Prototype – sample data
CWClaire Whitman
Deals1 item in Review Queue
Project Basalt
Tool and die · Precision manufacturing · Pennsylvania
Passed · $1.6M EBITDA is below our $3M minimum and there is no fit for an existing portfolio company
Revenue
$12M
EBITDA
$1.6M
Margin
13.3%
Ownership
Founder-owned
Owner
Tom Brennan
Received
15 Sep 2026
Deal-breaker screen
Not screened yet.
Banker
Wexford Hall & Co.
Dana Whitcombe · dwhitcombe@wexfordhall.example
Source inbox · tom.brennan@ · received 15 Sep 2026
Documents
- Basalt teaser.pdf
Process timeline
- 15 SepTeaser
- 5 OctPassed at IC
Decision history
- 5 OctPass – size · IC