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
Horizon Capital Partners
San Francisco, CA · Claimed Mar 8, 2025
Account Details
Account Name
Horizon Capital Partners
Initial Email
admin@horizoncap.com
Phone
(415) 555-0400
Address
100 Market Street, Suite 800 San Francisco, CA 94105, US
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
Account
Managed By
Added
HC
Horizon Capital Partners
San Francisco, CA
Horizon Capital Partners
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.
Manage Roles — James Smith
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AC
Acme Capital LLC Sunrise Capital
MT
Maple Tree Holdings Sunrise Capital
Import Accounts
Bulk import accounts with their initial contacts from a CSV file
1
Download the template
Start with our CSV template that includes all required and optional columns.
2
Fill in the columns
One row per account + initial contact pairing. To add multiple contacts to the same account, repeat the account columns on additional rows.
Column
Required
Format / Example
account_name
Required
Text — e.g., "Acme Capital LLC" or "John Smith Trust"
external_id
Optional
Your external reference ID — must be unique
contact_email
Required
Valid email — e.g., j.smith@acme.com
contact_first_name
Optional
Text
contact_last_name
Optional
Text
contact_phone
Optional
E.g., (212) 555-0100 or +1-212-555-0100
address_line_1
Optional
Street address
address_line_2
Optional
Suite, apt, unit
city
Optional
Text
state_province
Optional
Two-letter code (US) or full name
postal_code
Optional
E.g., 10118 or A1B 2C3
country
Optional
Two-letter code — e.g., US, CA, GB
tags
Optional
Pipe-separated — e.g., LP|HNW|Strategic
notes
Optional
Free text
3
Upload your file
Drop your CSV file here
or
Max file size: 10MB · Format: .csv
Import Contacts
Bulk import contacts and link them to existing accounts
Every contact must link to an existing account. Use the account's external_id or account_name. Contacts destined for claimed accounts will be sent as suggestions.
1
Download the template
Start with our CSV template that includes all required and optional columns.
2
Fill in the columns
One row per contact. To link the same contact to multiple accounts, use the same email across multiple rows with different account references.
Column
Required
Format / Example
email
Required
Valid email — uniquely identifies the contact
account_reference
Required
Account's external_id OR exact account_name
first_name
Optional
Text
last_name
Optional
Text
phone
Optional
E.g., (212) 555-0100 or +1-212-555-0100
social_media_link
Optional
Full URL — e.g., https://linkedin.com/in/jsmith
tags
Optional
Pipe-separated — e.g., Decision Maker|LP
3
Upload your file
Drop your CSV file here
or
Max file size: 10MB · Format: .csv
Add Member
Add a new contact to Acme Capital LLC
Or fill in the details below to create a new contact
Associate to Account
Link this contact to an existing account in your directory
Create Account
Create a new account and automatically associate this contact
JS
James Smith will be added as the initial contact
j.smith@acmecap.com
Enter the account name (e.g., "Acme Capital LLC", "John Smith Trust", or individual name).
Edit Contact
James Smith
This contact belongs to managed and claimed accounts
Changes will be applied immediately to your managed accounts:
Acme Capital LLC Maple Tree Holdings
Changes will be sent as a suggestion to:
Horizon Capital Partners
Decision Maker LP
Add Account
Create a new account in your directory
Enter the account name (e.g., "Acme Capital LLC", "John Smith Trust", or individual name).
Initial Contact
Required
Every account must have at least one contact. You can add more later.
Suggest Edit
Propose changes to this member — Horizon Capital Partners will review and approve
Edit the fields below with your proposed changes. Only modified fields will be flagged for review. The admin can approve or decline each change.
Suggest Member
Suggest a new member to Horizon Capital Partners
This suggestion will be sent to the Horizon Capital Partners admin for review. They will decide whether to approve the user and assign their role.
Create Contact
A contact must belong to at least one account
Link this contact to an existing account or create a new one
Approve Suggestion
Set permissions for this user
Choose what permissions this user will have in your organization. You can change these later from the user's detail page.
Decline Suggestion
The suggesting GP will be notified of your decision
Sunrise Capital will be notified that this suggestion was declined. They will not be able to directly add members to your organization.