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SummitEquity · Fund Manager Dashboard
Demo User
Summit Equity · Fund Manager
DU

Raise & Investor Operations

As of June 30, 2026 · data provided by the fund manager

Good morning, Demo User. Here's your raise, your investors, and what needs your signature-chasing today.

Total Raised
$1,235,000
▲ $155k — last 2 wires funded
Committed · Not Wired
$150,000
2 wires pending
Active Investors
9
▲ 2 added this quarter
Average Check
$137,222
median $125,000
Next Distribution
Sep 15
Mesa Duplex · Q3 rental

Capital Raised

Cumulative committed capital, trailing 6 months · $1.235M to date · data provided by the fund manager

▲ $155k — last 2 wires funded
Feb 2026 · $0.82M cumulative committed capital$0.82MFebMar 2026 · $0.92M cumulative committed capital (+$100k in month)$0.92MMarApr 2026 · $0.98M cumulative committed capital (+$60k in month)$0.98MAprMay 2026 · $1.08M cumulative committed capital (+$100k in month)$1.08MMayJun 2026 · $1.15M cumulative committed capital (+$70k in month)$1.15MJunJul 2026 · $1.24M cumulative committed capital (+$90k in month)$1.24MJul

Investors

Every LP across the portfolio — open any row for the capital account, positions and document status that investor sees in their own portal

InvestorInvestedCurrent Value IRRDocsLast Login
Demo User
Northstar Family LP
$200,000$226,85018.7% ✓ Signed2h ago
Marcus Whitfield
Whitfield Family Trust
$250,000$281,20017.9% ✓ SignedYesterday
Robert & Linda Calloway
Calloway Living Trust
$175,000$196,30016.8% ✓ Signed1w ago
Aisha Rahman
Rahman Holdings LLC
$150,000$168,40016.2% ✓ Signed3d ago
Priya Venkatesan
Venkatesan Capital LLC
$125,000$139,70015.8% ✓ SignedYesterday
Daniel Okafor
Individual
$100,000$109,80014.1% 1 pending5d ago
Omar Haddad
Haddad Group LLC
$80,000$87,30013.9% ✓ Signed6d ago
Samuel Adeyemi
Adeyemi Ventures LLC
$80,000$86,90012.4% 2 pending2w ago
Karen Mitchell
Individual
$75,000$82,10013.6% ✓ Signed4d ago

Documents — Signature Status

Who has signed what, across all 9 investors

Subscription Agreement9/9
✓ All investors signed
Operating Agreement7/9
Daniel Okafor● Pending
Samuel Adeyemi● Pending
7 signed
Private Placement Memo8/9
Samuel Adeyemi● Pending
8 signed
K-1 Tax Document (2025)7/9
Daniel OkaforNot downloaded
Karen MitchellNot downloaded
7 downloaded

Run Q3 Distribution

Preview per-investor splits, post in one click — investors are notified and the notice lands in their portal

InvestorEntityCapital in DealShareAmountStatus

Capital-Raise Pipeline

Prospects working toward a wire — $460,000 of target checks still in flight, plus $155,000 already funded

Interested3 · $185k

Victor Nguyen
LinkedIn inbound · intro call Jul 24
$100,000 target
Tunde Alabi
Met at Phoenix REIA · wants deck
$50,000 target
Jessica Marsh
Referred by Demo User
$35,000 target

Docs Sent2 · $125k

Hannah Cole
PPM sent Jul 14 · opened 3×
$75,000
Dev Patel
Subscription sent Jul 18
$50,000

Docs Signed2 · $150k

Michael Torres
Awaiting wire · instructions sent
$100,000 wire pending
Sofia Ivanova
Wire scheduled Jul 24
$50,000 wire pending

Wired ✓2 · $155k

Karen Mitchell
Wired Jun 12 · onboarded
$75,000 ✓ funded
Omar Haddad
Wired May 30 · onboarded
$80,000 ✓ funded
Summit Equity Fund Manager Dashboard · sample data · fictional investors · not an offer or solicitation of securities · investor-facing figures carry a "data provided by the fund manager" stamp Built & secured by Million Automations