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04

Capital formation

Capital markets director

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

Coordinate closing readiness

Outreach Queue

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Coral Ridge - confirming your increase to $1.25M

To: [email protected] · From: Lucas E.

Generated from

Trigger: LP soft-circle flagged 'increase interest' + Coral Ridge raise crossed 70% subscribed

Drafted in Lucas's voice. References the $1.25M ask and the Aug 15 close. Approve before it sends.

Hi team,

Following up on Westbrook's note about sizing up to $1.25M on Coral Ridge. We're at 70% subscribed and holding the $1.25M allocation through Friday.

At $1.25M your tier IRR pencils to ~16.9% (2.18x), and I can have updated subscription docs over within the hour. Want me to send them?

Best,
Lucas

Mandatory human-in-the-loop. Nothing sends until you approve.

Audit log12-month retention
WhenActorActionTargetIP
2h agoOutreach agentdraft.generatedWestbrook RIA - increase to $1.25M10.0.4.18
3h agoOutreach agentdraft.generatedPatricia Wong - subscription docs ready10.0.4.18
yesterday 16:40Lucas E.draft.rejectedMeridian FO - exit cap sensitivity73.222.xx.xx
yesterday 09:12Lucas E.draft.approvedSarah Chen - Q1 construction update73.222.xx.xx
yesterday 09:12Outreach agentdraft.generatedSarah Chen - Q1 construction update10.0.4.18
2 days agoOutreach agentdraft.generatedQuarterly committed-LP update batch (1 draft)10.0.4.18