Prototype – sample data
CWClaire Whitman
Deals
Project Cedar
Records management – Ontario · Business services · Ontario
- Teaser
- NDA
- CIM review
- IC review
- IOI
- Management meetings
- LOI
- Diligence
Revenue
$19M
EBITDA
$4.9M
Margin
25.8%
Ownership
Founder-owned
Owner
Rachel Osei
IC discussion
12 Oct 2026
Deal-breaker screen Pass
- Customer concentrationPassTop customer 9%
- Margin profilePass25–26%
Banker
Sable Point Advisors
Amir Haddad · ahaddad@sablepoint.example
Source inbox · rachel.osei@ · received 8 Sep 2026
Documents
- Cedar CIM.pdf
- Cedar IC summary.docx
Process timeline
- 8 SepTeaser
- 16 SepNDA signed
- 24 SepCIM screen passed
Decision history
- 28 SepHold for full IC discussion 12 Oct · IC