Admin Directory / Sunrise Capital, LLC

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Organization Information

Organization ID

org_3f9a2c8d1b

Organization Name

Sunrise Capital, LLC

Legal Name

Sunrise Capital

Organization Type

Investor

Tax ID

**-***4570

Settlement Bank Assignment

Soma Bank of America

Business Type

Limited Liability Company

Salesforce Account Id

001A0000012345X

Hubspot Account Id

12345678 12345678

Addresses

Headquarters

234 Any Road
Suite 400
Raleigh, NC 27601
United States

Mailing

PO Box 1144
Raleigh, NC 27602
United States

Contact Information

Phone

612-555-1234

admin@sunrisecapital.com

Website

www.sunrisecapitallc.com

Verification & Status

Verified

Yes

Active

Yes

Date Joined

Mar 14, 2024

Wallet Balance

Pending Balance

$1,405.14

Usable Balance

$2,840.00

Outgoing Wire

Export Onboarding Data

Counts

Total Transaction Volume $800,590.44

Transaction Fee Percentage 1.25%

Invoices Sent 12

Invoices Received 7

Disputes 0

Pending Payments 0

Scheduled Payments 2

Messages 14

Projects 3

Organization Users 4

ID	Name	Phone	Email	Roles	Suppress Email
usr_abc123…	Tom Brennan	N/A	tom@gmail.com	Admin	Off
usr_def456…	Zach Kushel	612-555-2034	zach@gmail.com	Admin 2 Roles	Off
usr_ghi789…	Mike Hart	N/A	mike@gmail.com	Admin	On
usr_jkl012…	Charlie Rose	N/A	charlie@gmail.com	Editor	Off

Contacts 62

Contact	Location	Email	Contact ID	Linked To

Showing 62 contacts

Bank Accounts 1

Bank Name	Nick Name	Account #	Routing #	Status	Debit Status	Type
Bank of America	Soma BoA		****6789	Confirmed	Enabled	Checking

Transactions

Pending

Type	Amount	Created	Source	Destination	Status	Expected	Settled	Balance
Wire In	$210,520.00	Jan 14, 2025	AFSPaymentOrg	Sunrise Capital	Pending	Jan 16, 2025	—	$1,405.14

Completed

Type	Amount	Created	Source	Destination	Status	Expected	Settled	Balance
Wire In	$1,070.00	Nov 22, 2024	AndrewCapitalFirm	Sunrise Capital	Committed	Nov 25, 2024	Nov 25, 2024	$2,840.00
ACH In	$5,000.00	Feb 8, 2025	AnithasEnterprise1	Sunrise Capital	Started	Feb 11, 2025	Feb 11, 2025	$1,770.00
Wire Out	$13,520,000.00	Oct 6, 2024	Sunrise Capital	AmberDirect	Started	Oct 7, 2024	Oct 8, 2024	$320.00
ACH In	$1,450.44	Jan 7, 2025	AVDevPaymentone	Sunrise Capital	Paid	Jan 10, 2025	Jan 10, 2025	$1,770.44

Pending

Type	Amount	Created	Source	Destination	Status	Expected	Settled	Balance
No pending bank transactions.

Completed

Type	Amount	Created	Source	Destination	Status	Expected	Settled	Balance
No completed bank transactions.

Onboarding Requests

ID	Recipient	Status	Created
obr_a14b…	Eagle Village Partners	Pending	May 16, 2024
obr_b27c…	Mountain Oak Capital	Pending	Mar 18, 2024
obr_d49e…	Lion Technologies	Approved	Oct 24, 2024

ID	Sender	Status	Received
obr_e50f…	Helm Markets	Pending	Nov 12, 2024
obr_f61g…	Eagle Village Partners	Approved	Jan 8, 2025

ID	Counterparty	Status	Closed Date
obr_c38d…	Brad K	Cancelled	Feb 1, 2025

Capital Calls

Recipient	Date Sent	Total Amount	Balance Due	Due Date	Status
Eagle Village Partners	Apr 12, 2025	$25,000.00	$25,000.00	Apr 30, 2025	Sent
Mountain Oak Capital	Mar 28, 2025	$50,000.00	$0.00	Apr 15, 2025	Fully Paid
Lion Technologies	Feb 10, 2025	$100,000.00	$50,000.00	Mar 1, 2025	Partially Paid

Sender	Date Received	Total Amount	Balance Due	Due Date	Status
Helm Markets	Apr 1, 2025	$2,500,000.00	$1,500,000.00	Apr 30, 2025	Partially Paid
Eagle Village Partners	Mar 15, 2025	$1,000,000.00	$0.00	Apr 1, 2025	Fully Paid

Counterparty	Total Amount	Status	Closed Date
AndrewCapitalFirm	$1,070.00	Cancelled	Jan 22, 2025

Deals 6

Click a deal to view as the org's role in that deal

Deal Name	Your Role	Industry	Target Date	Target Amount
Sunrise Fund III	GP	Private Equity	Jun 30, 2025	$50,000,000
Sunrise Real Estate Co-Invest	GP	Real Estate	Sep 15, 2025	$12,500,000
Helm Co-Invest 2025	LP	Venture	Mar 31, 2026	$25,000,000
Eagle Village Fund II	LP	Real Estate	Dec 31, 2025	$40,000,000
Mountain Oak Growth I	LP	Private Equity	Aug 1, 2025	$80,000,000
Sunrise Continuation Vehicle	GP	Private Equity	Nov 30, 2025	$30,000,000

Showing 6 deals · Click any row to view as the org's role

ID	Recipient	Status	Created
obr_a14b…	Eagle Village Partners	Pending	May 16, 2024
obr_b27c…	Mountain Oak Capital	Pending	Mar 18, 2024
obr_d49e…	Lion Technologies	Approved	Oct 24, 2024

ID	Sender	Status	Received
obr_e50f…	Helm Markets	Pending	Nov 12, 2024
obr_f61g…	Eagle Village Partners	Approved	Jan 8, 2025

ID	Counterparty	Status	Closed Date
obr_c38d…	Brad K	Cancelled	Feb 1, 2025

Recipient	Date Sent	Total Amount	Balance Due	Due Date	Status
Eagle Village Partners	Apr 12, 2025	$25,000.00	$25,000.00	Apr 30, 2025	Sent
Mountain Oak Capital	Mar 28, 2025	$50,000.00	$0.00	Apr 15, 2025	Fully Paid
Lion Technologies	Feb 10, 2025	$100,000.00	$50,000.00	Mar 1, 2025	Partially Paid

Sender	Date Received	Total Amount	Balance Due	Due Date	Status
Helm Markets	Apr 1, 2025	$2,500,000.00	$1,500,000.00	Apr 30, 2025	Partially Paid
Eagle Village Partners	Mar 15, 2025	$1,000,000.00	$0.00	Apr 1, 2025	Fully Paid

Counterparty	Total Amount	Status	Closed Date
AndrewCapitalFirm	$1,070.00	Cancelled	Jan 22, 2025

Commitment requests Sunrise sent to LPs in deals it sponsors.

Recipient	Deal	Min Investment	Soft Commit	Final Amount	Ownership %	Status
Eagle Village Partners	Sunrise Fund III	$1,000,000	$10,000,000	$10,000,000	20.0%	Confirmed
Mountain Oak Capital	Sunrise Fund III	$1,000,000	$15,000,000	$15,000,000	30.0%	Pending

Commitment requests received by Sunrise from deals it invests in as an LP.

Deal	Sponsor	Min Investment	My Soft Commit	My Final Amount	Status
Helm Co-Invest 2025	Helm Markets	$500,000	$2,500,000	$2,500,000	Confirmed
Eagle Village Fund II	Eagle Village Partners	$1,000,000	$5,000,000	—	Pending
Mountain Oak Growth I	Mountain Oak Capital	$2,500,000	$5,000,000	—	Requested

Counterparty	Deal	Final Amount	Status	Closed Date
Brad K	Sunrise Real Estate Co-Invest	—	Cancelled	Mar 4, 2025

Document	Signer	Sent Date	Status
Sunrise Fund III - NDA	Eagle Village Partners	Mar 14, 2025	Signed
Sunrise Fund III - Subscription	Mountain Oak Capital	Apr 1, 2025	Pending

Document	Sender	Received	Status
Helm Co-Invest 2025 - NDA	Helm Markets	Feb 18, 2025	Signed
Eagle Village Fund II - Subscription	Eagle Village Partners	Mar 22, 2025	Pending
Mountain Oak - W-9	Mountain Oak Capital	Apr 6, 2025	Pending

Document	Counterparty	Status	Closed Date
Sunrise Real Estate - Side Letter (Draft)	Brad K	Cancelled	Feb 28, 2025

Outgoing payments — wires and ACH transfers Sunrise has issued.

Recipient	Amount	Method	Date	Status
Helm Markets	$1,000,000.00	Wire	Apr 5, 2025	Completed
Eagle Village Partners	$500,000.00	ACH	Apr 10, 2025	In Process

Incoming payments — wires and ACH from LPs to Sunrise's vault.

Sender	Amount	Method	Date	Status
Eagle Village Partners	$10,000,000.00	Wire	Apr 8, 2025	Completed
Mountain Oak Capital	$5,000,000.00	Wire	Apr 11, 2025	In Process
Lion Technologies	$50,000.00	ACH	Apr 12, 2025	Scheduled

Counterparty	Amount	Status	Closed Date
Brad K	$25,000.00	Failed	Feb 14, 2025

AR — Invoices Sunrise issued to its members.

Invoice #	Recipient	Amount	Due Date	Status
INV-2025-0042	Eagle Village Partners	$12,500.00	Apr 30, 2025	Paid
INV-2025-0043	Mountain Oak Capital	$25,000.00	May 15, 2025	Sent

AP — Invoices received by Sunrise from vendors and sponsors.

Invoice #	Sender	Amount	Due Date	Status
HM-INV-1018	Helm Markets	$8,500.00	Apr 25, 2025	Sent
EVP-INV-022	Eagle Village Partners	$3,200.00	Apr 5, 2025	Overdue

Invoice #	Counterparty	Amount	Status	Closed Date
INV-2025-0021	Brad K	$1,500.00	Voided	Feb 8, 2025

Rooms 2

ID	Room Name	Owner	Role	Active
rm_p7q4…	Sunrise Fund III Deal Room	Sunrise Capital, LLC	Owner	Yes
rm_r8s5…	Helm Co-Invest 2025	Helm Markets	Investor	Yes

Back / Sunrise Capital / Deals / Deal Name

Deal Name

Industry GP

Target Date: —
Target Amount: —
Min Investment: —
Max Investment: —

About this deal

A diversified portfolio of mid-market private equity investments targeting durable cash flows and structural value creation. Sunrise Capital sources opportunities through its proprietary network and partners with operating teams to scale.

Target IRR of 18–22% net of fees. Hold period: 5–7 years. Co-investment rights available to qualified LPs.

Documents below detail strategy, terms, and risk factors. Reach out via Messages with any questions.

Documents

📄 Sunrise Fund III - PPM.pdf
📄 Subscription Agreement.pdf
📄 Investment Memo Q1 2025.pdf

Media

Hero image / video placeholder

Quick Stats

Members4

Total Committed$32,500,000

% to Target65%

Capital Calls Issued2

Members 4

Name	Organization	Last Active	NDA Status	Onboarding
Eagle Village Partners	Eagle Village	2 days ago	Signed	Complete
Mountain Oak Capital	Mountain Oak	5 hrs ago	Signed	Pending
Lion Technologies	Lion Tech	1 week ago	Pending	Complete
Helm Markets	Helm	3 days ago	Signed	Complete

Prospective Members 2

Name	Email	Invited	Status
Brad K	brad@example.com	Apr 2, 2025	Pending
Family Office Group	contact@fog.com	Apr 5, 2025	Pending

Commitments

Name	Organization	Soft Min	Soft Commit	Final Commitment	Capital Call Status
Total (4 members)		$2,500,000	$28,500,000	$32,500,000
Eagle Village Partners	Eagle Village	$1,000,000	$10,000,000	$10,000,000	Funded
Mountain Oak Capital	Mountain Oak	$1,000,000	$15,000,000	$15,000,000	Pending
Lion Technologies	Lion Tech	$500,000	$3,500,000	$5,000,000	—
Helm Markets	Helm	—	—	$2,500,000	Funded

Onboarding Requests

Name	Organization	KYC	Suitability	Accreditation
Eagle Village Partners	Eagle Village	Complete	Complete	Complete
Mountain Oak Capital	Mountain Oak	Complete	Pending	Pending
Lion Technologies	Lion Tech	Complete	Complete	Complete

NDA Tracking

Member	Organization	NDA Status	Signed Date
Tom Brennan	Eagle Village	Signed	Mar 14, 2025
Sarah Chen	Mountain Oak	Signed	Mar 18, 2025
Mike Hart	Lion Tech	Pending	—

About this deal

A diversified portfolio of mid-market private equity investments targeting durable cash flows and structural value creation. Sponsored by an experienced operating-led GP with a strong track record.

Target IRR of 18–22% net of fees. Hold period: 5–7 years.

Documents below detail strategy, terms, and risk factors. Reach out via Messages with any questions for the sponsor.

Documents

📄 Sunrise Fund III - PPM.pdf
📄 Subscription Agreement.pdf
📄 Investment Memo Q1 2025.pdf

My Commitment

Final Investment

$2,500,000

Capital Called

$1,000,000 of $2,500,000 (40%)

Sponsor

5-star rating · 12 deals managed

Organization Information

Contact Information

Verification & Status

Wallet Balance

Outgoing Wire

Export Onboarding Data

Counts

Organization Users 4

Contacts 62

Bank Accounts 1

Transactions

Onboarding Requests

Capital Calls

Deals 6

Rooms 2

Active Subscription

Custom Branding

Organization Merge

Deal Name

About this deal

Documents

Media

Quick Stats

Members 4

Prospective Members 2

Commitments

Recent Activity

Onboarding Requests

NDA Tracking

Q1 2025 Update

Capital Call #2 Issued

Data Room

About this deal

Documents

My Commitment

Sponsor

Onboarding Status

NDA

Q1 2025 Update

Capital Call #2 Issued

Data Room

Messages with sponsor