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04

Capital formation

Capital markets director

Can we close the equity gap with qualified, documented commitments?

Capital Formation · Approved Transaction

Homewood Commons · equity raise control

IC-2026-017 approved May 29 · $6.60M LP equity target · subscription close Aug 15, 2026 · owned by Lucas E.

Operating question

Can the approved equity requirement close on time?

Capital formation starts after IC approval; underwriting inputs are read-only.

Committed

$4.62M

70% of target

Funded

$3.65M

55% of target

Remaining gap

$1.98M

Excludes soft circles

Documents complete

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Subscriptions and KYC

Commitment ledger

Governed allocations and subscription status

CRM snapshot · Jun 2, 2026 10:40 PT

Investor / entityRaise stageAllocationFundedSubscriptionOwner
Meridian Family OfficeCommitted$2.00M$1.70MExecutedLucas E.
Sarah ChenCommitted$1.00M$900KExecutedPriya Nair
Marcus ReedFunded$600K$600KExecutedDaniel Brooks
Harborline Family OfficeCommitted$500K$250KExecutedLucas E.
Northfield RIA PooledCommitted$320KCountersignaturePriya Nair
Patricia WongSoft-circle$350KPriya Nair