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
- 2 Mar 2026
Coleman Blair — Data room created in Discovery
- 20 Mar 2026
Coleman Blair — Data room discovery — Discovery call on a compressed data room for Coleman Blair's diligence workflows.
- 20 Mar 2026
##deals — Carla Munoz: Good discovery with Coleman Blair — data room use case across four live deals.
- 23 Mar 2026
Coleman Blair — Data room moved to Technical Validation
- 17 Apr 2026
Coleman Blair — Data room moved to Closed Lost
- 17 Apr 2026
##deals — Carla Munoz: Coleman Blair went dark — fund audit ate the whole firm.
- 8 Jul 2026
Coleman Blair — Data room (new) created in Discovery
- 15 Jul 2026
Coleman Blair — Re-engagement — Re-engagement call after the spring audit freeze.
- 15 Jul 2026
##deals — Carla Munoz: Coleman Blair is back! Ed pinged me — fund four closed, same team, same data room scope.
- 3 Aug 2026
Coleman Blair — Data room (new) moved to Technical Validation
Source of truth
| Field | CRM says | Evidence says | Arkiv concludes | State | Evidence |
|---|---|---|---|---|---|
Stage Coleman Blair — Data room (new) | Technical Validation | New fund, same scope and team | Technical Validation | Verified |