarding, and internal approvals. Early AI startups usually do not have deal desk, legal ops, security ops, or RevOps teams, so founders do repetitive diligence work instead of selling or building.

Where deals actually die

01Discovery callclosed

02Demo and technical evalclosed

03Champion confirms intentclosed

04Security and AI governance reviewstuck - 38d

05Procurement and legalstuck - 14d

06Signature and onboardingpending

What's actually blocking it

B-01

Security questionnaire

340-question CAIQ plus bespoke buyer questionnaire, routed to a founder.

B-02

AI governance review

Buyer-side committees asking about training data, model providers, and eval coverage.

B-03

DPA and legal redlines

Subprocessors, data residency, indemnity, and AI-output liability.

B-04

Procurement portal

Coupa, Ariba, or Ivalua vendor setup with insurance, W-9, and banking details.

B-05

Missing evidence

Pen-test summaries, model cards, subprocessor list, DPIA, and retention policy.

B-06

Internal approvals

CISO sign-off, privacy office, AI council, finance, and business unit owner.

What Oread does

Send us a stuck enterprise deal. We turn it into an unblock plan.

Forward the questionnaire, DPA, procurement request, or AI governance review. Within 72 hours, you get a reviewed packet, a list of evidence gaps, and a sequenced plan for getting the deal across the line.

Intake buyer requests

PDFs, spreadsheets, portal screenshots, and email threads. Every individual request extracted into a structured list.

vendor-questionnaire.pdf

dpa-redlines-v3.docx

ai-council-form.xlsx

84 requests extracted

Classify by review track

Each request routed to the right approver and policy source.

Sec31 items

Priv18 items

Legal14 items

Proc9 items

AI Gov12 items

Draft source-grounded answers

Every draft cites your DPA, SOC 2 controls, model cards, and subprocessor list.

"No. Customer data is not used to train foundation models..."

Data Handling Policy Section 3.2

Flag missing evidence and risk

Where the policy library has a gap or an answer is contractually risky, Oread surfaces it before the buyer does.

Pen-test summary not redacted

EU residency addendum unsigned

Eval coverage external doc

Provider zero-retention proof

Buyer packet and unblock plan

Buyer-ready packet, internal approval checklist, and follow-up emails ready to send.

buyer-packet.pdf

approval-checklist.pdf

follow-up-emails.eml

unblock-tracker.url

The workflow

One review surface for every buyer request.

A single, source-grounded view across security, legal, procurement, privacy, and AI governance, so the founder approves once instead of writing the same paragraph six times.

Acme Corp - Master Vendor Review

DEAL-0142 / opened 38d ago / 84 requests

buyer packet in progress

Filter2 ready / 4 drafted / 2 need evidence

Deal unblock tracker

61%

Deliverables

What you get within 72 hours.

A complete, buyer-ready unblock package per stuck deal. Reviewed by a senior operator before it reaches you.

01 / 07

Completed questionnaire draft

Every buyer question answered, with source citations and confidence levels per row.

02 / 07

AI governance response packet

Training-data posture, model providers, eval coverage, retention, and hallucination handling.

03 / 07

Procurement packet

Insurance certs, W-9s, banking details, vendor onboarding form, and signature blocks.

04 / 07

Missing evidence list

Specific documents you do not have yet, with templates and recommended next steps.

05 / 07

Approval checklist

Routed by owner: founder, legal, security, finance. Sequenced so nothing waits on itself.

06 / 07

Buyer follow-up emails

Drafts to the buyer's champion, security reviewer, and procurement contact.

07 / 07

Deal unblock tracker

Live status across review tracks and approvers, updated after every buyer reply.

+ optional

Operator on the buyer call

Bring an Oread operator to the buyer's security or AI council review when needed.

Why now - why AI companies

AI vendors face a new kind of enterprise diligence.

Enterprise buyers now ask questions that did not exist three years ago. Most early AI startups are not prepared with standardized answers and evidence packets. Oread is built around the questions that actually appear in 2026 enterprise reviews.

Q1How is customer data used - for inference only, or for fine-tuning and training?
Q2Which model providers are involved, and what are their data-handling commitments?
Q3Where is inference data processed and stored, and for how long?
Q4How are prompts, completions, and tool outputs retained and accessed by your team?
Q5What evals exist for accuracy, safety, and regression, and what are the results?
Q6How do you handle hallucinations, jailbreaks, and prompt-injection risk?
Q7Does the product comply with our internal AI policy and acceptable-use rules?

Pricing

Starting with concierge pilots.

Best for AI startups with active enterprise deals blocked by security, procurement, legal, privacy, or AI governance review.

Per stuck deal

$3K-$5K

per enterprise deal packet / delivered in 72 hours

Buyer-ready questionnaire draft
AI governance response packet
Procurement packet and vendor forms
Missing-evidence remediation list
Sequenced approval checklist
Buyer follow-up email drafts
Deal unblock tracker
Senior operator review

Start a pilot

No retainer · No platform fee · Scoped per deal

Get unstuck

Have an enterprise deal stuck in review?

Send us the questionnaire, DPA, procurement request, or AI governance review. We'll turn it into a buyer-ready packet and an internal unblock plan within 72 hours.

Email Oread See the workflow

hello@oread.net · Reply within 1 business day