Coleman Blair

Data room (new)

What the CRM says about this deal, what the evidence says, and everything either of them rests on.

Amount

$60,000

CRM stage

Technical Validation

Close date

30 Oct 2026

Owner

Carla Munoz

Account

What the evidence says

Field	CRM → Arkiv concludes	Evidence says	State	Pipeline effect	Evidence
Stage	Technical Validation	New fund, same scope and team	Verified	—

Coleman Blair is a valid new opportunity, not a revived loss
Verified96%
The original deal closed lost during the audit freeze; a new fund later reopened the same scope with the same contacts.
Pied Piper opens a fresh deal rather than reanimate a lost one
Verified93%
When Coleman Blair's new fund came back with the same scope and the same contacts, the rep opened a new opportunity instead of reopening the one closed lost in April — the losing record stays intact and the new pipeline starts clean.

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
Carla Munoz in ##deals: 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
Carla Munoz in ##deals: 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
Carla Munoz in ##deals: 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