Home / Our Approach / Track
04 — Track
Every search Evercap runs is backed by a live record of activity, targets, criteria, and company profiles. You can always see exactly what we've done, what we've found, and what's next.
01 Performance dashboards
We track every key metric of your search to ensure that you're getting the required performance.
| Metric | Total | Jun 9 – Jun 22 |
|---|---|---|
| Total Companies Reached Out To | 470 | 10 |
| Response Type | Total | Jun 9 – Jun 22 |
|---|---|---|
| Total Responded | 200 | 5 |
| Responded Positively | 130 | 4 |
| No Response (in cadence / periodic follow-up) | 270 | — |
| Metric | Total | Jun 9 – Jun 22 |
|---|---|---|
| Total Client Meetings | 43 | 1 |
| NDA Signed | 28 | 2 |
| DD Info Received | 21 | 2 |
| Activity Type | Total | Jun 9 – Jun 22 |
|---|---|---|
| Total Activities | 5,671 | 316 |
| Call | 1,409 | 80 |
| Letters | 413 | 10 |
| Email Sent to Contact | 2,138 | 86 |
| Other (LinkedIn / SMS / follow-up tasks / meetings) | 1,711 | 140 |
Illustrative report with an anonymized client. Delivered on a regular cadence and updated continuously between reports.
Bi-weekly report
Reported biweekly · Jun 9 – Jun 22, 2026| Company | Stage | Revenue | EBITDA | Responded | Next step | NDA / DD |
|---|---|---|---|---|---|---|
| Harbor Line FreightCharlotte, NC | DD Info Received | $58MM | $9.4MM | Jun 11 | Management call scheduled Jun 26 | NDADD |
| Cardinal Cold ChainColumbus, OH | NDA Signed | $34MM | $6.1MM | Jun 13 | Send diligence request list | NDADD |
| Sable Logistics GroupKansas City, MO | Client Call Conducted | $47MM | $7.8MM | Jun 16 | Circulate NDA for signature | NDADD |
| Meridian Parcel SystemsSalt Lake City, UT | NDA or DD Requested | $22MM | $3.6MM | Jun 18 | Owner intro call Jun 24 | NDADD |
| Ironwood Freight & LogisticsEdwardsville, IL | Scheduling Evercap Call | $42MM | $7.2MM | Jun 20 | Awaiting availability for intro call | NDADD |
Each biweekly report flags every new response and updates the status of all live opportunities — stage, financials, next step, and NDA / diligence progress. Fictional companies shown for illustration.
The biweekly review
On a biweekly cadence we walk through each opportunity together; deal stages, financials, next steps, and NDA / diligence progress. We flag every new response so no deal slips through the cracks between reports.
02 Target List & Backlog Management
We keep a living register of every target we've found for your search. They are tiered by fit, including the opportunities you've passed on, and the ones you're conflicted with. We forecast when your backlog will run out, so you're never waiting on us for the next list of leads to reach out to.
We track how fast your team works through leads and refresh the list before it runs out. A new build is always scheduled well ahead of the refresh point.
03 Client Criteria
Your criteria evolve, so we keep a living document that evolves with them. Every list build is logged with what we found. We keep example companies on file, and capture notes from every call and email where criteria come up, so nothing gets lost in translation.
Team open to sub-$10M revenue if EBITDA margin exceeds 20%. Raised floor on recurring-revenue mix.
Confirmed founder-owned preference; will consider light prior institutional capital case-by-case.
Added tech-enabled services as a priority end market after portfolio review.
04 Detailed Company Profiles
Every target we advance becomes a living company profile. The numbers, the story, and the nuance you actually need to determine interest.
Company Profile · Illustrative example
Provider of specialized freight transportation and supply-chain logistics for commercial and government clients across time-critical and regulated verticals.
Transaction rationale
Founder (age 62) is exploring retirement and has begun early conversations with a strategic acquirer. Open to a 6–12 month transition post-close, but not interested in rolling equity or a long-term partnership.
See it for your mandate