PROTOTYPE - GP Onboarding Status Enhancement
Details
Members
Onboarding
Commitments
Data Room
Messages
Name Organization Onboarding Status
Alice Martinez Redwood Capital Partners Not Started
Bob Chen Pacific Ventures LLC Viewed
Carol Williams Summit Equity Group In Progress
David Park Horizon Wealth Management Submitted
Elena Rodriguez Atlas Family Office Signatures Sent
Frank Okafor Keystone Holdings Signing In Progress
Grace Liu Jade Investment Partners Awaiting Countersignature !
Henry Thompson Evergreen Capital Signing Completed
Isabel Novak Sterling Advisory Group Revision Requested
James Mitchell Pinnacle Asset Management Completed

Onboarding Status Legend

Not Started Sent, investor hasn't opened
Viewed Investor opened the form
In Progress Investor filling out form
Submitted Form completed by investor
Signatures Sent Signature requests dispatched
Signing In Progress LP signing, awaiting completion
Awaiting Countersignature LP signed — GP must countersign
Signing Completed All signatures collected
Revision Requested GP requested changes
Completed Onboarding fully approved

Alice Martinez

Redwood Capital Partners
Not Started
1
Form Sent
2
Form Submitted
3
Signatures
4
Approved
Sent on Jan 15, 2026 · Views: 0

The investor has not started their onboarding form yet.

Bob Chen

Pacific Ventures LLC
Viewed
Form Sent
2
Form Submitted
3
Signatures
4
Approved
Sent on Jan 12, 2026 · Viewed on Jan 14, 2026 · Views: 2

The investor has viewed the form but has not started filling it out.

Carol Williams

Summit Equity Group
In Progress
Form Sent
2
Form Submitted
3
Signatures
4
Approved
Sent on Jan 10, 2026 · Started on Jan 13, 2026 · Last activity: Jan 14, 2026 · Views: 5

The investor is actively filling out their onboarding form.

Form preview will appear here once submitted.

David Park

Horizon Wealth Management
Submitted
Form Sent
Form Submitted
3
Signatures
4
Approved
Submitted on Jan 20, 2026 · Signature requests being prepared

Investor submitted form. Embedded Veriform preview would appear here.

[Veriform iframe]

Elena Rodriguez

Atlas Family Office
Signatures Sent
Form Sent
Form Submitted
3
Signatures
4
Approved
Signatures sent on Jan 22, 2026

Signature Status

SignerRoleStatus
elena@atlasfamilyoffice.com Investor (LP) Pending
john@acmegrowth.com Fund Manager (GP) Waiting for LP

[Veriform iframe]

Frank Okafor

Keystone Holdings
Signing In Progress
Form Sent
Form Submitted
3
Signatures
4
Approved
Signatures sent on Jan 18, 2026 · Investor signing in progress

Signature Status

SignerRoleStatus
frank@keystoneholdings.com Investor (LP) Signing...
john@acmegrowth.com Fund Manager (GP) Waiting for LP

[Veriform iframe]

Grace Liu

Jade Investment Partners
Awaiting Countersignature
Your countersignature is required Grace Liu has completed their signature. Please countersign to finalize this onboarding.
Form Sent
Form Submitted
!
Countersign
4
Approved
LP signed on Feb 8, 2026 · Awaiting your countersignature

Signature Status

SignerRoleStatus
grace@jadepartners.com Investor (LP) Signed
john@acmegrowth.com Fund Manager (GP) Action Required

[Veriform iframe - submitted form preview]

Henry Thompson

Evergreen Capital
Signing Completed
Form Sent
Form Submitted
Signatures
4
Approve
All signatures completed on Feb 5, 2026 · Ready for approval

Signature Status

SignerRoleStatus
henry@evergreencap.com Investor (LP) Signed
john@acmegrowth.com Fund Manager (GP) Signed

[Veriform iframe - completed form]

Isabel Novak

Sterling Advisory Group
Revision Requested
Form Sent
Revision Requested
3
Signatures
4
Approved
Revision requested on Feb 3, 2026 · Waiting for investor to resubmit

[Veriform iframe - form with revision notes]

James Mitchell

Pinnacle Asset Management
Completed
Form Sent
Form Submitted
Signatures
Approved
Approved on Jan 30, 2026

Signature Status

SignerRoleStatus
james@pinnacleam.com Investor (LP) Signed
john@acmegrowth.com Fund Manager (GP) Signed

[Veriform iframe - completed form]