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Event endedAug 19 · 11:00 AM ET60 minutes

Your time: 11:00 AM EDT

AI in Proposals: Benefits, Risks, and Guardrails

A closed-door, 60-minute roundtable for 12 proposal and bid leaders on where AI is genuinely helping, where it is creating risk, and what guardrails teams have actually put in place. 19 August 2026.

Everyone has an AI policy slide. Almost nobody has a working answer for what happens when a hallucinated compliance claim makes it into a submitted response, or when a client asks, in writing, whether AI touched their proposal. This is a closed-door conversation among twelve proposal and bid leaders, joined by an AI expert from Tribble, about what is genuinely working and what needs to happen so things don't go wrong. We get specific: not the policy slide, but the failure modes people have already hit, and the guardrails teams have actually put in place: review gates, source-of-truth rules, disclosure positions, and what stays human no matter what. Chatham House rules apply. You can use what you hear. You cannot attribute it. Who this is for: proposal and bid leaders in software and in highly regulated industries such as financial services, defense, critical infrastructure, enterprise software, and healthcare, where an inaccurate claim is not just an embarrassment.

This event has ended.

AI in Proposals: Benefits, Risks, and Guardrails

What is the roundtable about?

AI has moved through proposal teams faster than the governance around it. Content libraries are being drafted, summarized, and rewritten by models. Some buyers now ask directly how AI was used. Security and legal teams are writing rules that proposal leaders were never consulted on.

This is a closed-door conversation among twelve proposal and bid leaders, joined by an AI expert from Tribble, about what is genuinely working and what needs to happen so things don't go wrong.

We get specific on the failure modes people have already hit, and the guardrails teams have successfully put in place

Who this is this roundtable for?

Proposal and bid leaders in software and in highly regulated industries, where an inaccurate claim is not just an embarrassment:

  • Financial services

  • Defense

  • Critical infrastructure

  • Enterprise software

  • Healthcare

  • and any company where a slip of data will cause serious problems!

This is a peer conversation, so seats go to people who own or lead the proposal function and can speak candidly about what their team is doing.

What will we discuss?

Three blocks across the hour, each focusing on the benefits, risks, guardrails.

  1. Where has AI genuinely changed your cycle time or win rate?

  2. What's the worst near-miss you've had? What got caught, and what caught it?

  3. Who owns the accuracy of an AI-drafted answer: the writer, the SME, the reviewer, or the tool?

  4. What has a buyer or procurement team asked you about AI use, and how did you answer?

  5. Where has security or legal drawn a line you disagree with, and did you get a say?

  6. What stays human in your process, permanently, and why that line?

  7. What guardrail would you put in place tomorrow if you had the mandate?

Who's in the room?

Christina Godfrey Carter, the founder, stargazy. Chris hosts and moderates.

Darshan Patel, AI expert, at Tribble. In the room to take the harder technical questions, and not to pitch.

Tribble partners with stargazy on this roundtable series. It is not a demo and there is no product pitch. Sponsorship is disclosed and never buys coverage.

Your speakers

Who's on stage

Christina Carter

Christina Carter

Founder & Host

stargazy

Founder of stargazy, the win intelligence company and an independent analyst firm covering the capture, bid and proposal industry. 15+ years running presales and proposal teams across B2B Enterprise, UK Public Sector, and US GovCon. Has dreams of becoming a beekeeper.

Darshan Patel

Darshan Patel

Senior Director of Product

Tribble

Darshan Patel has spent nearly a decade building AI and automation systems for enterprise teams, including generative AI layer that automated account research, CRM updates, and account planning across a global sales organization. His work centers on safe agentic AI, including building the operating models and governance frameworks that let large organizations adopt them responsibly.