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Glossary · Term 026

Win rate

Win rate is the share of proposals or pursuits that result in an award, based on a defined counting method. Firms may count by number, fee value, client, or pursuit type, and may exclude cancellations or direct selections. The measure is meaningful only when the time period and inclusion rules are consistent.

Why it matters for owners

Win rate can help assess pursuit choices and business development effectiveness.

Richard C. Wilson

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Richard C. Wilson and the Family Office Club team

Family Office Club
19MSocial followers
17MRegistered members
$1BDeals closed between members
15-personTeam
19 yearsExperience
340Events hosted

The $1B figure reflects member-reported transactions. Network experience does not assure capital, a buyer, or a particular result.

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