Relationship 360

Portfolio-wide metrics and onboarding progress

Fund Closure Analytics

Updated 08:42 AM

Top 10 Investors by Commitment

#	Investor Name	Type	Commitment	% of Fund	Status
1	Harborview Capital Group	Institution	$20.0M	4.0%	Onboarded
2	Westfield State Teachers Pension	Pension	$15.0M	3.0%	Prospect
3	Thornton Family Trust	Family Office	$12.0M	2.4%	Onboarded
4	Caldwell Family Trust	Individual	$10.0M	2.0%	Prospect
5	Sterling Global Investments	Institution	$9.0M	1.8%	Prospect
6	Pinecrest Partners	Family Office	$8.0M	1.6%	Prospect
7	Northgate Capital Partners	Institution	$7.5M	1.5%	Prospect
8	ACME Capital	Institution	$5.0M	1.0%	Onboarded
9	Summit Ridge Capital Partners	Institution	$5.0M	1.0%	Prospect
10	Robert Harrington III	Individual	$5.0M	1.0%	Prospect

Strategic Overview

Updated 08:42 AM

Phase Tracking

Updated 08:42 AM

Intake & Submission

0 done·0 pending

Compliance (KYC/AML)

0 done·0 pending

Data Extraction & QA

0 done·0 pending

Terms & Tax Setup

0 done·0 pending

Funding & Close

0 done·0 pending

Investor Health(13)

13 investors

Name ↑	Commitment Amount	Date Onboarded	Investor Pulse	Close Date	Website
PP PENTEST PROBE RECORD Prospect	PP PENTEST PROBE RECORD	—	—	2.4 At Risk documentation	—
AC ACME Capital OnboardedInstitution	AC ACME Capital Institution	$5.0M	Aug 19, 26	2.8 At Risk documentation	—
CF Caldwell Family Trust ProspectIndividual	CF Caldwell Family Trust Individual	$10.0M	Mar 9, 26	2.4 At Risk documentation	Mar 15, 26
HC Harborview Capital Group OnboardedInstitution	HC Harborview Capital Group Institution	$20.0M	Mar 14, 26	2.8 At Risk documentation	Mar 13, 26
WS Westfield State Teachers Pension ProspectPension	WS Westfield State Teachers Pension Pension	$15.0M	Mar 4, 26	2.4 At Risk documentation	Mar 17, 26
SR Summit Ridge Capital Partners ProspectInstitution	SR Summit Ridge Capital Partners Institution	$5.0M	Mar 8, 26	2.4 At Risk documentation	Mar 20, 26
RH Robert Harrington III ProspectIndividual	RH Robert Harrington III Individual	$5.0M	Mar 6, 26	2.4 At Risk documentation	Mar 18, 26
TF Thornton Family Trust OnboardedFamily Office	TF Thornton Family Trust Family Office	$12.0M	Mar 13, 26	2.8 At Risk documentation	Mar 21, 26
NC Northgate Capital Partners ProspectInstitution	NC Northgate Capital Partners Institution	$7.5M	Mar 7, 26	2.4 At Risk documentation	Mar 19, 26
PP Pinecrest Partners ProspectFamily Office	PP Pinecrest Partners Family Office	$8.0M	Mar 11, 26	2.4 At Risk documentation	Mar 13, 26
SG Sterling Global Investments ProspectInstitution	SG Sterling Global Investments Institution	$9.0M	Feb 28, 26	2.4 At Risk documentation	Mar 22, 26
DT David Thornton ProspectIndividual	DT David Thornton Individual	$0.0M	Mar 13, 26	2.4 At Risk documentation	—
Summit Ridge Capital Partners ActiveInstitution	Summit Ridge Capital Partners Institution	$5.0M	Mar 8, 26	3 Good documentation	Mar 20, 26