SharePoint
Investment Team / Atlas
Audited financials · p.6
Consolidated statements
Revenue
$82,412
Gross profit
$41,606
EBITDA
$39,226
Net income
$26,706
What's the latest on Project Lumen ahead of IC?
Ranking performance · 12 signals
PROJECT LUMEN · DECISION REVIEW · CLAUDE
Project Lumen
Growth and retention remain ahead of the current operating case.
The underwriting case remains intact heading into IC.
avg confidence
0.95
SOURCE PATH
SharePoint
Investment Team / Atlas
Audited financials · p.6
Consolidated statements
Revenue
$82,412
Gross profit
$41,606
EBITDA
$39,226
Net income
$26,706
Egnyte
Diligence / Financial model
Confidential · CIM
Financial overview
2024A revenue
$40.1M
Growth
42%
Outlook
CFO → Deal team
Message + attachments
FY2024 EBITDA adjustments
One-time legal
+$0.6M
Owner comp
+$0.3M
DealCloud
Atlas / Quarterly review
Portfolio company · Q2 2026
Atlas — quarterly
Net retention
118%
ARR
$40.1M
Growth
3.2×
Relationship
14 yrs
CRM
Companies · people · relationship activity
DealCloud
Salesforce
Affinity
Firm files
CIMs · models · diligence materials
SharePoint
Egnyte
Email + calendar
Threads · meetings · files
Outlook
Reconciled EBITDA · GAAP
$39.2M
3 discovered values retained
Net retention
118%
Quarterly review
Revenue · $M
Operating profile
Gross margin
61%
EBITDA margin
22%
Recurring revenue
42%
Canonical company record
Halden Industries
Resolved
One firm record across CRM systems
Relationship history
14 years
Activity + contacts
Latest firm evidence
Q2 operating review
Every claim links back to its source
Latest interaction
Management call
Aug 12 · notes attached
Firm files
CRM
Companies · people · relationship activity
Reconciled EBITDA · GAAP
$39.2M
3 discovered values retained
Net retention
118%
Quarterly review
Canonical company record
Halden Industries
Resolved
One firm record across CRM systems
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