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Showing 76 of 76 projects
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| Adams Health | Current Deals | Dino | Adams Health | 2026-07-09 | Jonathan | Review Adams_SDE_Five_Agent_Deep_Dive_2026-07-09.md and use labor-normalized case (~$2.44M) as the operating ceiling pending GL/payroll/bank support. | ||
| Dino | Broker Relationships | Dino | adams-health | — | Jonathan | Send pre-LOI questions before any LOI | ||
| Gold Atlanta | Current Deals | Zach McGillis (Website Closers) | Gold Atlanta | 2026-07-09 (combined portfolio P&L layout) | Jonathan | Review combined 02_PnL_Historical layout in Excel; then diligence tax OCR and NWC peg. | ||
| Restoration 1 Southern Connecticut | Current Deals | Rob Flack (Viking M&A) | Restoration 1 Southern Connecticut | July 9, 2026 | Jonathan | Human review IOI / broker email; flag Y1 cash DSCR ~1.15x and $1.40M op NWC vs $350K close injection. | ||
| 101 Boston | Current Deals | — | 101 Boston | 2026-07-06 | — | Request seller/broker support for asking price, addbacks, QoE-style normalization, AR aging, backlog/open jobs, franchise transfer requirements, debt schedule, equipment list, and updated monthly 2026 financials, then rerun: | ||
| Leanne Erwin | Broker Relationships | Leanne Erwin (Transworld / Southern Cross) | marine | — | Jonathan | Send counter-reply or formally archive Marine deal | ||
| Mulching | Current Deals | — | Mulching | 2026-07-06 | — | Obtain readable tax returns, broker/CIM package, asking price, seller add-back support, lender feedback, and balance-sheet / working-capital support, then rerun build_model.py and review the refreshed audit summary. | ||
| Remote Non-Software Broker Outreach | Business Owner Outreach | — | Remote Non-Software Broker Outreach | — | — | Work Remote Non-Software Target Order in master workbook v2 Start Here tab. | ||
| Amplitude — Senior Technical Success Manager III - Strategic | Job Applications | — | Amplitude | 2026-07-01 | — | requeued_by_blocked_form_agent | ||
| Apollo.io — Director of Pricing and Packaging | Job Applications | — | Apollo.io | 2026-07-01 | — | requeued_by_blocked_form_agent | ||
| Brightline — Vice President, Public Sector Growth | Job Applications | — | Brightline | 2026-07-01 | — | requeued_by_blocked_form_agent | ||
| Caresyntax — Key Account Director | Job Applications | — | Caresyntax | 2026-07-01 | — | requeued_by_blocked_form_agent | ||
| ClickHouse — Product Marketing, Postgres | Job Applications | — | ClickHouse | 2026-07-01 | — | requeued_by_blocked_form_agent | ||
| ClickHouse — Senior Partner Marketing Manager | Job Applications | — | ClickHouse | 2026-07-01 | — | requeued_by_blocked_form_agent | ||
| Cohere — Director, Corporate Communications | Job Applications | — | Cohere | 2026-07-01 | — | requeued_by_blocked_form_agent | ||
| Cohere — Partner Development Manager | Job Applications | — | Cohere | 2026-07-01 | — | requeued_by_blocked_form_agent | ||
| Coinbase — Product Marketing Manager, Prediction Markets | Job Applications | — | Coinbase | 2026-07-01 | — | requeued_by_blocked_form_agent | ||
| Databricks — Director, Lakebase Sales Specialists - Retail | Job Applications | — | Databricks | 2026-07-01 | — | requeued_by_blocked_form_agent | ||
| Databricks — Lead GTM Enablement & Scale Architect, Lakebase | Job Applications | — | Databricks | 2026-07-01 | — | requeued_by_blocked_form_agent | ||
| DYOPATH — Senior Director, Technology | Job Applications | — | DYOPATH | 2026-07-01 | — | requeued_by_blocked_form_agent | ||
| Formation Bio — Director, Brand & Communications | Job Applications | — | Formation Bio | 2026-07-01 | — | requeued_by_blocked_form_agent | ||
| Formation Bio — Director/Senior Director of Asset Quality Assurance | Job Applications | — | Formation Bio | 2026-07-01 | — | requeued_by_blocked_form_agent | ||
| Genesis Recruiting — Director of Operations ABA | Job Applications | — | Genesis Recruiting | 2026-07-01 | — | requeued_by_blocked_form_agent | ||
| Gold Jay | Current Deals | — | Gold Jay | 2026-07-06T19:43:53.966298+00:00 | — | Replace the inferred financing/valuation/tax assumptions with LOI, lender, tax-return, balance-sheet, and seller-support data, then rerun python build_model.py and the live validator. | ||
| Harvey — Director, Corporate Systems | Job Applications | — | Harvey | 2026-07-01 | — | requeued_by_blocked_form_agent | ||
| HealthCare Information Management, Inc. — Director of Sales | Job Applications | — | HealthCare Information Management, Inc. | 2026-07-01 | — | requeued_by_blocked_form_agent | ||
| Hightouch — Strategic Finance Manager | Job Applications | — | Hightouch | 2026-07-01 | — | requeued_by_blocked_form_agent | ||
| Highwire — Vice President, Business Development | Job Applications | — | Highwire | 2026-07-01 | — | requeued_by_blocked_form_agent | ||
| Instacart — Chief of Staff, GM Advertising | Job Applications | — | Instacart | 2026-07-01 | — | requeued_by_blocked_form_agent | ||
| Instacart — Corporate Finance Manager, G&A | Job Applications | — | Instacart | 2026-07-01 | — | requeued_by_blocked_form_agent | ||
| Instacart — Director, Enterprise Product Marketing | Job Applications | — | Instacart | 2026-07-01 | — | requeued_by_blocked_form_agent | ||
| Insulation | Current Deals | — | Insulation | 2026-07-06T19:44:02.961150+00:00 | — | Request the source financial package and rerun python build_model.py after replacing CIM-only claims with direct tax/QB support and confirmed financing / real-estate terms. | ||
| Justin Pines | Broker Relationships | Justin Pines (Viking M&A) | restoration-1-southern-connecticut | — | Jonathan | Confirm Viking BOA requirement; send IOI | ||
| League — Product Marketing Manager | Job Applications | — | League | 2026-07-01 | — | requeued_by_blocked_form_agent | ||
| Life360 — Director of Product, Engagement, AI Native | Job Applications | — | Life360 | 2026-07-01 | — | requeued_by_blocked_form_agent | ||
| Life360 — Director, International Commercialization Strategy | Job Applications | — | Life360 | 2026-07-01 | — | requeued_by_blocked_form_agent | ||
| Life360 — Director, Order-to-Cash | Job Applications | — | Life360 | 2026-07-01 | — | requeued_by_blocked_form_agent | ||
| Modern Health — Strategic Finance and Pricing Lead | Job Applications | — | Modern Health | 2026-07-01 | — | requeued_by_blocked_form_agent | ||
| MongoDB — VP, Modernization Services | Job Applications | — | MongoDB | 2026-07-01 | — | requeued_by_blocked_form_agent | ||
| Mozzarita | Current Deals | — | Mozzarita | — | — | Replace OM-only operating support with source financial statements and rebuild using the same build_model.py workflow. | ||
| Omada Health — Commercial Enablement Innovation Lead | Job Applications | — | Omada Health | 2026-07-01 | — | requeued_by_blocked_form_agent | ||
| Omada Health — Director, Cardiometabolic Health Product Marketing | Job Applications | — | Omada Health | 2026-07-01 | — | requeued_by_blocked_form_agent | ||
| PagerDuty — Sales Strategy and Operations Manager | Job Applications | — | PagerDuty | 2026-07-01 | — | requeued_by_blocked_form_agent | ||
| Pallet — Strategic Sales - Remote | Job Applications | — | Pallet | 2026-07-01 | — | requeued_by_blocked_form_agent | ||
| Pathstream — Senior Director, Strategic Partnership Management & Program Operations | Job Applications | — | Pathstream | 2026-07-01 | — | requeued_by_blocked_form_agent | ||
| Precision Medicine Group — Account Director EHR Solutions | Job Applications | — | Precision Medicine Group | 2026-07-01 | — | requeued_by_blocked_form_agent | ||
| Precision Medicine Group — AI Enablement Manager | Job Applications | — | Precision Medicine Group | 2026-07-01 | — | requeued_by_blocked_form_agent | ||
| PRO-spectus — Vice President, Pharmacy Solutions - Specialty Pharmacy | Job Applications | — | PRO-spectus | 2026-07-01 | — | requeued_by_blocked_form_agent | ||
| Reddit — Director, Technology FP&A | Job Applications | — | 2026-07-01 | — | requeued_by_blocked_form_agent | |||
| Rob Flack | Broker Relationships | Rob Flack (Viking M&A) | restoration-1-southern-connecticut | — | Jonathan | Confirm Viking BOA requirement; send IOI | ||
| Rubrik — Senior GTM Learning Experience Enablement | Job Applications | — | Rubrik | 2026-07-01 | — | requeued_by_blocked_form_agent | ||
| Samsara — Director, Digital Workplace & End User Services | Job Applications | — | Samsara | 2026-07-01 | — | requeued_by_blocked_form_agent | ||
| South FL Gold Buyers Outreach | Business Owner Outreach | — | South FL Gold Buyers Outreach | — | — | Monitor replies and update enriched outreach workbook send log. | ||
| Theoria Medical — Financial Planning & Analysis Manager | Job Applications | — | Theoria Medical | 2026-07-01 | — | requeued_by_blocked_form_agent | ||
| Tines — Product Marketing Manager - Regulated Industries | Job Applications | — | Tines | 2026-07-01 | — | requeued_by_blocked_form_agent | ||
| Twilio — Director, R&D Finance | Job Applications | — | Twilio | 2026-07-01 | — | requeued_by_blocked_form_agent | ||
| Twilio — Director, Sales Business Partner | Job Applications | — | Twilio | 2026-07-01 | — | requeued_by_blocked_form_agent | ||
| Versaterm — Director, Customer Success | Job Applications | — | Versaterm | 2026-07-01 | — | requeued_by_blocked_form_agent | ||
| Webflow — Senior Business Development Manager, Technology Partnerships | Job Applications | — | Webflow | 2026-07-01 | — | requeued_by_blocked_form_agent | ||
| Webflow — Senior Director, Customer Success | Job Applications | — | Webflow | 2026-07-01 | — | requeued_by_blocked_form_agent | ||
| Wellhub — Partnerships Director – US National Partnerships | Job Applications | — | Wellhub | 2026-07-01 | — | requeued_by_blocked_form_agent | ||
| YipitData — Senior Strategic Enterprise SDR | Job Applications | — | YipitData | 2026-07-01 | — | requeued_by_blocked_form_agent | ||
| YipitData — SpendHound Partnerships Manager | Job Applications | — | YipitData | 2026-07-01 | — | requeued_by_blocked_form_agent | ||
| Yubico — Enterprise Account Director, West | Job Applications | — | Yubico | 2026-07-01 | — | requeued_by_blocked_form_agent | ||
| Zach McGillis | Broker Relationships | Zach McGillis (Website Closers) | gold-atlanta | — | Jonathan | Send DRAFT_email_to_zach_mcgillis.md; LOI discussion | ||
| BizQuest / Public Listed Outreach | Business Owner Outreach | — | BizQuest / Public Listed Outreach | — | — | — | ||
| Blessington | Current Deals | — | Blessington | 2026-06-02 | — | Confirm with lender whether seller standby note treatment, SBA collateral rules, and sale-leaseback proceeds can be structured as modeled. | ||
| CFG Compass | Current Deals | — | CFG Compass | — | — | — | ||
| Glass Company | Current Deals | — | Glass Company | — | — | No active next step. Keep in Old Stuff unless the user explicitly reactivates the deal. | ||
| Job Search Recruiter Outreach | Business Owner Outreach | — | Job Search Recruiter Outreach | — | — | — | ||
| Marine | Current Deals | Leanne Erwin (Transworld / Southern Cross) | Marine | 2026-07-09 | Jonathan | Jonathan: Review draft; send to Leanne or edit before send | ||
| Mobility | Current Deals | — | Mobility | — | — | — | ||
| Nurse Staffing NH | Current Deals | — | Nurse Staffing NH | — | — | Add an explicit WC bridge or revolver on 07_Sources_Uses. The model still funds only $100K of liquidity against a modeled Year 1 net WC build of about $279K. | ||
| Off-Market Beverage Sampling | Business Owner Outreach | — | Off-Market Beverage Sampling | — | — | — | ||
| Roofing | Current Deals | — | Roofing | — | — | Send broker/diligence follow-up focused on five gating items: 2026 insurance transferability and premium quote, true solar shared-cost allocation, WBE/WOSB ownership-transfer impact, intercompany and stockholder-loan settlement at close, and AR/retainage collectability. | ||
| Software / Digital Targets | Business Owner Outreach | — | Software / Digital Targets | — | — | — |