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Directory

Account NameManaged ByLocationMembersEmailTags
AC
Acme Capital LLC
Sunrise Capital New York, NY3 LP
BF
Bridgewater Fund I
Sunrise Capital Greenwich, CT2 Institutional
JD
John Doe
Sunrise Capital Austin, TX1
LPHNW
HC
Horizon Capital Partners
Horizon Capital Partners San Francisco, CA5 Strategic
SV
Summit Ventures Trust
Summit Ventures Trust Chicago, IL4 LP
MT
Maple Tree Holdings
Sunrise Capital Boston, MA2
PA
Pacific Advisors Group
Pacific Advisors Group Los Angeles, CA3
LPStrategic
Directory Acme Capital LLC
AC

Acme Capital LLC

Sunrise Capital
New York, NY · Added Jan 15, 2024

Account Details

Account Name
Acme Capital LLC
Initial 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) 555-0100
SK
Sarah Kim
s.kim@acmecap.com(212) 555-0101
MJ
Michael Johnson
m.johnson@acmecap.com

Interaction History

Capital Calls4
Commitments2
Onboarding1
Invoices7

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
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

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
Tags
Strategic

Members 5

NameEmailPhone
LC
Lisa Chen
l.chen@horizoncap.com(415) 555-0400
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 · New member
m.stevens@example.com · Suggested Apr 2, 2026
Pending
DW
David Wang · Edit suggested
Phone: (415) 555-0401 → (415) 555-0999 · Suggested Apr 10, 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

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
Tags
Decision MakerLP

Associated Accounts 3

AccountManaged ByAdded
AC
Acme Capital LLC
New York, NY
Sunrise Capital Jan 15, 2024
MT
Maple Tree Holdings
Corporation · Boston, MA
Sunrise Capital Mar 22, 2025
HC
Horizon Capital Partners
San Francisco, CA
Horizon Capital Partners Apr 1, 2026

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

AccountManaged ByAdded
AC
Acme Capital LLC
New York, NY
Sunrise Capital 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

AccountManaged ByAdded
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.