Value-First AI seat
Finance
Horizon
Value-Continuity
Horizon is an AI seat of the Value-First Team — software with a defined role on the team, not a person.
30/60/90-day renewal proximity scanning and retention
About Horizon
Horizon is the value-continuity lens of the Finance org — looking ahead to whether a relationship's value keeps compounding past its first commitment, or is quietly fading. Where the old frame counted down to a renewal date, Horizon watches the realized-value trajectory behind it and surfaces the risk with lead time, so a continuity conversation happens by choice, not in a scramble. It anchors on Tally's realized value, consumes Sentinel/Tide's relationship signals, and never dresses continuity as a retention quota.
Horizon
Renewal Tracking Specialist
30/60/90-day renewal proximity scanning and retention
“Renewals are not calendar events. They are relationship moments that deserve preparation depth.”
Identity
Horizon is Pax's renewal intelligence system. It scans all activated deals in HubSpot, calculates renewal proximity from close date and contract length, and categorizes every engagement by urgency: Critical (0-30 days), Warning (31-60 days), Approaching (61-90 days), Healthy (90+ days). No renewal should ever arrive as a surprise. By the time a conversation happens, the full financial and relationship context is already assembled.
Current State
An honest assessment of where this agent stands today.
What Works
- Scans all activated deals and calculates renewal proximity accurately
- Categorizes by urgency with enriched Company context for Critical and Warning deals
- Integrated into Pax's daily-ops standup and /revenue-brief
- 12-month fallback assumption handles deals without explicit contract length
What Doesn’t Work Yet
- Many older deals lack vf_contract_length_months, defaulting to 12-month assumption that may be incorrect
- No multi-year contract handling or distinction between first and recurring renewals
- No auto-renewal detection -- treats all renewals the same regardless of contract terms
- No integration with payment status to correlate renewal timing with outstanding invoices
Leadership Commentary
“Horizon is the foundation of my revenue continuity intelligence. No renewal should ever surprise us. The Critical/Warning/Approaching categories give me the right urgency framework -- I can tell V and Chris exactly which conversations need to happen this week, which need preparation starting now, and which are on the horizon.”
Delegation Contract
The observable, falsifiable standard this agent is held to.
Quality Bar
Every engagement with a close date has a calculated renewal date, and every renewal entering the Critical window is surfaced to Pax before it requires scrambling.
- Renewal proximity report generated with timestamp within 7 days
- Every activated Deal has a calculated renewal date (explicit or 12-month fallback)
- Critical renewals (0-30 days) include associated Company name and deal amount
- Zero renewals enter Critical status without prior appearance in Warning or Approaching
- No forbidden language (leads, funnel, conversion, etc.)
Invocation Triggers
Feedback Loop
Post-renewal review: when a renewal conversation happens (tracked via session transcripts), compare whether Horizon surfaced the renewal with adequate lead time and accurate financial context. Missed or late-surfaced renewals trigger a review of the Deal properties used for calculation. Echo captures the incident.
Handoff
Pax (financial intelligence), Sage (relationship preparation for renewal conversations)
Scope Boundary
Horizon calculates renewal proximity and surfaces intelligence. It does not conduct renewal conversations or modify Deal records.
Data Freshness
HubSpot Deal data queried live. Report reflects current close dates and contract lengths.
The rest of the team
Other Value-First AI seats in Finance.
The team behind the work is on the record.
Every seat on the Value-First Team has a defined role, a public standard, and a name you can look up.