PROTOTYPE - GP Onboarding Status Enhancement

Prototype Controls

Banner for context + table for detail
The GP user viewing the page is the countersigner

Acme Growth Fund III

Deal Room · 12 Members

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
Henry Thompson Evergreen Capital Signing Completed
Isabel Novak Sterling Advisory Group Revision Requested
James Mitchell Pinnacle Asset Management Completed

Onboarding Status Legend

Not StartedSent, investor hasn't opened
ViewedInvestor opened the form
In ProgressInvestor filling out form
SubmittedForm completed by investor
Signatures SentSignature requests dispatched
Signing In ProgressLP signing, awaiting completion
Awaiting CountersignatureLP signed — countersigner must act
Signing CompletedAll signatures collected
Revision RequestedGP requested changes
CompletedOnboarding 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
[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.comInvestor (LP)Pending
john@acmegrowth.comCountersignerWaiting 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.comInvestor (LP)Signing...
john@acmegrowth.comCountersignerWaiting for LP
[Veriform iframe]

Grace Liu

Jade Investment Partners
Awaiting Countersignature
[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.comInvestor (LP)Signed
john@acmegrowth.comCountersignerSigned
[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.comInvestor (LP)Signed
john@acmegrowth.comCountersignerSigned
[Veriform iframe - completed form]