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Dashboard

Portfolio overview and activity across all deals

As of September 29, 2026

Deal Overview

Deal / Company	Stage	Progress	Target close	Health
Alpha Manufacturing Industrial Manufacturing	Due Diligence	66%	Oct 16	At Risk
Meridian Health Partners Healthcare Services	Final Review	0%	Oct 2	On Track
Nexus Cloud Solutions B2B Software	Due Diligence	0%	Nov 6	On Track
Summit Distribution Distribution	LOI Signed	0%	Nov 20	On Track

Requests Summary

Findings by Risk Level

Upcoming Milestones

Target close · Alpha Manufacturing

Target close · Meridian Health Partners

Target close · Nexus Cloud Solutions

Diligence Progress

264 tasks

Recent Activity

Sarah Mitchell · Submitted finding for review

Sep 18, 1:30 PM

Jennifer Walsh · Uploaded monthly financial statements

Sep 18, 12:40 PM

James Wilson · Completed AR aging review

Sep 18, 11:20 AM

Expert Engagement

12specialists engaged
across active workstreams

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