Caldwynne Water Services
Monitoring — no action neededEnvironmental Services · Sacramento, CA
May 28 – Aug 13, 2026
last 12 weeks of telemetry
Caldwynne Water Services is 32 points below its escalation threshold — resource & capacity is the strongest theme at 40 against a threshold of 72. Nothing is currently escalated, though 2 themes are still climbing. No board direction is outstanding.
40
Highest signal
of 72 threshold
0
Open escalations
nothing open
83%
Participation
coverage sufficient
0
Board actions
none assigned
What needs attention
2 active themesResource & Capacity
18 independent participants · 7 functions
Reported by 18 independent participants across 7 functions, persistent for 6 weeks and rising.
Execution Bandwidth
14 independent participants · 7 functions
Reported by 14 independent participants across 7 functions, persistent for 5 weeks and rising.
Organizational radar
all 8 themes scored0
Escalated
1
Developing
Resource & Capacity
7
Quiet
View all eight themesHide view all eight themes
Organizational radar
Caldwynne Water Services across the eight themes
Every company is scored on the same eight themes, shaded against this program's own escalation threshold — so a quiet row means quiet, not unmeasured.
Confidence = unique reporters of a theme ÷ active participants over the rolling 4-week window. A cell turns red once it crosses its company's escalation threshold.
Board response
No board direction outstanding, and nothing open that needs one.
high growth · held since August 2022 · Sacramento, CA
Company contextHide company context
- Employees
- 430
- Signal seats
- 54
- 13% enrolled
- Revenue
- $112M
- EBITDA margin
- 17–20%
Investment thesis
Industrial water treatment and reuse, where tightening discharge limits create non-discretionary customer spend.
Known exposures
- ·Project revenue is lumpy quarter to quarter
- ·Engineering capacity constrains bid volume
Signal data is PE-exclusive. Portfolio company leadership has no visibility into submissions, themes, or confidence scores.
Beacon detects. Bearing interprets. You decide.