Prototype – sample data
CWClaire Whitman
Deals1 item in Review Queue
Project Tundra
Fleet maintenance · Business services · Minnesota
Passed · Two municipal contracts are 58% of revenue and both rebid in 2027
Revenue
$33M
EBITDA
$5.1M
Margin
15.5%
Ownership
Founder-owned
Owner
Tom Brennan
Received
3 Sep 2026
Deal-breaker screen
Not screened yet.
Banker
Larkspur Capital Markets
Ryan Sutter · rsutter@larkspurcm.example
Source inbox · tom.brennan@ · received 3 Sep 2026
Documents
- Tundra CIM.pdf
Process timeline
- 3 SepTeaser
- 22 SepCIM received
- 5 OctPassed at IC
Decision history
- 5 OctPass – customer concentration · IC