Sports prop firm software RFP and vendor checklist

Use a structured RFP to compare the operating system behind the sales demo: customer records, challenge logic, rules, payouts, integrations, migration, reporting, and day-to-day operator control.

By Carlos L, Co-Founder12-minute operator checklist

Decision rule: score what the operator can configure, audit, and export. A polished trader screen does not prove that the back office can run the business.

1. Define the operating model before the vendor list

Document the intended challenge stages, sports coverage, account states, breach conditions, subscriptions, resets, rewards, payout review, support roles, and reporting obligations. Vendors should respond to the same operating model so the comparison stays meaningful.

2. Score the full customer and account lifecycle

  • Identity and CRM: one record for contact history, ownership, account states, support, and internal notes.
  • Challenge engine: configurable phases, objectives, resets, breaches, eligibility, and manual-review paths.
  • Payout operations: request status, rule checks, evidence, approvals, communication, and audit history.
  • Automation: event-driven messages and tasks with controls that prevent silent state changes.

3. Ask vendors to demonstrate operator tasks

Request a live walkthrough of creating a program, changing a rule, finding a customer, reviewing a breach, resolving a support question, approving a payout, and exporting a report. The vendor should show who can perform each action and what is recorded.

4. Evaluate implementation and ownership

RFP areaEvidence to request
Data migrationField mapping, validation, rollback, duplicate handling, and sign-off process
IntegrationsNamed owner, failure handling, monitoring, data direction, and support boundary
SecurityAccess roles, audit logging, backup approach, incident process, and data export
LaunchDependencies, acceptance criteria, training, handoff, and post-launch support

5. Use a weighted decision matrix

Weight operational fit and implementation evidence above presentation polish. A practical starting point is 30% workflow fit, 20% configurability, 15% integration readiness, 15% implementation, 10% reporting and auditability, and 10% commercial terms.

See the dedicated sports prop firm software page for Olatech's platform scope. For deeper due diligence, use the implementation proof guide and the build-versus-buy framework.

Compare the workflow, not just the interface

Bring your RFP to a demo and test Olatech against the operating tasks your team will run.

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