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Account NameStatusLocationMembersPrimary EmailTags
AC
Acme Capital LLC
LLC
 Managed New York, NY3j.smith@acmecap.com LP
BF
Bridgewater Fund I
Fund
 Managed Greenwich, CT2info@bridgewater.com Institutional
JD
John Doe
Individual
 Managed Austin, TX1john.doe@email.com
LPHNW
HC
Horizon Capital Partners
LLC
 Claimed San Francisco, CA5admin@horizoncap.com Strategic
SV
Summit Ventures Trust
Trust
 Claimed Chicago, IL4ops@summitventures.io LP
MT
Maple Tree Holdings
Corporation
 Managed Boston, MA2contact@mapletree.com
PA
Pacific Advisors Group
LLC
 Claimed Los Angeles, CA3info@pacificadvisors.com
LPStrategic
Directory Acme Capital LLC
AC

Acme Capital LLC

Managed
LLC · New York, NY · Added Jan 15, 2024

Account Details

Account Name
Acme Capital LLC
Primary Email
j.smith@acmecap.com
Phone
(212) 555-0100
Address
350 5th Avenue, Suite 3200
New York, NY 10118, US
External ID
AC-2024-001
Tags
LP
Notes
Key LP investor since 2022. Prefers quarterly updates via email.

Members 3

NameEmailPhoneRole
JS
James Smith
j.smith@acmecap.com(212) 555-0100Primary
SK
Sarah Kim
s.kim@acmecap.com(212) 555-0101
MJ
Michael Johnson
m.johnson@acmecap.com

Interaction History

Capital Calls4
Commitments2
Onboarding1
Invoices7
View all interactions →

Audit Log

Michael Johnson added as member
by Auria Fuentes · Mar 28, 2025
Primary email changed
j.smith@acme.com → j.smith@acmecap.com
by Jon · Feb 12, 2025
Address updated
by Auria Fuentes · Jan 30, 2025
Sarah Kim added as member
by CSV import · Jan 15, 2024
Account created
by Auria Fuentes · Jan 15, 2024
View full log →
Directory Horizon Capital Partners

This account has activated their Verivend organization

Horizon Capital Partners manages their own organization and members. You can view their information but cannot make changes directly. You can suggest new members which they can approve or decline.

HC

Horizon Capital Partners

Claimed
LLC · San Francisco, CA · Claimed Mar 8, 2025

Account Details

Account Name
Horizon Capital Partners
Primary Email
admin@horizoncap.com
Phone
(415) 555-0400
Address
100 Market Street, Suite 800
San Francisco, CA 94105, US
Tags
Strategic

Members 5

NameEmailPhoneRole
LC
Lisa Chen
l.chen@horizoncap.com(415) 555-0400Primary
DW
David Wang
d.wang@horizoncap.com(415) 555-0401
ER
Emily Rodriguez
e.rodriguez@horizoncap.com(415) 555-0402
TN
Thomas Nguyen
t.nguyen@horizoncap.com
RK
Rachel Kumar
r.kumar@horizoncap.com

Pending Suggestions

Awaiting approval
MS
Mark Stevens
m.stevens@example.com · Suggested Apr 2, 2026
Pending

Financial Snapshot

Total Committed$2,450,000
Capital Called$1,800,000
Outstanding$650,000
Available Balance$142,500
Pending Payments 2 clearing
Last Transaction Apr 1, 2026

Interaction History

Capital Calls8
Commitments3
Onboarding1
Invoices12
View all interactions →

How Suggest Member works

1
You suggest a member by providing their name and email
2
Horizon Capital receives a notification with your suggestion
3
Their admin approves or declines the suggested member
4
You'll be notified of their decision
Directory Contacts James Smith
JS

James Smith

j.smith@acmecap.com · (212) 555-0100

Contact Details

Full Name
James Smith
Email
j.smith@acmecap.com
Phone
(212) 555-0100
Social Media
linkedin.com/in/jamessmith
Tags
Decision MakerLP

Associated Accounts 2

AccountStatusRolesAdded
AC
Acme Capital LLC
LLC · New York, NY
 Managed
Primary Admin C-Level Bank Access
Jan 15, 2024
MT
Maple Tree Holdings
Corporation · Boston, MA
 Managed
Admin
Mar 22, 2025
This contact has roles in 2 accounts

Quick Actions

Activity

Added to Maple Tree Holdings
Mar 22, 2025
Phone number updated
Feb 10, 2025
Added to Acme Capital LLC
Jan 15, 2024
Contact created
Jan 15, 2024
Directory Contacts Sarah Kim
SK

Sarah Kim

s.kim@acmecap.com · (212) 555-0101

Contact Details

Full Name
Sarah Kim
Email
s.kim@acmecap.com
Phone
(212) 555-0101

Associated Accounts 1

AccountTypeStatusRole in AccountAdded
AC
Acme Capital LLC
New York, NY
 LLC Managed Jan 15, 2024

Quick Actions

Directory Contacts Lisa Chen

This contact belongs to a claimed account

Lisa Chen is managed by Horizon Capital Partners. Their organization controls this contact's details.

LC

Lisa Chen

l.chen@horizoncap.com · (415) 555-0400

Contact Details

Full Name
Lisa Chen
Email
l.chen@horizoncap.com
Phone
(415) 555-0400
Title
Managing Partner

Associated Accounts 1

AccountTypeStatusRole in AccountAdded
HC
Horizon Capital Partners
San Francisco, CA
 LLC Claimed Primary Mar 8, 2025

Account Info

This contact is managed by their organization. To make changes, the Horizon Capital Partners admin must update their member details.