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04
Capital formation
Capital markets director
Can we close the equity gap with qualified, documented commitments?
LP Pipeline
Coral Ridge raise · $6.60M LP equity · commit funnelSample raise CRM · your build syncs stages + funded amounts from your real CRM and bank feeds
Owner
| LP / Entity | Stage | Funded | IRR (tier) | Owner | |
|---|---|---|---|---|---|
Marcus Reed | Funded | $600,000 | $600,000 | 15.8% | Daniel Brooks |
David Anderson | Funded | $200,000 | $200,000 | 15.8% | Daniel Brooks |
Meridian Family Office | Committed | $2,000,000 | $1,700,000 | 15.8% | Lucas E. |
Sarah Chen | Committed | $1,000,000 | $900,000 | 15.8% | Priya Nair |
Harborline Family Office | Committed | $500,000 | $250,000 | 15.8% | Lucas E. |
Northfield RIA Pooled | Committed | $320,000 | — | 15.8% | Priya Nair |
Westbrook RIA Pooled | Soft-circle | $750,000 | — | 15.8% | Lucas E. |
Patricia Wong | Soft-circle | $350,000 | — | 15.8% | Priya Nair |
Granite Wealth RIA | Sourced | $500,000 | — | 15.8% | Lucas E. |
Jennifer Esposito | Sourced | $300,000 | — | 15.8% | Priya Nair |
Robert Delgado | Sourced | $250,000 | — | 15.8% | Daniel Brooks |
This produces: a live raise tracker, an LP funnel, and defensible soft-circle math.
Sample output on representative data — your build goes deeper.