| 2026-10-09 17:10:00 |
system |
proposal_created
|
proposal:15 |
{'doc_type': 'Rent Roll', 'period': 'as-of 2026-09-30', 'deal': 'Maple Court Apartments'} |
✓ |
| 2026-10-09 17:10:00 |
system |
proposal_created
|
proposal:14 |
{'doc_type': 'Balance Sheet', 'period': 'Sep 2026', 'deal': 'Maple Court Apartments'} |
✓ |
| 2026-10-09 17:10:00 |
system |
proposal_created
|
proposal:13 |
{'doc_type': 'P&L', 'period': 'Sep 2026', 'deal': 'Maple Court Apartments'} |
✓ |
| 2026-10-09 15:21:00 |
system |
proposal_created
|
proposal:30 |
{'doc_type': 'Rent Roll', 'period': 'as-of 2026-09-30', 'deal': 'Riverbend Commons'} |
✓ |
| 2026-10-09 15:21:00 |
system |
proposal_created
|
proposal:29 |
{'doc_type': 'Balance Sheet', 'period': 'Sep 2026', 'deal': 'Riverbend Commons'} |
✓ |
| 2026-10-09 15:21:00 |
system |
proposal_created
|
proposal:28 |
{'doc_type': 'P&L', 'period': 'Sep 2026', 'deal': 'Riverbend Commons'} |
✓ |
| 2026-10-09 12:48:59 |
system |
dropbox_ingested
|
dropbox:1 |
{'files_new': 3, 'sp_duplicates': 2, 'errors': 0} |
✓ |
| 2026-10-09 12:47:58 |
system |
dropbox_polled
|
dropbox:1 |
{'entries_seen': 212, 'root': '/Sponsor Uploads'} |
✓ |
| 2026-10-09 09:53:00 |
system |
proposal_created
|
proposal:93 |
{'doc_type': 'Rent Roll', 'period': 'as-of 2026-09-30', 'deal': 'Clearwater Storage'} |
✓ |
| 2026-10-09 09:53:00 |
system |
proposal_created
|
proposal:92 |
{'doc_type': 'Balance Sheet', 'period': 'Sep 2026', 'deal': 'Clearwater Storage'} |
✓ |
| 2026-10-09 09:53:00 |
system |
proposal_created
|
proposal:91 |
{'doc_type': 'P&L', 'period': 'Sep 2026', 'deal': 'Clearwater Storage'} |
✓ |
| 2026-10-09 07:30:00 |
system |
dropbox_digest_sent
|
dropbox:digest |
{'to': ['toviya.slager@example.com'], 'pending': 10, 'new_since_last': 3} |
✓ |
| 2026-10-08 15:15:00 |
system |
email_ingested
|
email:88 |
{'subject': 'FW: Lakeshore Terrace — Aug 2026 financial package', 'sender': 'jordan.park@example.com'} |
✓ |
| 2026-10-08 12:48:59 |
system |
dropbox_ingested
|
dropbox:2 |
{'files_new': 7, 'sp_duplicates': 0, 'errors': 0} |
✓ |
| 2026-10-08 12:47:58 |
system |
dropbox_polled
|
dropbox:2 |
{'entries_seen': 212, 'root': '/Sponsor Uploads'} |
✓ |
| 2026-10-08 11:40:00 |
toviya |
document_emailed
|
proposal:64 |
{'to': ['morgan.hale@example.com'], 'filename': 'Lakeshore Terrace - P&L - Aug 2026.pdf', 'comment': 'The utilities line Jordan flagged — see page 1.'} |
✓ |
| 2026-10-07 13:45:00 |
toviya |
email_ignored
|
email:66 |
{'ignored': True, 'subject': 'Prairie Wind quarterly market note: industrial absorption'} |
✓ |
| 2026-10-07 12:14:00 |
system |
proposal_created
|
proposal:128 |
{'doc_type': 'Budget', 'deal': 'Maple Court Apartments', 'source': 'dropbox'} |
✓ |
| 2026-10-07 08:28:00 |
system |
email_ingested
|
email:92 |
{'subject': 'Oakline Flats — leasing report', 'sender': 'reporting@pinehurstres.example.com'} |
✓ |
| 2026-10-07 06:05:00 |
system |
email_chain_swept
|
email:sweep |
{'chains': 3, 'archived': 2} |
✓ |
| 2026-10-06 19:06:00 |
system |
deal_facts_harvested
|
deal:26 |
{'created': 1, 'adopted': 0, 'source': 'Hollow Creek Industrial Park - Offering Memorandum.pdf'} |
✓ |
| 2026-10-06 18:53:00 |
morgan |
deal_signal_added
|
deal:26 |
{'signal_type': 'subject_contains', 'value': 'Hollow Creek'} |
✓ |
| 2026-10-06 18:51:00 |
morgan |
deal_created_provisional
|
deal:26 |
{'name': 'Hollow Creek Industrial Park', 'source': 'email', 'attachment_id': 115, 'sponsor': 'Prairie Wind Industrial'} |
✓ |
| 2026-10-06 18:24:00 |
morgan |
email_recategorized
|
email:86 |
{'from': {'category': 'sponsor_update', 'action_type': 'review'}, 'to': {'category': 'uncategorized', 'action_type': 'review'}} |
✓ |
| 2026-10-06 12:00:00 |
toviya |
envelope_sent
|
envelope:4 |
{'title': 'Clearwater Storage — Covenant Waiver Acknowledgement', 'recipients': 1} |
✓ |
| 2026-10-06 09:00:00 |
toviya |
careers_posting_created
|
job_posting:4 |
{'slug': 'summer-analyst-2027', 'title': 'Summer Analyst, Private Investments (2027)'} |
✓ |
| 2026-10-06 08:56:00 |
system |
proposal_created
|
proposal:123 |
{'doc_type': 'Supporting Schedule', 'deal': 'Northwind Coffee Term Note'} |
✓ |
| 2026-10-06 07:57:00 |
system |
email_ingested
|
email:94 |
{'subject': 'Northwind Coffee Term Note — Q3 2026 interest payment and covenant report', 'sender': 'owen@northwindcoffee.example.com'} |
✓ |
| 2026-10-05 17:21:00 |
system |
proposal_created
|
proposal:125 |
{'doc_type': 'Supporting Schedule', 'deal': 'Lakeshore Terrace Mezz Loan'} |
✓ |
| 2026-10-05 16:22:00 |
system |
email_ingested
|
email:96 |
{'subject': 'Lakeshore Terrace Mezz Loan — Q3 2026 interest payment and covenant report', 'sender': 'mfeld@granitepeakcap.example.com'} |
✓ |
| 2026-10-05 15:12:00 |
toviya |
deal_edited
|
deal:5 |
{'aliases': {'from': ['Lakeshore'], 'to': ['Lakeshore', 'Lakeshore Terrace Apts']}} |
✓ |
| 2026-10-05 13:00:00 |
system |
email_archived
|
email:95 |
{'reason': 'every document filed'} |
✓ |
| 2026-10-05 12:14:00 |
system |
proposal_created
|
proposal:129 |
{'doc_type': 'Other', 'deal': 'Maple Court Apartments', 'source': 'dropbox'} |
✓ |
| 2026-10-04 17:22:00 |
system |
proposal_created
|
proposal:105 |
{'doc_type': 'Capital Call', 'deal': 'Harbor Point Fund IV'} |
✓ |
| 2026-10-04 15:51:00 |
system |
email_ingested
|
email:87 |
{'subject': 'Site visit photos', 'sender': 'morgan.hale@example.com'} |
✓ |
| 2026-10-04 09:00:00 |
toviya |
tracker_cell_edited
|
tracker:6 |
{'category': 'RR', 'period_key': 'current', 'status': 'have'} |
✓ |
| 2026-10-04 08:27:00 |
system |
proposal_created
|
proposal:126 |
{'doc_type': 'Rent Roll', 'deal': 'Crosswater Portfolio: Elm Court'} |
✓ |
| 2026-10-04 07:30:00 |
jordan |
dropbox_file_filed
|
file:drv-file-00140 |
{'deal': 'Riverbend Commons', 'path': '/Sponsor Uploads/Harbor Lane Partners/Riverbend Commons/Riverbend Commons - Aug 2026 P&L.pdf'} |
✓ |
| 2026-10-04 07:28:00 |
system |
email_ingested
|
email:97 |
{'subject': 'Elm Court — rent roll and leasing update, Sep 2026', 'sender': 'ben@crosswaterres.example.com'} |
✓ |
| 2026-10-03 21:46:00 |
casey |
workstream_pushed
|
proposal:124 |
{'workstream': 'fo:loan-covenants', 'deal': 'Summit Packaging Term Loan', 'filename': 'Summit Packaging Term Loan - Supporting Schedule - Q3 2026.pdf'} |
✓ |
| 2026-10-03 21:16:00 |
system |
proposal_filed
|
file:drv-file-00134 |
{'deal': 'Summit Packaging Term Loan'} |
✓ |
| 2026-10-03 21:12:00 |
casey |
proposal_approved
|
proposal:124 |
{'deal': 'Summit Packaging Term Loan', 'filename': 'Summit Packaging Term Loan - Supporting Schedule - Q3 2026.pdf'} |
✓ |
| 2026-10-03 14:06:00 |
system |
email_forwarded
|
email:72 |
{'to': 'accounting@example.com', 'reason': 'receipt_invoice', 'subject': 'Invoice 81037 from Lakeside Office Supply'} |
✓ |
| 2026-10-03 14:00:00 |
system |
proposal_created
|
proposal:124 |
{'doc_type': 'Supporting Schedule', 'deal': 'Summit Packaging Term Loan'} |
✓ |
| 2026-10-03 13:01:00 |
system |
email_ingested
|
email:95 |
{'subject': 'Summit Packaging Term Loan — Q3 2026 interest payment and covenant report', 'sender': 'hnguyen@summitpkg.example.com'} |
✓ |
| 2026-10-03 12:00:00 |
toviya |
envelope_sent
|
envelope:3 |
{'title': 'Sunbelt Logistics Park — Estoppel Certificate', 'recipients': 2} |
✓ |
| 2026-10-02 07:30:00 |
jordan |
dropbox_file_filed
|
file:drv-file-00141 |
{'deal': 'Riverbend Commons', 'path': '/Sponsor Uploads/Harbor Lane Partners/Riverbend Commons/Riverbend Commons - Aug 2026 Rent Roll.xlsx'} |
✓ |
| 2026-09-30 21:19:00 |
system |
proposal_filed
|
file:Summitwoods Apartments - Budget - FY2026.xlsx |
{'deal': 'Summitwoods Apartments', 'error': 'SharePoint returned 423 Locked: the destination file is checked out by another user.'} |
✗ |
| 2026-09-30 21:17:00 |
toviya |
proposal_approved
|
proposal:119 |
{'deal': 'Summitwoods Apartments'} |
✓ |
| 2026-09-30 16:20:00 |
jordan |
dropbox_dismissed_duplicates_bulk
|
attachment:bulk |
{'dismissed': 2} |
✓ |
| 2026-09-30 10:42:00 |
system |
email_ingested
|
email:90 |
{'subject': 'Summitwoods Apartments — 2026 operating budget (revised)', 'sender': 'reporting@pinehurstres.example.com'} |
✓ |
| 2026-09-29 12:14:00 |
system |
proposal_created
|
proposal:132 |
{'doc_type': 'Appraisal', 'deal': 'Lakeshore Terrace', 'source': 'dropbox'} |
✓ |
| 2026-09-28 12:13:00 |
system |
proposal_created
|
proposal:108 |
{'doc_type': 'Distribution Notice', 'deal': 'Alder Health Partners'} |
✓ |
| 2026-09-27 16:00:00 |
system |
email_ingested
|
email:91 |
{'subject': 'Oakline Flats — capital projects summary', 'sender': 'reporting@pinehurstres.example.com'} |
✓ |
| 2026-09-27 09:00:00 |
casey |
careers_posting_published
|
job_posting:3 |
{'slug': 'fund-controller', 'title': 'Controller, Funds and Properties'} |
✓ |
| 2026-09-27 09:00:00 |
morgan |
tracker_cell_edited
|
tracker:9 |
{'category': 'BS', 'period_key': 'y2025', 'status': 'na'} |
✓ |
| 2026-09-26 19:27:00 |
morgan |
proposal_rejected
|
proposal:118 |
{'reason': 'A quote, not a statement — keep it out of FINANCIAL.', 'deal': 'Maple Court Apartments'} |
✓ |
| 2026-09-26 18:48:00 |
system |
deal_facts_harvested
|
deal:27 |
{'created': 1, 'adopted': 0, 'source': 'Westfield Senior Living - Offering Memorandum.pdf'} |
✓ |
| 2026-09-26 18:35:00 |
morgan |
deal_signal_added
|
deal:27 |
{'signal_type': 'subject_contains', 'value': 'Westfield'} |
✓ |
| 2026-09-26 18:33:00 |
morgan |
deal_created_provisional
|
deal:27 |
{'name': 'Westfield Senior Living', 'source': 'email', 'attachment_id': 116, 'sponsor': 'Pinecrest Living'} |
✓ |
| 2026-09-25 13:40:00 |
system |
email_ingested
|
email:89 |
{'subject': 'Maple Court Apartments — insurance renewal quote', 'sender': 'reports@cedarridgemgmt.example.com'} |
✓ |
| 2026-09-25 12:14:00 |
system |
proposal_created
|
proposal:133 |
{'doc_type': 'Loan Agreement', 'deal': 'Summitwoods Apartments', 'source': 'dropbox'} |
✓ |
| 2026-09-22 17:18:00 |
system |
email_forwarded
|
email:73 |
{'to': 'accounting@example.com', 'reason': 'receipt_invoice', 'subject': 'Invoice 43425 from Metro Courier Services'} |
✓ |
| 2026-09-21 15:00:00 |
jordan |
email_links_retrieved
|
email:61 |
{'retrieved': True, 'links': 2} |
✓ |
| 2026-09-21 12:14:00 |
system |
proposal_created
|
proposal:134 |
{'doc_type': 'Other', 'deal': 'Sunbelt Logistics Park', 'source': 'dropbox'} |
✓ |
| 2026-09-20 12:00:00 |
system |
dmarc_alert_sent
|
dmarc:example.com |
{'to': ['toviya.slager@example.com'], 'findings': 1, 'kind': 'third_party_failures'} |
✓ |
| 2026-09-20 07:30:00 |
jordan |
dropbox_file_filed
|
file:drv-file-00147 |
{'deal': 'Alder Health Partners', 'path': '/Sponsor Uploads/Alder Health/Alder Health Partners/Alder Health - Board Deck Q2 2026.pdf'} |
✓ |
| 2026-09-20 06:21:00 |
toviya |
proposal_approved
|
proposal:122 |
{'deal': 'Clearwater Storage', 'queued_for_filing': True} |
✓ |
| 2026-09-19 14:58:00 |
system |
email_ingested
|
email:93 |
{'subject': 'Clearwater Storage — lender compliance certificate, Sep 2026', 'sender': 'rcastillo@atlasstorage.example.com'} |
✓ |
| 2026-09-18 16:20:00 |
system |
email_archived
|
email:98 |
{'reason': 'every document filed'} |
✓ |
| 2026-09-18 09:00:00 |
morgan |
flag_resolved
|
flag:8 |
{'note': "One-off; the tenant's new AP system went live in September.", 'category': 'late_payment'} |
✓ |
| 2026-09-18 03:41:00 |
morgan |
body_proposal_filed
|
email:48 |
{'deal': 'Cedar Ridge Ventures V'} |
✓ |
| 2026-09-17 23:42:00 |
system |
proposal_filed
|
file:drv-file-00104 |
{'deal': 'Cedar Ridge Ventures V'} |
✓ |
| 2026-09-17 23:38:00 |
morgan |
proposal_approved
|
proposal:104 |
{'deal': 'Cedar Ridge Ventures V', 'filename': 'Cedar Ridge Ventures V - Capital Call - Sep 2026.pdf'} |
✓ |
| 2026-09-17 16:26:00 |
system |
proposal_created
|
proposal:104 |
{'doc_type': 'Capital Call', 'deal': 'Cedar Ridge Ventures V'} |
✓ |
| 2026-09-17 16:14:00 |
jordan |
manual_classify
|
attachment:148 |
{'deal': 'Harbor Point Fund IV', 'doc_type': 'Supporting Schedule', 'period_label': 'Q2 2026', 'source': 'dropbox'} |
✓ |
| 2026-09-17 12:14:00 |
system |
proposal_created
|
proposal:136 |
{'doc_type': 'Supporting Schedule', 'deal': 'Harbor Point Fund IV', 'source': 'dropbox'} |
✓ |
| 2026-09-17 11:30:00 |
system |
email_archived
|
email:22 |
{'reason': 'every document filed'} |
✓ |
| 2026-09-17 05:24:00 |
system |
proposal_filed
|
file:drv-file-00137 |
{'deal': 'Crosswater Portfolio: Birch Row', 'filename': 'Birch Row - Rent Roll - as-of 2026-08-31.xlsx'} |
✓ |
| 2026-09-17 05:20:00 |
toviya |
proposal_approved
|
proposal:127 |
{'deal': 'Crosswater Portfolio: Birch Row', 'filename': 'Birch Row - Rent Roll - as-of 2026-08-31.xlsx'} |
✓ |
| 2026-09-16 17:20:00 |
system |
proposal_created
|
proposal:127 |
{'doc_type': 'Rent Roll', 'deal': 'Crosswater Portfolio: Birch Row'} |
✓ |
| 2026-09-16 16:21:00 |
system |
email_ingested
|
email:98 |
{'subject': 'Birch Row — rent roll as of 2026-08-31', 'sender': 'ben@crosswaterres.example.com'} |
✓ |
| 2026-09-16 11:14:00 |
jordan |
dropbox_dismissed
|
attachment:149 |
{'filename': 'Clearwater Storage - Unit Mix.xlsx', 'dismissed': True, 'path': '/Sponsor Uploads/Atlas Storage Group/Clearwater Storage/Clearwater Storage - Unit Mix.xlsx'} |
✓ |
| 2026-09-15 19:46:00 |
system |
proposal_filed
|
file:drv-file-00054 |
{'deal': 'Oakline Flats', 'filename': 'Oakline Flats - Rent Roll - as-of 2026-08-31.xlsx'} |
✓ |
| 2026-09-15 19:46:00 |
system |
proposal_filed
|
file:drv-file-00053 |
{'deal': 'Oakline Flats', 'filename': 'Oakline Flats - Balance Sheet - Aug 2026.pdf'} |
✓ |
| 2026-09-15 19:46:00 |
system |
proposal_filed
|
file:drv-file-00052 |
{'deal': 'Oakline Flats', 'filename': 'Oakline Flats - P&L - Aug 2026.pdf'} |
✓ |
| 2026-09-15 19:42:00 |
morgan |
proposal_approved
|
proposal:54 |
{'deal': 'Oakline Flats', 'path': 'Deal Documents & Financials/Active Deals/Oakline Flats/FINANCIAL/2026', 'filename': 'Oakline Flats - Rent Roll - as-of 2026-08-31.xlsx'} |
✓ |
| 2026-09-15 19:42:00 |
morgan |
proposal_approved
|
proposal:53 |
{'deal': 'Oakline Flats', 'path': 'Deal Documents & Financials/Active Deals/Oakline Flats/FINANCIAL/2026', 'filename': 'Oakline Flats - Balance Sheet - Aug 2026.pdf'} |
✓ |
| 2026-09-15 19:42:00 |
morgan |
proposal_approved
|
proposal:52 |
{'deal': 'Oakline Flats', 'path': 'Deal Documents & Financials/Active Deals/Oakline Flats/FINANCIAL/2026', 'filename': 'Oakline Flats - P&L - Aug 2026.pdf'} |
✓ |
| 2026-09-15 12:30:00 |
system |
proposal_created
|
proposal:54 |
{'doc_type': 'Rent Roll', 'period': 'as-of 2026-08-31', 'deal': 'Oakline Flats'} |
✓ |
| 2026-09-15 12:30:00 |
system |
proposal_created
|
proposal:53 |
{'doc_type': 'Balance Sheet', 'period': 'Aug 2026', 'deal': 'Oakline Flats'} |
✓ |
| 2026-09-15 12:30:00 |
system |
proposal_created
|
proposal:52 |
{'doc_type': 'P&L', 'period': 'Aug 2026', 'deal': 'Oakline Flats'} |
✓ |
| 2026-09-15 01:04:00 |
morgan |
proposal_approved
|
proposal:42 |
{'deal': 'Summitwoods Apartments', 'filename': 'Summitwoods Apartments - Rent Roll - as-of 2026-08-31.xlsx'} |
✓ |
| 2026-09-15 01:04:00 |
morgan |
proposal_approved
|
proposal:41 |
{'deal': 'Summitwoods Apartments', 'filename': 'Summitwoods Apartments - Balance Sheet - Aug 2026.pdf'} |
✓ |
| 2026-09-15 01:04:00 |
morgan |
proposal_approved
|
proposal:40 |
{'deal': 'Summitwoods Apartments', 'filename': 'Summitwoods Apartments - P&L - Aug 2026.pdf'} |
✓ |
| 2026-09-14 17:52:00 |
system |
proposal_created
|
proposal:42 |
{'doc_type': 'Rent Roll', 'period': 'as-of 2026-08-31', 'deal': 'Summitwoods Apartments'} |
✓ |
| 2026-09-14 17:52:00 |
system |
proposal_created
|
proposal:41 |
{'doc_type': 'Balance Sheet', 'period': 'Aug 2026', 'deal': 'Summitwoods Apartments'} |
✓ |
| 2026-09-14 17:52:00 |
system |
proposal_created
|
proposal:40 |
{'doc_type': 'P&L', 'period': 'Aug 2026', 'deal': 'Summitwoods Apartments'} |
✓ |
| 2026-09-13 14:00:00 |
jordan |
dropbox_marked_personal
|
attachment:150 |
{'filename': 'Team dinner 2026-09-12.pdf', 'personal': True, 'path': '/Personal/Receipts/Team dinner 2026-09-12.pdf'} |
✓ |
| 2026-09-13 09:26:00 |
system |
email_archived
|
email:11 |
{'reason': 'every document filed'} |
✓ |
| 2026-09-13 09:00:00 |
morgan |
flag_resolved
|
flag:11 |
{'note': 'Management walked us through the contract; it runs to 2028 with annual price escalators.', 'category': 'customer_concentration'} |
✓ |
| 2026-09-13 09:00:00 |
morgan |
careers_posting_published
|
job_posting:1 |
{'slug': 'investment-associate', 'title': 'Associate, Private Investments'} |
✓ |
| 2026-09-12 22:01:00 |
system |
deal_facts_harvested
|
deal:28 |
{'created': 1, 'adopted': 0, 'source': 'Granite Peak Fund III - Offering Memorandum.pdf'} |
✓ |
| 2026-09-12 21:48:00 |
morgan |
deal_signal_added
|
deal:28 |
{'signal_type': 'subject_contains', 'value': 'GP III'} |
✓ |
| 2026-09-12 21:46:00 |
morgan |
deal_created_provisional
|
deal:28 |
{'name': 'Granite Peak Fund III', 'source': 'email', 'attachment_id': 117, 'sponsor': 'Granite Peak Capital'} |
✓ |
| 2026-09-11 17:42:00 |
system |
proposal_filed
|
file:drv-file-00027 |
{'deal': 'Riverbend Commons', 'filename': 'Riverbend Commons - Rent Roll - as-of 2026-08-31.xlsx'} |
✓ |
| 2026-09-11 17:42:00 |
system |
proposal_filed
|
file:drv-file-00026 |
{'deal': 'Riverbend Commons', 'filename': 'Riverbend Commons - Balance Sheet - Aug 2026.pdf'} |
✓ |
| 2026-09-11 17:42:00 |
system |
proposal_filed
|
file:drv-file-00025 |
{'deal': 'Riverbend Commons', 'filename': 'Riverbend Commons - P&L - Aug 2026.pdf'} |
✓ |
| 2026-09-11 17:38:00 |
morgan |
proposal_approved
|
proposal:27 |
{'deal': 'Riverbend Commons', 'path': 'Deal Documents & Financials/Active Deals/Riverbend Commons/FINANCIAL/2026', 'filename': 'Riverbend Commons - Rent Roll - as-of 2026-08-31.xlsx'} |
✓ |
| 2026-09-11 17:38:00 |
morgan |
proposal_approved
|
proposal:26 |
{'deal': 'Riverbend Commons', 'path': 'Deal Documents & Financials/Active Deals/Riverbend Commons/FINANCIAL/2026', 'filename': 'Riverbend Commons - Balance Sheet - Aug 2026.pdf'} |
✓ |
| 2026-09-11 17:38:00 |
morgan |
proposal_approved
|
proposal:25 |
{'deal': 'Riverbend Commons', 'path': 'Deal Documents & Financials/Active Deals/Riverbend Commons/FINANCIAL/2026', 'filename': 'Riverbend Commons - P&L - Aug 2026.pdf'} |
✓ |
| 2026-09-11 12:14:00 |
system |
proposal_created
|
proposal:137 |
{'doc_type': 'Operating Agreement', 'deal': 'Oakline Flats', 'source': 'dropbox'} |
✓ |
| 2026-09-11 10:26:00 |
system |
proposal_created
|
proposal:27 |
{'doc_type': 'Rent Roll', 'period': 'as-of 2026-08-31', 'deal': 'Riverbend Commons'} |
✓ |
| 2026-09-11 10:26:00 |
system |
proposal_created
|
proposal:26 |
{'doc_type': 'Balance Sheet', 'period': 'Aug 2026', 'deal': 'Riverbend Commons'} |
✓ |
| 2026-09-11 10:26:00 |
system |
proposal_created
|
proposal:25 |
{'doc_type': 'P&L', 'period': 'Aug 2026', 'deal': 'Riverbend Commons'} |
✓ |
| 2026-09-09 12:14:00 |
system |
proposal_created
|
proposal:138 |
{'doc_type': 'Supporting Schedule', 'deal': 'Cedar Ridge Ventures V', 'source': 'dropbox'} |
✓ |
| 2026-09-09 10:32:00 |
system |
email_archived
|
email:34 |
{'reason': 'every document filed'} |
✓ |
| 2026-09-09 10:20:00 |
system |
proposal_created
|
proposal:66 |
{'doc_type': 'Rent Roll', 'period': 'as-of 2026-08-31', 'deal': 'Lakeshore Terrace'} |
✓ |
| 2026-09-09 10:20:00 |
system |
proposal_created
|
proposal:65 |
{'doc_type': 'Balance Sheet', 'period': 'Aug 2026', 'deal': 'Lakeshore Terrace'} |
✓ |
| 2026-09-09 10:20:00 |
system |
proposal_created
|
proposal:64 |
{'doc_type': 'P&L', 'period': 'Aug 2026', 'deal': 'Lakeshore Terrace'} |
✓ |
| 2026-09-09 09:00:00 |
morgan |
settings_updated
|
settings:auto_approve_min_deal |
{'from': 0.9, 'to': 0.95} |
✓ |
| 2026-09-08 21:46:00 |
system |
proposal_filed
|
file:drv-file-00107 |
{'deal': 'Beacon Credit Fund II'} |
✓ |
| 2026-09-08 21:42:00 |
toviya |
proposal_approved
|
proposal:107 |
{'deal': 'Beacon Credit Fund II', 'filename': 'Beacon Credit Fund II - Distribution Notice - Sep 2026.pdf'} |
✓ |
| 2026-09-08 14:30:00 |
system |
proposal_created
|
proposal:107 |
{'doc_type': 'Distribution Notice', 'deal': 'Beacon Credit Fund II'} |
✓ |
| 2026-09-08 09:39:00 |
system |
email_archived
|
email:4 |
{'reason': 'every document filed'} |
✓ |
| 2026-09-08 07:30:00 |
jordan |
dropbox_file_filed
|
file:drv-file-00153 |
{'deal': 'Beacon Credit Fund II', 'path': '/Sponsor Uploads/Beacon Capital/Beacon Credit Fund II/Beacon Credit II - Q2 2026 Report.pdf'} |
✓ |
| 2026-09-07 18:48:00 |
system |
proposal_filed
|
file:drv-file-00090 |
{'deal': 'Clearwater Storage', 'filename': 'Clearwater Storage - Rent Roll - as-of 2026-08-31.xlsx'} |
✓ |
| 2026-09-07 18:48:00 |
system |
proposal_filed
|
file:drv-file-00089 |
{'deal': 'Clearwater Storage', 'filename': 'Clearwater Storage - Balance Sheet - Aug 2026.pdf'} |
✓ |
| 2026-09-07 18:48:00 |
system |
proposal_filed
|
file:drv-file-00088 |
{'deal': 'Clearwater Storage', 'filename': 'Clearwater Storage - P&L - Aug 2026.pdf'} |
✓ |
| 2026-09-07 18:44:00 |
system |
auto_filed
|
proposal:90 |
{'deal': 'Clearwater Storage', 'path': 'Deal Documents & Financials/Active Deals/Clearwater Storage/FINANCIAL/2026', 'filename': 'Clearwater Storage - Rent Roll - as-of 2026-08-31.xlsx'} |
✓ |
| 2026-09-07 18:44:00 |
system |
auto_filed
|
proposal:89 |
{'deal': 'Clearwater Storage', 'path': 'Deal Documents & Financials/Active Deals/Clearwater Storage/FINANCIAL/2026', 'filename': 'Clearwater Storage - Balance Sheet - Aug 2026.pdf'} |
✓ |
| 2026-09-07 18:44:00 |
system |
auto_filed
|
proposal:88 |
{'deal': 'Clearwater Storage', 'path': 'Deal Documents & Financials/Active Deals/Clearwater Storage/FINANCIAL/2026', 'filename': 'Clearwater Storage - P&L - Aug 2026.pdf'} |
✓ |
| 2026-09-07 16:05:00 |
toviya |
body_proposal_marked_important
|
email_body_proposal:1 |
{'email_id': 6, 'important': True} |
✓ |
| 2026-09-07 14:36:00 |
jordan |
email_links_retrieved
|
email:62 |
{'retrieved': True, 'links': 2} |
✓ |
| 2026-09-07 11:32:00 |
system |
proposal_created
|
proposal:90 |
{'doc_type': 'Rent Roll', 'period': 'as-of 2026-08-31', 'deal': 'Clearwater Storage'} |
✓ |
| 2026-09-07 11:32:00 |
system |
proposal_created
|
proposal:89 |
{'doc_type': 'Balance Sheet', 'period': 'Aug 2026', 'deal': 'Clearwater Storage'} |
✓ |
| 2026-09-07 11:32:00 |
system |
proposal_created
|
proposal:88 |
{'doc_type': 'P&L', 'period': 'Aug 2026', 'deal': 'Clearwater Storage'} |
✓ |
| 2026-09-06 17:55:00 |
system |
proposal_filed
|
file:drv-file-00012 |
{'deal': 'Maple Court Apartments', 'filename': 'Maple Court Apartments - Rent Roll - as-of 2026-08-31.xlsx'} |
✓ |
| 2026-09-06 17:55:00 |
system |
proposal_filed
|
file:drv-file-00011 |
{'deal': 'Maple Court Apartments', 'filename': 'Maple Court Apartments - Balance Sheet - Aug 2026.pdf'} |
✓ |
| 2026-09-06 17:55:00 |
system |
proposal_filed
|
file:drv-file-00010 |
{'deal': 'Maple Court Apartments', 'filename': 'Maple Court Apartments - P&L - Aug 2026.pdf'} |
✓ |
| 2026-09-06 17:51:00 |
system |
auto_filed
|
proposal:12 |
{'deal': 'Maple Court Apartments', 'path': 'Deal Documents & Financials/Active Deals/Maple Court Apartments/FINANCIAL/2026', 'filename': 'Maple Court Apartments - Rent Roll - as-of 2026-08-31.xlsx'} |
✓ |
| 2026-09-06 17:51:00 |
system |
auto_filed
|
proposal:11 |
{'deal': 'Maple Court Apartments', 'path': 'Deal Documents & Financials/Active Deals/Maple Court Apartments/FINANCIAL/2026', 'filename': 'Maple Court Apartments - Balance Sheet - Aug 2026.pdf'} |
✓ |
| 2026-09-06 17:51:00 |
system |
auto_filed
|
proposal:10 |
{'deal': 'Maple Court Apartments', 'path': 'Deal Documents & Financials/Active Deals/Maple Court Apartments/FINANCIAL/2026', 'filename': 'Maple Court Apartments - P&L - Aug 2026.pdf'} |
✓ |
| 2026-09-06 17:50:00 |
morgan |
proposal_edited
|
proposal:10 |
{'changed': ['period_label'], 'filename': 'Maple Court Apartments - P&L - Aug 2026.pdf'} |
✓ |
| 2026-09-06 10:39:00 |
system |
proposal_created
|
proposal:12 |
{'doc_type': 'Rent Roll', 'period': 'as-of 2026-08-31', 'deal': 'Maple Court Apartments'} |
✓ |
| 2026-09-06 10:39:00 |
system |
proposal_created
|
proposal:11 |
{'doc_type': 'Balance Sheet', 'period': 'Aug 2026', 'deal': 'Maple Court Apartments'} |
✓ |
| 2026-09-06 10:39:00 |
system |
proposal_created
|
proposal:10 |
{'doc_type': 'P&L', 'period': 'Aug 2026', 'deal': 'Maple Court Apartments'} |
✓ |
| 2026-08-30 15:04:00 |
system |
email_forwarded
|
email:74 |
{'to': 'accounting@example.com', 'reason': 'receipt_invoice', 'subject': 'Invoice 53471 from Northstar Records Storage'} |
✓ |
| 2026-08-29 09:00:00 |
morgan |
flag_resolved
|
flag:13 |
{'note': 'Reviewed the round terms with the GP; the mark follows the new preferred price.', 'category': 'valuation_markdown'} |
✓ |
| 2026-08-28 10:03:00 |
system |
envelope_filed
|
file:1 |
{'deal': 'Maple Court Apartments', 'subfolder': 'AGREEMENTS'} |
✓ |
| 2026-08-27 09:00:00 |
morgan |
flag_resolved
|
flag:4 |
{'note': 'Discussed with the sponsor; the roof is a one-off and the distribution resumes next quarter.', 'category': 'distribution_cut'} |
✓ |
| 2026-08-26 12:00:00 |
toviya |
envelope_sent
|
envelope:1 |
{'title': 'Maple Court Apartments — Consent to Refinancing', 'recipients': 2} |
✓ |
| 2026-08-24 23:27:00 |
system |
proposal_filed
|
file:drv-file-00106 |
{'deal': 'Riverbend Commons'} |
✓ |
| 2026-08-24 23:23:00 |
toviya |
proposal_approved
|
proposal:106 |
{'deal': 'Riverbend Commons', 'filename': 'Riverbend Commons - Distribution Notice - Sep 2026.pdf'} |
✓ |
| 2026-08-24 16:11:00 |
system |
proposal_created
|
proposal:106 |
{'doc_type': 'Distribution Notice', 'deal': 'Riverbend Commons'} |
✓ |
| 2026-08-20 22:54:00 |
system |
proposal_filed
|
file:drv-file-00100 |
{'deal': 'Cedar Ridge Ventures V', 'filename': 'Cedar Ridge Ventures V - Investor Update - Q2 2026.pdf'} |
✓ |
| 2026-08-20 22:50:00 |
system |
auto_filed
|
proposal:100 |
{'deal': 'Cedar Ridge Ventures V', 'filename': 'Cedar Ridge Ventures V - Investor Update - Q2 2026.pdf'} |
✓ |
| 2026-08-20 15:38:00 |
system |
proposal_created
|
proposal:100 |
{'doc_type': 'Investor Update', 'deal': 'Cedar Ridge Ventures V'} |
✓ |
| 2026-08-19 23:08:00 |
system |
proposal_filed
|
file:drv-file-00099 |
{'deal': 'Harbor Point Fund IV', 'filename': 'Harbor Point Fund IV - Investor Update - Q2 2026.pdf'} |
✓ |
| 2026-08-19 23:04:00 |
toviya |
proposal_approved
|
proposal:99 |
{'deal': 'Harbor Point Fund IV', 'filename': 'Harbor Point Fund IV - Investor Update - Q2 2026.pdf'} |
✓ |
| 2026-08-19 15:52:00 |
system |
proposal_created
|
proposal:99 |
{'doc_type': 'Investor Update', 'deal': 'Harbor Point Fund IV'} |
✓ |
| 2026-08-17 22:12:00 |
system |
proposal_filed
|
file:drv-file-00098 |
{'deal': 'Alder Health Partners', 'filename': 'Alder Health Partners - Investor Update - Q2 2026.pdf'} |
✓ |
| 2026-08-17 22:08:00 |
toviya |
proposal_approved
|
proposal:98 |
{'deal': 'Alder Health Partners', 'filename': 'Alder Health Partners - Investor Update - Q2 2026.pdf'} |
✓ |
| 2026-08-17 18:17:00 |
system |
proposal_filed
|
file:drv-file-00102 |
{'deal': 'Orchard Software Group', 'filename': 'Orchard Software Group - Investor Update - Q2 2026.pdf'} |
✓ |
| 2026-08-17 18:13:00 |
toviya |
proposal_approved
|
proposal:102 |
{'deal': 'Orchard Software Group', 'filename': 'Orchard Software Group - Investor Update - Q2 2026.pdf'} |
✓ |
| 2026-08-17 14:56:00 |
system |
proposal_created
|
proposal:98 |
{'doc_type': 'Investor Update', 'deal': 'Alder Health Partners'} |
✓ |
| 2026-08-17 11:01:00 |
system |
proposal_created
|
proposal:102 |
{'doc_type': 'Investor Update', 'deal': 'Orchard Software Group'} |
✓ |
| 2026-08-15 10:10:00 |
system |
email_archived
|
email:19 |
{'reason': 'every document filed'} |
✓ |
| 2026-08-14 22:12:00 |
system |
proposal_filed
|
file:drv-file-00101 |
{'deal': 'Beacon Credit Fund II', 'filename': 'Beacon Credit Fund II - Investor Update - Q2 2026.pdf'} |
✓ |
| 2026-08-14 22:08:00 |
toviya |
proposal_approved
|
proposal:101 |
{'deal': 'Beacon Credit Fund II', 'filename': 'Beacon Credit Fund II - Investor Update - Q2 2026.pdf'} |
✓ |
| 2026-08-14 14:56:00 |
system |
proposal_created
|
proposal:101 |
{'doc_type': 'Investor Update', 'deal': 'Beacon Credit Fund II'} |
✓ |
| 2026-08-14 08:57:00 |
system |
email_archived
|
email:15 |
{'reason': 'every document filed'} |
✓ |
| 2026-08-13 18:26:00 |
system |
proposal_filed
|
file:drv-file-00051 |
{'deal': 'Oakline Flats', 'filename': 'Oakline Flats - Rent Roll - as-of 2026-07-31.xlsx'} |
✓ |
| 2026-08-13 18:26:00 |
system |
proposal_filed
|
file:drv-file-00050 |
{'deal': 'Oakline Flats', 'filename': 'Oakline Flats - Balance Sheet - Jul 2026.pdf'} |
✓ |
| 2026-08-13 18:26:00 |
system |
proposal_filed
|
file:drv-file-00049 |
{'deal': 'Oakline Flats', 'filename': 'Oakline Flats - P&L - Jul 2026.pdf'} |
✓ |
| 2026-08-13 18:22:00 |
toviya |
proposal_approved
|
proposal:51 |
{'deal': 'Oakline Flats', 'path': 'Deal Documents & Financials/Active Deals/Oakline Flats/FINANCIAL/2026', 'filename': 'Oakline Flats - Rent Roll - as-of 2026-07-31.xlsx'} |
✓ |
| 2026-08-13 18:22:00 |
toviya |
proposal_approved
|
proposal:50 |
{'deal': 'Oakline Flats', 'path': 'Deal Documents & Financials/Active Deals/Oakline Flats/FINANCIAL/2026', 'filename': 'Oakline Flats - Balance Sheet - Jul 2026.pdf'} |
✓ |
| 2026-08-13 18:22:00 |
toviya |
proposal_approved
|
proposal:49 |
{'deal': 'Oakline Flats', 'path': 'Deal Documents & Financials/Active Deals/Oakline Flats/FINANCIAL/2026', 'filename': 'Oakline Flats - P&L - Jul 2026.pdf'} |
✓ |
| 2026-08-13 11:10:00 |
system |
proposal_created
|
proposal:51 |
{'doc_type': 'Rent Roll', 'period': 'as-of 2026-07-31', 'deal': 'Oakline Flats'} |
✓ |
| 2026-08-13 11:10:00 |
system |
proposal_created
|
proposal:50 |
{'doc_type': 'Balance Sheet', 'period': 'Jul 2026', 'deal': 'Oakline Flats'} |
✓ |
| 2026-08-13 11:10:00 |
system |
proposal_created
|
proposal:49 |
{'doc_type': 'P&L', 'period': 'Jul 2026', 'deal': 'Oakline Flats'} |
✓ |
| 2026-08-12 17:13:00 |
system |
proposal_filed
|
file:drv-file-00039 |
{'deal': 'Summitwoods Apartments', 'filename': 'Summitwoods Apartments - Rent Roll - as-of 2026-07-31.xlsx'} |
✓ |
| 2026-08-12 17:13:00 |
system |
proposal_filed
|
file:drv-file-00038 |
{'deal': 'Summitwoods Apartments', 'filename': 'Summitwoods Apartments - Balance Sheet - Jul 2026.pdf'} |
✓ |
| 2026-08-12 17:13:00 |
system |
proposal_filed
|
file:drv-file-00037 |
{'deal': 'Summitwoods Apartments', 'filename': 'Summitwoods Apartments - P&L - Jul 2026.pdf'} |
✓ |
| 2026-08-12 17:09:00 |
toviya |
proposal_approved
|
proposal:39 |
{'deal': 'Summitwoods Apartments', 'path': 'Deal Documents & Financials/Active Deals/Summitwoods Apartments/FINANCIAL/2026', 'filename': 'Summitwoods Apartments - Rent Roll - as-of 2026-07-31.xlsx'} |
✓ |
| 2026-08-12 17:09:00 |
toviya |
proposal_approved
|
proposal:38 |
{'deal': 'Summitwoods Apartments', 'path': 'Deal Documents & Financials/Active Deals/Summitwoods Apartments/FINANCIAL/2026', 'filename': 'Summitwoods Apartments - Balance Sheet - Jul 2026.pdf'} |
✓ |
| 2026-08-12 17:09:00 |
toviya |
proposal_approved
|
proposal:37 |
{'deal': 'Summitwoods Apartments', 'path': 'Deal Documents & Financials/Active Deals/Summitwoods Apartments/FINANCIAL/2026', 'filename': 'Summitwoods Apartments - P&L - Jul 2026.pdf'} |
✓ |
| 2026-08-12 14:21:00 |
system |
email_archived
|
email:10 |
{'reason': 'every document filed'} |
✓ |
| 2026-08-12 11:01:00 |
system |
email_archived
|
email:33 |
{'reason': 'every document filed'} |
✓ |
| 2026-08-12 09:57:00 |
system |
proposal_created
|
proposal:39 |
{'doc_type': 'Rent Roll', 'period': 'as-of 2026-07-31', 'deal': 'Summitwoods Apartments'} |
✓ |
| 2026-08-12 09:57:00 |
system |
proposal_created
|
proposal:38 |
{'doc_type': 'Balance Sheet', 'period': 'Jul 2026', 'deal': 'Summitwoods Apartments'} |
✓ |
| 2026-08-12 09:57:00 |
system |
proposal_created
|
proposal:37 |
{'doc_type': 'P&L', 'period': 'Jul 2026', 'deal': 'Summitwoods Apartments'} |
✓ |
| 2026-08-10 22:37:00 |
system |
proposal_filed
|
file:drv-file-00024 |
{'deal': 'Riverbend Commons', 'filename': 'Riverbend Commons - Rent Roll - as-of 2026-07-31.xlsx'} |
✓ |
| 2026-08-10 22:37:00 |
system |
proposal_filed
|
file:drv-file-00023 |
{'deal': 'Riverbend Commons', 'filename': 'Riverbend Commons - Balance Sheet - Jul 2026.pdf'} |
✓ |
| 2026-08-10 22:37:00 |
system |
proposal_filed
|
file:drv-file-00022 |
{'deal': 'Riverbend Commons', 'filename': 'Riverbend Commons - P&L - Jul 2026.pdf'} |
✓ |
| 2026-08-10 22:33:00 |
system |
auto_filed
|
proposal:24 |
{'deal': 'Riverbend Commons', 'path': 'Deal Documents & Financials/Active Deals/Riverbend Commons/FINANCIAL/2026', 'filename': 'Riverbend Commons - Rent Roll - as-of 2026-07-31.xlsx'} |
✓ |
| 2026-08-10 22:33:00 |
system |
auto_filed
|
proposal:23 |
{'deal': 'Riverbend Commons', 'path': 'Deal Documents & Financials/Active Deals/Riverbend Commons/FINANCIAL/2026', 'filename': 'Riverbend Commons - Balance Sheet - Jul 2026.pdf'} |
✓ |
| 2026-08-10 22:33:00 |
system |
auto_filed
|
proposal:22 |
{'deal': 'Riverbend Commons', 'path': 'Deal Documents & Financials/Active Deals/Riverbend Commons/FINANCIAL/2026', 'filename': 'Riverbend Commons - P&L - Jul 2026.pdf'} |
✓ |
| 2026-08-10 19:17:00 |
system |
proposal_filed
|
file:drv-file-00087 |
{'deal': 'Clearwater Storage', 'filename': 'Clearwater Storage - Rent Roll - as-of 2026-07-31.xlsx'} |
✓ |
| 2026-08-10 19:17:00 |
system |
proposal_filed
|
file:drv-file-00086 |
{'deal': 'Clearwater Storage', 'filename': 'Clearwater Storage - Balance Sheet - Jul 2026.pdf'} |
✓ |
| 2026-08-10 19:17:00 |
system |
proposal_filed
|
file:drv-file-00085 |
{'deal': 'Clearwater Storage', 'filename': 'Clearwater Storage - P&L - Jul 2026.pdf'} |
✓ |
| 2026-08-10 19:13:00 |
toviya |
proposal_approved
|
proposal:87 |
{'deal': 'Clearwater Storage', 'path': 'Deal Documents & Financials/Active Deals/Clearwater Storage/FINANCIAL/2026', 'filename': 'Clearwater Storage - Rent Roll - as-of 2026-07-31.xlsx'} |
✓ |
| 2026-08-10 19:13:00 |
toviya |
proposal_approved
|
proposal:86 |
{'deal': 'Clearwater Storage', 'path': 'Deal Documents & Financials/Active Deals/Clearwater Storage/FINANCIAL/2026', 'filename': 'Clearwater Storage - Balance Sheet - Jul 2026.pdf'} |
✓ |
| 2026-08-10 19:13:00 |
toviya |
proposal_approved
|
proposal:85 |
{'deal': 'Clearwater Storage', 'path': 'Deal Documents & Financials/Active Deals/Clearwater Storage/FINANCIAL/2026', 'filename': 'Clearwater Storage - P&L - Jul 2026.pdf'} |
✓ |
| 2026-08-10 15:21:00 |
system |
proposal_created
|
proposal:24 |
{'doc_type': 'Rent Roll', 'period': 'as-of 2026-07-31', 'deal': 'Riverbend Commons'} |
✓ |
| 2026-08-10 15:21:00 |
system |
proposal_created
|
proposal:23 |
{'doc_type': 'Balance Sheet', 'period': 'Jul 2026', 'deal': 'Riverbend Commons'} |
✓ |
| 2026-08-10 15:21:00 |
system |
proposal_created
|
proposal:22 |
{'doc_type': 'P&L', 'period': 'Jul 2026', 'deal': 'Riverbend Commons'} |
✓ |
| 2026-08-10 12:01:00 |
system |
proposal_created
|
proposal:87 |
{'doc_type': 'Rent Roll', 'period': 'as-of 2026-07-31', 'deal': 'Clearwater Storage'} |
✓ |
| 2026-08-10 12:01:00 |
system |
proposal_created
|
proposal:86 |
{'doc_type': 'Balance Sheet', 'period': 'Jul 2026', 'deal': 'Clearwater Storage'} |
✓ |
| 2026-08-10 12:01:00 |
system |
proposal_created
|
proposal:85 |
{'doc_type': 'P&L', 'period': 'Jul 2026', 'deal': 'Clearwater Storage'} |
✓ |
| 2026-08-10 07:18:00 |
system |
email_archived
|
email:25 |
{'reason': 'every document filed'} |
✓ |
| 2026-08-10 02:42:00 |
morgan |
body_proposal_filed
|
email:47 |
{'deal': 'Harbor Point Fund IV'} |
✓ |
| 2026-08-09 22:43:00 |
system |
proposal_filed
|
file:drv-file-00103 |
{'deal': 'Harbor Point Fund IV'} |
✓ |
| 2026-08-09 22:39:00 |
morgan |
proposal_approved
|
proposal:103 |
{'deal': 'Harbor Point Fund IV', 'filename': 'Harbor Point Fund IV - Capital Call - Aug 2026.pdf'} |
✓ |
| 2026-08-09 15:27:00 |
system |
proposal_created
|
proposal:103 |
{'doc_type': 'Capital Call', 'deal': 'Harbor Point Fund IV'} |
✓ |
| 2026-08-08 16:46:00 |
system |
email_archived
|
email:3 |
{'reason': 'every document filed'} |
✓ |
| 2026-08-08 15:34:00 |
system |
proposal_filed
|
file:drv-file-00063 |
{'deal': 'Lakeshore Terrace', 'filename': 'Lakeshore Terrace - Rent Roll - as-of 2026-07-31.xlsx'} |
✓ |
| 2026-08-08 15:34:00 |
system |
proposal_filed
|
file:drv-file-00062 |
{'deal': 'Lakeshore Terrace', 'filename': 'Lakeshore Terrace - Balance Sheet - Jul 2026.pdf'} |
✓ |
| 2026-08-08 15:34:00 |
system |
proposal_filed
|
file:drv-file-00061 |
{'deal': 'Lakeshore Terrace', 'filename': 'Lakeshore Terrace - P&L - Jul 2026.pdf'} |
✓ |
| 2026-08-08 15:30:00 |
system |
auto_filed
|
proposal:63 |
{'deal': 'Lakeshore Terrace', 'path': 'Deal Documents & Financials/Active Deals/Lakeshore Terrace/FINANCIAL/2026', 'filename': 'Lakeshore Terrace - Rent Roll - as-of 2026-07-31.xlsx'} |
✓ |
| 2026-08-08 15:30:00 |
system |
auto_filed
|
proposal:62 |
{'deal': 'Lakeshore Terrace', 'path': 'Deal Documents & Financials/Active Deals/Lakeshore Terrace/FINANCIAL/2026', 'filename': 'Lakeshore Terrace - Balance Sheet - Jul 2026.pdf'} |
✓ |
| 2026-08-08 15:30:00 |
system |
auto_filed
|
proposal:61 |
{'deal': 'Lakeshore Terrace', 'path': 'Deal Documents & Financials/Active Deals/Lakeshore Terrace/FINANCIAL/2026', 'filename': 'Lakeshore Terrace - P&L - Jul 2026.pdf'} |
✓ |
| 2026-08-08 08:18:00 |
system |
proposal_created
|
proposal:63 |
{'doc_type': 'Rent Roll', 'period': 'as-of 2026-07-31', 'deal': 'Lakeshore Terrace'} |
✓ |
| 2026-08-08 08:18:00 |
system |
proposal_created
|
proposal:62 |
{'doc_type': 'Balance Sheet', 'period': 'Jul 2026', 'deal': 'Lakeshore Terrace'} |
✓ |
| 2026-08-08 08:18:00 |
system |
proposal_created
|
proposal:61 |
{'doc_type': 'P&L', 'period': 'Jul 2026', 'deal': 'Lakeshore Terrace'} |
✓ |
| 2026-08-07 01:02:00 |
system |
proposal_filed
|
file:drv-file-00009 |
{'deal': 'Maple Court Apartments', 'filename': 'Maple Court Apartments - Rent Roll - as-of 2026-07-31.xlsx'} |
✓ |
| 2026-08-07 01:02:00 |
system |
proposal_filed
|
file:drv-file-00008 |
{'deal': 'Maple Court Apartments', 'filename': 'Maple Court Apartments - Balance Sheet - Jul 2026.pdf'} |
✓ |
| 2026-08-07 01:02:00 |
system |
proposal_filed
|
file:drv-file-00007 |
{'deal': 'Maple Court Apartments', 'filename': 'Maple Court Apartments - P&L - Jul 2026.pdf'} |
✓ |
| 2026-08-07 00:58:00 |
toviya |
proposal_approved
|
proposal:9 |
{'deal': 'Maple Court Apartments', 'path': 'Deal Documents & Financials/Active Deals/Maple Court Apartments/FINANCIAL/2026', 'filename': 'Maple Court Apartments - Rent Roll - as-of 2026-07-31.xlsx'} |
✓ |
| 2026-08-07 00:58:00 |
toviya |
proposal_approved
|
proposal:8 |
{'deal': 'Maple Court Apartments', 'path': 'Deal Documents & Financials/Active Deals/Maple Court Apartments/FINANCIAL/2026', 'filename': 'Maple Court Apartments - Balance Sheet - Jul 2026.pdf'} |
✓ |
| 2026-08-07 00:58:00 |
toviya |
proposal_approved
|
proposal:7 |
{'deal': 'Maple Court Apartments', 'path': 'Deal Documents & Financials/Active Deals/Maple Court Apartments/FINANCIAL/2026', 'filename': 'Maple Court Apartments - P&L - Jul 2026.pdf'} |
✓ |
| 2026-08-07 00:57:00 |
toviya |
proposal_edited
|
proposal:7 |
{'changed': ['filename'], 'filename': 'Maple Court Apartments - P&L - Jul 2026.pdf'} |
✓ |
| 2026-08-06 17:46:00 |
system |
proposal_created
|
proposal:9 |
{'doc_type': 'Rent Roll', 'period': 'as-of 2026-07-31', 'deal': 'Maple Court Apartments'} |
✓ |
| 2026-08-06 17:46:00 |
system |
proposal_created
|
proposal:8 |
{'doc_type': 'Balance Sheet', 'period': 'Jul 2026', 'deal': 'Maple Court Apartments'} |
✓ |
| 2026-08-06 17:46:00 |
system |
proposal_created
|
proposal:7 |
{'doc_type': 'P&L', 'period': 'Jul 2026', 'deal': 'Maple Court Apartments'} |
✓ |
| 2026-08-03 10:03:00 |
system |
envelope_filed
|
file:2 |
{'deal': 'Harbor Point Fund IV', 'subfolder': 'AGREEMENTS'} |
✓ |
| 2026-07-31 12:00:00 |
toviya |
envelope_sent
|
envelope:2 |
{'title': 'Harbor Point Fund IV — Subscription Amendment', 'recipients': 1} |
✓ |
| 2026-07-17 13:34:00 |
system |
email_archived
|
email:28 |
{'reason': 'every document filed'} |
✓ |
| 2026-07-16 08:04:00 |
system |
email_archived
|
email:27 |
{'reason': 'every document filed'} |
✓ |
| 2026-07-15 21:50:00 |
system |
proposal_filed
|
file:drv-file-00072 |
{'deal': 'Willow Creek Shops', 'filename': 'Willow Creek Shops - Rent Roll - as-of 2026-06-30.xlsx'} |
✓ |
| 2026-07-15 21:50:00 |
system |
proposal_filed
|
file:drv-file-00071 |
{'deal': 'Willow Creek Shops', 'filename': 'Willow Creek Shops - Balance Sheet - Q2 2026.pdf'} |
✓ |
| 2026-07-15 21:50:00 |
system |
proposal_filed
|
file:drv-file-00070 |
{'deal': 'Willow Creek Shops', 'filename': 'Willow Creek Shops - P&L - Q2 2026.pdf'} |
✓ |
| 2026-07-15 21:46:00 |
system |
auto_filed
|
proposal:72 |
{'deal': 'Willow Creek Shops', 'path': 'Deal Documents & Financials/Active Deals/Willow Creek Shops/FINANCIAL/2026', 'filename': 'Willow Creek Shops - Rent Roll - as-of 2026-06-30.xlsx'} |
✓ |
| 2026-07-15 21:46:00 |
system |
auto_filed
|
proposal:71 |
{'deal': 'Willow Creek Shops', 'path': 'Deal Documents & Financials/Active Deals/Willow Creek Shops/FINANCIAL/2026', 'filename': 'Willow Creek Shops - Balance Sheet - Q2 2026.pdf'} |
✓ |
| 2026-07-15 21:46:00 |
system |
auto_filed
|
proposal:70 |
{'deal': 'Willow Creek Shops', 'path': 'Deal Documents & Financials/Active Deals/Willow Creek Shops/FINANCIAL/2026', 'filename': 'Willow Creek Shops - P&L - Q2 2026.pdf'} |
✓ |
| 2026-07-15 14:34:00 |
system |
proposal_created
|
proposal:72 |
{'doc_type': 'Rent Roll', 'period': 'as-of 2026-06-30', 'deal': 'Willow Creek Shops'} |
✓ |
| 2026-07-15 14:34:00 |
system |
proposal_created
|
proposal:71 |
{'doc_type': 'Balance Sheet', 'period': 'Q2 2026', 'deal': 'Willow Creek Shops'} |
✓ |
| 2026-07-15 14:34:00 |
system |
proposal_created
|
proposal:70 |
{'doc_type': 'P&L', 'period': 'Q2 2026', 'deal': 'Willow Creek Shops'} |
✓ |
| 2026-07-15 08:15:00 |
system |
email_archived
|
email:14 |
{'reason': 'every document filed'} |
✓ |
| 2026-07-15 07:09:00 |
system |
email_archived
|
email:18 |
{'reason': 'every document filed'} |
✓ |
| 2026-07-14 16:20:00 |
system |
proposal_filed
|
file:drv-file-00069 |
{'deal': 'Northgate Plaza', 'filename': 'Northgate Plaza - Rent Roll - as-of 2026-06-30.xlsx'} |
✓ |
| 2026-07-14 16:20:00 |
system |
proposal_filed
|
file:drv-file-00068 |
{'deal': 'Northgate Plaza', 'filename': 'Northgate Plaza - Balance Sheet - Q2 2026.pdf'} |
✓ |
| 2026-07-14 16:20:00 |
system |
proposal_filed
|
file:drv-file-00067 |
{'deal': 'Northgate Plaza', 'filename': 'Northgate Plaza - P&L - Q2 2026.pdf'} |
✓ |
| 2026-07-14 16:16:00 |
toviya |
proposal_approved
|
proposal:69 |
{'deal': 'Northgate Plaza', 'path': 'Deal Documents & Financials/Active Deals/Northgate Plaza/FINANCIAL/2026', 'filename': 'Northgate Plaza - Rent Roll - as-of 2026-06-30.xlsx'} |
✓ |
| 2026-07-14 16:16:00 |
toviya |
proposal_approved
|
proposal:68 |
{'deal': 'Northgate Plaza', 'path': 'Deal Documents & Financials/Active Deals/Northgate Plaza/FINANCIAL/2026', 'filename': 'Northgate Plaza - Balance Sheet - Q2 2026.pdf'} |
✓ |
| 2026-07-14 16:16:00 |
toviya |
proposal_approved
|
proposal:67 |
{'deal': 'Northgate Plaza', 'path': 'Deal Documents & Financials/Active Deals/Northgate Plaza/FINANCIAL/2026', 'filename': 'Northgate Plaza - P&L - Q2 2026.pdf'} |
✓ |
| 2026-07-14 15:20:00 |
system |
email_archived
|
email:29 |
{'reason': 'every document filed'} |
✓ |
| 2026-07-14 09:16:00 |
system |
email_archived
|
email:9 |
{'reason': 'every document filed'} |
✓ |
| 2026-07-14 09:04:00 |
system |
proposal_created
|
proposal:69 |
{'doc_type': 'Rent Roll', 'period': 'as-of 2026-06-30', 'deal': 'Northgate Plaza'} |
✓ |
| 2026-07-14 09:04:00 |
system |
proposal_created
|
proposal:68 |
{'doc_type': 'Balance Sheet', 'period': 'Q2 2026', 'deal': 'Northgate Plaza'} |
✓ |
| 2026-07-14 09:04:00 |
system |
proposal_created
|
proposal:67 |
{'doc_type': 'P&L', 'period': 'Q2 2026', 'deal': 'Northgate Plaza'} |
✓ |
| 2026-07-13 16:31:00 |
system |
proposal_filed
|
file:drv-file-00036 |
{'deal': 'Summitwoods Apartments', 'filename': 'Summitwoods Apartments - Rent Roll - as-of 2026-06-30.xlsx'} |
✓ |
| 2026-07-13 16:31:00 |
system |
proposal_filed
|
file:drv-file-00035 |
{'deal': 'Summitwoods Apartments', 'filename': 'Summitwoods Apartments - Balance Sheet - Jun 2026.pdf'} |
✓ |
| 2026-07-13 16:31:00 |
system |
proposal_filed
|
file:drv-file-00034 |
{'deal': 'Summitwoods Apartments', 'filename': 'Summitwoods Apartments - P&L - Jun 2026.pdf'} |
✓ |
| 2026-07-13 16:27:00 |
system |
auto_filed
|
proposal:36 |
{'deal': 'Summitwoods Apartments', 'path': 'Deal Documents & Financials/Active Deals/Summitwoods Apartments/FINANCIAL/2026', 'filename': 'Summitwoods Apartments - Rent Roll - as-of 2026-06-30.xlsx'} |
✓ |
| 2026-07-13 16:27:00 |
system |
auto_filed
|
proposal:35 |
{'deal': 'Summitwoods Apartments', 'path': 'Deal Documents & Financials/Active Deals/Summitwoods Apartments/FINANCIAL/2026', 'filename': 'Summitwoods Apartments - Balance Sheet - Jun 2026.pdf'} |
✓ |
| 2026-07-13 16:27:00 |
system |
auto_filed
|
proposal:34 |
{'deal': 'Summitwoods Apartments', 'path': 'Deal Documents & Financials/Active Deals/Summitwoods Apartments/FINANCIAL/2026', 'filename': 'Summitwoods Apartments - P&L - Jun 2026.pdf'} |
✓ |
| 2026-07-13 15:49:00 |
system |
email_archived
|
email:30 |
{'reason': 'every document filed'} |
✓ |
| 2026-07-13 15:25:00 |
system |
proposal_filed
|
file:drv-file-00048 |
{'deal': 'Oakline Flats', 'filename': 'Oakline Flats - Rent Roll - as-of 2026-06-30.xlsx'} |
✓ |
| 2026-07-13 15:25:00 |
system |
proposal_filed
|
file:drv-file-00047 |
{'deal': 'Oakline Flats', 'filename': 'Oakline Flats - Balance Sheet - Jun 2026.pdf'} |
✓ |
| 2026-07-13 15:25:00 |
system |
proposal_filed
|
file:drv-file-00046 |
{'deal': 'Oakline Flats', 'filename': 'Oakline Flats - P&L - Jun 2026.pdf'} |
✓ |
| 2026-07-13 15:21:00 |
morgan |
proposal_approved
|
proposal:48 |
{'deal': 'Oakline Flats', 'path': 'Deal Documents & Financials/Active Deals/Oakline Flats/FINANCIAL/2026', 'filename': 'Oakline Flats - Rent Roll - as-of 2026-06-30.xlsx'} |
✓ |
| 2026-07-13 15:21:00 |
morgan |
proposal_approved
|
proposal:47 |
{'deal': 'Oakline Flats', 'path': 'Deal Documents & Financials/Active Deals/Oakline Flats/FINANCIAL/2026', 'filename': 'Oakline Flats - Balance Sheet - Jun 2026.pdf'} |
✓ |
| 2026-07-13 15:21:00 |
morgan |
proposal_approved
|
proposal:46 |
{'deal': 'Oakline Flats', 'path': 'Deal Documents & Financials/Active Deals/Oakline Flats/FINANCIAL/2026', 'filename': 'Oakline Flats - P&L - Jun 2026.pdf'} |
✓ |
| 2026-07-13 09:15:00 |
system |
proposal_created
|
proposal:36 |
{'doc_type': 'Rent Roll', 'period': 'as-of 2026-06-30', 'deal': 'Summitwoods Apartments'} |
✓ |
| 2026-07-13 09:15:00 |
system |
proposal_created
|
proposal:35 |
{'doc_type': 'Balance Sheet', 'period': 'Jun 2026', 'deal': 'Summitwoods Apartments'} |
✓ |
| 2026-07-13 09:15:00 |
system |
proposal_created
|
proposal:34 |
{'doc_type': 'P&L', 'period': 'Jun 2026', 'deal': 'Summitwoods Apartments'} |
✓ |
| 2026-07-13 08:09:00 |
system |
proposal_created
|
proposal:48 |
{'doc_type': 'Rent Roll', 'period': 'as-of 2026-06-30', 'deal': 'Oakline Flats'} |
✓ |
| 2026-07-13 08:09:00 |
system |
proposal_created
|
proposal:47 |
{'doc_type': 'Balance Sheet', 'period': 'Jun 2026', 'deal': 'Oakline Flats'} |
✓ |
| 2026-07-13 08:09:00 |
system |
proposal_created
|
proposal:46 |
{'doc_type': 'P&L', 'period': 'Jun 2026', 'deal': 'Oakline Flats'} |
✓ |
| 2026-07-12 23:36:00 |
system |
proposal_filed
|
file:drv-file-00075 |
{'deal': 'Sunbelt Logistics Park', 'filename': 'Sunbelt Logistics Park - Rent Roll - as-of 2026-06-30.xlsx'} |
✓ |
| 2026-07-12 23:36:00 |
system |
proposal_filed
|
file:drv-file-00074 |
{'deal': 'Sunbelt Logistics Park', 'filename': 'Sunbelt Logistics Park - Balance Sheet - Q2 2026.pdf'} |
✓ |
| 2026-07-12 23:36:00 |
system |
proposal_filed
|
file:drv-file-00073 |
{'deal': 'Sunbelt Logistics Park', 'filename': 'Sunbelt Logistics Park - P&L - Q2 2026.pdf'} |
✓ |
| 2026-07-12 23:32:00 |
toviya |
proposal_approved
|
proposal:75 |
{'deal': 'Sunbelt Logistics Park', 'path': 'Deal Documents & Financials/Active Deals/Sunbelt Logistics Park/FINANCIAL/2026', 'filename': 'Sunbelt Logistics Park - Rent Roll - as-of 2026-06-30.xlsx'} |
✓ |
| 2026-07-12 23:32:00 |
toviya |
proposal_approved
|
proposal:74 |
{'deal': 'Sunbelt Logistics Park', 'path': 'Deal Documents & Financials/Active Deals/Sunbelt Logistics Park/FINANCIAL/2026', 'filename': 'Sunbelt Logistics Park - Balance Sheet - Q2 2026.pdf'} |
✓ |
| 2026-07-12 23:32:00 |
toviya |
proposal_approved
|
proposal:73 |
{'deal': 'Sunbelt Logistics Park', 'path': 'Deal Documents & Financials/Active Deals/Sunbelt Logistics Park/FINANCIAL/2026', 'filename': 'Sunbelt Logistics Park - P&L - Q2 2026.pdf'} |
✓ |
| 2026-07-12 17:32:00 |
system |
proposal_filed
|
file:drv-file-00021 |
{'deal': 'Riverbend Commons', 'filename': 'Riverbend Commons - Rent Roll - as-of 2026-06-30.xlsx'} |
✓ |
| 2026-07-12 17:32:00 |
system |
proposal_filed
|
file:drv-file-00020 |
{'deal': 'Riverbend Commons', 'filename': 'Riverbend Commons - Balance Sheet - Jun 2026.pdf'} |
✓ |
| 2026-07-12 17:32:00 |
system |
proposal_filed
|
file:drv-file-00019 |
{'deal': 'Riverbend Commons', 'filename': 'Riverbend Commons - P&L - Jun 2026.pdf'} |
✓ |
| 2026-07-12 17:28:00 |
morgan |
proposal_approved
|
proposal:21 |
{'deal': 'Riverbend Commons', 'path': 'Deal Documents & Financials/Active Deals/Riverbend Commons/FINANCIAL/2026', 'filename': 'Riverbend Commons - Rent Roll - as-of 2026-06-30.xlsx'} |
✓ |
| 2026-07-12 17:28:00 |
morgan |
proposal_approved
|
proposal:20 |
{'deal': 'Riverbend Commons', 'path': 'Deal Documents & Financials/Active Deals/Riverbend Commons/FINANCIAL/2026', 'filename': 'Riverbend Commons - Balance Sheet - Jun 2026.pdf'} |
✓ |
| 2026-07-12 17:28:00 |
morgan |
proposal_approved
|
proposal:19 |
{'deal': 'Riverbend Commons', 'path': 'Deal Documents & Financials/Active Deals/Riverbend Commons/FINANCIAL/2026', 'filename': 'Riverbend Commons - P&L - Jun 2026.pdf'} |
✓ |
| 2026-07-12 16:20:00 |
system |
proposal_created
|
proposal:75 |
{'doc_type': 'Rent Roll', 'period': 'as-of 2026-06-30', 'deal': 'Sunbelt Logistics Park'} |
✓ |
| 2026-07-12 16:20:00 |
system |
proposal_created
|
proposal:74 |
{'doc_type': 'Balance Sheet', 'period': 'Q2 2026', 'deal': 'Sunbelt Logistics Park'} |
✓ |
| 2026-07-12 16:20:00 |
system |
proposal_created
|
proposal:73 |
{'doc_type': 'P&L', 'period': 'Q2 2026', 'deal': 'Sunbelt Logistics Park'} |
✓ |
| 2026-07-12 10:16:00 |
system |
proposal_created
|
proposal:21 |
{'doc_type': 'Rent Roll', 'period': 'as-of 2026-06-30', 'deal': 'Riverbend Commons'} |
✓ |
| 2026-07-12 10:16:00 |
system |
proposal_created
|
proposal:20 |
{'doc_type': 'Balance Sheet', 'period': 'Jun 2026', 'deal': 'Riverbend Commons'} |
✓ |
| 2026-07-12 10:16:00 |
system |
proposal_created
|
proposal:19 |
{'doc_type': 'P&L', 'period': 'Jun 2026', 'deal': 'Riverbend Commons'} |
✓ |
| 2026-07-12 00:05:00 |
system |
proposal_filed
|
file:drv-file-00078 |
{'deal': 'Eastport Distribution Center', 'filename': 'Eastport Distribution Center - Rent Roll - as-of 2026-06-30.xlsx'} |
✓ |
| 2026-07-12 00:05:00 |
system |
proposal_filed
|
file:drv-file-00077 |
{'deal': 'Eastport Distribution Center', 'filename': 'Eastport Distribution Center - Balance Sheet - Q2 2026.pdf'} |
✓ |
| 2026-07-12 00:05:00 |
system |
proposal_filed
|
file:drv-file-00076 |
{'deal': 'Eastport Distribution Center', 'filename': 'Eastport Distribution Center - P&L - Q2 2026.pdf'} |
✓ |
| 2026-07-12 00:01:00 |
toviya |
proposal_approved
|
proposal:78 |
{'deal': 'Eastport Distribution Center', 'path': 'Deal Documents & Financials/Active Deals/Eastport Distribution Center/FINANCIAL/2026', 'filename': 'Eastport Distribution Center - Rent Roll - as-of 2026-06-30.xlsx'} |
✓ |
| 2026-07-12 00:01:00 |
toviya |
proposal_approved
|
proposal:77 |
{'deal': 'Eastport Distribution Center', 'path': 'Deal Documents & Financials/Active Deals/Eastport Distribution Center/FINANCIAL/2026', 'filename': 'Eastport Distribution Center - Balance Sheet - Q2 2026.pdf'} |
✓ |
| 2026-07-12 00:01:00 |
toviya |
proposal_approved
|
proposal:76 |
{'deal': 'Eastport Distribution Center', 'path': 'Deal Documents & Financials/Active Deals/Eastport Distribution Center/FINANCIAL/2026', 'filename': 'Eastport Distribution Center - P&L - Q2 2026.pdf'} |
✓ |
| 2026-07-11 16:49:00 |
system |
proposal_created
|
proposal:78 |
{'doc_type': 'Rent Roll', 'period': 'as-of 2026-06-30', 'deal': 'Eastport Distribution Center'} |
✓ |
| 2026-07-11 16:49:00 |
system |
proposal_created
|
proposal:77 |
{'doc_type': 'Balance Sheet', 'period': 'Q2 2026', 'deal': 'Eastport Distribution Center'} |
✓ |
| 2026-07-11 16:49:00 |
system |
proposal_created
|
proposal:76 |
{'doc_type': 'P&L', 'period': 'Q2 2026', 'deal': 'Eastport Distribution Center'} |
✓ |
| 2026-07-11 16:39:00 |
system |
email_archived
|
email:32 |
{'reason': 'every document filed'} |
✓ |
| 2026-07-11 13:17:00 |
system |
email_archived
|
email:24 |
{'reason': 'every document filed'} |
✓ |
| 2026-07-11 12:00:00 |
toviya |
envelope_sent
|
envelope:7 |
{'title': 'Old Mill Lofts — NDA (voided)', 'recipients': 1} |
✓ |
| 2026-07-10 00:55:00 |
system |
proposal_filed
|
file:drv-file-00084 |
{'deal': 'Clearwater Storage', 'filename': 'Clearwater Storage - Rent Roll - as-of 2026-06-30.xlsx'} |
✓ |
| 2026-07-10 00:55:00 |
system |
proposal_filed
|
file:drv-file-00083 |
{'deal': 'Clearwater Storage', 'filename': 'Clearwater Storage - Balance Sheet - Jun 2026.pdf'} |
✓ |
| 2026-07-10 00:55:00 |
system |
proposal_filed
|
file:drv-file-00082 |
{'deal': 'Clearwater Storage', 'filename': 'Clearwater Storage - P&L - Jun 2026.pdf'} |
✓ |
| 2026-07-10 00:51:00 |
morgan |
proposal_approved
|
proposal:84 |
{'deal': 'Clearwater Storage', 'path': 'Deal Documents & Financials/Active Deals/Clearwater Storage/FINANCIAL/2026', 'filename': 'Clearwater Storage - Rent Roll - as-of 2026-06-30.xlsx'} |
✓ |
| 2026-07-10 00:51:00 |
morgan |
proposal_approved
|
proposal:83 |
{'deal': 'Clearwater Storage', 'path': 'Deal Documents & Financials/Active Deals/Clearwater Storage/FINANCIAL/2026', 'filename': 'Clearwater Storage - Balance Sheet - Jun 2026.pdf'} |
✓ |
| 2026-07-10 00:51:00 |
morgan |
proposal_approved
|
proposal:82 |
{'deal': 'Clearwater Storage', 'path': 'Deal Documents & Financials/Active Deals/Clearwater Storage/FINANCIAL/2026', 'filename': 'Clearwater Storage - P&L - Jun 2026.pdf'} |
✓ |
| 2026-07-09 21:33:00 |
system |
proposal_filed
|
file:drv-file-00060 |
{'deal': 'Lakeshore Terrace', 'filename': 'Lakeshore Terrace - Rent Roll - as-of 2026-06-30.xlsx'} |
✓ |
| 2026-07-09 21:33:00 |
system |
proposal_filed
|
file:drv-file-00059 |
{'deal': 'Lakeshore Terrace', 'filename': 'Lakeshore Terrace - Balance Sheet - Jun 2026.pdf'} |
✓ |
| 2026-07-09 21:33:00 |
system |
proposal_filed
|
file:drv-file-00058 |
{'deal': 'Lakeshore Terrace', 'filename': 'Lakeshore Terrace - P&L - Jun 2026.pdf'} |
✓ |
| 2026-07-09 21:29:00 |
morgan |
proposal_approved
|
proposal:60 |
{'deal': 'Lakeshore Terrace', 'path': 'Deal Documents & Financials/Active Deals/Lakeshore Terrace/FINANCIAL/2026', 'filename': 'Lakeshore Terrace - Rent Roll - as-of 2026-06-30.xlsx'} |
✓ |
| 2026-07-09 21:29:00 |
morgan |
proposal_approved
|
proposal:59 |
{'deal': 'Lakeshore Terrace', 'path': 'Deal Documents & Financials/Active Deals/Lakeshore Terrace/FINANCIAL/2026', 'filename': 'Lakeshore Terrace - Balance Sheet - Jun 2026.pdf'} |
✓ |
| 2026-07-09 21:29:00 |
morgan |
proposal_approved
|
proposal:58 |
{'deal': 'Lakeshore Terrace', 'path': 'Deal Documents & Financials/Active Deals/Lakeshore Terrace/FINANCIAL/2026', 'filename': 'Lakeshore Terrace - P&L - Jun 2026.pdf'} |
✓ |
| 2026-07-09 17:39:00 |
system |
proposal_created
|
proposal:84 |
{'doc_type': 'Rent Roll', 'period': 'as-of 2026-06-30', 'deal': 'Clearwater Storage'} |
✓ |
| 2026-07-09 17:39:00 |
system |
proposal_created
|
proposal:83 |
{'doc_type': 'Balance Sheet', 'period': 'Jun 2026', 'deal': 'Clearwater Storage'} |
✓ |
| 2026-07-09 17:39:00 |
system |
proposal_created
|
proposal:82 |
{'doc_type': 'P&L', 'period': 'Jun 2026', 'deal': 'Clearwater Storage'} |
✓ |
| 2026-07-09 14:17:00 |
system |
proposal_created
|
proposal:60 |
{'doc_type': 'Rent Roll', 'period': 'as-of 2026-06-30', 'deal': 'Lakeshore Terrace'} |
✓ |
| 2026-07-09 14:17:00 |
system |
proposal_created
|
proposal:59 |
{'doc_type': 'Balance Sheet', 'period': 'Jun 2026', 'deal': 'Lakeshore Terrace'} |
✓ |
| 2026-07-09 14:17:00 |
system |
proposal_created
|
proposal:58 |
{'doc_type': 'P&L', 'period': 'Jun 2026', 'deal': 'Lakeshore Terrace'} |
✓ |
| 2026-07-08 07:28:00 |
system |
email_archived
|
email:2 |
{'reason': 'every document filed'} |
✓ |
| 2026-07-06 15:44:00 |
system |
proposal_filed
|
file:drv-file-00006 |
{'deal': 'Maple Court Apartments', 'filename': 'Maple Court Apartments - Rent Roll - as-of 2026-06-30.xlsx'} |
✓ |
| 2026-07-06 15:44:00 |
system |
proposal_filed
|
file:drv-file-00005 |
{'deal': 'Maple Court Apartments', 'filename': 'Maple Court Apartments - Balance Sheet - Jun 2026.pdf'} |
✓ |
| 2026-07-06 15:44:00 |
system |
proposal_filed
|
file:drv-file-00004 |
{'deal': 'Maple Court Apartments', 'filename': 'Maple Court Apartments - P&L - Jun 2026.pdf'} |
✓ |
| 2026-07-06 15:40:00 |
morgan |
proposal_approved
|
proposal:6 |
{'deal': 'Maple Court Apartments', 'path': 'Deal Documents & Financials/Active Deals/Maple Court Apartments/FINANCIAL/2026', 'filename': 'Maple Court Apartments - Rent Roll - as-of 2026-06-30.xlsx'} |
✓ |
| 2026-07-06 15:40:00 |
morgan |
proposal_approved
|
proposal:5 |
{'deal': 'Maple Court Apartments', 'path': 'Deal Documents & Financials/Active Deals/Maple Court Apartments/FINANCIAL/2026', 'filename': 'Maple Court Apartments - Balance Sheet - Jun 2026.pdf'} |
✓ |
| 2026-07-06 15:40:00 |
morgan |
proposal_approved
|
proposal:4 |
{'deal': 'Maple Court Apartments', 'path': 'Deal Documents & Financials/Active Deals/Maple Court Apartments/FINANCIAL/2026', 'filename': 'Maple Court Apartments - P&L - Jun 2026.pdf'} |
✓ |
| 2026-07-06 15:39:00 |
morgan |
proposal_edited
|
proposal:4 |
{'changed': ['period_label'], 'filename': 'Maple Court Apartments - P&L - Jun 2026.pdf'} |
✓ |
| 2026-07-06 09:00:00 |
morgan |
careers_posting_closed
|
job_posting:2 |
{'slug': 'office-manager', 'title': 'Office Manager'} |
✓ |
| 2026-07-06 08:28:00 |
system |
proposal_created
|
proposal:6 |
{'doc_type': 'Rent Roll', 'period': 'as-of 2026-06-30', 'deal': 'Maple Court Apartments'} |
✓ |
| 2026-07-06 08:28:00 |
system |
proposal_created
|
proposal:5 |
{'doc_type': 'Balance Sheet', 'period': 'Jun 2026', 'deal': 'Maple Court Apartments'} |
✓ |
| 2026-07-06 08:28:00 |
system |
proposal_created
|
proposal:4 |
{'doc_type': 'P&L', 'period': 'Jun 2026', 'deal': 'Maple Court Apartments'} |
✓ |
| 2026-06-17 09:43:00 |
system |
email_archived
|
email:17 |
{'reason': 'every document filed'} |
✓ |
| 2026-06-15 17:59:00 |
system |
proposal_filed
|
file:drv-file-00045 |
{'deal': 'Oakline Flats', 'filename': 'Oakline Flats - Rent Roll - as-of 2026-05-31.xlsx'} |
✓ |
| 2026-06-15 17:59:00 |
system |
proposal_filed
|
file:drv-file-00044 |
{'deal': 'Oakline Flats', 'filename': 'Oakline Flats - Balance Sheet - May 2026.pdf'} |
✓ |
| 2026-06-15 17:59:00 |
system |
proposal_filed
|
file:drv-file-00043 |
{'deal': 'Oakline Flats', 'filename': 'Oakline Flats - P&L - May 2026.pdf'} |
✓ |
| 2026-06-15 17:55:00 |
system |
auto_filed
|
proposal:45 |
{'deal': 'Oakline Flats', 'path': 'Deal Documents & Financials/Active Deals/Oakline Flats/FINANCIAL/2026', 'filename': 'Oakline Flats - Rent Roll - as-of 2026-05-31.xlsx'} |
✓ |
| 2026-06-15 17:55:00 |
system |
auto_filed
|
proposal:44 |
{'deal': 'Oakline Flats', 'path': 'Deal Documents & Financials/Active Deals/Oakline Flats/FINANCIAL/2026', 'filename': 'Oakline Flats - Balance Sheet - May 2026.pdf'} |
✓ |
| 2026-06-15 17:55:00 |
system |
auto_filed
|
proposal:43 |
{'deal': 'Oakline Flats', 'path': 'Deal Documents & Financials/Active Deals/Oakline Flats/FINANCIAL/2026', 'filename': 'Oakline Flats - P&L - May 2026.pdf'} |
✓ |
| 2026-06-15 10:43:00 |
system |
proposal_created
|
proposal:45 |
{'doc_type': 'Rent Roll', 'period': 'as-of 2026-05-31', 'deal': 'Oakline Flats'} |
✓ |
| 2026-06-15 10:43:00 |
system |
proposal_created
|
proposal:44 |
{'doc_type': 'Balance Sheet', 'period': 'May 2026', 'deal': 'Oakline Flats'} |
✓ |
| 2026-06-15 10:43:00 |
system |
proposal_created
|
proposal:43 |
{'doc_type': 'P&L', 'period': 'May 2026', 'deal': 'Oakline Flats'} |
✓ |
| 2026-06-15 07:51:00 |
system |
email_archived
|
email:13 |
{'reason': 'every document filed'} |
✓ |
| 2026-06-14 10:34:00 |
system |
email_archived
|
email:8 |
{'reason': 'every document filed'} |
✓ |
| 2026-06-13 16:07:00 |
system |
proposal_filed
|
file:drv-file-00033 |
{'deal': 'Summitwoods Apartments', 'filename': 'Summitwoods Apartments - Rent Roll - as-of 2026-05-31.xlsx'} |
✓ |
| 2026-06-13 16:07:00 |
system |
proposal_filed
|
file:drv-file-00032 |
{'deal': 'Summitwoods Apartments', 'filename': 'Summitwoods Apartments - Balance Sheet - May 2026.pdf'} |
✓ |
| 2026-06-13 16:07:00 |
system |
proposal_filed
|
file:drv-file-00031 |
{'deal': 'Summitwoods Apartments', 'filename': 'Summitwoods Apartments - P&L - May 2026.pdf'} |
✓ |
| 2026-06-13 16:03:00 |
toviya |
proposal_approved
|
proposal:33 |
{'deal': 'Summitwoods Apartments', 'path': 'Deal Documents & Financials/Active Deals/Summitwoods Apartments/FINANCIAL/2026', 'filename': 'Summitwoods Apartments - Rent Roll - as-of 2026-05-31.xlsx'} |
✓ |
| 2026-06-13 16:03:00 |
toviya |
proposal_approved
|
proposal:32 |
{'deal': 'Summitwoods Apartments', 'path': 'Deal Documents & Financials/Active Deals/Summitwoods Apartments/FINANCIAL/2026', 'filename': 'Summitwoods Apartments - Balance Sheet - May 2026.pdf'} |
✓ |
| 2026-06-13 16:03:00 |
toviya |
proposal_approved
|
proposal:31 |
{'deal': 'Summitwoods Apartments', 'path': 'Deal Documents & Financials/Active Deals/Summitwoods Apartments/FINANCIAL/2026', 'filename': 'Summitwoods Apartments - P&L - May 2026.pdf'} |
✓ |
| 2026-06-13 08:51:00 |
system |
proposal_created
|
proposal:33 |
{'doc_type': 'Rent Roll', 'period': 'as-of 2026-05-31', 'deal': 'Summitwoods Apartments'} |
✓ |
| 2026-06-13 08:51:00 |
system |
proposal_created
|
proposal:32 |
{'doc_type': 'Balance Sheet', 'period': 'May 2026', 'deal': 'Summitwoods Apartments'} |
✓ |
| 2026-06-13 08:51:00 |
system |
proposal_created
|
proposal:31 |
{'doc_type': 'P&L', 'period': 'May 2026', 'deal': 'Summitwoods Apartments'} |
✓ |
| 2026-06-12 18:50:00 |
system |
proposal_filed
|
file:drv-file-00018 |
{'deal': 'Riverbend Commons', 'filename': 'Riverbend Commons - Rent Roll - as-of 2026-05-31.xlsx'} |
✓ |
| 2026-06-12 18:50:00 |
system |
proposal_filed
|
file:drv-file-00017 |
{'deal': 'Riverbend Commons', 'filename': 'Riverbend Commons - Balance Sheet - May 2026.pdf'} |
✓ |
| 2026-06-12 18:50:00 |
system |
proposal_filed
|
file:drv-file-00016 |
{'deal': 'Riverbend Commons', 'filename': 'Riverbend Commons - P&L - May 2026.pdf'} |
✓ |
| 2026-06-12 18:46:00 |
toviya |
proposal_approved
|
proposal:18 |
{'deal': 'Riverbend Commons', 'path': 'Deal Documents & Financials/Active Deals/Riverbend Commons/FINANCIAL/2026', 'filename': 'Riverbend Commons - Rent Roll - as-of 2026-05-31.xlsx'} |
✓ |
| 2026-06-12 18:46:00 |
toviya |
proposal_approved
|
proposal:17 |
{'deal': 'Riverbend Commons', 'path': 'Deal Documents & Financials/Active Deals/Riverbend Commons/FINANCIAL/2026', 'filename': 'Riverbend Commons - Balance Sheet - May 2026.pdf'} |
✓ |
| 2026-06-12 18:46:00 |
toviya |
proposal_approved
|
proposal:16 |
{'deal': 'Riverbend Commons', 'path': 'Deal Documents & Financials/Active Deals/Riverbend Commons/FINANCIAL/2026', 'filename': 'Riverbend Commons - P&L - May 2026.pdf'} |
✓ |
| 2026-06-12 14:32:00 |
system |
email_archived
|
email:23 |
{'reason': 'every document filed'} |
✓ |
| 2026-06-12 11:34:00 |
system |
proposal_created
|
proposal:18 |
{'doc_type': 'Rent Roll', 'period': 'as-of 2026-05-31', 'deal': 'Riverbend Commons'} |
✓ |
| 2026-06-12 11:34:00 |
system |
proposal_created
|
proposal:17 |
{'doc_type': 'Balance Sheet', 'period': 'May 2026', 'deal': 'Riverbend Commons'} |
✓ |
| 2026-06-12 11:34:00 |
system |
proposal_created
|
proposal:16 |
{'doc_type': 'P&L', 'period': 'May 2026', 'deal': 'Riverbend Commons'} |
✓ |
| 2026-06-10 22:48:00 |
system |
proposal_filed
|
file:drv-file-00057 |
{'deal': 'Lakeshore Terrace', 'filename': 'Lakeshore Terrace - Rent Roll - as-of 2026-05-31.xlsx'} |
✓ |
| 2026-06-10 22:48:00 |
system |
proposal_filed
|
file:drv-file-00056 |
{'deal': 'Lakeshore Terrace', 'filename': 'Lakeshore Terrace - Balance Sheet - May 2026.pdf'} |
✓ |
| 2026-06-10 22:48:00 |
system |
proposal_filed
|
file:drv-file-00055 |
{'deal': 'Lakeshore Terrace', 'filename': 'Lakeshore Terrace - P&L - May 2026.pdf'} |
✓ |
| 2026-06-10 22:44:00 |
toviya |
proposal_approved
|
proposal:57 |
{'deal': 'Lakeshore Terrace', 'path': 'Deal Documents & Financials/Active Deals/Lakeshore Terrace/FINANCIAL/2026', 'filename': 'Lakeshore Terrace - Rent Roll - as-of 2026-05-31.xlsx'} |
✓ |
| 2026-06-10 22:44:00 |
toviya |
proposal_approved
|
proposal:56 |
{'deal': 'Lakeshore Terrace', 'path': 'Deal Documents & Financials/Active Deals/Lakeshore Terrace/FINANCIAL/2026', 'filename': 'Lakeshore Terrace - Balance Sheet - May 2026.pdf'} |
✓ |
| 2026-06-10 22:44:00 |
toviya |
proposal_approved
|
proposal:55 |
{'deal': 'Lakeshore Terrace', 'path': 'Deal Documents & Financials/Active Deals/Lakeshore Terrace/FINANCIAL/2026', 'filename': 'Lakeshore Terrace - P&L - May 2026.pdf'} |
✓ |
| 2026-06-10 15:32:00 |
system |
proposal_created
|
proposal:57 |
{'doc_type': 'Rent Roll', 'period': 'as-of 2026-05-31', 'deal': 'Lakeshore Terrace'} |
✓ |
| 2026-06-10 15:32:00 |
system |
proposal_created
|
proposal:56 |
{'doc_type': 'Balance Sheet', 'period': 'May 2026', 'deal': 'Lakeshore Terrace'} |
✓ |
| 2026-06-10 15:32:00 |
system |
proposal_created
|
proposal:55 |
{'doc_type': 'P&L', 'period': 'May 2026', 'deal': 'Lakeshore Terrace'} |
✓ |
| 2026-06-10 10:08:00 |
system |
email_archived
|
email:31 |
{'reason': 'every document filed'} |
✓ |
| 2026-06-09 11:52:00 |
system |
email_archived
|
email:1 |
{'reason': 'every document filed'} |
✓ |
| 2026-06-08 18:24:00 |
system |
proposal_filed
|
file:drv-file-00081 |
{'deal': 'Clearwater Storage', 'filename': 'Clearwater Storage - Rent Roll - as-of 2026-05-31.xlsx'} |
✓ |
| 2026-06-08 18:24:00 |
system |
proposal_filed
|
file:drv-file-00080 |
{'deal': 'Clearwater Storage', 'filename': 'Clearwater Storage - Balance Sheet - May 2026.pdf'} |
✓ |
| 2026-06-08 18:24:00 |
system |
proposal_filed
|
file:drv-file-00079 |
{'deal': 'Clearwater Storage', 'filename': 'Clearwater Storage - P&L - May 2026.pdf'} |
✓ |
| 2026-06-08 18:20:00 |
system |
auto_filed
|
proposal:81 |
{'deal': 'Clearwater Storage', 'path': 'Deal Documents & Financials/Active Deals/Clearwater Storage/FINANCIAL/2026', 'filename': 'Clearwater Storage - Rent Roll - as-of 2026-05-31.xlsx'} |
✓ |
| 2026-06-08 18:20:00 |
system |
auto_filed
|
proposal:80 |
{'deal': 'Clearwater Storage', 'path': 'Deal Documents & Financials/Active Deals/Clearwater Storage/FINANCIAL/2026', 'filename': 'Clearwater Storage - Balance Sheet - May 2026.pdf'} |
✓ |
| 2026-06-08 18:20:00 |
system |
auto_filed
|
proposal:79 |
{'deal': 'Clearwater Storage', 'path': 'Deal Documents & Financials/Active Deals/Clearwater Storage/FINANCIAL/2026', 'filename': 'Clearwater Storage - P&L - May 2026.pdf'} |
✓ |
| 2026-06-08 11:08:00 |
system |
proposal_created
|
proposal:81 |
{'doc_type': 'Rent Roll', 'period': 'as-of 2026-05-31', 'deal': 'Clearwater Storage'} |
✓ |
| 2026-06-08 11:08:00 |
system |
proposal_created
|
proposal:80 |
{'doc_type': 'Balance Sheet', 'period': 'May 2026', 'deal': 'Clearwater Storage'} |
✓ |
| 2026-06-08 11:08:00 |
system |
proposal_created
|
proposal:79 |
{'doc_type': 'P&L', 'period': 'May 2026', 'deal': 'Clearwater Storage'} |
✓ |
| 2026-06-07 20:08:00 |
system |
proposal_filed
|
file:drv-file-00003 |
{'deal': 'Maple Court Apartments', 'filename': 'Maple Court Apartments - Rent Roll - as-of 2026-05-31.xlsx'} |
✓ |
| 2026-06-07 20:08:00 |
system |
proposal_filed
|
file:drv-file-00002 |
{'deal': 'Maple Court Apartments', 'filename': 'Maple Court Apartments - Balance Sheet - May 2026.pdf'} |
✓ |
| 2026-06-07 20:08:00 |
system |
proposal_filed
|
file:drv-file-00001 |
{'deal': 'Maple Court Apartments', 'filename': 'Maple Court Apartments - P&L - May 2026.pdf'} |
✓ |
| 2026-06-07 20:04:00 |
system |
auto_filed
|
proposal:3 |
{'deal': 'Maple Court Apartments', 'path': 'Deal Documents & Financials/Active Deals/Maple Court Apartments/FINANCIAL/2026', 'filename': 'Maple Court Apartments - Rent Roll - as-of 2026-05-31.xlsx'} |
✓ |
| 2026-06-07 20:04:00 |
system |
auto_filed
|
proposal:2 |
{'deal': 'Maple Court Apartments', 'path': 'Deal Documents & Financials/Active Deals/Maple Court Apartments/FINANCIAL/2026', 'filename': 'Maple Court Apartments - Balance Sheet - May 2026.pdf'} |
✓ |
| 2026-06-07 20:04:00 |
system |
auto_filed
|
proposal:1 |
{'deal': 'Maple Court Apartments', 'path': 'Deal Documents & Financials/Active Deals/Maple Court Apartments/FINANCIAL/2026', 'filename': 'Maple Court Apartments - P&L - May 2026.pdf'} |
✓ |
| 2026-06-07 20:03:00 |
toviya |
proposal_edited
|
proposal:1 |
{'changed': ['filename'], 'filename': 'Maple Court Apartments - P&L - May 2026.pdf'} |
✓ |
| 2026-06-07 12:52:00 |
system |
proposal_created
|
proposal:3 |
{'doc_type': 'Rent Roll', 'period': 'as-of 2026-05-31', 'deal': 'Maple Court Apartments'} |
✓ |
| 2026-06-07 12:52:00 |
system |
proposal_created
|
proposal:2 |
{'doc_type': 'Balance Sheet', 'period': 'May 2026', 'deal': 'Maple Court Apartments'} |
✓ |
| 2026-06-07 12:52:00 |
system |
proposal_created
|
proposal:1 |
{'doc_type': 'P&L', 'period': 'May 2026', 'deal': 'Maple Court Apartments'} |
✓ |
| 2026-05-22 09:00:00 |
toviya |
deal_fact_accepted
|
deal:25 |
{'fact_key': 'investor_entity', 'fact_value': 'Northwind Family Office Investments LLC', 'source': 'Subscription Agreement.pdf'} |
✓ |
| 2026-05-22 09:00:00 |
toviya |
deal_fact_accepted
|
deal:24 |
{'fact_key': 'investor_entity', 'fact_value': 'Northwind Family Office Investments LLC', 'source': 'Subscription Agreement.pdf'} |
✓ |
| 2026-05-22 09:00:00 |
toviya |
deal_fact_accepted
|
deal:24 |
{'fact_key': 'investment_amount', 'fact_value': '$600,000', 'source': 'Old Mill Lofts - Subscription Agreement.pdf'} |
✓ |
| 2026-05-22 09:00:00 |
toviya |
deal_fact_accepted
|
deal:23 |
{'fact_key': 'investor_entity', 'fact_value': 'Northwind Family Office Investments LLC', 'source': 'Subscription Agreement.pdf'} |
✓ |
| 2026-05-22 09:00:00 |
toviya |
deal_fact_accepted
|
deal:22 |
{'fact_key': 'investor_entity', 'fact_value': 'Northwind Family Office Investments LLC', 'source': 'Subscription Agreement.pdf'} |
✓ |
| 2026-05-22 09:00:00 |
toviya |
deal_fact_accepted
|
deal:21 |
{'fact_key': 'investor_entity', 'fact_value': 'Northwind Family Office Investments LLC', 'source': 'Subscription Agreement.pdf'} |
✓ |
| 2026-05-22 09:00:00 |
toviya |
deal_fact_accepted
|
deal:20 |
{'fact_key': 'investor_entity', 'fact_value': 'Northwind Family Office Investments LLC', 'source': 'Subscription Agreement.pdf'} |
✓ |
| 2026-05-22 09:00:00 |
toviya |
deal_fact_accepted
|
deal:20 |
{'fact_key': 'investment_amount', 'fact_value': '$2,750,000', 'source': 'Orchard Software Group - Subscription Agreement.pdf'} |
✓ |
| 2026-05-22 09:00:00 |
toviya |
deal_fact_accepted
|
deal:19 |
{'fact_key': 'investor_entity', 'fact_value': 'Northwind Family Office Investments LLC', 'source': 'Subscription Agreement.pdf'} |
✓ |
| 2026-05-22 09:00:00 |
toviya |
deal_fact_accepted
|
deal:19 |
{'fact_key': 'investment_amount', 'fact_value': '$2,200,000', 'source': 'Beacon Credit Fund II - Subscription Agreement.pdf'} |
✓ |
| 2026-05-22 09:00:00 |
toviya |
deal_fact_accepted
|
deal:18 |
{'fact_key': 'investor_entity', 'fact_value': 'Northwind Family Office Investments LLC', 'source': 'Subscription Agreement.pdf'} |
✓ |
| 2026-05-22 09:00:00 |
toviya |
deal_fact_accepted
|
deal:18 |
{'fact_key': 'investment_amount', 'fact_value': '$1,230,000', 'source': 'Cedar Ridge Ventures V - Subscription Agreement.pdf'} |
✓ |
| 2026-05-22 09:00:00 |
toviya |
deal_fact_accepted
|
deal:17 |
{'fact_key': 'investor_entity', 'fact_value': 'Northwind Family Office Investments LLC', 'source': 'Subscription Agreement.pdf'} |
✓ |
| 2026-05-22 09:00:00 |
toviya |
deal_fact_accepted
|
deal:17 |
{'fact_key': 'investment_amount', 'fact_value': '$3,100,000', 'source': 'Harbor Point Fund IV - Subscription Agreement.pdf'} |
✓ |
| 2026-05-22 09:00:00 |
toviya |
deal_fact_accepted
|
deal:16 |
{'fact_key': 'investor_entity', 'fact_value': 'Northwind Family Office Investments LLC', 'source': 'Subscription Agreement.pdf'} |
✓ |
| 2026-05-22 09:00:00 |
toviya |
deal_fact_accepted
|
deal:16 |
{'fact_key': 'investment_amount', 'fact_value': '$4,000,000', 'source': 'Alder Health Partners - Subscription Agreement.pdf'} |
✓ |
| 2026-05-22 09:00:00 |
toviya |
deal_fact_accepted
|
deal:15 |
{'fact_key': 'investor_entity', 'fact_value': 'Northwind Family Office Investments LLC', 'source': 'Subscription Agreement.pdf'} |
✓ |
| 2026-05-22 09:00:00 |
toviya |
deal_fact_accepted
|
deal:15 |
{'fact_key': 'investment_amount', 'fact_value': '$1,100,000', 'source': 'Juniper Ridge Townhomes - Subscription Agreement.pdf'} |
✓ |
| 2026-05-22 09:00:00 |
toviya |
deal_fact_accepted
|
deal:14 |
{'fact_key': 'investor_entity', 'fact_value': 'Northwind Family Office Investments LLC', 'source': 'Subscription Agreement.pdf'} |
✓ |
| 2026-05-22 09:00:00 |
toviya |
deal_fact_accepted
|
deal:14 |
{'fact_key': 'investment_amount', 'fact_value': '$2,000,000', 'source': 'Harbor Point Tower - Subscription Agreement.pdf'} |
✓ |
| 2026-05-22 09:00:00 |
toviya |
deal_fact_accepted
|
deal:13 |
{'fact_key': 'investor_entity', 'fact_value': 'Northwind Family Office Investments LLC', 'source': 'Subscription Agreement.pdf'} |
✓ |
| 2026-05-22 09:00:00 |
toviya |
deal_fact_accepted
|
deal:12 |
{'fact_key': 'investor_entity', 'fact_value': 'Northwind Family Office Investments LLC', 'source': 'Subscription Agreement.pdf'} |
✓ |
| 2026-05-22 09:00:00 |
toviya |
deal_fact_accepted
|
deal:11 |
{'fact_key': 'investor_entity', 'fact_value': 'Northwind Family Office Investments LLC', 'source': 'Subscription Agreement.pdf'} |
✓ |
| 2026-05-22 09:00:00 |
toviya |
deal_fact_accepted
|
deal:11 |
{'fact_key': 'investment_amount', 'fact_value': '$3,600,000', 'source': 'Crosswater Portfolio - Subscription Agreement.pdf'} |
✓ |
| 2026-05-22 09:00:00 |
toviya |
deal_fact_accepted
|
deal:10 |
{'fact_key': 'investor_entity', 'fact_value': 'Northwind Family Office Investments LLC', 'source': 'Subscription Agreement.pdf'} |
✓ |
| 2026-05-22 09:00:00 |
toviya |
deal_fact_accepted
|
deal:10 |
{'fact_key': 'investment_amount', 'fact_value': '$1,200,000', 'source': 'Clearwater Storage - Subscription Agreement.pdf'} |
✓ |
| 2026-05-22 09:00:00 |
toviya |
deal_fact_accepted
|
deal:9 |
{'fact_key': 'investor_entity', 'fact_value': 'Northwind Family Office Investments LLC', 'source': 'Subscription Agreement.pdf'} |
✓ |
| 2026-05-22 09:00:00 |
toviya |
deal_fact_accepted
|
deal:9 |
{'fact_key': 'investment_amount', 'fact_value': '$2,800,000', 'source': 'Eastport Distribution Center - Subscription Agreement.pdf'} |
✓ |
| 2026-05-22 09:00:00 |
toviya |
deal_fact_accepted
|
deal:8 |
{'fact_key': 'investor_entity', 'fact_value': 'Northwind Family Office Investments LLC', 'source': 'Subscription Agreement.pdf'} |
✓ |
| 2026-05-22 09:00:00 |
toviya |
deal_fact_accepted
|
deal:8 |
{'fact_key': 'investment_amount', 'fact_value': '$4,000,000', 'source': 'Sunbelt Logistics Park - Subscription Agreement.pdf'} |
✓ |
| 2026-05-22 09:00:00 |
toviya |
deal_fact_accepted
|
deal:7 |
{'fact_key': 'investor_entity', 'fact_value': 'Northwind Family Office Investments LLC', 'source': 'Subscription Agreement.pdf'} |
✓ |
| 2026-05-22 09:00:00 |
toviya |
deal_fact_accepted
|
deal:7 |
{'fact_key': 'investment_amount', 'fact_value': '$900,000', 'source': 'Willow Creek Shops - Subscription Agreement.pdf'} |
✓ |
| 2026-05-22 09:00:00 |
toviya |
deal_fact_accepted
|
deal:6 |
{'fact_key': 'investor_entity', 'fact_value': 'Northwind Family Office Investments LLC', 'source': 'Subscription Agreement.pdf'} |
✓ |
| 2026-05-22 09:00:00 |
toviya |
deal_fact_accepted
|
deal:6 |
{'fact_key': 'investment_amount', 'fact_value': '$1,750,000', 'source': 'Northgate Plaza - Subscription Agreement.pdf'} |
✓ |
| 2026-05-22 09:00:00 |
toviya |
deal_fact_accepted
|
deal:5 |
{'fact_key': 'investor_entity', 'fact_value': 'Northwind Family Office Investments LLC', 'source': 'Subscription Agreement.pdf'} |
✓ |
| 2026-05-22 09:00:00 |
toviya |
deal_fact_accepted
|
deal:5 |
{'fact_key': 'investment_amount', 'fact_value': '$2,200,000', 'source': 'Lakeshore Terrace - Subscription Agreement.pdf'} |
✓ |
| 2026-05-22 09:00:00 |
toviya |
deal_fact_accepted
|
deal:4 |
{'fact_key': 'investor_entity', 'fact_value': 'Northwind Family Office Investments LLC', 'source': 'Subscription Agreement.pdf'} |
✓ |
| 2026-05-22 09:00:00 |
toviya |
deal_fact_accepted
|
deal:4 |
{'fact_key': 'investment_amount', 'fact_value': '$1,900,000', 'source': 'Oakline Flats - Subscription Agreement.pdf'} |
✓ |
| 2026-05-22 09:00:00 |
toviya |
deal_fact_accepted
|
deal:3 |
{'fact_key': 'investor_entity', 'fact_value': 'Northwind Family Office Investments LLC', 'source': 'Subscription Agreement.pdf'} |
✓ |
| 2026-05-22 09:00:00 |
toviya |
deal_fact_accepted
|
deal:3 |
{'fact_key': 'investment_amount', 'fact_value': '$1,400,000', 'source': 'Summitwoods Apartments - Subscription Agreement.pdf'} |
✓ |
| 2026-05-22 09:00:00 |
toviya |
deal_fact_accepted
|
deal:2 |
{'fact_key': 'investor_entity', 'fact_value': 'Northwind Family Office Investments LLC', 'source': 'Subscription Agreement.pdf'} |
✓ |
| 2026-05-22 09:00:00 |
toviya |
deal_fact_accepted
|
deal:2 |
{'fact_key': 'investment_amount', 'fact_value': '$3,100,000', 'source': 'Riverbend Commons - Subscription Agreement.pdf'} |
✓ |
| 2026-05-22 09:00:00 |
toviya |
deal_fact_accepted
|
deal:1 |
{'fact_key': 'investor_entity', 'fact_value': 'Northwind Family Office Investments LLC', 'source': 'Subscription Agreement.pdf'} |
✓ |
| 2026-05-22 09:00:00 |
toviya |
deal_fact_accepted
|
deal:1 |
{'fact_key': 'investment_amount', 'fact_value': '$2,500,000', 'source': 'Maple Court Apartments - Subscription Agreement.pdf'} |
✓ |
| 2026-05-22 09:00:00 |
morgan |
careers_posting_published
|
job_posting:2 |
{'slug': 'office-manager', 'title': 'Office Manager'} |
✓ |
| 2026-05-12 10:00:00 |
toviya |
sign_envelope_archived
|
sign_envelope:6 |
{'title': 'Juniper Ridge Townhomes — Closing Acknowledgement'} |
✓ |
| 2026-05-12 09:00:00 |
morgan |
deal_fact_accepted
|
deal:25 |
{'fact_key': 'legal_entity_name', 'fact_value': 'Pinecrest Senior Living Investors LLC', 'source': 'Pinecrest Senior Living - Operating Agreement.pdf'} |
✓ |
| 2026-05-12 09:00:00 |
morgan |
deal_fact_accepted
|
deal:24 |
{'fact_key': 'legal_entity_name', 'fact_value': 'Old Mill Lofts LLC', 'source': 'Old Mill Lofts - Operating Agreement.pdf'} |
✓ |
| 2026-05-12 09:00:00 |
morgan |
deal_fact_accepted
|
deal:20 |
{'fact_key': 'legal_entity_name', 'fact_value': 'Orchard Software Group LLC', 'source': 'Orchard Software Group - Operating Agreement.pdf'} |
✓ |
| 2026-05-12 09:00:00 |
morgan |
deal_fact_accepted
|
deal:19 |
{'fact_key': 'legal_entity_name', 'fact_value': 'Beacon Credit Opportunities II LP', 'source': 'Beacon Credit Fund II - Operating Agreement.pdf'} |
✓ |
| 2026-05-12 09:00:00 |
morgan |
deal_fact_accepted
|
deal:18 |
{'fact_key': 'legal_entity_name', 'fact_value': 'Cedar Ridge Ventures Fund V LP', 'source': 'Cedar Ridge Ventures V - Operating Agreement.pdf'} |
✓ |
| 2026-05-12 09:00:00 |
morgan |
deal_fact_accepted
|
deal:17 |
{'fact_key': 'legal_entity_name', 'fact_value': 'Harbor Point Capital Partners IV LP', 'source': 'Harbor Point Fund IV - Operating Agreement.pdf'} |
✓ |
| 2026-05-12 09:00:00 |
morgan |
deal_fact_accepted
|
deal:16 |
{'fact_key': 'legal_entity_name', 'fact_value': 'Alder Health Partners Inc.', 'source': 'Alder Health Partners - Operating Agreement.pdf'} |
✓ |
| 2026-05-12 09:00:00 |
morgan |
deal_fact_accepted
|
deal:15 |
{'fact_key': 'legal_entity_name', 'fact_value': 'Juniper Ridge Townhomes LLC', 'source': 'Juniper Ridge Townhomes - Operating Agreement.pdf'} |
✓ |
| 2026-05-12 09:00:00 |
morgan |
deal_fact_accepted
|
deal:14 |
{'fact_key': 'legal_entity_name', 'fact_value': 'Harbor Point Tower Office LLC', 'source': 'Harbor Point Tower - Operating Agreement.pdf'} |
✓ |
| 2026-05-12 09:00:00 |
morgan |
deal_fact_accepted
|
deal:11 |
{'fact_key': 'legal_entity_name', 'fact_value': 'Crosswater Residential Fund I LP', 'source': 'Crosswater Portfolio - Operating Agreement.pdf'} |
✓ |
| 2026-05-12 09:00:00 |
morgan |
deal_fact_accepted
|
deal:10 |
{'fact_key': 'legal_entity_name', 'fact_value': 'Clearwater Self Storage LLC', 'source': 'Clearwater Storage - Operating Agreement.pdf'} |
✓ |
| 2026-05-12 09:00:00 |
morgan |
deal_fact_accepted
|
deal:9 |
{'fact_key': 'legal_entity_name', 'fact_value': 'Eastport DC Holdings LLC', 'source': 'Eastport Distribution Center - Operating Agreement.pdf'} |
✓ |
| 2026-05-12 09:00:00 |
morgan |
deal_fact_accepted
|
deal:8 |
{'fact_key': 'legal_entity_name', 'fact_value': 'Sunbelt Logistics Park Owner LLC', 'source': 'Sunbelt Logistics Park - Operating Agreement.pdf'} |
✓ |
| 2026-05-12 09:00:00 |
morgan |
deal_fact_accepted
|
deal:7 |
{'fact_key': 'legal_entity_name', 'fact_value': 'Willow Creek Shops LLC', 'source': 'Willow Creek Shops - Operating Agreement.pdf'} |
✓ |
| 2026-05-12 09:00:00 |
morgan |
deal_fact_accepted
|
deal:6 |
{'fact_key': 'legal_entity_name', 'fact_value': 'Northgate Plaza Retail LLC', 'source': 'Northgate Plaza - Operating Agreement.pdf'} |
✓ |
| 2026-05-12 09:00:00 |
morgan |
deal_fact_accepted
|
deal:5 |
{'fact_key': 'legal_entity_name', 'fact_value': 'Lakeshore Terrace Apartments LLC', 'source': 'Lakeshore Terrace - Operating Agreement.pdf'} |
✓ |
| 2026-05-12 09:00:00 |
morgan |
deal_fact_accepted
|
deal:4 |
{'fact_key': 'legal_entity_name', 'fact_value': 'Oakline Flats Owner LLC', 'source': 'Oakline Flats - Operating Agreement.pdf'} |
✓ |
| 2026-05-12 09:00:00 |
morgan |
deal_fact_accepted
|
deal:3 |
{'fact_key': 'legal_entity_name', 'fact_value': 'Summitwoods Apartments LP', 'source': 'Summitwoods Apartments - Operating Agreement.pdf'} |
✓ |
| 2026-05-12 09:00:00 |
morgan |
deal_fact_accepted
|
deal:2 |
{'fact_key': 'legal_entity_name', 'fact_value': 'Riverbend Commons Investors LLC', 'source': 'Riverbend Commons - Operating Agreement.pdf'} |
✓ |
| 2026-05-12 09:00:00 |
morgan |
deal_fact_accepted
|
deal:1 |
{'fact_key': 'legal_entity_name', 'fact_value': 'Maple Court Holdings LLC', 'source': 'Maple Court Apartments - Operating Agreement.pdf'} |
✓ |
| 2026-05-04 10:03:00 |
system |
envelope_filed
|
file:6 |
{'deal': 'Juniper Ridge Townhomes', 'subfolder': 'ACQUISITION'} |
✓ |
| 2026-05-02 12:00:00 |
toviya |
envelope_sent
|
envelope:6 |
{'title': 'Juniper Ridge Townhomes — Closing Acknowledgement', 'recipients': 2} |
✓ |
| 2026-04-18 00:12:00 |
system |
proposal_filed
|
file:drv-file-00109 |
{'deal': 'Maple Court Apartments', 'tax_copy': True} |
✓ |
| 2026-04-18 00:08:00 |
casey |
proposal_approved
|
proposal:109 |
{'deal': 'Maple Court Apartments', 'also': 'tax drive'} |
✓ |
| 2026-04-12 00:42:00 |
system |
proposal_filed
|
file:drv-file-00110 |
{'deal': 'Riverbend Commons', 'tax_copy': True} |
✓ |
| 2026-04-12 00:38:00 |
casey |
proposal_approved
|
proposal:110 |
{'deal': 'Riverbend Commons', 'also': 'tax drive'} |
✓ |
| 2026-04-05 17:59:00 |
system |
proposal_filed
|
file:drv-file-00111 |
{'deal': 'Summitwoods Apartments', 'tax_copy': True} |
✓ |
| 2026-04-05 17:55:00 |
casey |
proposal_approved
|
proposal:111 |
{'deal': 'Summitwoods Apartments', 'also': 'tax drive'} |
✓ |
| 2026-04-04 09:00:00 |
morgan |
careers_posting_closed
|
job_posting:5 |
{'slug': 'executive-assistant', 'title': 'Executive Assistant to the Principals'} |
✓ |
| 2026-03-30 18:11:00 |
system |
proposal_filed
|
file:drv-file-00112 |
{'deal': 'Oakline Flats', 'tax_copy': True} |
✓ |
| 2026-03-30 18:07:00 |
casey |
proposal_approved
|
proposal:112 |
{'deal': 'Oakline Flats', 'also': 'tax drive'} |
✓ |
| 2026-03-24 22:57:00 |
system |
proposal_filed
|
file:drv-file-00113 |
{'deal': 'Lakeshore Terrace', 'tax_copy': True} |
✓ |
| 2026-03-24 22:53:00 |
casey |
proposal_approved
|
proposal:113 |
{'deal': 'Lakeshore Terrace', 'also': 'tax drive'} |
✓ |
| 2026-03-12 10:00:00 |
toviya |
deal_folder_created
|
deal:22 |
{'folder': 'Deal Documents & Financials/Active Deals/Summit Packaging Term Loan', 'bucket': 'active'} |
✓ |
| 2026-02-21 09:00:00 |
morgan |
careers_posting_published
|
job_posting:5 |
{'slug': 'executive-assistant', 'title': 'Executive Assistant to the Principals'} |
✓ |
| 2026-02-11 09:00:00 |
system |
tracker_coverage_imported
|
tracker:excel |
{'cells': 196, 'source': 'Financial Statement and Deal Tracker.xlsx'} |
✓ |
| 2026-02-04 10:00:00 |
toviya |
deal_folder_created
|
deal:18 |
{'folder': 'Deal Documents & Financials/Active Deals/Cedar Ridge Ventures V', 'bucket': 'active'} |
✓ |
| 2026-01-22 13:44:00 |
toviya |
deal_signal_added
|
deal:25 |
{'signal_type': 'subject_contains', 'value': 'Pinecrest'} |
✓ |
| 2026-01-22 13:35:00 |
toviya |
deal_signal_added
|
deal:3 |
{'signal_type': 'subject_contains', 'value': 'Summitwoods'} |
✓ |
| 2026-01-22 13:27:00 |
toviya |
deal_signal_added
|
deal:24 |
{'signal_type': 'subject_contains', 'value': 'Old Mill'} |
✓ |
| 2026-01-22 12:56:00 |
toviya |
deal_signal_added
|
deal:20 |
{'signal_type': 'subject_contains', 'value': 'Orchard'} |
✓ |
| 2026-01-22 12:51:00 |
toviya |
deal_signal_added
|
deal:19 |
{'signal_type': 'subject_contains', 'value': 'Beacon II'} |
✓ |
| 2026-01-22 12:41:00 |
toviya |
deal_signal_added
|
deal:22 |
{'signal_type': 'subject_contains', 'value': 'Summit Packaging'} |
✓ |
| 2026-01-22 12:34:00 |
toviya |
deal_signal_added
|
deal:7 |
{'signal_type': 'subject_contains', 'value': 'Willow Creek'} |
✓ |
| 2026-01-22 12:24:00 |
toviya |
deal_signal_added
|
deal:13 |
{'signal_type': 'subject_contains', 'value': 'Elm Court'} |
✓ |
| 2026-01-22 11:55:00 |
toviya |
deal_signal_added
|
deal:5 |
{'signal_type': 'subject_contains', 'value': 'Lakeshore'} |
✓ |
| 2026-01-22 11:27:00 |
toviya |
deal_signal_added
|
deal:9 |
{'signal_type': 'subject_contains', 'value': 'Eastport'} |
✓ |
| 2026-01-22 11:18:00 |
toviya |
deal_signal_added
|
deal:16 |
{'signal_type': 'subject_contains', 'value': 'Alder Health'} |
✓ |
| 2026-01-22 11:12:00 |
toviya |
deal_signal_added
|
deal:8 |
{'signal_type': 'subject_contains', 'value': 'Sunbelt'} |
✓ |
| 2026-01-22 11:11:00 |
toviya |
deal_signal_added
|
deal:21 |
{'signal_type': 'subject_contains', 'value': 'Northwind Coffee'} |
✓ |
| 2026-01-22 10:58:00 |
toviya |
deal_signal_added
|
deal:18 |
{'signal_type': 'subject_contains', 'value': 'CRV V'} |
✓ |
| 2026-01-22 10:43:00 |
toviya |
deal_signal_added
|
deal:6 |
{'signal_type': 'subject_contains', 'value': 'Northgate'} |
✓ |
| 2026-01-22 10:35:00 |
toviya |
deal_signal_added
|
deal:23 |
{'signal_type': 'subject_contains', 'value': 'Lakeshore Mezz'} |
✓ |