Attachments

88 of last 180d
Received Doc AI Period Fmt Filename From email
2026-10-09 PNL
88%
✓ PNL
92%
Sep 2026 pdf Maple Court Apartments - Income Statement - Sep 2026.pdf Maple Court Apartments — Sep 2026 financial package
Priya Natarajan
2026-10-09 BS
86%
✓ BS
98%
Sep 2026 pdf Maple Court Apartments - Balance Sheet - Sep 2026.pdf Maple Court Apartments — Sep 2026 financial package
Priya Natarajan
2026-10-09 PNL
91%
✓ PNL
91%
Sep 2026 pdf Riverbend Commons - Income Statement - Sep 2026.pdf Riverbend Commons — Sep 2026 financial package
Tomas Alvarez
2026-10-09 BS
93%
✓ BS
93%
Sep 2026 pdf Riverbend Commons - Balance Sheet - Sep 2026.pdf Riverbend Commons — Sep 2026 financial package
Tomas Alvarez
2026-10-09 PNL
83%
✓ PNL
92%
Sep 2026 pdf Clearwater Storage - Income Statement - Sep 2026.pdf Clearwater Storage — Sep 2026 financial package
Renee Castillo
2026-10-09 BS
84%
✓ BS
97%
Sep 2026 pdf Clearwater Storage - Balance Sheet - Sep 2026.pdf Clearwater Storage — Sep 2026 financial package
Renee Castillo
2026-10-07 SUPPORT
81%
— — pdf Oakline Flats - Leasing Report.pdf Oakline Flats — leasing report
Lena Okafor
2026-10-06 OM
85%
✓ OM
88%
— pdf Hollow Creek Industrial Park - Offering Memorandum.pdf Investment opportunity: Hollow Creek Industrial Park
Daniel Whitcombe
2026-10-06 LOAN
81%
✓ LOAN
93%
Q3 2026 pdf Northwind Coffee Co. - Covenant Report.pdf Northwind Coffee Term Note — Q3 2026 interest payment and covenant report
Owen Mackey
2026-10-05 LOAN
83%
✓ LOAN
98%
Q3 2026 pdf Lakeshore Terrace Mezz Lender LLC - Covenant Report.pdf Lakeshore Terrace Mezz Loan — Q3 2026 interest payment and covenant report
Marcus Feld
2026-10-04 CAPCALL
86%
✓ CAPCALL
95%
Oct 2026 pdf Harbor Point Fund IV - Capital Call No 8.pdf Harbor Point Fund IV — Capital Call Notice No. 8 — due 2026-10-16
Harbor Point IR
2026-10-03 RECEIPT
86%
✓ RECEIPT
94%
— pdf Lakeside Office Supply - Invoice.pdf Invoice 81037 from Lakeside Office Supply
Lakeside Office Supply
2026-10-03 LOAN
92%
✓ LOAN
90%
Q3 2026 pdf Summit Packaging Corp. - Covenant Report.pdf Summit Packaging Term Loan — Q3 2026 interest payment and covenant report
Heather Nguyen
2026-09-28 DIST
81%
✓ DIST
91%
Oct 2026 pdf Alder Health Partners - Distribution Notice - 2026-10-07.pdf Alder Health Partners — distribution notice, Oct 2026
Simone Barrett
2026-09-27 SUPPORT
94%
✓ SUPPORT
97%
— pdf Oakline Flats - Capital Projects Summary.pdf Oakline Flats — capital projects summary
Lena Okafor
2026-09-26 OM
83%
✓ OM
88%
— pdf Westfield Senior Living - Offering Memorandum.pdf Investment opportunity: Westfield Senior Living
Julia Marsh
2026-09-25 OTHER
94%
✓ OTHER
71%
— pdf Maple Court Apartments - Insurance Renewal Quote.pdf Maple Court Apartments — insurance renewal quote
Priya Natarajan
2026-09-24 TAX_ESTIMATE
92%
✓ TAX_ESTIMATE
92%
FY2026 pdf Cedar Ridge Ventures Fund V LP - 2026 K-1 Estimate.pdf Cedar Ridge Ventures Fund V LP — 2026 estimated K-1 figures
CRV Tax
2026-09-22 RECEIPT
96%
✓ RECEIPT
90%
— pdf Metro Courier Services - Invoice.pdf Invoice 43425 from Metro Courier Services
Metro Courier Services
2026-09-19 LOAN
89%
✓ LOAN
89%
Q3 2026 pdf Clearwater Storage - Compliance Certificate.pdf Clearwater Storage — lender compliance certificate, Sep 2026
Renee Castillo
2026-09-17 CAPCALL
92%
✓ CAPCALL
90%
Sep 2026 pdf Cedar Ridge Ventures V - Capital Call No 4.pdf Cedar Ridge Ventures V — Capital Call Notice No. 4 — due 2026-09-29
CRV Fund Administration
2026-09-15 PNL
86%
✓ PNL
94%
Aug 2026 pdf Oakline Flats - Income Statement - Aug 2026.pdf Oakline Flats — Aug 2026 financial package
Lena Okafor
2026-09-15 BS
81%
✓ BS
88%
Aug 2026 pdf Oakline Flats - Balance Sheet - Aug 2026.pdf Oakline Flats — Aug 2026 financial package
Lena Okafor
2026-09-14 PNL
90%
✓ PNL
89%
Aug 2026 pdf Summitwoods Apartments - Income Statement - Aug 2026.pdf Summitwoods Apartments — Aug 2026 financial package
Lena Okafor
2026-09-14 BS
82%
✓ BS
89%
Aug 2026 pdf Summitwoods Apartments - Balance Sheet - Aug 2026.pdf Summitwoods Apartments — Aug 2026 financial package
Lena Okafor
2026-09-12 OM
93%
✓ OM
88%
— pdf Granite Peak Fund III - Offering Memorandum.pdf Investment opportunity: Granite Peak Fund III
Marcus Feld
2026-09-11 PNL
85%
✓ PNL
91%
Aug 2026 pdf Riverbend Commons - Income Statement - Aug 2026.pdf Riverbend Commons — Aug 2026 financial package
Tomas Alvarez
2026-09-11 BS
97%
✓ BS
91%
Aug 2026 pdf Riverbend Commons - Balance Sheet - Aug 2026.pdf Riverbend Commons — Aug 2026 financial package
Tomas Alvarez
2026-09-09 PNL
82%
✓ PNL
94%
Aug 2026 pdf Lakeshore Terrace - Income Statement - Aug 2026.pdf Lakeshore Terrace — Aug 2026 financial package
Marcus Feld
2026-09-09 BS
83%
✓ BS
92%
Aug 2026 pdf Lakeshore Terrace - Balance Sheet - Aug 2026.pdf Lakeshore Terrace — Aug 2026 financial package
Marcus Feld
2026-09-08 DIST
84%
✓ DIST
91%
Sep 2026 pdf Beacon Credit Fund II - Distribution Notice - 2026-09-17.pdf Beacon Credit Fund II — distribution notice, Sep 2026
Beacon Client Reporting
2026-09-07 PNL
88%
✓ PNL
88%
Aug 2026 pdf Clearwater Storage - Income Statement - Aug 2026.pdf Clearwater Storage — Aug 2026 financial package
Renee Castillo
2026-09-07 BS
94%
✓ BS
92%
Aug 2026 pdf Clearwater Storage - Balance Sheet - Aug 2026.pdf Clearwater Storage — Aug 2026 financial package
Renee Castillo
2026-09-06 PNL
83%
✓ PNL
90%
Aug 2026 pdf Maple Court Apartments - Income Statement - Aug 2026.pdf Maple Court Apartments — Aug 2026 financial package
Priya Natarajan
2026-09-06 BS
87%
✓ BS
96%
Aug 2026 pdf Maple Court Apartments - Balance Sheet - Aug 2026.pdf Maple Court Apartments — Aug 2026 financial package
Priya Natarajan
2026-08-30 RECEIPT
81%
✓ RECEIPT
90%
— pdf Northstar Records Storage - Invoice.pdf Invoice 53471 from Northstar Records Storage
Northstar Records Storage
2026-08-24 DIST
86%
✓ DIST
95%
Sep 2026 pdf Riverbend Commons - Distribution Notice - 2026-09-02.pdf Riverbend Commons — distribution notice, Sep 2026
Tomas Alvarez
2026-08-20 INVLETTER
89%
✓ INVLETTER
88%
Q2 2026 pdf Cedar Ridge Ventures V - Investor Update - Q2 2026.pdf Cedar Ridge Ventures V: Q2 2026 investor update
CRV Fund Administration
2026-08-19 INVLETTER
91%
✓ INVLETTER
98%
Q2 2026 pdf Harbor Point Fund IV - Investor Update - Q2 2026.pdf Harbor Point Fund IV: Q2 2026 investor update
Harbor Point IR
2026-08-17 INVLETTER
88%
✓ INVLETTER
90%
Q2 2026 pdf Alder Health Partners - Investor Update - Q2 2026.pdf Alder Health Partners: Q2 2026 investor update
Simone Barrett
2026-08-17 INVLETTER
96%
✓ INVLETTER
92%
Q2 2026 pdf Orchard Software Group - Investor Update - Q2 2026.pdf Orchard Software Group: Q2 2026 investor update
Nadia Pfeiffer
2026-08-14 INVLETTER
91%
✓ INVLETTER
91%
Q2 2026 pdf Beacon Credit Fund II - Investor Update - Q2 2026.pdf Beacon Credit Fund II: Q2 2026 investor update
Beacon Client Reporting
2026-08-13 PNL
89%
✓ PNL
91%
Jul 2026 pdf Oakline Flats - Income Statement - Jul 2026.pdf Oakline Flats — Jul 2026 financial package
Lena Okafor
2026-08-13 BS
94%
✓ BS
96%
Jul 2026 pdf Oakline Flats - Balance Sheet - Jul 2026.pdf Oakline Flats — Jul 2026 financial package
Lena Okafor
2026-08-12 PNL
84%
✓ PNL
97%
Jul 2026 pdf Summitwoods Apartments - Income Statement - Jul 2026.pdf Summitwoods Apartments — Jul 2026 financial package
Lena Okafor
2026-08-12 BS
82%
✓ BS
89%
Jul 2026 pdf Summitwoods Apartments - Balance Sheet - Jul 2026.pdf Summitwoods Apartments — Jul 2026 financial package
Lena Okafor
2026-08-10 PNL
93%
✓ PNL
87%
Jul 2026 pdf Riverbend Commons - Income Statement - Jul 2026.pdf Riverbend Commons — Jul 2026 financial package
Tomas Alvarez
2026-08-10 BS
87%
✓ BS
96%
Jul 2026 pdf Riverbend Commons - Balance Sheet - Jul 2026.pdf Riverbend Commons — Jul 2026 financial package
Tomas Alvarez
2026-08-10 PNL
86%
✓ PNL
87%
Jul 2026 pdf Clearwater Storage - Income Statement - Jul 2026.pdf Clearwater Storage — Jul 2026 financial package
Renee Castillo
2026-08-10 BS
97%
✓ BS
90%
Jul 2026 pdf Clearwater Storage - Balance Sheet - Jul 2026.pdf Clearwater Storage — Jul 2026 financial package
Renee Castillo
2026-08-09 CAPCALL
95%
✓ CAPCALL
97%
Aug 2026 pdf Harbor Point Fund IV - Capital Call No 7.pdf Harbor Point Fund IV — Capital Call Notice No. 7 — due 2026-08-21
Harbor Point IR
2026-08-08 PNL
92%
✓ PNL
97%
Jul 2026 pdf Lakeshore Terrace - Income Statement - Jul 2026.pdf Lakeshore Terrace — Jul 2026 financial package
Marcus Feld
2026-08-08 BS
96%
✓ BS
94%
Jul 2026 pdf Lakeshore Terrace - Balance Sheet - Jul 2026.pdf Lakeshore Terrace — Jul 2026 financial package
Marcus Feld
2026-08-06 PNL
90%
✓ PNL
90%
Jul 2026 pdf Maple Court Apartments - Income Statement - Jul 2026.pdf Maple Court Apartments — Jul 2026 financial package
Priya Natarajan
2026-08-06 BS
96%
✓ BS
93%
Jul 2026 pdf Maple Court Apartments - Balance Sheet - Jul 2026.pdf Maple Court Apartments — Jul 2026 financial package
Priya Natarajan
2026-07-15 PNL
91%
✓ PNL
98%
Q2 2026 pdf Willow Creek Shops - Income Statement - Q2 2026.pdf Willow Creek Shops — Q2 2026 quarterly financial package
Aisha Rahman
2026-07-15 BS
80%
✓ BS
97%
Q2 2026 pdf Willow Creek Shops - Balance Sheet - Q2 2026.pdf Willow Creek Shops — Q2 2026 quarterly financial package
Aisha Rahman
2026-07-14 PNL
82%
✓ PNL
87%
Q2 2026 pdf Northgate Plaza - Income Statement - Q2 2026.pdf Northgate Plaza — Q2 2026 quarterly financial package
Aisha Rahman
2026-07-14 BS
92%
✓ BS
94%
Q2 2026 pdf Northgate Plaza - Balance Sheet - Q2 2026.pdf Northgate Plaza — Q2 2026 quarterly financial package
Aisha Rahman
2026-07-13 PNL
82%
✓ PNL
90%
Jun 2026 pdf Summitwoods Apartments - Income Statement - Jun 2026.pdf Summitwoods Apartments — Jun 2026 financial package
Lena Okafor
2026-07-13 BS
88%
✓ BS
89%
Jun 2026 pdf Summitwoods Apartments - Balance Sheet - Jun 2026.pdf Summitwoods Apartments — Jun 2026 financial package
Lena Okafor
2026-07-13 PNL
85%
✓ PNL
90%
Jun 2026 pdf Oakline Flats - Income Statement - Jun 2026.pdf Oakline Flats — Jun 2026 financial package
Lena Okafor
2026-07-13 BS
93%
✓ BS
89%
Jun 2026 pdf Oakline Flats - Balance Sheet - Jun 2026.pdf Oakline Flats — Jun 2026 financial package
Lena Okafor
2026-07-12 PNL
83%
✓ PNL
94%
Q2 2026 pdf Sunbelt Logistics Park - Income Statement - Q2 2026.pdf Sunbelt Logistics Park — Q2 2026 quarterly financial package
Daniel Whitcombe
2026-07-12 BS
85%
✓ BS
89%
Q2 2026 pdf Sunbelt Logistics Park - Balance Sheet - Q2 2026.pdf Sunbelt Logistics Park — Q2 2026 quarterly financial package
Daniel Whitcombe
2026-07-12 PNL
91%
✓ PNL
96%
Jun 2026 pdf Riverbend Commons - Income Statement - Jun 2026.pdf Riverbend Commons — Jun 2026 financial package
Tomas Alvarez
2026-07-12 BS
94%
✓ BS
88%
Jun 2026 pdf Riverbend Commons - Balance Sheet - Jun 2026.pdf Riverbend Commons — Jun 2026 financial package
Tomas Alvarez
2026-07-11 PNL
80%
✓ PNL
90%
Q2 2026 pdf Eastport Distribution Center - Income Statement - Q2 2026.pdf Eastport Distribution Center — Q2 2026 quarterly financial package
Daniel Whitcombe
2026-07-11 BS
97%
✓ BS
90%
Q2 2026 pdf Eastport Distribution Center - Balance Sheet - Q2 2026.pdf Eastport Distribution Center — Q2 2026 quarterly financial package
Daniel Whitcombe
2026-07-09 PNL
81%
✓ PNL
90%
Jun 2026 pdf Clearwater Storage - Income Statement - Jun 2026.pdf Clearwater Storage — Jun 2026 financial package
Renee Castillo
2026-07-09 BS
82%
✓ BS
95%
Jun 2026 pdf Clearwater Storage - Balance Sheet - Jun 2026.pdf Clearwater Storage — Jun 2026 financial package
Renee Castillo
2026-07-09 PNL
91%
✓ PNL
89%
Jun 2026 pdf Lakeshore Terrace - Income Statement - Jun 2026.pdf Lakeshore Terrace — Jun 2026 financial package
Marcus Feld
2026-07-09 BS
83%
✓ BS
95%
Jun 2026 pdf Lakeshore Terrace - Balance Sheet - Jun 2026.pdf Lakeshore Terrace — Jun 2026 financial package
Marcus Feld
2026-07-06 PNL
96%
✓ PNL
95%
Jun 2026 pdf Maple Court Apartments - Income Statement - Jun 2026.pdf Maple Court Apartments — Jun 2026 financial package
Priya Natarajan
2026-07-06 BS
83%
✓ BS
97%
Jun 2026 pdf Maple Court Apartments - Balance Sheet - Jun 2026.pdf Maple Court Apartments — Jun 2026 financial package
Priya Natarajan
2026-06-15 PNL
91%
✓ PNL
96%
May 2026 pdf Oakline Flats - Income Statement - May 2026.pdf Oakline Flats — May 2026 financial package
Lena Okafor
2026-06-15 BS
91%
✓ BS
88%
May 2026 pdf Oakline Flats - Balance Sheet - May 2026.pdf Oakline Flats — May 2026 financial package
Lena Okafor
2026-06-13 PNL
89%
✓ PNL
97%
May 2026 pdf Summitwoods Apartments - Income Statement - May 2026.pdf Summitwoods Apartments — May 2026 financial package
Lena Okafor
2026-06-13 BS
95%
✓ BS
92%
May 2026 pdf Summitwoods Apartments - Balance Sheet - May 2026.pdf Summitwoods Apartments — May 2026 financial package
Lena Okafor
2026-06-12 PNL
86%
✓ PNL
98%
May 2026 pdf Riverbend Commons - Income Statement - May 2026.pdf Riverbend Commons — May 2026 financial package
Tomas Alvarez
2026-06-12 BS
85%
✓ BS
97%
May 2026 pdf Riverbend Commons - Balance Sheet - May 2026.pdf Riverbend Commons — May 2026 financial package
Tomas Alvarez
2026-06-10 PNL
91%
✓ PNL
96%
May 2026 pdf Lakeshore Terrace - Income Statement - May 2026.pdf Lakeshore Terrace — May 2026 financial package
Marcus Feld
2026-06-10 BS
86%
✓ BS
86%
May 2026 pdf Lakeshore Terrace - Balance Sheet - May 2026.pdf Lakeshore Terrace — May 2026 financial package
Marcus Feld
2026-06-08 PNL
80%
✓ PNL
89%
May 2026 pdf Clearwater Storage - Income Statement - May 2026.pdf Clearwater Storage — May 2026 financial package
Renee Castillo
2026-06-08 BS
98%
✓ BS
97%
May 2026 pdf Clearwater Storage - Balance Sheet - May 2026.pdf Clearwater Storage — May 2026 financial package
Renee Castillo
2026-06-07 PNL
87%
✓ PNL
89%
May 2026 pdf Maple Court Apartments - Income Statement - May 2026.pdf Maple Court Apartments — May 2026 financial package
Priya Natarajan
2026-06-07 BS
90%
✓ BS
91%
May 2026 pdf Maple Court Apartments - Balance Sheet - May 2026.pdf Maple Court Apartments — May 2026 financial package
Priya Natarajan
2026-04-17 K1
85%
✓ K1
98%
FY2025 pdf Maple Court Holdings LLC - 2025 K-1.pdf Maple Court Holdings LLC — 2025 Schedule K-1
Cedar Ridge Management Tax
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