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Toyourfirm@claira.io
SubjectFW: Project Sharp — Teaser & CIM
FromDan Whitmore · Atlas Holdings
Project Sharp — Teaser.pdf Project Sharp — CIM.pdf
Claira · Agent Layer
Auto capture
Extract
Analyze
Draft
Monitor
Recall
All connected in one place. No more spreadsheets, lost CIMs, or forgotten touchpoints.
Filed in Claira
Atlas › Project Sharp
Project Sharp
SponsorAtlas Holdings
CompanyLazio Industries p.4
Revenue$240M p.18
EBITDA$42M p.18
Leverage4.2× Teaser
StatusPre-Screen
01
No deal slips through.
Every forwarded teaser, CIM, or thread is captured under the right firm automatically with the contact and the conversation attached.
02
Every figure is sourced.
Revenue, EBITDA, leverage, pricing pulled from the documents with a page citation behind each number. Nothing free-typed.
03
Memos write themselves.
Screening memos, pass reasons, and IC packets drafted from the source documents — ready before your next call.
The workspace

One workspace. Four views.

Firms
How can I help? AO
Workspace · Tier 1

Firms

42 firms · 27 active · last sync 2 min ago
Total firms
42
Deals received Q2
61
Active deals
32
Invested YTD
$1.1B
Hit rate
17%
All 42 Sponsors 23 Credit 9 Sell-side 7 Intermediaries 3
Firm
Type
Coverage
Deals YTD
Hit rate
Last touch
Atlas Holdings LLC
Sponsor
Teahen
12
25%
May 11
Sponsor Holdings LLC
Sponsor
M. Reyes
11
18%
Today
Apex Capital Partners
Sponsor
M. Reyes
9
22%
3d
HPS Investment Partners
Credit
J. Lin
7
14%
5d
Houlihan Lokey
Sell-side
M. Reyes
14
—
2d
BC Partners
Sponsor
R. Singh
6
17%
8d
Northstar Credit
Credit
J. Lin
5
20%
12d
Firms › Atlas Holdings LLC
How can I help? AO
Firms · Atlas Holdings LLC

Atlas Holdings LLC

Middle-market sponsor · Industrials, Building Products, Materials · NYC
Strategic Partner
Overview
Deals · 12
Contacts · 14
Notes
Deals YTD
12
Invested
3 · $320M
Hit rate
25%
+8 pts
Avg deal size
$107M
Last touch
May 11
Contacts
DW
Dan Whitmore
Director — Capital Markets
Today
14 emails YTD
SK
Sarah Klein
Managing Director — Deal Origination
9d
6 emails YTD
RM
Ravi Mehta
Vice President
22d
3 emails YTD
EC
Elena Costa
Principal — Industrials
41d
2 emails YTD
Sectors
Industrials 5 Building Products 3 Materials 2 Software 1 Healthcare 1
Recent activity
Today
Project Sharp filed under this firm · Pre-Screening
2d
Yellowstone Refi moved to Post-IC
5d
Call logged with Dan Whitmore
8d
CIM uploaded · Project Beacon
12d
Tecumseh marked Passed
31d
Hit-rate recalculated · 25%
Coverage
MTM. TeahenLead coverage
JIJ. ImDeal team
ATA. TianAnalyst
Firms › Atlas Holdings LLC
How can I help? AO
Firms · Atlas Holdings LLC

Atlas Holdings LLC

12 deals YTD · 3 invested · 25% hit rate · last touch May 11
Strategic Partner
Overview
Deals · 12
Contacts · 14
Notes
Pending
0
Pre-Screen
2
Pre-IC
2
IC Appr.
1
Post-IC
1
Passed
3
Lost
1
Deal Name
Sponsor / Company
Status
Deal Team
Modified
Project Sharp
Atlas · Lazio
Pre-Screening
Teahen / Tian
May 11
Tecumseh
Atlas · Industrial
Passed
Teahen / Im
May 11
Yellowstone Refi
Atlas · Building Products
Post-IC / Closing
Im / Kim
May 09
Project Beacon
Atlas · Industrial
IC Approved
Teahen / Francis
May 06
Project Granite
Atlas · Materials
Pre-IC
Teahen / Tian
Apr 24
Firms › Atlas › Project Sharp
How can I help? AO
Atlas Holdings · Filed today, 11:47 AM

Project Sharp

Lazio · Industrials · Specialty Mfg · Sponsor LBO
Pending
Pre-Screening
Pre-IC
IC Approved
Post-IC
Closed
Passed
Lost
Overview
Documents
Screening Memo
Pass Reason
AI Agents
Company
Target
Lazio IndustriesCIM p.4
HQ
Charlotte, NCCIM p.4
Sector
Industrials · Specialty Mfg
Founded
1998
Source & Strategy
Sponsor
Atlas Holdings LLC
Banker
HSBC · Director — Cap Mkts
Process
Limited auctionTeaser p.2
Strategy
Platform — buy-and-build
Pricing & Size
Revenue
$240MCIM p.18
EBITDA
$42MCIM p.18
Leverage
4.2× ABL+TLTeaser p.3
Multiple
8.5×Teaser p.3
Deal Team
Lead
M. Teahen
Analyst
A. Tian
Sourced via
Inbox · 2.4s
Next gate
Pre-IC · May 18
Reports
How can I help? AO
Templates · AI Agent recipes

Reports

6 templates · 148 avg citations per memo · all firm data, all sources
Weekly Pipeline Snapshot
Every Mon 6am · stalls flagged, IC outcomes summarized
Run
Screening Memo
From CIM · ~148 citations · ready in 90 seconds
Run
IC Memo
Full investment memo · with model auto-fill
Run
Pass Reason
Structured pass write-up · linked to deal record
Run
Sponsor Activity Report
Per firm · deals received, hit rate, last touch trend
Run
Quarterly Originations Review
All firms, all stages · IC-ready PDF
Run
Project Sharp · Screening Memo (sample)
148 cites

Business overview

Lazio is the largest specialty manufacturer in its segmentCIM p.6, operating 14 plants across 5 states with $240M revenue and $42M EBITDACIM p.18. 98% of top-50 customers retained >6 monthsCIM p.11.

Capital structure

Sponsor seeks 4.2× leverageTeaser p.3 via ABL + Term Loan B. Pricing indication SOFR+575Teaser p.4. EBITDA margin expansion from 13% → 16% over FY23–FY25CIM p.14.

Source & strategy

Limited auctionTeaser p.2 run by HSBC. Atlas Holdings as lead sponsor in a platform buy-and-build thesis.

Pricing

Start with the tracker. Grow into the platform.

Same login, same workspace.

The wedge
Clairatracker
Plug-and-play.
Fast to launch. No implementation fee.
  • Multi-tier workspace for firms + deals
  • Inbox, SharePoint + CRM ingestion
  • Document intelligence with cited outputs
  • Memory + relationship context
  • Meeting prep + screening memos
  • Weekly pipeline reporting
Start with Clairatracker →
Claira
Enterprise.
Custom deployment. Built around your workflows.
  • Everything in Clairatracker
  • Custom diligence workflows
  • Full workflow integration + APIs
  • Excel plug-in
  • Model auto-fill
Talk to the team →
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Why teams actually switch.

Client pick
Clairatracker
Category
Enterprise CRM
Category
Relationship Tools
Built for the work
Built for private markets
Yes
Adapted from sales CRM
Generic
Deal-shaped data model
Yes
Generic
No
What it does for you
Auto-extracts emails, CIMs, meetings
Yes
Manual or partial
Partial
Pipeline + relationship in one
Yes
Separate licenses
Limited
Upgrade path to Full Claira
Yes
No
No
What it takes
Time to live
Under a week
3–6 months
2–6 weeks
Total cost of ownership
1/3 or less of comparable stacks + faster time-to-value
$80K – $200K+
$30K – $80K
Sandbox running in 48 hours Full team live in under a week No annual lock-in until renewal
No rip and replace. Sits on top of what you already use.
OOutlook GGmail SPSharePoint ODOneDrive DCDealCloud AAffinity SFSalesforce XExcel
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