SYNTHETIC DEMO — FICTIONAL FAMILY · ACTIONS STAY IN THIS TAB · RESET ANY TIME

LEGACY ATLASDEMO · THE ALDEN FAMILY (FICTIONAL)

AS OF JUL 17, 2026 · MARKET CLOSE

0 DEMO ACTIONS THIS SESSION

NET WORTH

$24,054,000

$25.03M ASSETS − $980k DEBT

LIQUID NOW

$520k

$3.04M WITHIN 30 DAYS

CONCENTRATION

60.4%

MERIDIAN FABRICATION · ONE COMPANY

CONTINUITY

72%

13 OF 18 CHECKS · NEEDS ATTENTION

What changed

LAST 14 DAYS
  • JUL 16

    Halewood founder update filed

    no change

    Bridge-round discussion for Q4. Value unchanged at cost; confidence stays REPORTED until priced.

    REPORTED
  • JUL 14

    HELOC rate resets Sep 1 — 7.1% → 7.6%

    +0.5% APR

    On the $120k drawn balance that is roughly $600/yr more interest. Paydown from cash is an open decision.

    VERIFIED→ LA-5
  • JUL 11

    MFC June close posted

    margin +1.4pt

    Revenue $1.42M, EBITDA margin 18.9% vs 17.5% in May. Two aerospace POs slipped to Q3 — backlog still 11.2 weeks.

    VERIFIED
  • JUL 9

    Umbrella renewal quoted +12%

    premium +12%

    The $5M umbrella renews Aug 12. Renew as quoted or rebid — the decision is queued for Marta.

    VERIFIED→ LA-1
  • JUL 6

    June statements posted — public markets +$46k

    +$46,000

    Brokerage closed June at $2.31M. Cash steady at $520k.

    VERIFIED
  • JUL 4

    Plant appraisal crossed 22 months — flagged STALE

    679 days old

    The freshness rule flags any verified value older than 12 months. An updated appraisal is queued for Priya.

    VERIFIED→ LA-2

Needs you

FULL QUEUE →
  • LA-1NEEDS DECISION

    Umbrella renewal: accept +12% or rebid

    PAUL ALDEN · DUE AUG 5

  • LA-6AWAITING SIGNATURE

    Sign the buy-sell restatement (v3)

    DANIEL REYES · DUE AUG 8

  • LA-5NEEDS DECISION

    HELOC: pay down $120k before the Sep 1 reset?

    MARTA ALDEN · DUE AUG 22

Deadlines

  • D−14

    Q2 distribution & estimated-tax transfer

    JUL 31 · RUTH OKAFOR, CPA

  • D−26

    Umbrella liability renewal

    AUG 12 · PAUL ALDEN

  • D−46

    HELOC rate reset effective

    SEP 1 · PAUL ALDEN

  • D−60

    Q3 estimated taxes

    SEP 15 · RUTH OKAFOR, CPA

  • D−76

    Buy-sell valuation certificate refresh

    OCT 1 · DANIEL REYES

  • D−136

    Company valuation refresh

    NOV 30 · PRIYA NAIR

Recent activity

  • JUL 16

    System — Filed the Halewood founder update as evidence E13 (reported).

  • JUL 15

    Ruth Okafor — Attached the draft Q2 distribution calculation to LA-3.

  • JUL 14

    System — HELOC reset notice ingested; decision LA-5 opened for Marta.

  • JUL 11

    Priya Nair — Posted the June close (E2); LA-8 reviewed and closed by Marta.

  • JUL 9

    Paul Alden — Filed the umbrella renewal notice; decision LA-1 opened.

  • JUL 4

    System — Freshness rule flagged the plant appraisal STALE at 22 months (LA-2).