Prototype – sample data
CWClaire Whitman
BankersCore
Ashford Lane Capital Advisors
Atlanta · Business services and distribution
Deals received
14
Deal quality
25
Hit rate
7%
Reached LOI
0
Last touch
6 Oct 2026
Deals with us
| Project Beacon Testing and inspection | $7.4M | NDA |
Funnel – 24 months
Received
14
NDA
7
CIM
5
IOI
1
LOI
0
What we bid
No bids submitted yet.
Email and meeting history
Project Beacon NDA received
6 Oct 2026 · Email · Rachel Osei
Call prep sheet
Objectives
- Walk through Beacon NDA concerns
Talking points
- Non-solicit scope is a sticking point
Nina Calloway
Director · ncalloway@ashfordlane.example · +1 (404) 555-0191