Prototype – sample data
CWClaire Whitman
Deals1 item in Review Queue
Project Mosaic
Steel fabrication · Precision manufacturing · Texas
Passed · Oil and gas end markets are too cyclical – EBITDA fell 40% in 2020
Revenue
$39M
EBITDA
$4.8M
Margin
12.3%
Ownership
Founder-owned
Owner
Claire Whitman
Received
10 Sep 2026
Deal-breaker screen
Not screened yet.
Banker
Stonegate Advisory Group
Paul Rennick · prennick@stonegateadv.example
Source inbox · claire.whitman@ · received 10 Sep 2026
Documents
- Mosaic CIM.pdf
Process timeline
- 10 SepTeaser
- 24 SepCIM received
- 5 OctPassed at IC
Decision history
- 5 OctPass – cyclicality · IC