Account

Coleman Blair

The journey across every system, and the source of truth per field.

Owner

Carla Munoz

Segment

Mid-market

Employees

120

Domain

colemanblair.com

Open pipeline

$60,000

Deals

2

The journey across systems

  1. 2 Mar 2026

    Coleman Blair — Data room created in Discovery

  2. 20 Mar 2026

    Coleman Blair — Data room discovery — Discovery call on a compressed data room for Coleman Blair's diligence workflows.

  3. 20 Mar 2026

    ##deals — Carla Munoz: Good discovery with Coleman Blair — data room use case across four live deals.

  4. 23 Mar 2026

    Coleman Blair — Data room moved to Technical Validation

  5. 17 Apr 2026

    Coleman Blair — Data room moved to Closed Lost

  6. 17 Apr 2026

    ##deals — Carla Munoz: Coleman Blair went dark — fund audit ate the whole firm.

  7. 8 Jul 2026

    Coleman Blair — Data room (new) created in Discovery

  8. 15 Jul 2026

    Coleman Blair — Re-engagement — Re-engagement call after the spring audit freeze.

  9. 15 Jul 2026

    ##deals — Carla Munoz: Coleman Blair is back! Ed pinged me — fund four closed, same team, same data room scope.

  10. 3 Aug 2026

    Coleman Blair — Data room (new) moved to Technical Validation

Source of truth

FieldCRM saysEvidence saysArkiv concludesStateEvidence

Stage

Coleman Blair — Data room (new)

Technical ValidationNew fund, same scope and team
Technical Validation
Verified