Prototype – sample data
CWClaire Whitman
Deals1 item in Review Queue
Project Beacon
Testing and inspection · Business services · Georgia, Carolinas
- Teaser
- NDA
- CIM review
- IC review
- IOI
- Management meetings
- LOI
- Diligence
Revenue
$41M
EBITDA
$7.4M
Margin
18.0%
Ownership
Founder-owned
Owner
Rachel Osei
Received
1 Oct 2026
Deal-breaker screen
Not screened yet.
Banker
Ashford Lane Capital Advisors
Nina Calloway · ncalloway@ashfordlane.example
Source inbox · rachel.osei@ · received 1 Oct 2026
Documents
- Beacon NDA (Ashford form).docx
Process timeline
- 1 OctTeaser – pursued
- 6 OctBanker NDA received
Decision history
- 2 OctPursue · Rachel Osei