Dashboard
Active Deals
6
↑ 2 this week
Companies
142
↑ 14 this mo
Calls
4
↓ 1 vs last
Research
9
IOI Sent
4
Due Diligence
2
Deal Pipeline
IOI Sent
DataFlow Systems
$3.2M ARR · SaaS
MedSupply Direct
$12.3M · Healthcare
LOI Stage
ClearView HVAC
$4.7M · Field Svcs
Due Diligence
AutoRoute Logistics
$5.4M · Logistics
Contacts
NameCompanyTypeStatus
Sandra ChenDataFlow SystemsTarget● Active
Richard HollowayPacific M&ABroker● Active
Patricia KimPrecision MfgTarget● Follow-up
James ThorntonThornton AdvisoryAdvisor● Active
Activity
Sandra Chen replied to your intro
10 min ago
Call notes added for R. Holloway
2 hours ago
MedSupply Direct → Due Diligence
Yesterday
Reminder: Follow up with P. Kim
Yesterday
ClearView HVAC LOI uploaded
2 days ago
Reminder due today
Follow up with Patricia Kim
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