Track Every Construction Deal from Bid to Close
Your pipeline lives in Monday.com. Your proposals live in email. Your win/loss data lives in someone's head. PE Ontology brings it all together — synced automatically, analyzed by AI, and visible to every stakeholder who needs it.
Why Construction Pipelines Are Hard to Manage
Data lives everywhere
Monday.com boards, email threads, Excel spreadsheets, Procore — every estimator has their own system. Nobody sees the full picture until the weekly meeting.
Proposals disappear
A $5M proposal gets submitted and... silence. No tracking, no follow-up triggers, no visibility into which proposals are still alive vs dead.
Distressed projects surprise you
A project 30 days from completion with no recent activity? That's a crisis waiting to happen. But nobody catches it until it's too late.
One Pipeline. Every Deal. Full Visibility.
PE Ontology syncs your Monday.com boards every 6 hours and gives your entire team a single source of truth for the construction pipeline.
Monday.com Auto-Sync
Connect multiple Monday.com workspaces — one per portfolio company. Deals, stages, values, and assignments sync every 6 hours automatically. No manual data entry.
Stage-Based Pipeline View
See every deal by stage: Pending Job, Bidding Assigned, Proposals Sent, Active Project, Completed, Lost. Filter by estimator, state, industry, or value range.
AI Proposal Summaries
Upload proposal PDFs and the AI reads them — extracting scope, value, timeline, and key terms. No more digging through 50-page documents to find the number.
Distressed Project Alerts
Projects within 90 days of completion get automatic distress scoring. Catastrophic, severe, high, moderate — so your team can intervene before a project goes sideways.
Universal Contact Lookup
Search any contact across your entire customer database. Find decision-makers, project managers, and procurement contacts — with their company, title, and deal history.
Win/Loss Analytics
Track your bid-hit ratio over time. See which sectors, estimators, and regions have the highest win rates. Identify patterns that help you win more work.
Pipeline Tracking for Every Construction Sector
PE Ontology tracks projects across the sectors where PE-backed contractors operate — with industry-specific filtering and opportunity scoring.
How Pipeline Management Works
Connect your Monday.com boards
Each portfolio company connects their BIS board, deal tracker, or project board. Column mapping is automatic — PE Ontology detects deal name, value, stage, and estimator fields.
Everything syncs every 6 hours
New deals appear automatically. Stage changes update in real time via webhooks. Your pipeline view is always current — no manual exports or data entry.
Track, filter, and analyze
Filter by stage, estimator, state, value range, or industry. Export to CSV. Click any deal to see its full history, proposals, and contacts. The AI analytics layer identifies trends across the entire pipeline.
Pipeline Management FAQ
Do I need Monday.com to use the pipeline features?
Monday.com is the primary integration for automatic deal syncing. However, you can also manually create deals, upload CSV files, or import from other systems. Direct Salesforce and Procore integrations are on the roadmap.
Can multiple estimators use the system simultaneously?
Yes. PE Ontology supports unlimited users on the Professional plan. Each estimator can see their assigned deals, while managers and executives see the full pipeline. Role-based permissions control who sees what.
How does the distressed project scoring work?
Projects are scored based on days to completion. Under 7 days = catastrophic (score 90-100), 8-14 days = severe (75), 15-30 days = high (60), 31-60 = moderate (40). Scores update automatically as project dates approach.
Can I track proposals and their status?
Yes. Each deal can have proposal PDFs attached. The AI reads the proposal and generates a scope summary. You can track which proposals have been submitted, which have responses, and calculate your overall bid-hit ratio.
What industries does the pipeline cover?
PE Ontology tracks deals across Data Centers, Food & Beverage, Oil & Gas, Industrial Manufacturing, Pharmaceutical, Power & Energy, Healthcare, and Commercial construction. Each sector has its own filtered view.
Your pipeline deserves better than a spreadsheet.
See every deal, every stage, every estimator — in one view. Try the live demo.