Client room · Financial · since 2017
Cypress Shipping
Relationship partner: Priya Raman
Known value
$83K
What this means
- Means:
- Margin already earned from this client.
- Matters:
- It is the relationship's track record.
- Consider:
- Kept separate from expected value.
Expected value
$45K
What this means
- Means:
- Modeled future margin if the relationship continues as it is.
- Matters:
- It is what this relationship is worth from today.
- Consider:
- Raise it by improving retention or adding a practice.
Retention
80%
What this means
- Means:
- Likelihood the client sends work next year.
- Matters:
- Small changes here move expected value a lot.
- Consider:
- Keep regular senior contact.
Realization
86%
What this means
- Means:
- Collected as a share of billed.
- Matters:
- Pays in 91 days on average.
- Consider:
- Review write-downs before the next invoice.
Fees by year
Last 12 months $56K, up 36% on the year before. Practices used: Regulatory.
Segment: Growth
Fees rising more than 15% year on year.
Consider: Invest: introduce adjacent practices while momentum is high.
Practices not yet used: Corporate, Litigation, Employment
People at Cypress Shipping
Parker Novak
General Counsel
58d since contactJordan Chen
Chief Executive Officer
C-suite114d since contactReese Novak
Chief Financial Officer
C-suite66d since contactTaylor Novak
Deputy General Counsel
4d since contactAlex Foster
Chief Operating Officer
C-suite35d since contact
Next steps
Set an expiry on 4 open-ended discounts
Add reason and expiry to the discount register
Why this is different. One room per relationship: value, risk, people and what to do next — readable by a partner without any analytics training.