Prototype – sample data
CWClaire Whitman
BankersCore
Larkspur Capital Markets
Minneapolis · Engineered products
Deals received
11
Deal quality
27
Hit rate
9%
Reached LOI
0
Last touch
6 Oct 2026
Deals with us
| Project Keystone Engineered hydraulic components | $8.3M | CIM review |
| Project Tundra Fleet maintenance | $5.1M | Passed |
Funnel – 24 months
Received
11
NDA
6
CIM
4
IOI
1
LOI
0
What we bid
No bids submitted yet.
Email and meeting history
Project Keystone CIM and data room
6 Oct 2026 · Email · Tom Brennan
Project Tundra passed at IC
5 Oct 2026 · Email · Claire Whitman
Call prep sheet
Objectives
- Explain concentration screen
Talking points
- Diversified customer bases wanted
Ryan Sutter
Director · rsutter@larkspurcm.example · +1 (612) 555-0151