Follow-ups
49 pending across all deals — re-checks, external events, milestones, and decisions.
Overdue
4
Today
2
Next 7 days
21
+ New follow-up
Kind:
Overdue
Oct
07
2d ago
📄 Doc due
🚀 Lumen Robotics — Series A
active
Audited financials still outstanding from the auditor
Oct
07
2d ago
📄 Doc due
🏢 Maple Court Apartments
active
Third-party reports still outstanding
Oct
07
2d ago
📄 Doc due
🏭 Sunbelt Logistics Center
active
Third-party reports still outstanding
Oct
07
2d ago
📄 Doc due
💼 Riverstone Precision — Buyout
active
Final QoE report still outstanding from the accounting firm
Today
This week
Oct
11
in 2d
📄 Doc due
💵 Bridgewater Bridge Loan
active
Wire instructions confirmed
Oct
12
in 3d
🚩 Milestone
💼 Clearwater Dental Partners — Growth
active
Final terms to counsel
Oct
13
in 4d
🚩 Milestone
🚀 Lumen Robotics — Series A
active
Reference calls complete
Oct
13
in 4d
🚩 Milestone
🏢 Maple Court Apartments
active
Reference calls complete
Oct
13
in 4d
🚩 Milestone
🏭 Sunbelt Logistics Center
active
Reference calls complete
Oct
13
in 4d
🚩 Milestone
💼 Riverstone Precision — Buyout
active
Reference calls complete
Oct
13
in 4d
📰 Event
💵 Bridgewater Bridge Loan
active
Target closing date
Oct
14
in 5d
⚖️ Decide
🚀 Ferrocell Energy — Series B
active
IC vote
Oct
14
in 5d
⚖️ Decide
🏭 Harborline Cold Storage
active
IC vote
Oct
14
in 5d
📄 Doc due
💵 Granite Mezz — Hotel Refi
active
Sponsor to deliver the rent roll by tenant
Oct
14
in 5d
⚖️ Decide
🏛️ Beacon Credit Opportunities III
active
IC vote
Oct
14
in 5d
📄 Doc due
🏛️ Atlas Macro Partners
active
Sponsor to deliver the rent roll by tenant
Oct
15
in 6d
🚩 Milestone
🏢 Riverbend Commons
active
Underwrite ready for review
Oct
15
in 6d
🚩 Milestone
🏭 Northgate Distribution Park
active
Underwrite ready for review
Oct
15
in 6d
🚩 Milestone
🏬 Linden Medical Office
active
Underwrite ready for review
Oct
16
in 7d
⚖️ Decide
🚀 Harbor Identity — Series B
active
Decide whether this goes to underwriting
Oct
16
in 7d
⚖️ Decide
🏢 The Lofts at Mill Street
active
Decide whether this goes to underwriting
Oct
16
in 7d
⚖️ Decide
🏬 Market Street Retail Center
active
Decide whether this goes to underwriting
Oct
16
in 7d
📄 Doc due
💼 Clearwater Dental Partners — Growth
active
Counsel to turn the agreement
Oct
16
in 7d
⚖️ Decide
💼 Summit Packaging — Recap
active
Decide whether this goes to underwriting
Oct
16
in 7d
⚖️ Decide
🏛️ Greenline Infrastructure Fund II
active
Decide whether this goes to underwriting
Next 30 days
Oct
18
in 9d
📰 Event
🚀 Ferrocell Energy — Series B
active
Round / offer expires
Oct
18
in 9d
📰 Event
🏭 Harborline Cold Storage
active
Round / offer expires
Oct
18
in 9d
📰 Event
🏛️ Beacon Credit Opportunities III
active
Round / offer expires
Oct
21
in 12d
⚖️ Decide
💵 Granite Mezz — Hotel Refi
active
Proceed or pass after first assessment
Oct
21
in 12d
⚖️ Decide
🏛️ Atlas Macro Partners
active
Proceed or pass after first assessment
Oct
23
in 14d
📰 Event
🏢 Riverbend Commons
active
Rate lock expires
Oct
23
in 14d
📰 Event
🏭 Northgate Distribution Park
active
Rate lock expires
Oct
23
in 14d
📰 Event
🏬 Linden Medical Office
active
Rate lock expires
Oct
24
in 15d
⚖️ Decide
🚀 Lumen Robotics — Series A
active
Go/no-go for IC
Oct
24
in 15d
⚖️ Decide
🏢 Maple Court Apartments
active
Go/no-go for IC
Oct
24
in 15d
⚖️ Decide
🏭 Sunbelt Logistics Center
active
Go/no-go for IC
Oct
24
in 15d
⚖️ Decide
💼 Riverstone Precision — Buyout
active
Go/no-go for IC
Nov
08
in 30d
🔁 Check-in
↻ 90d
🚀 Quill Logistics AI — Series A
invested
Quarterly check-in with the sponsor
Nov
08
in 30d
🔁 Check-in
↻ 90d
🏢 Westgate Apartments
invested
Quarterly check-in with the sponsor
Nov
08
in 30d
🔁 Check-in
↻ 90d
💼 Orchard Software — Secondary
invested
Quarterly check-in with the sponsor
Later
Nov
18
in 40d
📰 Event
💵 Lakeshore Preferred Equity
passed
Senior loan maturity — see whether the lender extends or takes the building
Nov
23
in 45d
⏰ Re-evaluate
💼 Alder Dental Labs — Carve-out
active
Re-check when the banker restarts the auction
Dec
03
in 55d
⏰ Re-evaluate
🚀 Northstar Diagnostics — Series A
active
Re-open when the FDA decision on the 510(k) lands
Jan
17
in 100d
⏰ Re-evaluate
🏛️ Meridian Secondaries IV
active
Re-evaluate a month before the March first close
Feb
06
in 120d
⏰ Re-evaluate
🚀 Tessera Health — Seed extension
passed
Re-check if they land a payer contract
Mar
28
in 170d
⏰ Re-evaluate
🏬 Peachtree Mixed-Use
passed
Re-check when the retail half is more than half pre-leased
Apr
27
in 200d
⏰ Re-evaluate
🏢 Cedar Ridge Townhomes
passed
Re-check if the seller re-prices for the roofs and the stacks
Recently completed (10)
Follow-up🚀 Lumen Robotics — Series ASend the sponsor our list of questions
1d ago
Follow-up🚀 Ferrocell Energy — Series BSend the sponsor our list of questions
1d ago
Follow-up🏢 Maple Court ApartmentsSend the sponsor our list of questions
1d ago
Follow-up🏢 Westgate ApartmentsSend the sponsor our list of questions
1d ago
Follow-up🏭 Sunbelt Logistics CenterSend the sponsor our list of questions
1d ago
Follow-up💼 Riverstone Precision — BuyoutSend the sponsor our list of questions
1d ago
Follow-up💼 Orchard Software — SecondarySend the sponsor our list of questions
1d ago
Follow-up🚀 Quill Logistics AI — Series ASend the sponsor our list of questions
3d ago
Follow-up🏭 Harborline Cold StorageSend the sponsor our list of questions
3d ago
Follow-up🏛️ Beacon Credit Opportunities IIISend the sponsor our list of questions
3d ago