Northstar Bank x HelioAI

Security & Legal Review

HelioAI Risk Copilot — Tier 2 · $180K ACV · Intake Tue May 5, 9:14 AM ET

$180K ACVRevenue in motion

18h est.Manual work avoided

72h packetConcierge SLA

Thu 3:00 PMBuyer response target

Time to deadline

38h

Thu May 7, 5:00 PM ET

Buyer requests

5 approved · 5 open · 2 blocked

Evidence gaps

6 items awaiting upload

Packet readiness

42%

5/12 cleared

Deal timeline

1 · Done

Intake

Yesterday, 4:38 PM

2 · Done

Extract requests

Yesterday, 4:48 PM

3 · Now

Draft + evidence

In progress · 5 of 12 cleared

4 · Next

Approvals

2 in review · 2 blocked

Assemble packet

—

Send to buyer

Target: Thu 3:00 PM

Next best actions

Active blockers4

Evidence neededREQ-018 · Bias eval on consumer-banking subgroup not yet attached. Engineering ran it 3 days ago; report owner is M. Liu.

Approval neededREQ-026 · GC sign-off required before sending counter. Routed to A. Webb 22m ago.

Evidence neededREQ-029 · 8 questions need fresh evidence: pentest summary, DR test results, subprocessor attestations, runbook, and key-rotation log.

Evidence neededREQ-038 · Walkthrough video not yet recorded. M. Liu drafting; ETA tomorrow morning.

Deal facts

Buyer entity: Northstar Financial Group, N.A.
Vendor: HelioAI
Product: HelioAI Risk Copilot — Tier 2
ACV: $180,000 (1-year)
Champion: M. Tanaka — VP, Fraud Analytics
Exec sponsor: D. Park — CISO
Deal owner: Priya R. (Oread)
Deadline: Thu May 7, 5:00 PM ET