Momentum Advisors · outreach programme
as of 2026-09-21 05:04
716firms144current signals1574emails sent11replies
Agents
the team of agents working your list, what each one does, and the knowledge they work from — click an agent to see its part of the map
6
agents
1
ready
4
waiting
1
working
0
on request
0
needs attention
knowledge map1577 dots · 3056 connections · click an agent to light up what it works from
6agents716firms144current signals24notes
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Companies
every firm on your list, one row each — how they fit, who we can reach, how they invest; type to find one
716
firms
313
fit
29
warm or hotter
227
with contacts
111
with portfolio on file
154
emailed
0
meetings booked
showing 716 of 716
| firm | fit | intent | state | contacts | emails sent | meetings booked | portfolio companies | how they invest | creates value by | last outreach |
|---|---|---|---|---|---|---|---|---|---|---|
| ALLIED INDUSTRIAL PARTNERS | Excluded | Hot fund close, 17 Sep | Warming up | — | — | — | — | buy and build, control | add on acquisitions, operational improvement | — |
| BLACKFORD CAPITAL | Not enough data yet | Hot fund close, 14 Aug | Warming up | — | — | — | — | — | — | — |
| HALO PARTNERS | Not enough data yet | Hot fund close, 19 Aug | Warming up | — | — | — | — | — | — | — |
| NORTHAMPTON CAPITAL PARTNERS | Not enough data yet | Hot merged or affiliated, 31 Jul | Warming up | — | — | — | — | control, distressed | governance, operational improvement | — |
| RC Capital | Watch | Hot fund close, 14 Aug | Up next | 19 | — | — | 5 | — | — | — |
| Revival Healthcare Capital | Watch | Hot fund close, 29 Jul | Up next | — | — | — | — | — | operational improvement | — |
| SHERIDAN CAPITAL PARTNERS | Not enough data yet | Hot merged or affiliated, 4 Aug | Warming up | — | — | — | — | buy and build, control | add on acquisitions | — |
| TAYEH CAPITAL GROUP | Not enough data yet | Hot merged or affiliated, 26 Jul | Warming up | — | — | — | — | — | — | — |
| AGELLUS CAPITAL, LLC | Not enough data yet | Warm | Warming up | — | 8 | — | — | buy and build | add on acquisitions, governance, operational improvement | 2026-09-10 |
| AMERICAN PACIFIC GROUP | Excluded | Warm moved someone senior, 8 Jul | Warming up | — | — | — | — | buy and build, carve out, control, distressed | add on acquisitions, commercial, operational improvement | — |
| ARKVIEW CAPITAL, L.P. | Not enough data yet | Warm merged or affiliated, 6 Aug | Warming up | — | — | — | — | control, distressed | — | — |
| Astara Capital Partners | Watch | Warm | Warming up · planned 09-16 | 3 | — | — | — | — | — | — |
| Continuim Equity Partners | Watch | Warm merged or affiliated, 27 Aug | Warming up | — | 9 | — | — | buy and build, control, distressed | add on acquisitions, commercial, governance, operational improvement | 2026-09-10 |
| CORBEL CAPITAL PARTNERS | Not enough data yet | Warm merged or affiliated, 5 Aug | Warming up | — | — | — | — | distressed | management upgrades, operational improvement | — |
| Cw Industrial Partners | Watch | Warm merged or affiliated, 9 Sep | Warming up | — | — | — | — | control | digital | — |
| Fusion Capital | Not enough data yet | Warm merged or affiliated, 10 Sep | Contacted | — | 8 | — | — | — | — | 2026-09-10 |
| Gainline Capital Partners | Watch | Warm closed a fund, 8 Sep | Warming up | 21 | — | — | 22 | control | — | — |
| Growth Catalyst Partners | Watch | Warm merged or affiliated, 1 Sep | Warming up | 14 | — | — | 10 | control, distressed, minority | governance, operational improvement | — |
| Lion Equity Investment Advisors | Not enough data yet | Warm merged or affiliated, 30 Aug | Contacted | — | 9 | — | — | — | — | 2026-09-08 |
| New Water Capital | Watch | Warm merged or affiliated, 9 Sep | Warming up | 12 | — | — | 1 | buy and build, control, distressed | add on acquisitions | — |
| Riata Capital Group | Watch | Warm merged or affiliated, 3 Aug | Warming up | 21 | — | — | 35 | control, distressed, growth equity | — | — |
| Rising Point Capital | Watch | Warm fund close, 10 Jul | Warming up | 9 | — | — | 9 | — | — | — |
| RLH Equity Partners | Watch | Warm merged or affiliated, 3 Jun | Up next | 15 | — | — | 13 | growth equity | — | — |
| Sallyport | Watch | Warm merged or affiliated, 24 Jul | Warming up | 9 | — | — | — | buy and build, control, distressed | add on acquisitions, operational improvement | — |
| Saothair Capital Partners | Not enough data yet | Warm merged or affiliated, 3 Sep | Replied | — | 7 | — | — | — | — | 2026-09-08 |
| Truehelm | Watch | Warm moved someone senior, 11 Aug | Warming up | 18 | — | — | 16 | control, growth equity | — | — |
| TURNSPIRE CAPITAL PARTNERS LLC | Excluded | Warm | Warming up | — | — | — | — | carve out, control, distressed | operational improvement | — |
| Unity Partners | Watch | Warm fund close, 9 Jul | Warming up | — | 9 | — | — | — | — | 2026-09-10 |
| Vesey Street Capital Partners | Watch | Warm merged or affiliated, 9 Sep | Warming up | 16 | — | — | 1 | control, growth equity | — | — |
| Acacia Partners | Excluded | Cool fund close, 17 Apr | Watching | — | — | — | — | — | — | — |
| ACON Investments Management | Watch | Cool added a portfolio company, 1 Jun | Watching · planned 09-11 | 3 | — | — | 68 | distressed, minority | governance, operational improvement | — |
| ACORN CAPITAL MANAGEMENT | Not enough data yet | Cool merged or affiliated, 14 Jul | Warming up | — | — | — | — | control, distressed | — | — |
| ARCHITECT EQUITY | Not enough data yet | Cool merged or affiliated, 9 Jun | Watching | — | 7 | — | — | buy and build, carve out, control, distressed | add on acquisitions, commercial, governance, operational improvement | 2026-09-10 |
| Blue Point Capital Partners | Watch | Cool moved someone senior, 8 Jun | Watching · planned 09-21 | 3 | — | — | 19 | buy and build, control, growth equity | add on acquisitions, operational improvement | — |
| CATCHMENT CAPITAL, L.P. | Excluded | Cool merged or affiliated, 11 Jun | Watching | — | — | — | — | — | — | — |
| Estancia Capital Management | Watch | Cool closed a fund, 8 Jun | Watching | 16 | — | — | — | minority | — | — |
| HEARTWOOD PARTNERS, LLC | Not enough data yet | Cool merged or affiliated, 11 Jun | Watching | — | — | — | — | control | — | — |
| Latticework Capital Management | Watch | Cool merged or affiliated, 23 Jun | Watching · planned 10-07 | 3 | — | — | 14 | buy and build, control | digital, operational improvement | — |
| MANGROVE EQUITY PARTNERS | Excluded | Cool moved someone senior, 23 Jun | Watching | — | 7 | — | — | control | governance | 2026-09-10 |
| MASCARENE PARTNERS LLC | Not enough data yet | Cool merged or affiliated, 10 Jun | Watching | — | — | — | — | — | — | — |
| Pelican Energy Partners | Watch | Cool merged or affiliated, 20 Jul | Warming up | 29 | — | — | 2 | minority | governance | — |
| Periscope Equity | Watch | Cool merged or affiliated, 27 May | Watching | — | 9 | — | — | control, minority | operational improvement | 2026-09-08 |
| Presidio Investors | Watch | Cool merged or affiliated, 1 Jul | Watching | 19 | — | — | 16 | control | — | — |
| SEAF | Watch | Cool merged or affiliated, 28 Jun | Watching | 4 | — | — | 8 | control, growth equity | — | — |
| Swander Pace Capital | Watch | Cool moved someone senior, 8 Jul | Watching | 18 | — | — | 61 | control | governance, operational improvement | — |
| Wilsquare Capital | Watch | Cool merged or affiliated, 1 Jul | Watching | — | 6 | — | — | control | — | 2026-09-08 |
| Wingman Growth Partners | Watch | Cool closed a fund, 4 Jun | Watching | 10 | — | — | — | — | — | — |
| 1248 Partners | Watch | Cold | Watching | — | — | — | 6 | — | — | — |
| 1315 Capital | Watch | Cold | Watching · planned 09-10 | 3 | — | — | 31 | control, growth equity | governance | — |
| 1819 Partners | Watch | Cold | Watching · planned 09-10 | 1 | — | — | — | control, distressed | — | — |
| 1876 PARTNERS, LP | Excluded | Cold | Watching | — | — | — | — | buy and build, carve out, control | add on acquisitions | — |
| 1st & Main Growth Partners | Fit | Cold | Watching | 1 | — | — | 1 | — | — | — |
| 3 BOOMERANG CAPITAL, LP | Not enough data yet | Cold | Watching | — | — | — | — | buy and build, control, growth equity | operational improvement | — |
| 3L CAPITAL MANAGEMENT, LLC | Not enough data yet | Cold | Watching | — | — | — | — | control, growth equity, minority | — | — |
| 424 CAPITAL, LLC | Not enough data yet | Cold | Watching | — | 9 | — | — | control | — | 2026-09-09 |
| 4X4 CAPITAL | Not enough data yet | Cold | Watching | — | 6 | — | — | control, distressed | — | 2026-09-02 |
| 501 North | Fit | Cold | Watching | — | — | — | — | — | — | — |
| 5TH CENTURY PARTNERS | Fit | Cold closed a fund, 11 May | Watching | — | 6 | — | — | control, minority | governance, operational improvement | 2026-09-02 |
| 747 CAPITAL, LLC | Not enough data yet | Cold | Watching | — | — | — | — | control | — | — |
| 9YARDS CAPITAL MANAGEMENT LP | Excluded | Cold | Watching | — | — | — | — | growth equity | — | — |
| AAVIN EQUITY ADVISORS, LLC | Not enough data yet | Cold | Watching | — | — | — | — | — | — | — |
| ABACUS INVESTMENTS LLC | Not enough data yet | Cold | Watching | — | — | — | — | — | — | — |
| Abf Investment Management | Fit | Cold | Watching · planned 09-10 | 3 | — | — | — | control | — | — |
| Accord Equity Advisors | Not enough data yet | Cold | Contacted | — | 8 | — | — | — | — | 2026-09-10 |
| ACHIEVE CAPITAL | Not enough data yet | Cold | Watching | — | — | — | — | — | — | — |
| Achieve Partners Management | Watch | Cold | Watching | — | 6 | — | — | control | — | 2026-09-03 |
| ACM Management Company | Watch | Cold | Watching · planned 09-10 | 3 | — | — | — | — | — | — |
| ADVENT-MORRO EQUITY PARTNERS, INC. | Not enough data yet | Cold | Watching | — | — | — | — | — | — | — |
| AEC HOLDINGS, L.P. | Not enough data yet | Cold | Watching | — | — | — | — | — | — | — |
| Agility Equity Partners | Fit | Cold | Watching · planned 09-11 | 3 | — | — | 3 | — | — | — |
| AGM 60 | Not enough data yet | Cold | Watching | — | — | — | — | — | — | — |
| AGR Partners | Watch | Cold | Watching · planned 09-11 | 3 | — | — | 4 | — | — | — |
| AIM MANAGEMENT COMPANY, LP | Excluded | Cold | Watching | — | — | — | — | — | — | — |
| AIRDRIE PARTNERS, LLC | Excluded | Cold | Watching | — | — | — | — | — | — | — |
| Aisling Capital Management | Watch | Cold | Watching · planned 09-11 | 3 | — | — | 50 | minority | operational improvement | — |
| AKMAZO CAPITAL MANAGEMENT CO., LLC | Not enough data yet | Cold | Watching | — | — | — | — | — | — | — |
| ALBARON FUND MANAGEMENT LP | Not enough data yet | Cold | Watching | — | — | — | — | — | — | — |
| ALDRICH CAPITAL PARTNERS LLC | Not enough data yet | Cold | Watching | — | — | — | — | control, growth equity, minority | operational improvement | — |
| Align Private Capital | Watch | Cold | Watching | — | — | — | — | — | — | — |
| Alliance Consumer Growth | Watch | Cold | Watching · planned 09-14 | 2 | — | — | — | — | — | — |
| Ally Bridge Group (PE) | Watch | Cold | Watching · planned 09-14 | 3 | — | — | — | control, growth equity | — | — |
| Alterna Equity Partners Management | Fit | Cold | Watching · planned 09-14 | 7 | — | — | 3 | — | — | — |
| ALTUS CAPITAL PARTNERS, INC. | Excluded | Cold | Watching | — | — | — | — | control | — | — |
| Amberjack Capital Partners | Watch | Cold | Watching · planned 09-14 | 14 | — | — | — | buy and build | management upgrades | — |
| American Discovery Investment Advisors | Watch | Cold | Watching | — | 6 | — | — | distressed | — | 2026-09-03 |
| AMSTEAD GROUP | Excluded | Cold | Watching | — | — | — | — | — | — | — |
| Ancor Capital Partners | Not enough data yet | Cold | Contacted | — | 9 | — | — | — | — | 2026-09-09 |
| Angeles Equity Partners | Watch | Cold | Watching · planned 09-15 | 35 | — | — | 14 | buy and build, control, distressed | add on acquisitions, governance | — |
| APAX PARTNERS US, LLC | Not enough data yet | Cold | Watching | — | — | — | — | buy and build, control, growth equity | add on acquisitions | — |
| Apex Investments Management US | Watch | Cold | Watching · planned 09-15 | 3 | — | — | — | buy and build, control | add on acquisitions, governance, operational improvement | — |
| Aphias Capital | Fit | Cold | Watching · planned 09-15 | 3 | — | — | — | — | — | — |
| Apis & Heritage Capital Partners | Excluded | Cold | Contacted | — | 9 | — | — | — | — | 2026-09-10 |
| Arable Capital Partners | Not enough data yet | Cold | Contacted | — | 9 | — | — | — | — | 2026-09-10 |
| ARCADIA INVESTMENT PARTNERS | Not enough data yet | Cold | Watching | — | — | — | — | distressed | operational improvement | — |
| Arcapita Investment Management Us | Not enough data yet | Cold | Contacted | — | 6 | — | — | — | — | 2026-09-02 |
| Archean Capital Partners II | Watch | Cold | Watching | — | — | — | — | — | — | — |
| ARDAN EQUITY PARTNERS, LLC | Excluded | Cold | Watching | — | 9 | — | — | control, minority | — | 2026-09-08 |
| ARENOVA CAPITAL LP | Not enough data yet | Cold | Watching | — | — | — | — | — | — | — |
| Aretex Capital Management | Fit | Cold | Watching · planned 09-15 | 2 | — | — | 1 | distressed | operational improvement | — |
| Argand Partners | Watch | Cold | Watching · planned 09-16 | 3 | — | — | 6 | — | — | — |
| Argentem Creek Partners | Not enough data yet | Cold | Contacted | — | 5 | — | — | — | — | 2026-09-08 |
| Aria Growth Partners | Watch | Cold | Watching · planned 09-16 | 2 | — | — | — | — | — | — |
| ARIAS RESOURCE CAPITAL MANAGEMENT LP | Not enough data yet | Cold | Watching | — | — | — | — | — | — | — |
| ARTEMIS CAPITAL PARTNERS | Not enough data yet | Cold | Watching | — | 9 | — | — | carve out, control | — | 2026-09-10 |
| Artesian Partners | Excluded | Cold | Contacted | — | 5 | — | — | — | — | 2026-09-03 |
| ASH INVESTMENT PARTNERS, LLC | Not enough data yet | Cold | Watching | — | 9 | — | — | control | — | 2026-09-09 |
| ASHLAND FOREST CAPITAL PARTNERS LLC | Not enough data yet | Cold | Watching | — | — | — | — | — | — | — |
| Astira Capital Partners | Watch | Cold | Watching · planned 09-16 | 3 | — | — | — | — | — | — |
| Astra Capital Management | Watch | Cold | Watching | 1 | — | — | 1 | control | — | — |
| Athlon Family Office | Excluded | Cold | Contacted | — | 4 | — | — | — | — | 2026-09-02 |
| Atlas Merchant Capital | Not enough data yet | Cold | Contacted | — | 2 | — | — | — | — | 2026-08-21 |
| Atwater Capital | Watch | Cold | Watching · planned 09-17 | 2 | — | — | 10 | control | — | — |
| AUA Private Equity Partners | Watch | Cold | Watching · planned 09-17 | 3 | — | — | — | buy and build, control, growth equity | add on acquisitions | — |
| AUGMENT INFRASTRUCTURE MANAGERS ADVISORY LLC | Not enough data yet | Cold | Watching | — | — | — | — | distressed | governance | — |
| Auldbrass Partners | Watch | Cold | Watching · planned 09-17 | 3 | — | — | — | — | — | — |
| Australis Partners (Advisers) | Watch | Cold | Watching | — | — | — | — | control, minority | — | — |
| AVANZ CAPITAL MANAGEMENT LLC | Not enough data yet | Cold | Watching | — | — | — | — | — | — | — |
| Avathon Capital Management | Excluded | Cold | Watching | — | — | — | — | control | — | — |
| Awani Capital Management | Excluded | Cold | Watching | — | — | — | — | — | — | — |
| Axial Reade Capital | Fit | Cold | Watching · planned 09-17 | 1 | — | — | — | control, distressed | governance, operational improvement | — |
| Balmoral Management II | Watch | Cold | Watching · planned 09-18 | 3 | — | — | — | control, distressed | — | — |
| Banner Capital Management | Watch | Cold | Watching · planned 09-18 | 3 | — | — | 9 | control, distressed | operational improvement | — |
| BANYAN CONTINUATION FUND ADVISORS, LLC | Excluded | Cold | Watching | — | — | — | — | — | — | — |
| Baum Capital Partners Management | Watch | Cold | Watching · planned 09-18 | 3 | — | — | — | — | — | — |
| Bay Hills Capital Management | Watch | Cold | Watching · planned 09-18 | 3 | — | — | — | control | — | — |
| BAYBOSTON MANAGERS LLC | Not enough data yet | Cold | Watching | — | — | — | — | — | — | — |
| BAYOU CITY ENERGY | Not enough data yet | Cold | Watching | — | — | — | — | control, growth equity | governance, operational improvement | — |
| BD Investment Partners | Watch | Cold | Watching | — | 9 | — | — | — | — | 2026-09-08 |
| BELHEALTH INVESTMENT PARTNERS, LLC | Not enough data yet | Cold | Watching | — | — | — | — | buy and build, control | add on acquisitions | — |
| Benford Capital Partners Management | Watch | Cold | Watching | — | 8 | — | — | control, minority | governance, operational improvement | 2026-09-10 |
| Bessemer Investors | Excluded | Cold | Contacted | — | 9 | — | — | — | — | 2026-09-08 |
| Bestige Holdings | Excluded | Cold | Contacted | — | 7 | — | — | — | — | 2026-09-10 |
| BHMS INVESTMENTS, LP | Not enough data yet | Cold | Watching | — | — | — | — | control, minority | governance, operational improvement | — |
| BIRD DOG EQUITY PARTNERS, LLC | Not enough data yet | Cold | Watching | — | — | — | — | — | — | — |
| Black Bay Partners | Watch | Cold | Watching · planned 09-21 | 3 | — | — | 12 | — | governance, operational improvement | — |
| BLACKSUN | Not enough data yet | Cold | Watching | — | — | — | — | — | — | — |
| BLOOM EQUITY PARTNERS MANAGEMENT, LLC | Not enough data yet | Cold | Watching | — | — | — | — | — | — | — |
| Blue Sage Capital | Watch | Cold | Watching · planned 09-21 | 3 | — | — | — | control | operational improvement | — |
| Blue Water Advisors | Watch | Cold | Watching · planned 09-21 | 3 | — | — | — | control, distressed | operational improvement | — |
| Blueline Capital | Excluded | Cold | Watching | — | — | — | — | — | — | — |
| BLUESCAPE ENERGY PARTNERS LLC | Excluded | Cold | Watching | — | — | — | — | control, distressed | governance, operational improvement | — |
| BLUESTEM CAPITAL COMPANY, LLC | Not enough data yet | Cold | Watching | — | — | — | — | — | — | — |
| BLUESTONE INVESTMENT MANAGER, LLC | Excluded | Cold | Watching | — | — | — | — | — | — | — |
| BOOKEND CAPITAL PARTNERS LLC | Not enough data yet | Cold | Watching | — | — | — | — | — | — | — |
| Bowside Capital | Watch | Cold | Watching | — | — | — | — | control | — | — |
| BOYNE CAPITAL | Fit | Cold merged or affiliated, 18 May | Watching | — | — | — | — | control, distressed, minority | add on acquisitions, digital, governance, management upgrades, operational improvement | — |
| BPGC Management | Watch | Cold | Watching · planned 09-22 | 3 | — | — | — | distressed | operational improvement | — |
| Braemont Capital | Watch | Cold merged or affiliated, 8 May | Watching · planned 09-22 | 3 | — | — | 13 | control | governance, operational improvement | — |
| BRASS RING CAPITAL, INC. | Not enough data yet | Cold | Watching | — | — | — | — | — | — | — |
| BREAKWALL EQUITY | Not enough data yet | Cold | Watching | — | — | — | — | — | — | — |
| BRINKMERE CAPITAL MANAGEMENT I, LP | Not enough data yet | Cold | Watching | — | — | — | — | — | — | — |
| Brixey & Meyer Capital | Watch | Cold | Watching · planned 09-22 | 2 | — | — | — | — | — | — |
| Broad Sky Partners | Watch | Cold | Watching | — | 4 | — | — | control | operational improvement | 2026-09-02 |
| BROADTREE PARTNERS MANAGEMENT, LLC | Not enough data yet | Cold | Watching | — | — | — | — | — | — | — |
| Broadview Management | Excluded | Cold | Contacted | — | 8 | — | — | — | — | 2026-09-08 |
| Broadwing Capital Management | Not enough data yet | Cold | Contacted | — | 9 | — | — | — | — | 2026-09-10 |
| Brookside Equity Partners | Watch | Cold | Watching · planned 09-22 | 3 | — | — | 33 | control, growth equity | — | — |
| BRUCKMANN, ROSSER, SHERRILL & CO., MANAGEMENT, L.P. | Not enough data yet | Cold | Watching | — | — | — | — | — | — | — |
| BUILDGROUP MANAGEMENT | Not enough data yet | Cold | Watching | — | — | — | — | minority | digital | — |
| BUNKER HILL MANAGEMENT LLC | Excluded | Cold | Watching | — | — | — | — | — | — | — |
| Bvp Management Company | Fit | Cold | Watching · planned 09-23 | 5 | — | — | — | — | — | — |
| Cadent Energy Partners | Watch | Cold | Watching | 3 | — | — | — | control | governance | — |
| Callan Family Office | Excluded | Cold | Contacted | — | 6 | — | — | — | — | 2026-09-02 |
| CALTIUS CAPITAL MANAGEMENT, LP | Not enough data yet | Cold | Watching | — | — | — | — | control, growth equity | operational improvement | — |
| Calvert Street Capital Partners | Excluded | Cold | Contacted | — | 2 | — | — | — | — | 2026-09-02 |
| Camber Partners Management | Watch | Cold | Watching · planned 09-23 | 10 | — | — | — | — | — | — |
| Camden Partners Holdings | Not enough data yet | Cold | Contacted | — | 6 | — | — | — | — | 2026-09-02 |
| CANNON CAPITAL, LP | Excluded | Cold | Watching | — | — | — | — | — | — | — |
| CAP91 PARTNERS MANAGEMENT LLC | Excluded | Cold | Watching | — | — | — | — | control, minority | — | — |
| CAPITALINE ADVISORS, LLC | Not enough data yet | Cold | Watching | — | — | — | — | — | — | — |
| Care Equity Capital Management | Not enough data yet | Cold | Contacted | — | 6 | — | — | — | — | 2026-09-03 |
| Carl Marks Management Company | Not enough data yet | Cold | Contacted | — | 6 | — | — | — | — | 2026-09-03 |
| Carlson Private Capital Partners | Excluded | Cold | Contacted | — | 9 | — | — | — | — | 2026-09-08 |
| Carr'S Hill Partners | Not enough data yet | Cold | Contacted | — | 8 | — | — | — | — | 2026-09-08 |
| CARSON MANAGEMENT COMPANY, LLC | Excluded | Cold | Watching | — | — | — | — | control, distressed | — | — |
| Cartesian Capital Group | Watch | Cold | Watching · planned 09-23 | 3 | — | — | 39 | — | — | — |
| Castanea Partners | Watch | Cold | Watching | — | — | — | — | buy and build | add on acquisitions | — |
| CASTLE CREEK CAPITAL | Not enough data yet | Cold | Watching | — | — | — | — | distressed | operational improvement | — |
| Castle Harlan | Watch | Cold | Watching · planned 09-23 | 2 | — | — | 30 | — | — | — |
| Caymus Equity Partners | Watch | Cold | Watching · planned 09-24 | 3 | — | — | — | buy and build, control | add on acquisitions | — |
| CC Capital Insurance Advisors | Watch | Cold | Watching · planned 09-24 | 3 | — | — | 8 | — | — | — |
| Ccc Advisors | Watch | Cold | Watching | 14 | — | — | — | distressed | operational improvement | — |
| CCMP Growth | Watch | Cold | Watching · planned 09-24 | 3 | — | — | — | control, distressed, growth equity, minority | governance | — |
| Centerfield Capital Partners | Watch | Cold | Watching · planned 09-24 | 3 | — | — | 28 | — | — | — |
| Centergate Capital | Watch | Cold | Watching · planned 09-25 | 3 | — | — | 19 | carve out, control, distressed | — | — |
| Centre Partners Management | Watch | Cold | Watching · planned 09-25 | 3 | — | — | 1 | — | — | — |
| Century Equity Partners | Excluded | Cold | Watching | — | — | — | — | — | — | — |
| Century Park Capital Partners | Fit | Cold | Watching · planned 09-25 | 3 | — | — | — | control, growth equity, minority | management upgrades | — |
| Certum Group | Watch | Cold | Watching · planned 09-25 | 3 | — | — | — | — | — | — |
| Chaifetz Group | Excluded | Cold merged or affiliated, 31 Mar | Contacted | — | 5 | — | — | — | — | 2026-09-08 |
| Charger Investment Partners | Watch | Cold | Watching · planned 09-28 | 3 | — | — | — | control, distressed | — | — |
| CHARTER OAK EQUITY MANAGEMENT, LLC | Not enough data yet | Cold | Watching | — | — | — | — | — | — | — |
| CHARTWELL INVESTMENTS | Excluded | Cold | Watching | — | — | — | — | — | — | — |
| CHICAGO CAPITAL PARTNERS | Not enough data yet | Cold | Watching | — | — | — | — | — | — | — |
| CHRISTOPHER & CO., LLC | Not enough data yet | Cold | Watching | — | — | — | — | growth equity, minority | — | — |
| CID Capital II | Watch | Cold | Watching | — | 9 | — | — | control | — | 2026-09-08 |
| Cimarron Healthcare Capital | Watch | Cold | Watching · planned 09-28 | 10 | — | — | 1 | — | governance | — |
| CIP Capital | Fit | Cold | Watching · planned 09-28 | 1 | — | — | — | buy and build, control | governance | — |
| Citation | Watch | Cold merged or affiliated, 13 May | Watching · planned 09-28 | 3 | — | — | — | — | — | — |
| Clarendon Capital | Not enough data yet | Cold | Contacted | — | 6 | — | — | — | — | 2026-09-03 |
| CLEARGATE CAPITAL PARTNERS | Not enough data yet | Cold | Watching | — | — | — | — | — | — | — |
| CLEARHAVEN PARTNERS LP | Not enough data yet | Cold | Watching | — | — | — | — | buy and build, control, distressed | add on acquisitions, operational improvement | — |
| Clearlight Partners Management | Watch | Cold | Watching · planned 09-29 | 3 | — | — | 18 | control, distressed, growth equity | — | — |
| CLEARWELL GROUP | Excluded | Cold | Watching | — | — | — | — | control | — | — |
| CLEVELAND CAPITAL MANAGEMENT, L.L.C. | Excluded | Cold | Watching | — | — | — | — | — | — | — |
| CLOSED LOOP CAPITAL MANAGEMENT | Not enough data yet | Cold | Watching | — | 7 | — | — | control, growth equity | digital | 2026-09-08 |
| CM INVESTMENT PARTNERS, LLC | Not enough data yet | Cold | Watching | — | — | — | — | control, distressed | — | — |
| CNTR Capital | Excluded | Cold | Contacted | — | 6 | — | — | — | — | 2026-09-08 |
| COALESCENCE PARTNERS INVESTMENT MANAGEMENT LP | Not enough data yet | Cold | Watching | — | — | — | — | — | — | — |
| Cogenuity Partners | Watch | Cold | Watching | — | 6 | — | — | — | — | 2026-09-02 |
| Cohere Capital | Watch | Cold | Watching | — | 3 | — | — | control, growth equity | add on acquisitions, management upgrades | 2026-09-08 |
| COHESIVE CAPITAL PARTNERS | Not enough data yet | Cold | Watching | — | — | — | — | buy and build, minority | add on acquisitions | — |
| COMPOUND CAPITAL HOLDINGS LLC | Not enough data yet | Cold | Watching | — | — | — | — | — | — | — |
| Concord Management Services | Fit | Cold | Watching · planned 09-29 | 3 | — | — | 1 | minority | — | — |
| Connelly Capital Management | Watch | Cold | Watching · planned 09-29 | 1 | — | — | — | — | — | — |
| Connor Capital Sb | Watch | Cold | Watching | 5 | — | — | — | — | — | — |
| Consello Capital | Excluded | Cold | Watching | — | — | — | — | control, distressed, growth equity | operational improvement | — |
| COOK PINE CAPITAL LLC | Not enough data yet | Cold | Watching | — | — | — | — | control, distressed | — | — |
| CORAL TREE MANAGEMENT, LP | Excluded | Cold | Watching | — | — | — | — | control, distressed, growth equity | — | — |
| Corridor Capital | Watch | Cold | Watching · planned 09-29 | 3 | — | — | — | control, growth equity, minority | — | — |
| COUNCIL CAPITAL FUNDS MANAGEMENT, LLC | Not enough data yet | Cold | Watching | — | 6 | — | — | control, minority | — | 2026-09-03 |
| COURAGE CAPITAL MANAGEMENT, LLC | Not enough data yet | Cold | Watching | — | — | — | — | distressed | — | — |
| Cpc Management | Excluded | Cold | Contacted | — | 6 | — | — | — | — | 2026-09-03 |
| CRESCENT COVE ADVISORS, LP | Excluded | Cold | Watching | — | — | — | — | distressed | governance | — |
| Crest Rock Partners | Watch | Cold | Watching · planned 09-30 | 15 | — | — | — | buy and build, control, distressed | add on acquisitions, operational improvement | — |
| Crossplane Capital Management | Watch | Cold | Watching · planned 09-30 | 3 | — | — | — | — | operational improvement | — |
| Crosstimbers Capital Group | Not enough data yet | Cold | Contacted | — | 9 | — | — | — | — | 2026-09-08 |
| Crowdstreet Advisors | Not enough data yet | Cold | Contacted | — | 7 | — | — | — | — | 2026-09-10 |
| Crux Capital | Watch | Cold merged or affiliated, 7 Apr | Watching · planned 09-30 | 3 | — | — | 10 | — | — | — |
| CSP MGMT LLC | Excluded | Cold | Watching | — | — | — | — | — | — | — |
| Cuadrilla Capital | Excluded | Cold | Watching | — | — | — | — | carve out, control, minority | — | — |
| Cypress Creek Partners | Watch | Cold | Watching · planned 09-30 | 3 | — | — | — | — | — | — |
| CYPRESS GROWTH CAPITAL, LLC | Not enough data yet | Cold | Watching | — | — | — | — | — | — | — |
| Cyprium Partners | Watch | Cold | Watching · planned 10-01 | 3 | — | — | 19 | control, minority | — | — |
| Darby Overseas Partners | Watch | Cold | Watching | — | — | — | — | — | governance | — |
| DC Capital Partners Management | Watch | Cold | Watching | 20 | — | — | — | — | — | — |
| Delos Capital Management | Fit | Cold | Watching | 6 | — | — | — | control, distressed | — | — |
| Denali Growth Partners | Watch | Cold | Watching | 13 | — | — | — | distressed, growth equity | operational improvement | — |
| Dot Family Holdings | Excluded | Cold | Contacted | — | 2 | — | — | — | — | 2026-09-02 |
| Drum Capital Management | Watch | Cold | Watching · planned 10-01 | 1 | — | — | 1 | control, distressed | — | — |
| Dynamic Core Capital Partners | Watch | Cold merged or affiliated, 12 May | Watching · planned 10-01 | 3 | — | — | 31 | buy and build | add on acquisitions | — |
| DYNASTY EQUITY PARTNERS MANAGEMENT, LLC | Excluded | Cold | Watching | — | 4 | — | — | control, minority | governance, operational improvement | 2026-09-02 |
| Eagle Merchant Partners | Watch | Cold | Watching | 24 | — | — | 1 | control, distressed | operational improvement | — |
| ECP MANAGEMENT III, LLC | Not enough data yet | Cold | Watching | — | — | — | — | — | — | — |
| Eden Capital Management | Excluded | Cold | Contacted | — | 8 | — | — | — | — | 2026-09-10 |
| Edge Natural Resources | Watch | Cold | Watching | 18 | — | — | — | — | — | — |
| Edgewater Capital Partners | Watch | Cold | Watching | — | 8 | — | — | control | governance, operational improvement | 2026-09-10 |
| Education Growth Partners | Watch | Cold | Watching · planned 10-01 | 3 | — | — | 11 | control | — | — |
| Egis Capital Partners | Watch | Cold | Watching · planned 10-02 | 3 | — | — | 15 | control, growth equity | — | — |
| ELM HAVEN CAPITAL MANAGEMENT, LLC | Not enough data yet | Cold | Watching | — | — | — | — | — | — | — |
| ELSEWHERE PARTNERS, LLC | Not enough data yet | Cold | Watching | — | — | — | — | growth equity | — | — |
| Emblem Group | Watch | Cold | Watching · planned 10-02 | 2 | — | — | — | control, distressed, minority | governance, operational improvement | — |
| Emerald Hill Capital Partners Holdings | Watch | Cold | Watching · planned 10-02 | 2 | — | — | — | control, growth equity | — | — |
| Emerging Capital Partners | Watch | Cold | Watching | 1 | — | — | — | — | — | — |
| EMKO INDUSTRIAL GP I LLC | Excluded | Cold | Watching | — | — | — | — | — | — | — |
| EMPEIRIA CAPITAL MANAGEMENT, LLC | Excluded | Cold | Watching | — | — | — | — | minority | governance | — |
| Encore Consumer Capital | Watch | Cold | Watching | 2 | — | — | — | — | governance | — |
| ENCORE GENERAL PARTNER, LLC | Not enough data yet | Cold | Watching | — | — | — | — | — | — | — |
| Endicott Capital | Fit | Cold | Watching | 1 | — | — | 44 | — | — | — |
| Enhanced Healthcare Management Company | Watch | Cold | Watching | 3 | — | — | 1 | buy and build, control, distressed, growth equity, minority | add on acquisitions, management upgrades, operational improvement | — |
| Enterprise Investors | Watch | Cold | Watching | 3 | — | — | — | — | — | — |
| EOS MANAGEMENT, L.P. | Not enough data yet | Cold | Watching | — | — | — | — | buy and build, control, distressed, growth equity, minority | add on acquisitions | — |
| Epic Funds | Watch | Cold | Watching · planned 10-02 | 2 | — | — | — | minority | — | — |
| EQUITY INTERNATIONAL | Not enough data yet | Cold | Watching | — | — | — | — | control, distressed, minority | governance, operational improvement | — |
| Eureka Equity Partners | Watch | Cold | Watching · planned 10-05 | 3 | — | — | 1 | buy and build, control | add on acquisitions | — |
| Eve Partners | Excluded | Cold | Watching | — | — | — | — | — | — | — |
| EVENT CAPITAL STRATEGIES MANAGEMENT, LLC | Not enough data yet | Cold | Watching | — | — | — | — | — | — | — |
| EVERLANE EQUITY PARTNERS, LLC | Excluded | Cold | Watching | — | — | — | — | — | — | — |
| Everview Partners | Watch | Cold | Watching | 24 | — | — | — | — | — | — |
| EXAGON IMPACT CAPITAL LLC | Not enough data yet | Cold | Watching | — | — | — | — | — | — | — |
| Excolere Equity Partners | Excluded | Cold | Watching | — | — | — | — | control | digital | — |
| EXETER CAPITAL | Not enough data yet | Cold | Watching | — | — | — | — | — | — | — |
| EXI INVESTMENT PARTNERS | Excluded | Cold | Watching | — | — | — | — | — | — | — |
| F3 Partners | Fit | Cold | Watching | 1 | — | — | — | — | — | — |
| Falconpoint Capital Partners | Watch | Cold | Watching | 1 | — | — | — | control, distressed | governance | — |
| FAROL INVESTMENT ADVISERS LP | Not enough data yet | Cold | Watching | — | — | — | — | control | — | — |
| Fathom Point Capital | Fit | Cold | Watching | 4 | — | — | — | — | — | — |
| Fenway Partners | Fit | Cold | Watching · planned 10-05 | 4 | — | — | 8 | buy and build | add on acquisitions, operational improvement | — |
| Fillmore Capital Partners | Not enough data yet | Cold | Contacted | — | 6 | — | — | — | — | 2026-09-03 |
| Finback Investment Partners | Watch | Cold | Watching | 2 | — | — | — | growth equity, minority | — | — |
| FIREBIRD MANAGEMENT | Excluded | Cold | Watching | — | — | — | — | — | — | — |
| FIRMAMENT ADVISORS PARALLEL IV, LLC | Not enough data yet | Cold | Watching | — | — | — | — | — | — | — |
| FIRST ANALYSIS CAPITAL MANAGEMENT LLC | Excluded | Cold | Watching | — | — | — | — | growth equity | — | — |
| Five Points Capital | Watch | Cold | Watching | 18 | — | — | — | control | — | — |
| Flexis Capital | Watch | Cold | Watching · planned 10-05 | 4 | — | — | — | control | — | — |
| Folium Capital | Watch | Cold | Watching | 1 | — | — | 3 | — | operational improvement | — |
| Fort Point Capital | Watch | Cold merged or affiliated, 21 May | Watching | — | 3 | — | — | control, distressed | management upgrades | 2026-09-08 |
| FORWARD CONSUMER PARTNERS, LLC | Fit | Cold closed a fund, 26 Mar | Watching | — | — | — | — | control, growth equity, minority | operational improvement | — |
| Fourthline Capital Management | Excluded | Cold | Contacted | — | 4 | — | — | — | — | 2026-09-03 |
| FOW Partners | Watch | Cold | Watching | 3 | — | — | — | control | operational improvement | — |
| Friends & Family Capital | Excluded | Cold | Contacted | — | 3 | — | — | — | — | 2026-09-08 |
| FULCRUM ENERGY CAPITAL FUNDS | Not enough data yet | Cold | Watching | — | — | — | — | — | — | — |
| Fulham & Co | Watch | Cold | Watching · planned 10-05 | 2 | — | — | — | control | — | — |
| Fvlcrum Partners | Not enough data yet | Cold | Contacted | — | 8 | — | — | — | — | 2026-09-08 |
| GALLANT CAPITAL PARTNERS LLC | Excluded | Cold merged or affiliated, 12 May | Watching | — | — | — | — | buy and build, carve out, control, distressed | add on acquisitions, governance, operational improvement | — |
| Garden City Management | Watch | Cold | Watching · planned 10-06 | 4 | — | — | 2 | — | — | — |
| Gatewood Capital Management | Not enough data yet | Cold | Contacted | — | 3 | — | — | — | — | 2026-09-10 |
| Gdev Management | Fit | Cold | Watching | 1 | — | — | — | — | — | — |
| GEC ADVISORS LLC | Not enough data yet | Cold | Watching | — | — | — | — | growth equity | — | — |
| Gen Cap America | Watch | Cold | Watching | 7 | — | — | — | control, distressed | — | — |
| Genrock Capital Management | Watch | Cold | Watching | 8 | — | — | — | growth equity | — | — |
| GF CAPITAL ASSET ADVISORS, LLC | Not enough data yet | Cold | Watching | — | — | — | — | — | — | — |
| Gip Investment Adviser | Watch | Cold | Watching | — | — | — | — | growth equity | — | — |
| GLEAN MANAGEMENT LP | Not enough data yet | Cold | Watching | — | — | — | — | — | — | — |
| GLENCOE LIMITED, L.L.C. | Not enough data yet | Cold | Watching | — | — | — | — | — | — | — |
| Godspeed Capital Management | Watch | Cold | Watching · planned 10-06 | 3 | — | — | — | — | governance | — |
| Goldner Hawn | Watch | Cold | Watching | 13 | — | — | 8 | control, distressed | — | — |
| Good Springs Capital | Fit | Cold merged or affiliated, 13 May | Watching · planned 10-06 | 1 | — | — | — | — | — | — |
| Goode Partners | Watch | Cold | Watching | 5 | — | — | — | — | operational improvement | — |
| Gotham Green Partners | Excluded | Cold | Watching | — | — | — | — | — | — | — |
| GQG PRIVATE CAPITAL SOLUTIONS LLC | Not enough data yet | Cold | Watching | — | — | — | — | growth equity, minority | — | — |
| Grafine Capital Holdings | Watch | Cold | Watching | 3 | — | — | — | control, growth equity | — | — |
| GRAHAM SPORTS AND ENTERTAINMENT PARTNERS | Not enough data yet | Cold | Watching | — | — | — | — | — | — | — |
| GRAIL PARTNERS | Not enough data yet | Cold | Watching | — | — | — | — | — | — | — |
| GRANDVIEW PARTNERS MANAGEMENT, LLC | Not enough data yet | Cold | Watching | — | — | — | — | — | — | — |
| GRANITE BRIDGE PARTNERS LLC | Excluded | Cold | Watching | — | — | — | — | — | — | — |
| Grant Avenue Capital | Watch | Cold | Watching | 3 | — | — | 9 | control | governance, operational improvement | — |
| GREAT RANGE CAPITAL, LLC | Not enough data yet | Cold | Watching | — | 7 | — | — | buy and build, control | add on acquisitions | 2026-09-08 |
| Greenridge Growth Partners | Watch | Cold | Watching | — | 3 | — | — | control, distressed | — | 2026-09-08 |
| Grey Rock Energy Management | Excluded | Cold | Watching | — | — | — | — | distressed | — | — |
| GREYBULL ADVISORS, LLC | Excluded | Cold | Watching | — | 9 | — | — | minority | — | 2026-09-08 |
| Greyrock Capital Group | Watch | Cold | Watching | 10 | — | — | 1 | — | — | — |
| GREYSTONE INDUSTRIAL PARTNERS MANAGEMENT, LP | Not enough data yet | Cold | Watching | — | — | — | — | — | — | — |
| Grounded Capital | Fit | Cold | Watching | 8 | — | — | — | — | governance | — |
| GUARDIAN CAPITAL PARTNERS | Excluded | Cold merged or affiliated, 20 May | Watching | — | — | — | — | control | — | — |
| GV INVESTMENT MANAGERS, LLC | Not enough data yet | Cold | Watching | — | — | — | — | — | — | — |
| GVC AMERICAS, LLC | Not enough data yet | Cold | Watching | — | — | — | — | — | — | — |
| HALLE CAPITAL MANAGEMENT LP | Not enough data yet | Cold | Watching | — | — | — | — | control | operational improvement | — |
| HALYARD CAPITAL MANAGEMENT, LLC | Not enough data yet | Cold | Watching | — | — | — | — | — | — | — |
| Hamilton Robinson | Excluded | Cold | Watching | — | — | — | — | control | add on acquisitions | — |
| Hamilton Square Partners Management | Watch | Cold | Watching | 3 | — | — | — | — | — | — |
| Hammond, Kennedy, Whitney & Company | Not enough data yet | Cold | Contacted | — | 9 | — | — | — | — | 2026-09-10 |
| Harbour Group Industries | Not enough data yet | Cold | Contacted | — | 4 | — | — | — | — | 2026-09-04 |
| Harbour Point Capital | Watch | Cold | Watching | — | — | — | 7 | control, growth equity | — | — |
| Harkness Capital Management | Not enough data yet | Cold | Contacted | — | 9 | — | — | — | — | 2026-09-09 |
| Harlan Capital Partners | Not enough data yet | Cold | Contacted | — | 8 | — | — | — | — | 2026-09-10 |
| Harren Equity Partners | Watch | Cold | Watching | 5 | — | — | — | control, growth equity | operational improvement | — |
| Harris Preston & Partners | Watch | Cold | Watching | — | — | — | — | growth equity | — | — |
| Hastings Equity Partners | Watch | Cold | Watching | 12 | — | — | 4 | buy and build, control | management upgrades | — |
| Havencrest Capital Management | Not enough data yet | Cold | Contacted | — | 2 | — | — | — | — | 2026-09-02 |
| HC PRIVATE INVESTMENTS, LLC | Not enough data yet | Cold | Watching | — | — | — | — | — | — | — |
| HEADLANDS CAPITAL | Not enough data yet | Cold | Watching | — | — | — | — | control, growth equity | — | — |
| Health Catalyst Capital Management | Watch | Cold | Watching | — | 7 | — | — | growth equity | — | 2026-09-10 |
| Healthedge Investment Partners | Not enough data yet | Cold | Contacted | — | 9 | — | — | — | — | 2026-09-08 |
| Healthpointcapital Management | Fit | Cold | Watching | 6 | — | — | 8 | control | — | — |
| HEP MANAGEMENT CORPORATION | Not enough data yet | Cold | Watching | — | 8 | — | — | buy and build, control, growth equity | operational improvement | 2026-09-10 |
| HEP PARTNERS LLC | Not enough data yet | Cold | Watching | — | — | — | — | carve out, control, growth equity, minority | operational improvement | — |
| HEPCO CAPITAL MANAGEMENT, LLC | Not enough data yet | Cold | Watching | — | — | — | — | — | — | — |
| HERITAGE HOLDING | Not enough data yet | Cold | Watching | — | 9 | — | — | control | — | 2026-09-10 |
| Hg Capital Management | Watch | Cold | Watching | 3 | — | — | 30 | control, minority | — | — |
| High River Resources Management | Watch | Cold | Watching | — | 6 | — | — | — | — | 2026-09-08 |
| Highpost Capital | Not enough data yet | Cold | Contacted | — | 8 | — | — | — | — | 2026-09-10 |
| Hpe Capital Management II | Watch | Cold | Watching | 10 | — | — | 24 | — | — | — |
| Hudson Hill Capital Management | Not enough data yet | Cold | Contacted | — | 3 | — | — | — | — | 2026-09-08 |
| Hughes & Company | Watch | Cold | Watching | — | 4 | — | — | — | — | 2026-09-08 |
| HURON CAPITAL PARTNERS LLC | Not enough data yet | Cold | Watching | — | — | — | — | buy and build, control, growth equity, minority | add on acquisitions, operational improvement | — |
| ICV Partners | Watch | Cold | Watching | — | 7 | — | — | control | — | 2026-09-08 |
| IDYLLIC PARTNERS MANAGER, LP | Excluded | Cold | Watching | — | — | — | — | — | — | — |
| IG4 CAPITAL ADVISORS US LLC | Not enough data yet | Cold | Watching | — | — | — | — | control, distressed | — | — |
| IMPACT ENGINE | Not enough data yet | Cold | Watching | — | — | — | — | minority | — | — |
| Industrial Opportunity Partners | Watch | Cold | Watching | 3 | — | — | — | carve out | — | — |
| Innocreative Capital | Excluded | Cold | Replied | — | 4 | — | — | — | — | 2026-09-08 |
| INNOVAHEALTH PARTNERS | Not enough data yet | Cold | Watching | — | — | — | — | control | — | — |
| Insight Equity Management Company | Watch | Cold | Watching | 3 | — | — | 1 | distressed | operational improvement | — |
| INSIGNIA CAPITAL GROUP, L.P. | Excluded | Cold | Watching | — | — | — | — | buy and build, control, minority | add on acquisitions | — |
| INTEGRITY GROWTH PARTNERS, L.P. | Not enough data yet | Cold | Watching | — | — | — | — | distressed | — | — |
| Interalpen Partners | Watch | Cold | Watching | 1 | — | — | — | — | — | — |
| Interlock Equity | Watch | Cold | Watching | — | 9 | — | — | control, distressed | commercial, governance, operational improvement | 2026-09-10 |
| Investbev | Not enough data yet | Cold | Contacted | — | 5 | — | — | — | — | 2026-09-10 |
| Invictus Growth Partners | Watch | Cold | Watching | 1 | — | — | — | control, growth equity | — | — |
| Invidia Capital Management | Excluded | Cold | Watching | — | — | — | — | buy and build, control, distressed, minority | add on acquisitions, management upgrades, operational improvement | — |
| IRON PATH CAPITAL, L.P. | Excluded | Cold | Watching | — | 9 | — | — | control | operational improvement | 2026-09-10 |
| IRONLEAF CAPITAL, L.P | Excluded | Cold | Watching | — | — | — | — | — | — | — |
| IRONSIDE CAPITAL LLC | Not enough data yet | Cold | Watching | — | — | — | — | — | — | — |
| Ironwood Capital Advisors | Watch | Cold | Watching | 15 | — | — | 1 | — | — | — |
| IRVING PLACE CAPITAL MANAGEMENT, L.P. | Not enough data yet | Cold | Watching | — | — | — | — | — | — | — |
| J.h. Whitney Capital Partners | Watch | Cold | Watching | — | — | — | 3 | — | — | — |
| JMC Management | Watch | Cold | Watching · planned 10-06 | 4 | — | — | — | buy and build, growth equity | — | — |
| Jordanelle Capital | Watch | Cold | Watching | 4 | — | — | 3 | — | governance | — |
| JSSI AVIATION CAPITAL MANAGEMENT, LLC | Excluded | Cold | Watching | — | — | — | — | — | — | — |
| JUGGERNAUT MANAGEMENT, LLC | Not enough data yet | Cold | Watching | — | — | — | — | carve out, control, distressed, minority | — | — |
| Jumana Capital | Excluded | Cold merged or affiliated, 24 Apr | Contacted | — | 6 | — | — | — | — | 2026-09-08 |
| Juniper Capital Advisors | Watch | Cold | Watching | 13 | — | — | — | control, distressed | — | — |
| JUNIPER INVESTMENT COMPANY | Not enough data yet | Cold | Watching | — | — | — | — | — | — | — |
| JZ Partners | Excluded | Cold | Watching | — | — | — | — | — | governance | — |
| KAILAI ADVISERS LTD. | Not enough data yet | Cold | Watching | — | — | — | — | — | — | — |
| KANBRICK LLC | Excluded | Cold | Watching | — | — | — | — | control | operational improvement | — |
| Kian Capital Partners | Watch | Cold | Watching · planned 10-07 | 3 | — | — | 1 | control, minority | — | — |
| King River Capital Management Pty | Excluded | Cold | Contacted | — | 3 | — | — | — | — | 2026-09-10 |
| Kingfish Capital Partners | Watch | Cold | Watching | — | 6 | — | — | minority | — | 2026-09-04 |
| KIRTLAND CAPITAL PARTNERS | Not enough data yet | Cold | Watching | — | — | — | — | — | — | — |
| KLH CAPITAL | Not enough data yet | Cold | Watching | — | — | — | — | buy and build, carve out, control, distressed, minority | add on acquisitions, management upgrades, operational improvement | — |
| Kudu Investment Holdings | Watch | Cold | Watching | 20 | — | — | — | minority | — | — |
| Kuramo Capital Management | Not enough data yet | Cold | Contacted | — | 6 | — | — | — | — | 2026-09-04 |
| L Capital | Watch | Cold | Watching | 3 | — | — | 1 | — | — | — |
| L2 MANAGEMENT COMPANY | Not enough data yet | Cold | Watching | — | — | — | — | — | — | — |
| L2 Point Management | Watch | Cold | Watching | 1 | — | — | — | minority | operational improvement | — |
| LABYRINTH CAPITAL PARTNERS | Not enough data yet | Cold | Watching | — | — | — | — | — | — | — |
| Lake Pacific Partners | Watch | Cold | Watching | 4 | — | — | — | — | operational improvement | — |
| Lapis Advisers | Watch | Cold | Watching | 13 | — | — | — | — | — | — |
| Lateral Investment Management | Watch | Cold | Watching | 3 | — | — | — | distressed, growth equity, minority | governance, operational improvement | — |
| LBB Holding Company | Watch | Cold | Watching | 2 | — | — | 2 | buy and build, control | add on acquisitions, operational improvement | — |
| Legacy Partners | Watch | Cold | Watching | — | — | — | — | growth equity | — | — |
| LEGACY TWO ADVISORS, LLC | Not enough data yet | Cold | Watching | — | — | — | — | — | — | — |
| LEP MANAGEMENT LLC | Not enough data yet | Cold | Watching | — | — | — | — | control, growth equity | digital | — |
| Level 5 Capital Partners | Watch | Cold | Watching | 12 | — | — | 12 | — | — | — |
| LFE CAPITAL, LLC | Not enough data yet | Cold | Watching | — | — | — | — | — | — | — |
| LFM Capital | Watch | Cold | Watching | 19 | — | — | — | buy and build, control | add on acquisitions, management upgrades, operational improvement | — |
| LIGHTSMITH CLIMATE RESILIENCE MANAGEMENT LLC | Excluded | Cold | Watching | — | — | — | — | — | — | — |
| Lightview Capital | Watch | Cold | Watching | 10 | — | — | 10 | — | operational improvement | — |
| Ligo Partners Family Office | Excluded | Cold | Contacted | — | 3 | — | — | — | — | 2026-09-08 |
| Lincolnshire Management | Watch | Cold | Watching | — | 6 | — | — | control, minority | — | 2026-09-10 |
| LINEAGE CAPITAL, LLC | Not enough data yet | Cold | Watching | — | — | — | — | — | — | — |
| LNC Partners | Watch | Cold | Watching | 3 | — | — | 31 | buy and build, carve out, control, distressed, growth equity, minority | add on acquisitions, governance | — |
| LNK Partners | Watch | Cold | Watching | 8 | — | — | 1 | — | — | — |
| Lock 8 Partners | Not enough data yet | Cold | Contacted | — | 7 | — | — | — | — | 2026-09-08 |
| LOMETA CAPITAL PARTNERS, INC. | Not enough data yet | Cold | Watching | — | — | — | — | — | — | — |
| Lonetree Capital | Watch | Cold | Watching | 2 | — | — | — | — | — | — |
| LONG ARC CAPITAL LP | Not enough data yet | Cold | Watching | — | — | — | — | growth equity | — | — |
| Long Point Capital | Watch | Cold | Watching | — | — | — | — | — | governance | — |
| Longford Capital | Watch | Cold | Watching | 10 | — | — | — | — | — | — |
| Longshore Capital Partners | Watch | Cold | Watching | — | 9 | — | — | buy and build | — | 2026-09-10 |
| Longuevue Management Company | Watch | Cold | Watching | 3 | — | — | 33 | — | — | — |
| LOTUS DOMAINE MANAGEMENT LLC | Excluded | Cold | Watching | — | — | — | — | — | — | — |
| Lumos Capital Group | Not enough data yet | Cold | Contacted | — | 6 | — | — | — | — | 2026-09-10 |
| Lwo | Watch | Cold | Watching | 3 | — | — | 23 | control, minority | — | — |
| MADISON BAY CAPITAL MANAGEMENT, LLC | Excluded | Cold | Watching | — | — | — | — | — | — | — |
| Madison River Capital | Watch | Cold | Watching | 15 | — | — | — | — | management upgrades | — |
| MANNA TREE PARTNERS, LLC | Not enough data yet | Cold | Watching | — | — | — | — | control, minority | — | — |
| Marquee Capital Advisors | Watch | Cold | Watching | — | — | — | — | — | — | — |
| Mason Wells | Watch | Cold | Watching · planned 10-07 | 3 | — | — | 39 | control | — | — |
| Maven Equity Partners | Watch | Cold | Watching | 5 | — | — | 62 | — | — | — |
| Maxwell Street Capital Partners | Watch | Cold | Watching | 3 | — | — | — | — | — | — |
| MAY River Capital | Watch | Cold | Watching | 25 | — | — | — | control | digital | — |
| MBF Healthcare Management II | Watch | Cold | Watching | 9 | — | — | 1 | control | — | — |
| MC2 INVESTMENT MANAGEMENT, LLC | Not enough data yet | Cold | Watching | — | — | — | — | — | — | — |
| MCM CAPITAL ADVISORS III, LLC | Excluded | Cold | Watching | — | — | — | — | — | — | — |
| Mcnally Advisors | Not enough data yet | Cold | Contacted | — | 7 | — | — | — | — | 2026-09-08 |
| Meaningful Partners | Excluded | Cold | Watching | — | — | — | — | — | — | — |
| MEDIA DEVELOPMENT INVESTMENT FUND, INC. | Not enough data yet | Cold | Watching | — | — | — | — | — | — | — |
| MEREO CAPITAL PARTNERS, LLC | Not enough data yet | Cold | Watching | — | — | — | — | — | — | — |
| Merida Capital Holdings | Not enough data yet | Cold | Contacted | — | 8 | — | — | — | — | 2026-09-09 |
| Merit Capital Partners VI | Fit | Cold | Watching | 18 | — | — | 105 | — | — | — |
| MFG Partners | Watch | Cold | Watching | 8 | — | — | 10 | control | governance, operational improvement | — |
| MILL CITY CAPITAL, L.P. | Excluded | Cold | Watching | — | — | — | — | — | — | — |
| Millennium Bridge Capital | Watch | Cold | Watching | 14 | — | — | — | control, growth equity, minority | — | — |
| Mizzen Management | Fit | Cold | Watching | 14 | — | — | 8 | — | — | — |
| Moelis Asset Catalyst Partners | Watch | Cold | Watching | 1 | — | — | — | — | — | — |
| MOONSAIL CAPITAL LLC | Not enough data yet | Cold | Watching | — | — | — | — | — | — | — |
| Moontower Asset Management | Not enough data yet | Cold | Contacted | — | 6 | — | — | — | — | 2026-09-04 |
| Mountain Capital Management | Watch | Cold | Watching | 11 | — | — | 5 | control | operational improvement | — |
| Mountaingate Management | Watch | Cold | Watching | — | — | — | — | buy and build, control | add on acquisitions, operational improvement | — |
| MP NEXT CAPITAL | Excluded | Cold | Watching | — | — | — | — | control | — | — |
| MPE Partners | Watch | Cold merged or affiliated, 8 Apr | Watching | 20 | — | — | 26 | buy and build, control | add on acquisitions, operational improvement | — |
| MSOUTH EQUITY PARTNERS, LLC | Not enough data yet | Cold | Watching | — | — | — | — | control | — | — |
| Navimed Capital Advisors | Watch | Cold | Watching | 14 | — | — | 2 | — | — | — |
| New Capital Partners | Watch | Cold | Watching · planned 10-07 | 3 | — | — | 46 | — | — | — |
| New Catalyst | Watch | Cold | Watching | — | 6 | — | — | control, distressed, minority | governance | 2026-09-04 |
| New China Capital Management | Watch | Cold | Watching | — | — | — | 48 | control, growth equity | — | — |
| NEW HARBOR CAPITAL | Not enough data yet | Cold | Watching | — | — | — | — | control, distressed | operational improvement | — |
| New Heritage Capital | Watch | Cold | Watching | 17 | — | — | 15 | growth equity | — | — |
| Newlight Partners | Watch | Cold | Watching | — | — | — | — | distressed | operational improvement | — |
| NEWROAD CAPITAL PARTNERS, LLC | Not enough data yet | Cold | Watching | — | 9 | — | — | growth equity, minority | governance | 2026-09-10 |
| Newstone Capital Partners | Watch | Cold | Watching | — | — | — | — | — | — | — |
| NEXT COAST LEGACY | Excluded | Cold | Watching | — | — | — | — | — | — | — |
| Next Horizon Capital | Watch | Cold | Watching | 31 | — | — | — | — | — | — |
| Next Management Advisors | Excluded | Cold | Watching | — | — | — | — | — | management upgrades | — |
| Nextgen Growth Partners | Watch | Cold | Watching | — | 9 | — | — | control | — | 2026-09-09 |
| NIHON GLOBAL GROWTH PARTNERS MANAGEMENT, INC. | Excluded | Cold | Watching | — | — | — | — | — | — | — |
| NILE CAPITAL GROUP HOLDINGS LLC | Not enough data yet | Cold | Watching | — | — | — | — | — | — | — |
| Nolan Management | Watch | Cold | Watching · planned 10-08 | 11 | — | — | — | control | — | — |
| NORLANTIC | Excluded | Cold | Watching | — | — | — | — | — | — | — |
| NORTH BRANCH CAPITAL MANAGEMENT, L.P. | Not enough data yet | Cold | Watching | — | 8 | — | — | buy and build, control | add on acquisitions | 2026-09-10 |
| North Castle Partners | Watch | Cold | Watching | 14 | — | — | 4 | control, distressed, growth equity | — | — |
| North Run Capital | Watch | Cold | Watching | 4 | — | — | — | — | — | — |
| NORTH SKY CAPITAL, LLC | Excluded | Cold | Watching | — | — | — | — | control | — | — |
| NORTHERN LAKES CAPITAL, L.P. | Not enough data yet | Cold | Watching | — | — | — | — | control | operational improvement | — |
| NORTHERN PACIFIC GROWTH INVESTMENT ADVISORS, LLC | Not enough data yet | Cold | Watching | — | — | — | — | — | — | — |
| Northleaf Capital Advisors | Not enough data yet | Cold | Contacted | — | 8 | — | — | — | — | 2026-09-08 |
| Northstar Capital | Watch | Cold | Watching | 18 | — | — | 7 | control | — | — |
| NRD CAPITAL MANAGEMENT II, LLC | Excluded | Cold | Watching | — | — | — | — | — | — | — |
| Old Ironsides Energy | Watch | Cold | Watching | 10 | — | — | 2 | distressed | governance, operational improvement | — |
| Olympus Capital Holdings Asia | Watch | Cold | Watching | — | — | — | — | control | — | — |
| OMAHA BEACH CAPITAL, LLC | Excluded | Cold | Watching | — | — | — | — | — | — | — |
| One Bow River Advisers | Watch | Cold | Watching | 20 | — | — | 6 | — | — | — |
| One Stone Partners | Fit | Cold | Watching | — | — | — | — | — | — | — |
| ONYXPOINT GLOBAL MANAGEMENT LP | Not enough data yet | Cold | Watching | — | — | — | — | control, distressed | governance, operational improvement | — |
| OPENGATE CAPITAL MANAGEMENT, LLC | Not enough data yet | Cold | Watching | — | 3 | — | — | buy and build, control, distressed | add on acquisitions, operational improvement | 2026-09-08 |
| ORANGEWOOD PARTNERS MANAGEMENT LLC | Excluded | Cold | Watching | — | — | — | — | buy and build, control | add on acquisitions, governance, operational improvement | — |
| ORIDIAN CAPITAL MANAGEMENT, L.P. | Not enough data yet | Cold | Watching | — | — | — | — | control, minority | operational improvement | — |
| Orkila Management | Watch | Cold | Watching | — | — | — | 1 | growth equity | — | — |
| Osceola Capital Management | Watch | Cold | Watching | 9 | — | — | 2 | — | — | — |
| OTRO CAPITAL | Not enough data yet | Cold | Watching | — | — | — | — | distressed | — | — |
| OUTFITTER ENERGY MANAGEMENT, LLC | Not enough data yet | Cold | Watching | — | — | — | — | control | — | — |
| Owner Resource Group | Excluded | Cold merged or affiliated, 19 Apr | Contacted | — | 9 | — | — | — | — | 2026-09-10 |
| P2 CAPITAL PARTNERS, LLC | Not enough data yet | Cold | Watching | — | — | — | — | control | — | — |
| P4G Capital Management | Watch | Cold | Watching | — | — | — | — | control, distressed | governance, operational improvement | — |
| PACIFIC GROWTH INVESTORS | Not enough data yet | Cold | Watching | — | — | — | — | — | — | — |
| Pact | Watch | Cold | Watching | 14 | — | — | — | distressed | governance | — |
| Palladin Consumer Retail Partners | Excluded | Cold | Contacted | — | 6 | — | — | — | — | 2026-09-09 |
| PALLADIUM HERITAGE MANAGEMENT, LLC | Not enough data yet | Cold | Watching | — | — | — | — | — | — | — |
| Palm Beach Capital Management III | Watch | Cold | Watching | — | — | — | — | — | governance | — |
| Palm Peak Capital | Not enough data yet | Cold | Contacted | — | 9 | — | — | — | — | 2026-09-09 |
| Panorama Point Partners | Excluded | Cold | Watching | — | — | — | — | control | — | — |
| Park Lane Advisors | Watch | Cold | Watching | — | — | — | — | — | — | — |
| PARKERGALE, LLC | Excluded | Cold | Watching | — | — | — | — | buy and build, control, distressed | add on acquisitions, operational improvement | — |
| Patricof | Excluded | Cold | Watching | — | — | — | — | — | — | — |
| Patriot Financial Manager | Watch | Cold | Watching | 17 | — | — | — | minority | — | — |
| PAUL CAPITAL | Not enough data yet | Cold | Watching | — | — | — | — | control, distressed, growth equity | — | — |
| Peakequity Partners Management | Watch | Cold | Watching | 9 | — | — | — | control | — | — |
| PEGASUS CAPITAL ADVISORS, L.P. | Not enough data yet | Cold | Watching | — | 4 | — | — | control, minority | — | 2026-09-08 |
| Peloton Equity | Watch | Cold | Watching | 9 | — | — | — | growth equity | — | — |
| PENINSULA CAPITAL PARTNERS, L.L.C. | Not enough data yet | Cold | Watching | — | — | — | — | control, distressed, minority | add on acquisitions, governance | — |
| PENSTOCK EQUITY MANAGEMENT LLC | Not enough data yet | Cold | Watching | — | — | — | — | — | — | — |
| PFM HEALTH SCIENCES, LP | Excluded | Cold | Watching | — | — | — | — | growth equity | — | — |
| PHAROS CAPITAL GROUP, LLC | Excluded | Cold | Watching | — | 6 | — | — | control | governance | 2026-09-09 |
| Phoenician Resources | Watch | Cold | Watching | — | — | — | — | — | — | — |
| Platform Partners | Watch | Cold | Watching | 20 | — | — | — | buy and build, distressed, growth equity | — | — |
| Point 41 Capital Partners | Not enough data yet | Cold | Contacted | — | 6 | — | — | — | — | 2026-09-10 |
| Pondera Holdings | Watch | Cold | Watching | — | — | — | 1 | control | management upgrades | — |
| Pontem Investment Management Company | Watch | Cold | Watching | 3 | — | — | — | — | — | — |
| Post Capital Partners | Excluded | Cold | Watching | — | — | — | — | growth equity | — | — |
| PRAIRIE CAPITAL | Not enough data yet | Cold | Watching | — | — | — | — | buy and build, control, distressed, growth equity | add on acquisitions, management upgrades, operational improvement | — |
| PRIME RADIANT MANAGEMENT LLC | Not enough data yet | Cold | Watching | — | — | — | — | — | — | — |
| Prophet Equity Management II | Watch | Cold | Watching | 8 | — | — | — | — | — | — |
| PROSPECT HILL GROWTH PARTNERS, L.P. | Not enough data yet | Cold | Watching | — | — | — | — | control | — | — |
| Prospect Partners Advisors | Not enough data yet | Cold | Contacted | — | 8 | — | — | — | — | 2026-09-10 |
| PROSTAR CAPITAL (US) LLC | Not enough data yet | Cold | Watching | — | — | — | — | growth equity | operational improvement | — |
| Provenance Management | Watch | Cold | Watching | — | — | — | — | growth equity | governance | — |
| PSC CAPITAL PARTNERS LLC | Not enough data yet | Cold | Watching | — | — | — | — | control, growth equity | — | — |
| PT CAPITAL ADVISORS, LLC | Not enough data yet | Cold | Watching | — | — | — | — | — | — | — |
| Q Investments | Excluded | Cold | Contacted | — | 6 | — | — | — | — | 2026-09-08 |
| Quad Partners | Watch | Cold | Watching | 10 | — | — | — | control, growth equity | — | — |
| QUANTUM CAPITAL GROUP | Not enough data yet | Cold | Watching | — | — | — | — | — | governance, management upgrades | — |
| Radial Equity Partners | Watch | Cold | Watching | — | 4 | — | — | — | operational improvement | 2026-09-08 |
| Rainier Capital Partners | Watch | Cold | Watching | — | 8 | — | — | control | — | 2026-09-10 |
| Rallyday Partners | Watch | Cold | Watching | — | 6 | — | — | — | — | 2026-09-08 |
| RECESS CAPITAL MANAGEMENT LP | Not enough data yet | Cold | Watching | — | — | — | — | — | — | — |
| Red Arts Capital Management | Not enough data yet | Cold | Contacted | — | 9 | — | — | — | — | 2026-09-10 |
| Red Iron Group Management | Not enough data yet | Cold | Contacted | — | 8 | — | — | — | — | 2026-09-09 |
| Reef Investment Management | Not enough data yet | Cold | Contacted | — | 6 | — | — | — | — | 2026-09-08 |
| Renovo Capital | Watch | Cold | Watching | 19 | — | — | 17 | buy and build, distressed | add on acquisitions, operational improvement | — |
| REPUBLIC CAPITAL | Excluded | Cold | Watching | — | — | — | — | — | — | — |
| Resilience Management | Watch | Cold | Watching | 6 | — | — | 15 | control, distressed | operational improvement | — |
| RESPIDA CAPITAL LLC | Not enough data yet | Cold | Watching | — | — | — | — | — | — | — |
| Revolvercap Management | Watch | Cold | Watching | — | — | — | — | distressed | — | — |
| REYNOLDS CHANNEL MANAGEMENT, L.P. | Excluded | Cold | Watching | — | — | — | — | control, growth equity, minority | governance | — |
| RFE Management | Watch | Cold | Watching | 8 | — | — | — | — | — | — |
| River Associates Investments | Watch | Cold | Watching | 20 | — | — | — | — | — | — |
| River Valley Holdings | Excluded | Cold | Contacted | — | 3 | — | — | — | — | 2026-09-08 |
| Rivercrest Capital Management | Excluded | Cold | Watching | — | — | — | — | — | commercial | — |
| RIVERGLADE CAPITAL | Not enough data yet | Cold | Watching | — | — | — | — | control, minority | governance, operational improvement | — |
| Riverspan Partners | Watch | Cold | Watching | — | — | — | — | — | — | — |
| RIZVI TRAVERSE MANAGEMENT, LLC | Excluded | Cold | Watching | — | — | — | — | — | — | — |
| ROAN HFH, LP | Not enough data yet | Cold | Watching | — | — | — | — | — | — | — |
| Rock Hill Capital | Watch | Cold | Watching | 6 | — | — | — | — | — | — |
| ROCK ISLAND CAPITAL | Not enough data yet | Cold | Watching | — | — | — | — | control, distressed, growth equity, minority | governance, operational improvement | — |
| ROCKWOOD EQUITY PARTNERS LLC | Not enough data yet | Cold | Watching | — | 9 | — | — | control | — | 2026-09-10 |
| Rog Vi | Not enough data yet | Cold | Contacted | — | 3 | — | — | — | — | 2026-09-08 |
| ROSSER CAPITAL PARTNERS MANAGEMENT, L.P. | Not enough data yet | Cold | Watching | — | — | — | — | — | — | — |
| Round2 Investment Partners | Watch | Cold | Watching | 5 | — | — | — | — | — | — |
| RR ADVISORS, LLC | Excluded | Cold | Watching | — | — | — | — | — | — | — |
| RTC PARTNERS | Not enough data yet | Cold | Watching | — | — | — | — | control, growth equity | — | — |
| RWN Real Estate Partners | Excluded | Cold | Contacted | — | 3 | — | — | — | — | 2026-09-08 |
| Sagard Holdings Manager (US) | Watch | Cold | Watching | 45 | — | — | 4 | control, growth equity | — | — |
| SAGE ADVISORS, LLC | Not enough data yet | Cold | Watching | — | — | — | — | growth equity | — | — |
| SAGE CAPITAL LLC | Not enough data yet | Cold | Watching | — | — | — | — | — | — | — |
| SAGE ROAD CAPITAL | Excluded | Cold | Watching | — | — | — | — | — | — | — |
| SAMSON CAPITAL GROUP, LLC | Excluded | Cold | Watching | — | — | — | — | — | — | — |
| SAND HILL ROAD TECHNOLOGIES FUND MANAGEMENT LLC | Not enough data yet | Cold | Watching | — | — | — | — | — | — | — |
| Sandbridge Investment Management | Excluded | Cold | Watching | — | 3 | — | — | growth equity | — | 2026-09-08 |
| Saturn Five Advisors | Watch | Cold | Watching | — | 9 | — | — | minority | management upgrades | 2026-09-10 |
| Savant Partners | Watch | Cold | Watching | 12 | — | — | — | control, growth equity | digital, governance | — |
| SAW MILL CAPITAL L.L.C. | Not enough data yet | Cold | Watching | — | — | — | — | carve out | governance, operational improvement | — |
| SC MANAGEMENT LLC | Not enough data yet | Cold | Watching | — | — | — | — | growth equity, minority | — | — |
| Scaleworks Capital | Watch | Cold | Watching | 8 | — | — | — | control | — | — |
| SEAMANS CAPITAL MANAGEMENT, LLC | Excluded | Cold | Watching | — | — | — | — | distressed | — | — |
| Seaport Capital | Not enough data yet | Cold | Contacted | — | 9 | — | — | — | — | 2026-09-10 |
| SEASIDE EQUITY PARTNERS | Excluded | Cold | Watching | — | — | — | — | control, distressed | — | — |
| SELBY LANE CAPITAL, LLC | Not enough data yet | Cold | Watching | — | — | — | — | growth equity | — | — |
| Seminal Food and Nutrition Investments | Watch | Cold | Watching | 37 | — | — | — | minority | — | — |
| Sequel Holdings | Watch | Cold | Watching | — | 9 | — | — | buy and build, control | add on acquisitions, operational improvement | 2026-09-10 |
| Ser Capital Partners Management | Watch | Cold | Watching | 11 | — | — | 1 | — | — | — |
| SEVEN HILLS CAPITAL, LLC | Excluded | Cold | Watching | — | — | — | — | — | — | — |
| Seven Isles Capital | Excluded | Cold | Contacted | — | 3 | — | — | — | — | 2026-09-09 |
| SEVEN POINT MANAGEMENT, INC. | Not enough data yet | Cold | Watching | — | — | — | — | — | — | — |
| SF Equity Partners Management | Watch | Cold | Watching | — | 6 | — | — | — | — | 2026-09-09 |
| SFW Capital Partners | Watch | Cold | Watching | 7 | — | — | — | control, distressed | operational improvement | — |
| SHADOW LAKE PARTNERS, LLC | Not enough data yet | Cold | Watching | — | — | — | — | — | — | — |
| SHOREHILL CAPITAL LLC | Excluded | Cold | Watching | — | 9 | — | — | control, distressed | operational improvement | 2026-09-10 |
| SHORELINE EQUITY PARTNERS, LLC | Not enough data yet | Cold | Watching | — | — | — | — | buy and build, carve out, control, distressed | add on acquisitions, management upgrades, operational improvement | — |
| Shoreview Industries V | Watch | Cold | Watching | 18 | — | — | 38 | control | — | — |
| Siddhi Capital | Not enough data yet | Cold | Contacted | — | 6 | — | — | — | — | 2026-09-08 |
| SIDEREAL CAPITAL GROUP | Not enough data yet | Cold | Watching | — | — | — | — | — | — | — |
| SIGHTLINE PARTNERS LLC | Excluded | Cold | Watching | — | — | — | — | distressed, minority | governance | — |
| SILVERHAWK CAPITAL PARTNERS, LLC | Not enough data yet | Cold | Watching | — | — | — | — | — | — | — |
| Snow Peak Capital | Watch | Cold | Watching · planned 10-08 | 8 | — | — | — | — | — | — |
| SNOW PHIPPS GROUP, LLC | Excluded | Cold | Watching | — | — | — | — | control, distressed, growth equity, minority | governance, operational improvement | — |
| Solace Capital Partners | Watch | Cold | Watching | 10 | — | — | — | control, distressed | operational improvement | — |
| Solyco Capital | Not enough data yet | Cold | Contacted | — | 3 | — | — | — | — | 2026-09-10 |
| Sonoma Brands Capital | Watch | Cold | Watching | 8 | — | — | 23 | growth equity | — | — |
| SOUNDCORE CAPITAL PARTNERS, LLC | Watch | Cold | Watching | — | 4 | — | — | control, distressed, minority | governance, operational improvement | 2026-09-08 |
| Source Capital | Watch | Cold | Watching | 18 | — | — | — | — | — | — |
| SPECTRUM GROUP MANAGEMENT | Not enough data yet | Cold | Watching | — | — | — | — | — | — | — |
| SPELL CAPITAL PARTNERS, LLC | Not enough data yet | Cold | Watching | — | — | — | — | — | — | — |
| Speyside Equity Advisers | Watch | Cold | Watching | — | — | — | — | — | — | — |
| SPEYSIDE FUND ADVISERS LLC | Not enough data yet | Cold | Watching | — | — | — | — | — | — | — |
| Spire Capital Management | Watch | Cold | Watching · planned 10-08 | 3 | — | — | 1 | control | — | — |
| SPP MANAGEMENT SERVICES, LLC | Not enough data yet | Cold | Watching | — | 9 | — | — | carve out, control | governance | 2026-09-10 |
| Spring Lake Equity Gp | Watch | Cold | Watching | 2 | — | — | — | growth equity | — | — |
| Spring Lane Capital | Excluded | Cold | Watching | — | — | — | — | growth equity | — | — |
| SPRING MOUNTAIN CAPITAL, LP | Not enough data yet | Cold | Watching | — | — | — | — | control, distressed, growth equity | — | — |
| Springcoast Capital Partners | Watch | Cold | Watching | 23 | — | — | — | control, distressed | operational improvement | — |
| Spx Capital Management | Not enough data yet | Cold | Contacted | — | 4 | — | — | — | — | 2026-09-08 |
| SQ Capital | Watch | Cold | Watching | — | — | — | — | control, minority | governance, operational improvement | — |
| Staple Street Capital | Not enough data yet | Cold | Contacted | — | 9 | — | — | — | — | 2026-09-08 |
| STARPORT CAPITAL MANAGEMENT, LLC | Excluded | Cold | Watching | — | — | — | — | — | — | — |
| Stella Point Capital | Watch | Cold merged or affiliated, 31 Mar | Watching | 13 | — | — | — | control | operational improvement | — |
| STERLING FUND MANAGEMENT, LLC | Not enough data yet | Cold | Watching | — | 6 | — | — | control | — | 2026-09-08 |
| STONE-GOFF PARTNERS | Excluded | Cold merged or affiliated, 20 May | Watching | — | 9 | — | — | buy and build, carve out | — | 2026-09-09 |
| STONEBRIDGE PARTNERS LLC | Not enough data yet | Cold | Watching | — | — | — | — | — | — | — |
| STONECOURT CAPITAL LP | Not enough data yet | Cold | Watching | — | — | — | — | control, growth equity | — | — |
| STONEHENGE PARTNERS, CORP. | Not enough data yet | Cold | Watching | — | — | — | — | — | — | — |
| Stonetree Investment Partners | Excluded | Cold | Watching | — | — | — | — | — | — | — |
| Storr Group | Not enough data yet | Cold | Contacted | — | 3 | — | — | — | — | 2026-09-08 |
| STRATTAM CAPITAL MANAGEMENT, LLC | Not enough data yet | Cold | Watching | — | — | — | — | control, distressed, minority | — | — |
| Stronghold Resource Partners | Watch | Cold | Watching | — | — | — | — | distressed | — | — |
| Sturbridge Capital | Watch | Cold | Watching | 15 | — | — | — | — | — | — |
| Summit House Capital Management | Watch | Cold | Watching | — | — | — | — | — | — | — |
| SUNTX CAPITAL MANAGEMENT CORP. | Excluded | Cold | Watching | — | 8 | — | — | control, distressed | — | 2026-09-08 |
| Superbloom Partners | Watch | Cold | Watching | — | — | — | — | — | — | — |
| SUPERSTRING CAPITAL MANAGEMENT LP | Not enough data yet | Cold | Watching | — | — | — | — | — | — | — |
| SVOBODA CAPITAL PARTNERS LLC | Excluded | Cold | Watching | — | — | — | — | — | — | — |
| Sygnus Capital Pr | Not enough data yet | Cold | Contacted | — | 6 | — | — | — | — | 2026-09-09 |
| Symphony Technology Group | Not enough data yet | Cold | Contacted | — | 5 | — | — | — | — | 2026-09-09 |
| Tac Partners | Watch | Cold | Watching | 17 | — | — | 26 | minority | — | — |
| TAMARIX CAPITAL MANAGEMENT, LLC | Not enough data yet | Cold | Watching | — | — | — | — | — | — | — |
| TAURUS PRIVATE MARKETS, LLC | Not enough data yet | Cold | Watching | — | — | — | — | control, distressed | — | — |
| Tcp Management | Not enough data yet | Cold | Contacted | — | 9 | — | — | — | — | 2026-09-10 |
| TEALL CAPITAL PARTNERS, LLC | Not enough data yet | Cold | Watching | — | — | — | — | — | — | — |
| Teleo Capital Management | Watch | Cold | Watching | — | — | — | — | distressed, growth equity | — | — |
| TEN COVES CAPITAL, LP | Not enough data yet | Cold | Watching | — | — | — | — | growth equity | governance, operational improvement | — |
| TENGRAM CAPITAL PARTNERS | Excluded | Cold | Watching | — | — | — | — | — | — | — |
| Terramont Infrastructure Management | Watch | Cold | Watching | 12 | — | — | 4 | — | — | — |
| TGP INVESTMENTS | Excluded | Cold | Watching | — | — | — | — | — | — | — |
| Thayer Street Partners Management | Watch | Cold | Watching | — | — | — | — | — | — | — |
| THE CAPSTREET GROUP, LLC | Excluded | Cold | Watching | — | — | — | — | control, minority | governance, management upgrades, operational improvement | — |
| The Catalyst Group | Watch | Cold | Watching | — | — | — | 12 | growth equity | operational improvement | — |
| THE CIRCUMFERENCE GROUP LLC | Not enough data yet | Cold | Watching | — | — | — | — | distressed | — | — |
| The Gores Group | Excluded | Cold | Watching | — | — | — | — | control, distressed, growth equity, minority | — | — |
| The Newcastle Network | Watch | Cold | Watching | 1 | — | — | 2 | — | — | — |
| THE OPERAND GROUP II LLC | Not enough data yet | Cold | Watching | — | — | — | — | — | — | — |
| THE WATERMILL GROUP | Not enough data yet | Cold | Watching | — | — | — | — | buy and build | add on acquisitions | — |
| THE ZABEL COMPANIES, LLC | Excluded | Cold | Watching | — | — | — | — | — | — | — |
| Thurston Advisors | Watch | Cold | Watching | — | 8 | — | — | carve out, control | — | 2026-09-09 |
| Tidemark Management Company | Watch | Cold | Watching | 21 | — | — | — | control, distressed, growth equity, minority | — | — |
| Tidewater Capital Group | Excluded | Cold | Contacted | — | 6 | — | — | — | — | 2026-09-08 |
| TIERRA ADENTRO GROWTH CAPITAL | Not enough data yet | Cold | Watching | — | — | — | — | — | — | — |
| Tilia Holdings | Watch | Cold | Watching | — | 3 | — | — | growth equity | operational improvement | 2026-09-10 |
| TLG CAPITAL MANAGEMENT, LLC | Excluded | Cold | Watching | — | — | — | — | — | — | — |
| TOPIARY CAPITAL MANAGEMENT, LLC | Excluded | Cold | Watching | — | — | — | — | — | — | — |
| Topspin Management Company Lbo | Watch | Cold | Watching | — | 9 | — | — | control, growth equity | — | 2026-09-10 |
| TRENT CAPITAL PARTNERS, LLC | Excluded | Cold | Watching | — | — | — | — | — | — | — |
| Trident Management | Watch | Cold | Watching | — | 7 | — | — | — | — | 2026-09-10 |
| Trill Impact Advisory | Not enough data yet | Cold | Contacted | — | 6 | — | — | — | — | 2026-09-08 |
| TRINITY ALPS CAPITAL | Not enough data yet | Cold | Watching | — | — | — | — | distressed | — | — |
| TRITON PACIFIC HEALTHCARE PARTNERS, LLC | Not enough data yet | Cold | Watching | — | — | — | — | control | — | — |
| TRM Advisors | Watch | Cold | Watching | — | 8 | — | — | control, distressed | — | 2026-09-10 |
| TRP Capital Advisors VI | Watch | Cold | Watching | — | 6 | — | — | — | — | 2026-09-10 |
| Tryperion Manager | Not enough data yet | Cold | Contacted | — | 6 | — | — | — | — | 2026-09-10 |
| TSP ADVISORS, LLC | Not enough data yet | Cold | Watching | — | — | — | — | control | — | — |
| Turnbridge Capital | Watch | Cold | Watching | — | — | — | — | — | — | — |
| TVV CAPITAL | Not enough data yet | Cold | Watching | — | — | — | — | control | — | — |
| Two Roads Partners Management | Watch | Cold | Watching · planned 10-08 | 13 | — | — | — | control, distressed | governance, operational improvement | — |
| TYR CAPITAL ADVISORS, LLC | Not enough data yet | Cold | Watching | — | — | — | — | distressed | — | — |
| UNCOMMON EQUITY LLC | Not enough data yet | Cold | Watching | — | — | — | — | control, minority | commercial, management upgrades | — |
| Union Capital Associates | Watch | Cold | Watching | 31 | — | — | 1 | control | operational improvement | — |
| Union Park Capital Management | Watch | Cold | Watching | 10 | — | — | — | — | — | — |
| UNIONROCK PARTNERS, LLC | Not enough data yet | Cold | Watching | — | — | — | — | — | — | — |
| VALEDOR PARTNERS | Excluded | Cold | Watching | — | — | — | — | — | — | — |
| VANTAGE EQUITY PARTNERS LLC | Not enough data yet | Cold | Watching | — | — | — | — | — | — | — |
| Variant Equity Advisors | Watch | Cold | Watching | — | 5 | — | — | carve out | — | 2026-09-10 |
| VEDANTA MANAGEMENT, LP | Excluded | Cold | Watching | — | — | — | — | control, growth equity | operational improvement | — |
| Velocity Capital Management | Not enough data yet | Cold | Contacted | — | 2 | — | — | — | — | 2026-09-08 |
| Versa Capital | Watch | Cold | Watching | 3 | — | — | — | control, distressed | operational improvement | — |
| VICENTE CAPITAL PARTNERS, LLC | Excluded | Cold | Watching | — | — | — | — | — | — | — |
| VICTOR CAPITAL PARTNERS | Not enough data yet | Cold | Watching | — | 7 | — | — | control | operational improvement | 2026-09-08 |
| VIEWSIDE CAPITAL PARTNERS LP | Not enough data yet | Cold | Watching | — | — | — | — | — | — | — |
| VIRGO INVESTMENT GROUP LLC | Not enough data yet | Cold | Watching | — | — | — | — | distressed, minority | operational improvement | — |
| Vortus Investment Advisors | Watch | Cold | Watching | — | 9 | — | — | buy and build, growth equity | add on acquisitions | 2026-09-10 |
| VRM Penzini Capital | Watch | Cold | Watching | — | — | — | — | — | — | — |
| VSS Fund Management | Watch | Cold | Watching · planned 10-09 | 33 | — | — | — | buy and build, control, minority | add on acquisitions | — |
| Wacona Capital | Watch | Cold | Watching | 1 | — | — | 1 | — | — | — |
| Walk-On Capital | Excluded | Cold | Watching | — | — | — | — | — | — | — |
| Walnut Grove Capital Partners | Not enough data yet | Cold | Contacted | — | 2 | — | — | — | — | 2026-09-08 |
| Warana Capital | Watch | Cold | Watching | 14 | — | — | — | — | — | — |
| Waterequity | Watch | Cold | Watching | 2 | — | — | — | — | governance | — |
| WAVE EQUITY PARTNERS | Not enough data yet | Cold | Watching | — | — | — | — | minority | — | — |
| Waypoint Capital Partners | Watch | Cold | Watching | 8 | — | — | 2 | control | governance | — |
| Weatherford Capital Management | Watch | Cold | Watching | 19 | — | — | 3 | buy and build, control, distressed, growth equity | add on acquisitions | — |
| WEINBERG CAPITAL GROUP, INC. | Not enough data yet | Cold | Watching | — | — | — | — | — | — | — |
| Wellspring Capital Management | Watch | Cold | Watching | 20 | — | — | — | buy and build, distressed | add on acquisitions, digital | — |
| WERRUS ENERGY MANAGEMENT COMPANY, LLC | Not enough data yet | Cold | Watching | — | — | — | — | — | — | — |
| WEST MONROE CAPITAL | Excluded | Cold | Watching | — | — | — | — | — | — | — |
| Westward Partners | Watch | Cold | Watching | 5 | — | — | 14 | — | — | — |
| WHITE WOLF CAPITAL ADVISORS, LLC | Not enough data yet | Cold | Watching | — | 6 | — | — | buy and build, carve out, control, minority | add on acquisitions, operational improvement | 2026-09-08 |
| WINCOVE | Not enough data yet | Cold | Watching | — | — | — | — | control | — | — |
| WINONA CAPITAL MANAGEMENT, LLC | Not enough data yet | Cold | Watching | — | — | — | — | control, minority | governance, operational improvement | — |
| WM CAPITAL PARTNERS, LLC | Not enough data yet | Cold | Watching | — | — | — | — | — | — | — |
| WM Partners | Watch | Cold | Watching | 17 | — | — | 1 | buy and build, control, growth equity, minority | — | — |
| Woodward Diversified Capital | Watch | Cold | Watching | 4 | — | — | — | — | — | — |
| WSC & Company | Excluded | Cold | Watching | — | — | — | — | minority | — | — |
| XNIHILO MANAGEMENT LLC | Not enough data yet | Cold | Watching | — | — | — | — | — | — | — |
| XTELLUS ADVISORS LLC | Not enough data yet | Cold | Watching | — | — | — | — | — | — | — |
| Yucaipa Master Manager | Watch | Cold | Watching | — | — | — | — | — | — | — |
| ZEPHYR MANAGEMENT, L.P. | Not enough data yet | Cold | Watching | — | — | — | — | minority | — | — |
1300
operating companies
875
with a website
98
owners
101
owner warm or hotter
The companies the firms on this list own today, read from each firm's own portfolio page. These are the operating companies Momentum can reach directly (the CEO-led segment). The owner's intent is shown beside each, because a firm that just raised or bought is the one most likely to be working on its companies' leadership.
showing 1300 of 1300
Contacts
every person the outreach can reach, as a role — a name and an address stay in the outreach system and never appear here
1883
people we can reach
227
firms with someone
266
addresses checked
145
in a sequence
showing 1883 of 1883
| name | firm | role | seniority | state | intent | address |
|---|---|---|---|---|---|---|
| Adele Oliva | 1315 Capital | Primary recipient | Partner | In a sequence | Cold | Checked and good |
| Ian Li | 1315 Capital | Copied in | Principal | New | Cold | Checked and good |
| Craig Matturro | 1315 Capital | Copied in | Principal | New | Cold | Checked and good |
| Andrew Hursey | 1819 Partners | Primary recipient | Partner | In a sequence | Cold | Checked and good |
| William Moore | 1st & Main Growth Partners | Primary recipient | Vice president | New | Cold | Checked and good |
| Eduardo Ramos | Abf Investment Management | Primary recipient | Partner | In a sequence | Cold | Checked and good |
| Ian Bayly | Abf Investment Management | Copied in | Principal | In a sequence | Cold | Checked and good |
| Gerardo Bacigalupo | Abf Investment Management | Copied in | Principal | In a sequence | Cold | Checked and good |
| Ricardo Vernazza-Paganini | ACM Management Company | Primary recipient | Partner | In a sequence | Cold | Checked and good |
| Brooke Randall | ACM Management Company | Copied in | Principal | In a sequence | Cold | Checked and good |
| Benjamin Vitale | ACM Management Company | Copied in | Partner | In a sequence | Cold | Checked and good |
| Daniel Jinich | ACON Investments Management | Primary recipient | Partner | In a sequence | Cool | Checked and good |
| Mauricio Cortes | ACON Investments Management | Copied in | Principal | New | Cool | Checked and good |
| Fernando Tena | ACON Investments Management | Copied in | Principal | New | Cool | Checked and good |
| Paul Cohn | Agility Equity Partners | Primary recipient | Partner | In a sequence | Cold | Checked and good |
| Justin Bertram | Agility Equity Partners | Copied in | Partner | In a sequence | Cold | Checked and good |
| Mike Blume | Agility Equity Partners | Copied in | Partner | In a sequence | Cold | Checked and good |
| Daniel Masters | AGR Partners | Primary recipient | Partner | In a sequence | Cold | Checked and good |
| Brock Jenkins | AGR Partners | Copied in | Principal | In a sequence | Cold | Checked and good |
| Spencer Depree | AGR Partners | Copied in | Principal | In a sequence | Cold | Checked and good |
| Scott Braunstein | Aisling Capital Management | Primary recipient | Partner | In a sequence | Cold | Not checked yet |
| Wonpyo Yun | Aisling Capital Management | Copied in | Principal | In a sequence | Cold | Not checked yet |
| Sunny Reddy | Aisling Capital Management | Copied in | Principal | In a sequence | Cold | Not checked yet |
| Julianne Kur | Alliance Consumer Growth | Primary recipient | Principal | In a sequence | Cold | Checked and good |
| Natalie Messing | Alliance Consumer Growth | Copied in | Vice president | New | Cold | Checked and good |
| Andrew Pang | Ally Bridge Group (PE) | Primary recipient | Partner | In a sequence | Cold | Checked and good |
| Tinnie Chau | Ally Bridge Group (PE) | Copied in | Principal | In a sequence | Cold | Checked and good |
| Steven Plachtyna | Ally Bridge Group (PE) | Copied in | Vice president | In a sequence | Cold | Checked and good |
| Rob Konrad | Alterna Equity Partners Management | Not in the sequence | Partner | New | Cold | The firm accepts anything at its domain |
| Ryan Petnuch | Alterna Equity Partners Management | Not in the sequence | Vice president | New | Cold | The firm accepts anything at its domain |
| Casey Swercheck | Alterna Equity Partners Management | Primary recipient | Partner | In a sequence | Cold | Checked and good |
| BROOKS YOUNG | Alterna Equity Partners Management | Not in the sequence | — | New | Cold | Not checked yet |
| ROBERT KONRAD, | Alterna Equity Partners Management | Not in the sequence | — | New | Cold | Not checked yet |
| DANNY SPEAKE | Alterna Equity Partners Management | Not in the sequence | — | New | Cold | Not checked yet |
| NORA PANUTHOS | Alterna Equity Partners Management | Not in the sequence | — | New | Cold | Not checked yet |
| Patrick Connelly | Amberjack Capital Partners | Not in the sequence | Partner | New | Cold | Not checked yet |
| Michael Welsh | Amberjack Capital Partners | Primary recipient | Vice president | In a sequence | Cold | Checked and good |
| Alec Valdez | Amberjack Capital Partners | Copied in | Vice president | New | Cold | Checked and good |
| Jason Turowsky | Amberjack Capital Partners | Not in the sequence | — | New | Cold | Not checked yet |
| Melissa Rocco | Amberjack Capital Partners | Not in the sequence | — | New | Cold | Not checked yet |
| Patrick Conroy | Amberjack Capital Partners | Not in the sequence | — | New | Cold | Not checked yet |
| Will Donnell | Amberjack Capital Partners | Not in the sequence | — | New | Cold | Not checked yet |
| Frank Schageman | Amberjack Capital Partners | Not in the sequence | — | New | Cold | Not checked yet |
| Alexander Valdez | Amberjack Capital Partners | Not in the sequence | — | New | Cold | Not checked yet |
| Nick Elder | Amberjack Capital Partners | Not in the sequence | — | New | Cold | Not checked yet |
| Chris Trampe | Amberjack Capital Partners | Not in the sequence | — | New | Cold | Not checked yet |
| Jonathan Clark | Amberjack Capital Partners | Not in the sequence | — | New | Cold | Not checked yet |
| Erica Patrick | Amberjack Capital Partners | Not in the sequence | — | New | Cold | Not checked yet |
| Stacy Michalski | Amberjack Capital Partners | Not in the sequence | — | New | Cold | Not checked yet |
| Tim Meyer | Angeles Equity Partners | Primary recipient | Partner | In a sequence | Cold | Checked and good |
| Freddie Briggs | Angeles Equity Partners | Not in the sequence | Principal | New | Cold | Not checked yet |
| James Temple | Angeles Equity Partners | Copied in | Vice president | In a sequence | Cold | Checked and good |
| Chetan Bhandari | Angeles Equity Partners | Not in the sequence | — | New | Cold | Not checked yet |
| Michael Boehringer | Angeles Equity Partners | Not in the sequence | — | New | Cold | Not checked yet |
| Annie Chau | Angeles Equity Partners | Not in the sequence | — | New | Cold | Not checked yet |
| Eric Dunn | Angeles Equity Partners | Not in the sequence | — | New | Cold | Not checked yet |
| Andrew Freedman | Angeles Equity Partners | Not in the sequence | — | New | Cold | Not checked yet |
| Edgar Friloux | Angeles Equity Partners | Not in the sequence | — | New | Cold | Not checked yet |
| Brandon Gold | Angeles Equity Partners | Not in the sequence | — | New | Cold | Not checked yet |
| Taylor Grushen | Angeles Equity Partners | Not in the sequence | — | New | Cold | Not checked yet |
| Kurt Hans | Angeles Equity Partners | Not in the sequence | — | New | Cold | Not checked yet |
| Sam Heischuber | Angeles Equity Partners | Not in the sequence | — | New | Cold | Not checked yet |
| Matt Hively | Angeles Equity Partners | Not in the sequence | — | New | Cold | Not checked yet |
| Chris Huetsch | Angeles Equity Partners | Not in the sequence | — | New | Cold | Not checked yet |
| Kyle Huffman | Angeles Equity Partners | Not in the sequence | — | New | Cold | Not checked yet |
| Theodore Jaffrey | Angeles Equity Partners | Not in the sequence | — | New | Cold | Not checked yet |
| Michael Johnson | Angeles Equity Partners | Not in the sequence | — | New | Cold | Not checked yet |
| Jordan Katz | Angeles Equity Partners | Not in the sequence | — | New | Cold | Not checked yet |
| Trent Ketterer | Angeles Equity Partners | Not in the sequence | — | New | Cold | Not checked yet |
| Michael Knapp | Angeles Equity Partners | Not in the sequence | — | New | Cold | Not checked yet |
| Peter Kurto | Angeles Equity Partners | Not in the sequence | — | New | Cold | Not checked yet |
| Rachel Lee | Angeles Equity Partners | Not in the sequence | — | New | Cold | Not checked yet |
| Adam Lerner | Angeles Equity Partners | Not in the sequence | — | New | Cold | Not checked yet |
| Elizabeth Levin | Angeles Equity Partners | Not in the sequence | — | New | Cold | Not checked yet |
| Winn Medlock | Angeles Equity Partners | Not in the sequence | — | New | Cold | Not checked yet |
| Timothy Meyer | Angeles Equity Partners | Not in the sequence | — | New | Cold | Not checked yet |
| Tanner Pattee | Angeles Equity Partners | Not in the sequence | — | New | Cold | Not checked yet |
| Graham Repp | Angeles Equity Partners | Not in the sequence | — | New | Cold | Not checked yet |
| Derek Rush | Angeles Equity Partners | Not in the sequence | — | New | Cold | Not checked yet |
| Eshang Saini | Angeles Equity Partners | Not in the sequence | — | New | Cold | Not checked yet |
| Frank Spelman | Angeles Equity Partners | Not in the sequence | — | New | Cold | Not checked yet |
| Steve Tamjidi | Angeles Equity Partners | Not in the sequence | — | New | Cold | Not checked yet |
| Jim Temple | Angeles Equity Partners | Not in the sequence | — | New | Cold | Not checked yet |
| Rodger Yuan | Angeles Equity Partners | Not in the sequence | — | New | Cold | Not checked yet |
| Pedro Palma | Apex Investments Management US | Primary recipient | Partner | In a sequence | Cold | The firm accepts anything at its domain |
| Andres Azpiri | Apex Investments Management US | Copied in | Principal | In a sequence | Cold | The firm accepts anything at its domain |
| Diego Gueerena | Apex Investments Management US | Copied in | Vice president | In a sequence | Cold | The firm accepts anything at its domain |
| Sunwoo Hwang | Aphias Capital | Primary recipient | Partner | In a sequence | Cold | Checked and good |
| Lee Folk | Aphias Capital | Copied in | Vice president | In a sequence | Cold | Checked and good |
| Praneeth Wanigasekera | Aphias Capital | Copied in | Partner | In a sequence | Cold | Checked and good |
| Andrew Feller | Aretex Capital Management | Primary recipient | Partner | In a sequence | Cold | Not checked yet |
| David Badham | Aretex Capital Management | Copied in | Partner | New | Cold | Not checked yet |
| Howard Morgan | Argand Partners | Primary recipient | Partner | In a sequence | Cold | Checked and good |
| Ford Harrington | Argand Partners | Copied in | Principal | In a sequence | Cold | Checked and good |
| Ryan Beres | Argand Partners | Not in the sequence | Principal | New | Cold | Not checked yet |
| Trevor Nelson | Aria Growth Partners | Primary recipient | Partner | In a sequence | Cold | Checked and good |
| Jackie Dunklau | Aria Growth Partners | Copied in | Partner | In a sequence | Cold | Checked and good |
| Michael Ranson | Astara Capital Partners | Primary recipient | Partner | In a sequence | Warm | The firm accepts anything at its domain |
| George Luo | Astara Capital Partners | Copied in | Vice president | New | Warm | The firm accepts anything at its domain |
| Mitch Blank | Astara Capital Partners | Copied in | Vice president | New | Warm | The firm accepts anything at its domain |
| Azra Kanji | Astira Capital Partners | Primary recipient | Partner | In a sequence | Cold | Checked and good |
| Scott Stevens | Astira Capital Partners | Copied in | Principal | New | Cold | Checked and good |
| Blase Capelli | Astira Capital Partners | Copied in | Principal | New | Cold | Checked and good |
| Daniel Ben-Ami | Astra Capital Management | Primary recipient | Principal | New | Cold | Checked and good |
| Vania Schlogel | Atwater Capital | Primary recipient | Partner | In a sequence | Cold | The firm accepts anything at its domain |
| John Sheehan | Atwater Capital | Copied in | Partner | New | Cold | The firm accepts anything at its domain |
| Steven Flyer | AUA Private Equity Partners | Primary recipient | Partner | In a sequence | Cold | Checked and good |
| Charles DeVries | AUA Private Equity Partners | Copied in | Vice president | New | Cold | Checked and good |
| Jordana Silfen | AUA Private Equity Partners | Copied in | Vice president | New | Cold | Checked and good |
| Christopher Salley | Auldbrass Partners | Primary recipient | Partner | In a sequence | Cold | Checked and good |
| Royal Doolittle | Auldbrass Partners | Copied in | Vice president | In a sequence | Cold | Checked and good |
| Vish Apte | Auldbrass Partners | Copied in | Partner | In a sequence | Cold | Checked and good |
| Sam Selinger | Axial Reade Capital | Primary recipient | Principal | In a sequence | Cold | The firm accepts anything at its domain |
| David Shainberg | Balmoral Management II | Primary recipient | Partner | In a sequence | Cold | Checked and good |
| Richard Levernier | Balmoral Management II | Copied in | Principal | In a sequence | Cold | Checked and good |
| Curtis Godin | Balmoral Management II | Copied in | Vice president | In a sequence | Cold | Checked and good |
| Tyler Price | Banner Capital Management | Primary recipient | Partner | In a sequence | Cold | Checked and good |
| McKay Potter | Banner Capital Management | Copied in | Principal | New | Cold | Checked and good |
| Michael Muscheid | Banner Capital Management | Copied in | Principal | New | Cold | Checked and good |
| Jonathan Baum | Baum Capital Partners Management | Primary recipient | Partner | In a sequence | Cold | Checked and good |
| Sam Barton | Baum Capital Partners Management | Copied in | Principal | In a sequence | Cold | Checked and good |
| Chris Hanson | Baum Capital Partners Management | Copied in | Partner | In a sequence | Cold | Checked and good |
| Lance Mansbridge | Bay Hills Capital Management | Primary recipient | Partner | In a sequence | Cold | Checked and good |
| Warren Case | Bay Hills Capital Management | Copied in | Vice president | New | Cold | Not checked yet |
| Bret Belohlav | Bay Hills Capital Management | Copied in | Partner | New | Cold | Checked and good |
| Michael Lebourgeois | Black Bay Partners | Primary recipient | Partner | In a sequence | Cold | Checked and good |
| Sam Scofield | Black Bay Partners | Copied in | Principal | In a sequence | Cold | Checked and good |
| Tom Ambrose | Black Bay Partners | Copied in | Partner | In a sequence | Cold | Checked and good |
| Evan Cottington | Blue Point Capital Partners | Primary recipient | Principal | In a sequence | Cool | Checked and good |
| Lance Curtis | Blue Point Capital Partners | Copied in | Vice president | In a sequence | Cool | Checked and good |
| Bobby Exler | Blue Point Capital Partners | Copied in | Vice president | In a sequence | Cool | Checked and good |
| Peter Huff | Blue Sage Capital | Primary recipient | Partner | In a sequence | Cold | Checked and good |
| Joe Haddad | Blue Sage Capital | Copied in | Principal | In a sequence | Cold | Checked and good |
| Spencer Klein | Blue Sage Capital | Copied in | Principal | In a sequence | Cold | Checked and good |
| Benjamin Griswold | Blue Water Advisors | Primary recipient | Partner | In a sequence | Cold | Checked and good |
| Ignacio D?Odorico | Blue Water Advisors | Copied in | Vice president | New | Cold | Not checked yet |
| William Whitridge | Blue Water Advisors | Copied in | Partner | New | Cold | Checked and good |
| Stephen Toy | BPGC Management | Primary recipient | Partner | In a sequence | Cold | Checked and good |
| Nadim Qureshi | BPGC Management | Not in the sequence | — | New | Cold | Not checked yet |
| Nick Peterson | BPGC Management | Not in the sequence | — | New | Cold | Not checked yet |
| Robert Covington | Braemont Capital | Primary recipient | Partner | In a sequence | Cold | Checked and good |
| Max Green | Braemont Capital | Copied in | Principal | In a sequence | Cold | Checked and good |
| Charlie Cory | Braemont Capital | Copied in | Vice president | In a sequence | Cold | Checked and good |
| Evan Davis | Brixey & Meyer Capital | Primary recipient | Partner | In a sequence | Cold | Checked and good |
| Ray Clark | Brixey & Meyer Capital | Copied in | Partner | New | Cold | Checked and good |
| Rudy Dieperink | Brookside Equity Partners | Primary recipient | Partner | In a sequence | Cold | Checked and good |
| Michael Laconti | Brookside Equity Partners | Copied in | Principal | New | Cold | Checked and good |
| Clint Montague | Brookside Equity Partners | Copied in | Vice president | New | Cold | Checked and good |
| Drew Sheinman | Bvp Management Company | Primary recipient | Partner | In a sequence | Cold | Checked and good |
| Steve Lebowitz | Bvp Management Company | Not in the sequence | — | New | Cold | Not checked yet |
| Austin Ramos | Bvp Management Company | Not in the sequence | — | New | Cold | Not checked yet |
| Larry Rothstein | Bvp Management Company | Not in the sequence | — | New | Cold | Not checked yet |
| Russ Wheeler | Bvp Management Company | Not in the sequence | — | New | Cold | Not checked yet |
| Jennifer Cochran | Cadent Energy Partners | Not in the sequence | — | New | Cold | Not checked yet |
| Darin Booth | Cadent Energy Partners | Not in the sequence | — | New | Cold | Not checked yet |
| Paul McDermott | Cadent Energy Partners | Not in the sequence | — | New | Cold | Not checked yet |
| Jason Hable | Camber Partners Management | Not in the sequence | Partner | New | Cold | The firm accepts anything at its domain |
| Spencer Applegate | Camber Partners Management | Not in the sequence | Principal | New | Cold | The firm accepts anything at its domain |
| Duncan McGillivary | Camber Partners Management | Primary recipient | Vice president | In a sequence | Cold | Checked and good |
| Scott Irwin | Camber Partners Management | Not in the sequence | — | New | Cold | Not checked yet |
| Scott Ernst | Camber Partners Management | Not in the sequence | — | New | Cold | Not checked yet |
| Ashley Lundquist | Camber Partners Management | Not in the sequence | — | New | Cold | Not checked yet |
| Sarabeth Scott | Camber Partners Management | Not in the sequence | — | New | Cold | Not checked yet |
| William Buehler | Camber Partners Management | Not in the sequence | — | New | Cold | Not checked yet |
| Rigo da Silva | Camber Partners Management | Not in the sequence | — | New | Cold | Not checked yet |
| Anne Herlache | Camber Partners Management | Not in the sequence | — | New | Cold | Not checked yet |
| Beth Michelson | Cartesian Capital Group | Primary recipient | Partner | In a sequence | Cold | Checked and good |
| Rafael Luque | Cartesian Capital Group | Copied in | Partner | Excluded | Cold | Not usable |
| Geoffrey Hamlin | Cartesian Capital Group | Copied in | Partner | In a sequence | Cold | Checked and good |
| Eric Schwartz | Castle Harlan | Primary recipient | Partner | In a sequence | Cold | Checked and good |
| Patrick Zyla | Castle Harlan | Copied in | Partner | New | Cold | Checked and good |
| Oliver Maggard | Caymus Equity Partners | Primary recipient | Partner | In a sequence | Cold | Checked and good |
| Drew Minner | Caymus Equity Partners | Copied in | Vice president | In a sequence | Cold | Checked and good |
| Geoffrey Faux | Caymus Equity Partners | Copied in | Partner | In a sequence | Cold | Checked and good |
| Katherine Kavaler | CC Capital Insurance Advisors | Primary recipient | Partner | In a sequence | Cold | Checked and good |
| Teddy Carter | CC Capital Insurance Advisors | Copied in | Principal | New | Cold | Checked and good |
| Andrew Li | CC Capital Insurance Advisors | Copied in | Principal | New | Cold | Checked and good |
| Antonio DiGesualdo | Ccc Advisors | Not in the sequence | — | New | Cold | Not checked yet |
| Jonathan o’dwyer | Ccc Advisors | Not in the sequence | — | New | Cold | Not checked yet |
| Christopher Weems | Ccc Advisors | Not in the sequence | — | New | Cold | Not checked yet |
| Curtis Olson | Ccc Advisors | Not in the sequence | — | New | Cold | Not checked yet |
| John Gault | Ccc Advisors | Not in the sequence | — | New | Cold | Not checked yet |
| Robert Felton | Ccc Advisors | Not in the sequence | — | New | Cold | Not checked yet |
| George Beck | Ccc Advisors | Not in the sequence | — | New | Cold | Not checked yet |
| dillon baley | Ccc Advisors | Not in the sequence | — | New | Cold | Not checked yet |
| Austin weiermiller | Ccc Advisors | Not in the sequence | — | New | Cold | Not checked yet |
| James Rinn | Ccc Advisors | Not in the sequence | — | New | Cold | Not checked yet |
| Anil Ali | Ccc Advisors | Not in the sequence | — | New | Cold | Not checked yet |
| Alexander Bucshon | Ccc Advisors | Not in the sequence | — | New | Cold | Not checked yet |
| Andres Fernandes | Ccc Advisors | Not in the sequence | — | New | Cold | Not checked yet |
| John Horsley | Ccc Advisors | Not in the sequence | — | New | Cold | Not checked yet |
| Mark McFadden | CCMP Growth | Primary recipient | Partner | In a sequence | Cold | Checked and good |
| Casey Klingler | CCMP Growth | Copied in | Principal | New | Cold | Not checked yet |
| Connor Moran | CCMP Growth | Copied in | Principal | New | Cold | Not checked yet |
| Faraz Abbasi | Centerfield Capital Partners | Primary recipient | Partner | In a sequence | Cold | Checked and good |
| Tye Stebbins | Centerfield Capital Partners | Copied in | Principal | In a sequence | Cold | Checked and good |
| Adam Shaffer | Centerfield Capital Partners | Copied in | Principal | In a sequence | Cold | Checked and good |
| Lewis Schoenwetter | Centergate Capital | Primary recipient | Partner | In a sequence | Cold | Checked and good |
| Chris Nealey | Centergate Capital | Copied in | Vice president | New | Cold | Checked and good |
| Morgan Plasek | Centergate Capital | Copied in | Vice president | New | Cold | Checked and good |
| Jeff Bartoli | Centre Partners Management | Primary recipient | Partner | In a sequence | Cold | Checked and good |
| Mike Marino | Centre Partners Management | Copied in | Principal | New | Cold | Checked and good |
| Vidur Mittal | Centre Partners Management | Copied in | Principal | New | Cold | Checked and good |
| Guy Zaczepinski | Century Park Capital Partners | Primary recipient | Partner | In a sequence | Cold | Not checked yet |
| Nathaniel Bacon | Century Park Capital Partners | Copied in | Principal | In a sequence | Cold | Not checked yet |
| Adam Zacuto | Century Park Capital Partners | Copied in | Principal | In a sequence | Cold | Not checked yet |
| Dean Gresham | Certum Group | Primary recipient | Partner | In a sequence | Cold | Checked and good |
| Steven Schienvar | Certum Group | Copied in | Partner | In a sequence | Cold | Checked and good |
| David Diamond | Certum Group | Copied in | Partner | In a sequence | Cold | Checked and good |
| Bob Guillen | Charger Investment Partners | Primary recipient | Partner | In a sequence | Cold | Checked and good |
| Adam Tomar | Charger Investment Partners | Copied in | Vice president | New | Cold | Checked and good |
| Garrett Mohr | Charger Investment Partners | Copied in | Vice president | New | Cold | Checked and good |
| Jason Vandenakker | Cimarron Healthcare Capital | Primary recipient | Partner | In a sequence | Cold | Checked and good |
| Stuart Pace | Cimarron Healthcare Capital | Copied in | Vice president | In a sequence | Cold | Checked and good |
| Jeff Brant | Cimarron Healthcare Capital | Not in the sequence | — | New | Cold | Not checked yet |
| David Huntsman | Cimarron Healthcare Capital | Not in the sequence | — | New | Cold | Not checked yet |
| Matt Johnson | Cimarron Healthcare Capital | Not in the sequence | — | New | Cold | Not checked yet |
| James Nadauld | Cimarron Healthcare Capital | Not in the sequence | — | New | Cold | Not checked yet |
| Vanessa Pfeiffer | Cimarron Healthcare Capital | Not in the sequence | — | New | Cold | Not checked yet |
| Nick Smith | Cimarron Healthcare Capital | Not in the sequence | — | New | Cold | Not checked yet |
| Matt Stoker | Cimarron Healthcare Capital | Not in the sequence | — | New | Cold | Not checked yet |
| Michael Wilstead | Cimarron Healthcare Capital | Not in the sequence | — | New | Cold | Not checked yet |
| Melissa Vlak | CIP Capital | Primary recipient | Partner | In a sequence | Cold | Checked and good |
| Tiffany Hagge | Citation | Primary recipient | Partner | In a sequence | Cold | Checked and good |
| Imola Pinter | Citation | Copied in | Principal | In a sequence | Cold | Checked and good |
| Brett Humphrey | Citation | Copied in | Principal | In a sequence | Cold | Checked and good |
| Michael Kaye | Clearlight Partners Management | Primary recipient | Partner | In a sequence | Cold | Checked and good |
| Dustin Byer | Clearlight Partners Management | Copied in | Principal | New | Cold | Not checked yet |
| Jeff Manassero | Clearlight Partners Management | Copied in | Partner | New | Cold | Not checked yet |
| James Olsen | Concord Management Services | Primary recipient | Partner | In a sequence | Cold | Checked and good |
| George Hoffmann | Concord Management Services | Copied in | Principal | New | Cold | Checked and good |
| Joseph Swedish | Concord Management Services | Copied in | Partner | New | Cold | Checked and good |
| Francisco Uriarte | Connelly Capital Management | Primary recipient | Partner | In a sequence | Cold | The firm accepts anything at its domain |
| Josh Connor | Connor Capital Sb | Not in the sequence | — | New | Cold | Not checked yet |
| Dave Barger | Connor Capital Sb | Not in the sequence | — | New | Cold | Not checked yet |
| JB Rodgers | Connor Capital Sb | Not in the sequence | — | New | Cold | Not checked yet |
| Cameron Toler | Connor Capital Sb | Not in the sequence | — | New | Cold | Not checked yet |
| Stephanie Zimmerman | Connor Capital Sb | Not in the sequence | — | New | Cold | Not checked yet |
| Cici Zheng | Corridor Capital | Primary recipient | Partner | In a sequence | Cold | Checked and good |
| Michael Liu | Corridor Capital | Copied in | Vice president | New | Cold | Not checked yet |
| Tommy Lee | Corridor Capital | Copied in | Vice president | New | Cold | Not checked yet |
| Jeff Carnes | Crest Rock Partners | Primary recipient | Partner | In a sequence | Cold | Checked and good |
| Andrew Carlin | Crest Rock Partners | Not in the sequence | Principal | New | Cold | Not checked yet |
| Kyle Wiest | Crest Rock Partners | Not in the sequence | Principal | New | Cold | Not checked yet |
| Kyle Covell | Crest Rock Partners | Not in the sequence | — | New | Cold | Not checked yet |
| Tom Digenan | Crest Rock Partners | Not in the sequence | — | New | Cold | Not checked yet |
| Aidan Donaldson | Crest Rock Partners | Not in the sequence | — | New | Cold | Not checked yet |
| Steve Johnson | Crest Rock Partners | Not in the sequence | — | New | Cold | Not checked yet |
| Frank Morton | Crest Rock Partners | Not in the sequence | — | New | Cold | Not checked yet |
| Erin Dingrando | Crest Rock Partners | Not in the sequence | — | New | Cold | Not checked yet |
| Michelle Eidson | Crest Rock Partners | Not in the sequence | — | New | Cold | Not checked yet |
| Brian Krizman | Crest Rock Partners | Not in the sequence | — | New | Cold | Not checked yet |
| Katie Donaghue | Crest Rock Partners | Not in the sequence | — | New | Cold | Not checked yet |
| Ben Hayes | Crest Rock Partners | Not in the sequence | — | New | Cold | Not checked yet |
| Michael Maloney | Crest Rock Partners | Not in the sequence | — | New | Cold | Not checked yet |
| Lindsay Wynter | Crest Rock Partners | Not in the sequence | — | New | Cold | Not checked yet |
| Brian Hegi | Crossplane Capital Management | Primary recipient | Partner | In a sequence | Cold | Checked and good |
| Greg Balliro | Crossplane Capital Management | Copied in | Partner | In a sequence | Cold | Checked and good |
| Jerry Lopez | Crossplane Capital Management | Copied in | Partner | In a sequence | Cold | Checked and good |
| Wayne Moore | Crux Capital | Primary recipient | Partner | In a sequence | Cold | Checked and good |
| Jack Livers | Crux Capital | Copied in | Vice president | New | Cold | Checked and good |
| Kale Kolbe | Crux Capital | Copied in | Vice president | New | Cold | Checked and good |
| William Prather | Cypress Creek Partners | Primary recipient | Partner | In a sequence | Cold | Checked and good |
| Daniel Lambert | Cypress Creek Partners | Copied in | Principal | New | Cold | Checked and good |
| Henry Glenn | Cypress Creek Partners | Copied in | Partner | New | Cold | Checked and good |
| Cindy Babitt | Cyprium Partners | Primary recipient | Partner | In a sequence | Cold | Checked and good |
| Jeff Lakarosky | Cyprium Partners | Copied in | Principal | In a sequence | Cold | Checked and good |
| Taylor Richard | Cyprium Partners | Copied in | Principal | In a sequence | Cold | Checked and good |
| Bowei Zhan | DC Capital Partners Management | Primary recipient | Vice president | New | Cold | Checked and good |
| Kevin Goth | DC Capital Partners Management | Copied in | Vice president | New | Cold | Checked and good |
| Thomas Campbell | DC Capital Partners Management | Not in the sequence | — | New | Cold | Not checked yet |
| Gail Dady | DC Capital Partners Management | Not in the sequence | — | New | Cold | Not checked yet |
| Jeffrey Weber | DC Capital Partners Management | Not in the sequence | — | New | Cold | Not checked yet |
| Jerry Chernock | DC Capital Partners Management | Not in the sequence | — | New | Cold | Not checked yet |
| David Page | DC Capital Partners Management | Not in the sequence | — | New | Cold | Not checked yet |
| Andrew Campbell | DC Capital Partners Management | Not in the sequence | — | New | Cold | Not checked yet |
| Jim O'Connor | DC Capital Partners Management | Not in the sequence | — | New | Cold | Not checked yet |
| Jillian Weaver | DC Capital Partners Management | Not in the sequence | — | New | Cold | Not checked yet |
| Jack Goldstein | DC Capital Partners Management | Not in the sequence | — | New | Cold | Not checked yet |
| Pete Lee | DC Capital Partners Management | Not in the sequence | — | New | Cold | Not checked yet |
| Bowei Zhan | DC Capital Partners Management | Not in the sequence | — | New | Cold | Not checked yet |
| Michele Carchedi | DC Capital Partners Management | Not in the sequence | — | New | Cold | Not checked yet |
| William Powers | DC Capital Partners Management | Not in the sequence | — | New | Cold | Not checked yet |
| Justin Campbell | DC Capital Partners Management | Not in the sequence | — | New | Cold | Not checked yet |
| Alex Sipa | DC Capital Partners Management | Not in the sequence | — | New | Cold | Not checked yet |
| Kevin Goth | DC Capital Partners Management | Not in the sequence | — | New | Cold | Not checked yet |
| Melanie Chang | DC Capital Partners Management | Not in the sequence | — | New | Cold | Not checked yet |
| Heather Morris | DC Capital Partners Management | Not in the sequence | — | New | Cold | Not checked yet |
| Matt Constantino | Delos Capital Management | Not in the sequence | — | New | Cold | Not checked yet |
| Andrew Schweibold | Delos Capital Management | Not in the sequence | — | New | Cold | Not checked yet |
| Eileen Kavanagh | Delos Capital Management | Not in the sequence | — | New | Cold | Not checked yet |
| Remy Griggs | Delos Capital Management | Not in the sequence | — | New | Cold | Not checked yet |
| Jillian Scheidler | Delos Capital Management | Not in the sequence | — | New | Cold | Not checked yet |
| Maria Orsini Messer | Delos Capital Management | Not in the sequence | — | New | Cold | Not checked yet |
| David Prendergast | Denali Growth Partners | Primary recipient | Principal | New | Cold | Checked and good |
| Ames Lyman | Denali Growth Partners | Copied in | Vice president | New | Cold | Checked and good |
| Kyle Daly | Denali Growth Partners | Not in the sequence | — | New | Cold | Not checked yet |
| Alec Douglas | Denali Growth Partners | Not in the sequence | — | New | Cold | Not checked yet |
| Sean Farmer | Denali Growth Partners | Not in the sequence | — | New | Cold | Not checked yet |
| Jesse Lane | Denali Growth Partners | Not in the sequence | — | New | Cold | Not checked yet |
| Michael Lund | Denali Growth Partners | Not in the sequence | — | New | Cold | Not checked yet |
| Ali Mobtaker | Denali Growth Partners | Not in the sequence | — | New | Cold | Not checked yet |
| Aarnav Prakash | Denali Growth Partners | Not in the sequence | — | New | Cold | Not checked yet |
| Dave Prendergast | Denali Growth Partners | Not in the sequence | — | New | Cold | Not checked yet |
| Andrew Rusis | Denali Growth Partners | Not in the sequence | — | New | Cold | Not checked yet |
| Elizabeth Tevis | Denali Growth Partners | Not in the sequence | — | New | Cold | Not checked yet |
| Hung Truong | Denali Growth Partners | Not in the sequence | — | New | Cold | Not checked yet |
| Edwin Camson | Drum Capital Management | Primary recipient | Partner | In a sequence | Cold | Checked and good |
| Thomas Caracciolo | Dynamic Core Capital Partners | Primary recipient | Partner | In a sequence | Cold | Checked and good |
| Thomas Cooperrider | Dynamic Core Capital Partners | Copied in | Principal | New | Cold | Checked and good |
| Jeff Krieger | Dynamic Core Capital Partners | Copied in | Vice president | New | Cold | Checked and good |
| Drew Foster | Eagle Merchant Partners | Primary recipient | Principal | New | Cold | Checked and good |
| John Egan | Eagle Merchant Partners | Copied in | Vice president | New | Cold | Checked and good |
| Stockton Croft | Eagle Merchant Partners | Not in the sequence | — | New | Cold | Not checked yet |
| Bill Lundstrom | Eagle Merchant Partners | Not in the sequence | — | New | Cold | Not checked yet |
| Brady Sumner | Eagle Merchant Partners | Not in the sequence | — | New | Cold | Not checked yet |
| Zack Taylor | Eagle Merchant Partners | Not in the sequence | — | New | Cold | Not checked yet |
| Joe O’Shields | Eagle Merchant Partners | Not in the sequence | — | New | Cold | Not checked yet |
| Katie Stapleton | Eagle Merchant Partners | Not in the sequence | — | New | Cold | Not checked yet |
| Jake Rubenstein | Eagle Merchant Partners | Not in the sequence | — | New | Cold | Not checked yet |
| Hannah Wenzel | Eagle Merchant Partners | Not in the sequence | — | New | Cold | Not checked yet |
| Nick Kollar | Eagle Merchant Partners | Not in the sequence | — | New | Cold | Not checked yet |
| Michael Mull | Eagle Merchant Partners | Not in the sequence | — | New | Cold | Not checked yet |
| Badger Warner | Eagle Merchant Partners | Not in the sequence | — | New | Cold | Not checked yet |
| Ellie Valentine | Eagle Merchant Partners | Not in the sequence | — | New | Cold | Not checked yet |
| Rasmus Eriksson | Eagle Merchant Partners | Not in the sequence | — | New | Cold | Not checked yet |
| Bryce Faulstich | Eagle Merchant Partners | Not in the sequence | — | New | Cold | Not checked yet |
| Mary McCarthy | Eagle Merchant Partners | Not in the sequence | — | New | Cold | Not checked yet |
| Bill Morrissett | Eagle Merchant Partners | Not in the sequence | — | New | Cold | Not checked yet |
| David Kim | Eagle Merchant Partners | Not in the sequence | — | New | Cold | Not checked yet |
| Bill Tracey | Eagle Merchant Partners | Not in the sequence | — | New | Cold | Not checked yet |
| Eric West | Eagle Merchant Partners | Not in the sequence | — | New | Cold | Not checked yet |
| Shellie Davis | Eagle Merchant Partners | Not in the sequence | — | New | Cold | Not checked yet |
| Michelle Grey | Eagle Merchant Partners | Not in the sequence | — | New | Cold | Not checked yet |
| Sarah Snellgrove | Eagle Merchant Partners | Not in the sequence | — | New | Cold | Not checked yet |
| Roy Aneed | Edge Natural Resources | Not in the sequence | — | New | Cold | Not checked yet |
| Jesse Bomer | Edge Natural Resources | Not in the sequence | — | New | Cold | Not checked yet |
| Oscar Pate | Edge Natural Resources | Not in the sequence | — | New | Cold | Not checked yet |
| Stacie Moore | Edge Natural Resources | Not in the sequence | — | New | Cold | Not checked yet |
| Kenton Tindall | Edge Natural Resources | Not in the sequence | — | New | Cold | Not checked yet |
| Spencer Jarzombek | Edge Natural Resources | Not in the sequence | — | New | Cold | Not checked yet |
| Jack Durham | Edge Natural Resources | Not in the sequence | — | New | Cold | Not checked yet |
| Jack McGuire | Edge Natural Resources | Not in the sequence | — | New | Cold | Not checked yet |
| Ashley Lonon | Edge Natural Resources | Not in the sequence | — | New | Cold | Not checked yet |
| Simon Dinaburg | Edge Natural Resources | Not in the sequence | — | New | Cold | Not checked yet |
| Debbie Davis | Edge Natural Resources | Not in the sequence | — | New | Cold | Not checked yet |
| Melissa Barnett | Edge Natural Resources | Not in the sequence | — | New | Cold | Not checked yet |
| Julie Broadbent | Edge Natural Resources | Not in the sequence | — | New | Cold | Not checked yet |
| Laney Duncan | Edge Natural Resources | Not in the sequence | — | New | Cold | Not checked yet |
| Klint Farrar | Edge Natural Resources | Not in the sequence | — | New | Cold | Not checked yet |
| Logan Ratliff | Edge Natural Resources | Not in the sequence | — | New | Cold | Not checked yet |
| Sam Robinson | Edge Natural Resources | Not in the sequence | — | New | Cold | Not checked yet |
| Will Clayton | Edge Natural Resources | Not in the sequence | — | New | Cold | Not checked yet |
| Peter Campbell | Education Growth Partners | Primary recipient | Partner | In a sequence | Cold | Checked and good |
| Jay Leventhal | Education Growth Partners | Copied in | Partner | In a sequence | Cold | Checked and good |
| Andy Kaplan | Education Growth Partners | Copied in | Partner | In a sequence | Cold | Checked and good |
| Perot Bissell | Egis Capital Partners | Primary recipient | Partner | In a sequence | Cold | Checked and good |
| Annie Lan | Egis Capital Partners | Copied in | Partner | New | Cold | Checked and good |
| Bill Polk | Egis Capital Partners | Copied in | Partner | New | Cold | Checked and good |
| Jack Robinson | Emblem Group | Primary recipient | Partner | In a sequence | Cold | Checked and good |
| Thomas Orr | Emblem Group | Copied in | Principal | New | Cold | Checked and good |
| Eugene Choung | Emerald Hill Capital Partners Holdings | Primary recipient | Partner | In a sequence | Cold | Checked and good |
| Michael Smith | Emerald Hill Capital Partners Holdings | Not in the sequence | — | New | Cold | Not checked yet |
| Trent Carson | Emerging Capital Partners | Copied in | Vice president | New | Cold | Checked and good |
| Jennifer Quindlen | Encore Consumer Capital | Primary recipient | Vice president | New | Cold | Checked and good |
| Oliver Park | Encore Consumer Capital | Copied in | Vice president | New | Cold | Checked and good |
| Dan Seideman | Endicott Capital | Primary recipient | Principal | New | Cold | Checked and good |
| Sarah Robson | Enhanced Healthcare Management Company | Primary recipient | Principal | New | Cold | Checked and good |
| Anders Soderberg | Enhanced Healthcare Management Company | Copied in | Vice president | New | Cold | Checked and good |
| Thomas Turchan | Enhanced Healthcare Management Company | Copied in | Vice president | New | Cold | Checked and good |
| Katarzyna Świątek | Enterprise Investors | Primary recipient | Principal | New | Cold | Checked and good |
| Małgorzata Jędrzejczyk | Enterprise Investors | Copied in | Vice president | New | Cold | Checked and good |
| Paweł Truś | Enterprise Investors | Copied in | Vice president | New | Cold | Checked and good |
| Michael Fitzpatrick | Epic Funds | Primary recipient | Partner | In a sequence | Cold | Checked and good |
| Jimmy Hirschmann | Epic Funds | Copied in | Partner | In a sequence | Cold | Checked and good |
| Keegan Mitchell | Estancia Capital Management | Primary recipient | Principal | New | Cool | Checked and good |
| Darrin Jeffries, | Estancia Capital Management | Not in the sequence | — | New | Cool | Not checked yet |
| Danny Kang | Estancia Capital Management | Not in the sequence | — | New | Cool | Not checked yet |
| Martie D’Apice | Estancia Capital Management | Not in the sequence | — | New | Cool | Not checked yet |
| Michael Mendez | Estancia Capital Management | Not in the sequence | — | New | Cool | Not checked yet |
| Takashi Moriuchi | Estancia Capital Management | Not in the sequence | — | New | Cool | Not checked yet |
| Violetta Richardson, | Estancia Capital Management | Not in the sequence | — | New | Cool | Not checked yet |
| Andre Ho | Estancia Capital Management | Not in the sequence | — | New | Cool | Not checked yet |
| Cheryl Mendez | Estancia Capital Management | Not in the sequence | — | New | Cool | Not checked yet |
| Dana Alan Kurttila | Estancia Capital Management | Not in the sequence | — | New | Cool | Not checked yet |
| Dan Rosenberger | Estancia Capital Management | Primary recipient | Principal | New | Cool | Not checked yet |
| Dylan Snyder | Estancia Capital Management | Not in the sequence | — | New | Cool | Not checked yet |
| Jonah Skobeloff | Estancia Capital Management | Not in the sequence | — | New | Cool | Not checked yet |
| Kenji Moriuchi | Estancia Capital Management | Not in the sequence | — | New | Cool | Not checked yet |
| Makayla Sugidono | Estancia Capital Management | Not in the sequence | — | New | Cool | Not checked yet |
| S.W. Le Roux, CPA, CA | Estancia Capital Management | Not in the sequence | — | New | Cool | Not checked yet |
| Tassie Oswald | Eureka Equity Partners | Primary recipient | Partner | In a sequence | Cold | Checked and good |
| Daniel Black | Eureka Equity Partners | Copied in | Principal | New | Cold | Checked and good |
| Christopher G. Hanssens | Eureka Equity Partners | Copied in | Partner | New | Cold | Checked and good |
| Austin Zurlo | Everview Partners | Primary recipient | Principal | New | Cold | Checked and good |
| Ally Barnes | Everview Partners | Not in the sequence | — | New | Cold | Not checked yet |
| Michael Bushnell | Everview Partners | Not in the sequence | — | New | Cold | Not checked yet |
| Alexander Çakir | Everview Partners | Not in the sequence | — | New | Cold | Not checked yet |
| Paul Choi | Everview Partners | Not in the sequence | — | New | Cold | Not checked yet |
| Kubair Chuchra | Everview Partners | Not in the sequence | — | New | Cold | Not checked yet |
| David Cohen | Everview Partners | Not in the sequence | — | New | Cold | Not checked yet |
| Meghan Conroy | Everview Partners | Not in the sequence | — | New | Cold | Not checked yet |
| Jeffrey Gelfand | Everview Partners | Not in the sequence | — | New | Cold | Not checked yet |
| Jessica Gonzales | Everview Partners | Not in the sequence | — | New | Cold | Not checked yet |
| Jeremy Grant | Everview Partners | Not in the sequence | — | New | Cold | Not checked yet |
| Noah Grass | Everview Partners | Not in the sequence | — | New | Cold | Not checked yet |
| Shelby Kicker | Everview Partners | Not in the sequence | — | New | Cold | Not checked yet |
| Samantha Levien | Everview Partners | Not in the sequence | — | New | Cold | Not checked yet |
| Meghan Olson | Everview Partners | Not in the sequence | — | New | Cold | Not checked yet |
| Lexie Orbuch | Everview Partners | Not in the sequence | — | New | Cold | Not checked yet |
| Heather Petersen | Everview Partners | Not in the sequence | — | New | Cold | Not checked yet |
| Melanie Posner | Everview Partners | Not in the sequence | — | New | Cold | Not checked yet |
| Greg Ressa | Everview Partners | Not in the sequence | — | New | Cold | Not checked yet |
| Komal Sankla | Everview Partners | Not in the sequence | — | New | Cold | Not checked yet |
| Carolyn Carter Singh | Everview Partners | Not in the sequence | — | New | Cold | Not checked yet |
| David Sukenik | Everview Partners | Not in the sequence | — | New | Cold | Not checked yet |
| Susan Swanezy | Everview Partners | Not in the sequence | — | New | Cold | Not checked yet |
| Josh Tarricone | Everview Partners | Not in the sequence | — | New | Cold | Not checked yet |
| Victor Castro | F3 Partners | Primary recipient | Vice president | New | Cold | Checked and good |
| Geena D. | Falconpoint Capital Partners | Primary recipient | Vice president | New | Cold | Checked and good |
| Matt Jensen | Fathom Point Capital | Primary recipient | Principal | New | Cold | Checked and good |
| Will Robinson | Fathom Point Capital | Copied in | Vice president | New | Cold | Checked and good |
| Alex Iannaccone | Fathom Point Capital | Not in the sequence | — | New | Cold | Not checked yet |
| Matt Moran | Fathom Point Capital | Not in the sequence | — | New | Cold | Not checked yet |
| Peter Lamm | Fenway Partners | Primary recipient | Partner | In a sequence | Cold | Checked and good |
| Gregg Smart | Fenway Partners | Not in the sequence | — | New | Cold | Not checked yet |
| Jacqueline Balfour | Fenway Partners | Not in the sequence | — | New | Cold | Not checked yet |
| Walter Wiacek | Fenway Partners | Not in the sequence | — | New | Cold | Not checked yet |
| Bob Pan | Finback Investment Partners | Primary recipient | Principal | New | Cold | Checked and good |
| Chris Thompson | Finback Investment Partners | Copied in | Vice president | New | Cold | Checked and good |
| Jason Prather | Five Points Capital | Primary recipient | Principal | New | Cold | Checked and good |
| Whit Edwards | Five Points Capital | Not in the sequence | — | New | Cold | Not checked yet |
| Jonathan Blanco | Five Points Capital | Not in the sequence | — | New | Cold | Not checked yet |
| Brad Burton | Five Points Capital | Not in the sequence | — | New | Cold | Not checked yet |
| Marshall White | Five Points Capital | Not in the sequence | — | New | Cold | Not checked yet |
| Jeff Tiani | Five Points Capital | Not in the sequence | — | New | Cold | Not checked yet |
| Ryan Hennessee | Five Points Capital | Not in the sequence | — | New | Cold | Not checked yet |
| Brad Stone | Five Points Capital | Not in the sequence | — | New | Cold | Not checked yet |
| Dillon Gooch | Five Points Capital | Not in the sequence | — | New | Cold | Not checked yet |
| Jack Murray | Five Points Capital | Not in the sequence | — | New | Cold | Not checked yet |
| Taghi Amundson | Five Points Capital | Not in the sequence | — | New | Cold | Not checked yet |
| Dudley Commander | Five Points Capital | Not in the sequence | — | New | Cold | Not checked yet |
| Madison Bumgardner | Five Points Capital | Not in the sequence | — | New | Cold | Not checked yet |
| Brad Clark | Five Points Capital | Not in the sequence | — | New | Cold | Not checked yet |
| Ashley Everhardt | Five Points Capital | Not in the sequence | — | New | Cold | Not checked yet |
| Mack Flanagan | Five Points Capital | Not in the sequence | — | New | Cold | Not checked yet |
| Cherie Guo | Five Points Capital | Not in the sequence | — | New | Cold | Not checked yet |
| Khari Thornton | Five Points Capital | Not in the sequence | — | New | Cold | Not checked yet |
| William Keigler | Flexis Capital | Primary recipient | Partner | In a sequence | Cold | Checked and good |
| Louis Friedman | Flexis Capital | Not in the sequence | — | New | Cold | Not checked yet |
| William Keigler | Flexis Capital | Not in the sequence | — | New | Cold | Not checked yet |
| Lauren Mitchell | Flexis Capital | Not in the sequence | — | New | Cold | Not checked yet |
| Jonathan Herndon | Folium Capital | Primary recipient | Vice president | New | Cold | Checked and good |
| Zach Drexler | FOW Partners | Primary recipient | Principal | New | Cold | Checked and good |
| Samantha Wolk | FOW Partners | Copied in | Vice president | New | Cold | Checked and good |
| Keiran Preston | FOW Partners | Copied in | Vice president | New | Cold | Checked and good |
| John Fulham | Fulham & Co | Primary recipient | Partner | In a sequence | Cold | Checked and good |
| Brad Tyson | Fulham & Co | Copied in | Vice president | In a sequence | Cold | Checked and good |
| Zach Greenspan | Gainline Capital Partners | Primary recipient | Principal | New | Warm | Checked and good |
| Michael O'Gara | Gainline Capital Partners | Copied in | Vice president | New | Warm | Checked and good |
| Allan Weinstein | Gainline Capital Partners | Not in the sequence | — | New | Warm | Not checked yet |
| Rick Sullivan | Gainline Capital Partners | Not in the sequence | — | New | Warm | Not checked yet |
| Kerri McNicholas | Gainline Capital Partners | Not in the sequence | — | New | Warm | Not checked yet |
| Rob Dellinger | Gainline Capital Partners | Not in the sequence | — | New | Warm | Not checked yet |
| Harry Clouston | Gainline Capital Partners | Not in the sequence | — | New | Warm | Not checked yet |
| Michael O'Gara | Gainline Capital Partners | Not in the sequence | — | New | Warm | Not checked yet |
| Zachary Barrett | Gainline Capital Partners | Not in the sequence | — | New | Warm | Not checked yet |
| Nick Nolan | Gainline Capital Partners | Not in the sequence | — | New | Warm | Not checked yet |
| Michael Ufberg | Gainline Capital Partners | Not in the sequence | — | New | Warm | Not checked yet |
| Julian Hwang | Gainline Capital Partners | Not in the sequence | — | New | Warm | Not checked yet |
| Kavya Muralidhar | Gainline Capital Partners | Not in the sequence | — | New | Warm | Not checked yet |
| Samuel Kalisch | Gainline Capital Partners | Not in the sequence | — | New | Warm | Not checked yet |
| Sarah Hammer | Gainline Capital Partners | Not in the sequence | — | New | Warm | Not checked yet |
| Jacob Pion | Gainline Capital Partners | Not in the sequence | — | New | Warm | Not checked yet |
| Doug Sanders | Gainline Capital Partners | Not in the sequence | — | New | Warm | Not checked yet |
| Brett Perna | Gainline Capital Partners | Not in the sequence | — | New | Warm | Not checked yet |
| Yanna Hebel | Gainline Capital Partners | Not in the sequence | — | New | Warm | Not checked yet |
| Tiffany Kozlowski | Gainline Capital Partners | Not in the sequence | — | New | Warm | Not checked yet |
| Hannah Linnell | Gainline Capital Partners | Not in the sequence | — | New | Warm | Not checked yet |
| Nick Illuminati | Garden City Management | Primary recipient | Principal | In a sequence | Cold | Checked and good |
| Bradley Ong | Garden City Management | Not in the sequence | Vice president | New | Cold | The firm accepts anything at its domain |
| Walker Bettison | Garden City Management | Copied in | Vice president | In a sequence | Cold | Checked and good |
| AJ Cook | Garden City Management | Not in the sequence | — | New | Cold | Not checked yet |
| Alexander Worthy | Gdev Management | Primary recipient | Principal | New | Cold | Checked and good |
| Cade Bosch | Gen Cap America | Not in the sequence | — | New | Cold | Not checked yet |
| Joseph Griggs | Gen Cap America | Primary recipient | Vice president | New | Cold | Not checked yet |
| Barney Byrd | Gen Cap America | Not in the sequence | — | New | Cold | Not checked yet |
| Donald Napier, | Gen Cap America | Not in the sequence | — | New | Cold | Not checked yet |
| James Caldwell Byrd | Gen Cap America | Not in the sequence | — | New | Cold | Not checked yet |
| Stephen Blackmon | Gen Cap America | Not in the sequence | — | New | Cold | Not checked yet |
| Wes Quarles | Gen Cap America | Not in the sequence | — | New | Cold | Not checked yet |
| Matthew Ailey | Genrock Capital Management | Not in the sequence | — | New | Cold | Not checked yet |
| Jason Wilkie | Genrock Capital Management | Not in the sequence | — | New | Cold | Not checked yet |
| Rachael Gilbert | Genrock Capital Management | Not in the sequence | — | New | Cold | Not checked yet |
| Ryan Knox | Genrock Capital Management | Not in the sequence | — | New | Cold | Not checked yet |
| Nick Sale | Genrock Capital Management | Not in the sequence | — | New | Cold | Not checked yet |
| Bob Crumley | Genrock Capital Management | Not in the sequence | — | New | Cold | Not checked yet |
| Bill Pierquet | Genrock Capital Management | Not in the sequence | — | New | Cold | Not checked yet |
| Caitlin Harris | Genrock Capital Management | Not in the sequence | — | New | Cold | Not checked yet |
| Douglas T. Lake Jr. | Godspeed Capital Management | Primary recipient | Partner | In a sequence | Cold | Checked and good |
| Jake Sliman | Godspeed Capital Management | Copied in | Principal | New | Cold | Checked and good |
| Nathaniel T. G. Fogg | Godspeed Capital Management | Copied in | Partner | New | Cold | Checked and good |
| Dylan Skule | Goldner Hawn | Copied in | Vice president | New | Cold | Checked and good |
| Jason Brass | Goldner Hawn | Not in the sequence | — | New | Cold | Not checked yet |
| Chad Cornell | Goldner Hawn | Not in the sequence | — | New | Cold | Not checked yet |
| Joe Heinen | Goldner Hawn | Not in the sequence | — | New | Cold | Not checked yet |
| Andrew Tomashek | Goldner Hawn | Not in the sequence | — | New | Cold | Not checked yet |
| Danny Geiger | Goldner Hawn | Not in the sequence | — | New | Cold | Not checked yet |
| Jordan Prohaska | Goldner Hawn | Not in the sequence | — | New | Cold | Not checked yet |
| Nick Leisen | Goldner Hawn | Not in the sequence | — | New | Cold | Not checked yet |
| Steve Heron | Goldner Hawn | Not in the sequence | — | New | Cold | Not checked yet |
| Carlton Ogata | Goldner Hawn | Not in the sequence | — | New | Cold | Not checked yet |
| Rohit Subramaniam | Goldner Hawn | Not in the sequence | — | New | Cold | Not checked yet |
| Grace Haagenson | Goldner Hawn | Not in the sequence | — | New | Cold | Not checked yet |
| Teresa Mohr | Goldner Hawn | Not in the sequence | — | New | Cold | Not checked yet |
| GOOD SPRINGS CAPITAL LP | Good Springs Capital | Primary recipient | Partner | In a sequence | Cold | Checked and good |
| Daniel Bonoff | Goode Partners | Not in the sequence | — | New | Cold | Not checked yet |
| David Oddi | Goode Partners | Not in the sequence | — | New | Cold | Not checked yet |
| Judy Friedberg | Goode Partners | Not in the sequence | — | New | Cold | Not checked yet |
| Remington Smith | Goode Partners | Not in the sequence | — | New | Cold | Not checked yet |
| Paula Semelmacher | Goode Partners | Not in the sequence | — | New | Cold | Not checked yet |
| Lauren Lee | Grafine Capital Holdings | Primary recipient | Principal | New | Cold | Checked and good |
| Olivier van der Goes | Grafine Capital Holdings | Copied in | Vice president | New | Cold | Checked and good |
| Daniel Beam | Grafine Capital Holdings | Copied in | Vice president | New | Cold | Checked and good |
| Eric Kim | Grant Avenue Capital | Primary recipient | Principal | New | Cold | Checked and good |
| Fred Frank | Grant Avenue Capital | Copied in | Vice president | New | Cold | Checked and good |
| Benjamin Oxnard | Grant Avenue Capital | Copied in | Vice president | New | Cold | Checked and good |
| Ryan Bandy | Greyrock Capital Group | Primary recipient | Principal | New | Cold | Checked and good |
| Steve Dempsey | Greyrock Capital Group | Not in the sequence | — | New | Cold | Not checked yet |
| Sam Snyder | Greyrock Capital Group | Not in the sequence | — | New | Cold | Not checked yet |
| Daniel Kapnick | Greyrock Capital Group | Not in the sequence | — | New | Cold | Not checked yet |
| Paul Shufro | Greyrock Capital Group | Not in the sequence | — | New | Cold | Not checked yet |
| Michael Dickman | Greyrock Capital Group | Not in the sequence | — | New | Cold | Not checked yet |
| Connor Goodson | Greyrock Capital Group | Not in the sequence | — | New | Cold | Not checked yet |
| Jeffery Birch | Greyrock Capital Group | Not in the sequence | — | New | Cold | Not checked yet |
| Todd Osburn | Greyrock Capital Group | Not in the sequence | — | New | Cold | Not checked yet |
| Tracy Perkins | Greyrock Capital Group | Not in the sequence | — | New | Cold | Not checked yet |
| William Culler-Chase | Grounded Capital | Primary recipient | Principal | New | Cold | Checked and good |
| Christina "Stina" Mans | Grounded Capital | Copied in | Vice president | New | Cold | Checked and good |
| Stephen Hohenrieder | Grounded Capital | Not in the sequence | — | New | Cold | Not checked yet |
| William Culler-Chase | Grounded Capital | Not in the sequence | — | New | Cold | Not checked yet |
| Nathan Green | Grounded Capital | Not in the sequence | — | New | Cold | Not checked yet |
| Megan Landen | Grounded Capital | Not in the sequence | — | New | Cold | Not checked yet |
| Stina Mans | Grounded Capital | Not in the sequence | — | New | Cold | Not checked yet |
| Eden Werring | Grounded Capital | Not in the sequence | — | New | Cold | Not checked yet |
| Shiven Gollapudi | Growth Catalyst Partners | Primary recipient | Vice president | New | Warm | Checked and good |
| Patrick Pastore | Growth Catalyst Partners | Copied in | Vice president | New | Warm | Checked and good |
| Scott Peters | Growth Catalyst Partners | Not in the sequence | — | New | Warm | Not checked yet |
| Jim TenBroek | Growth Catalyst Partners | Not in the sequence | — | New | Warm | Not checked yet |
| Connor Dawson | Growth Catalyst Partners | Not in the sequence | — | New | Warm | Not checked yet |
| James Nally | Growth Catalyst Partners | Not in the sequence | — | New | Warm | Not checked yet |
| James O’Callaghan | Growth Catalyst Partners | Not in the sequence | — | New | Warm | Not checked yet |
| Kate Wilson | Growth Catalyst Partners | Not in the sequence | — | New | Warm | Not checked yet |
| James Barbour | Growth Catalyst Partners | Not in the sequence | — | New | Warm | Not checked yet |
| Philip Gronstedt | Growth Catalyst Partners | Not in the sequence | — | New | Warm | Not checked yet |
| Kushal Mirpury | Growth Catalyst Partners | Not in the sequence | — | New | Warm | Not checked yet |
| Jason Shube | Growth Catalyst Partners | Not in the sequence | — | New | Warm | Not checked yet |
| Steven Skomra | Growth Catalyst Partners | Not in the sequence | — | New | Warm | Not checked yet |
| Alexander Peters | Growth Catalyst Partners | Not in the sequence | — | New | Warm | Not checked yet |
| David Tukey, | Hamilton Square Partners Management | Not in the sequence | — | New | Cold | Not checked yet |
| James Campion | Hamilton Square Partners Management | Not in the sequence | — | New | Cold | Not checked yet |
| Joe Battaglia | Hamilton Square Partners Management | Not in the sequence | — | New | Cold | Not checked yet |
| Thomas Carver | Harren Equity Partners | Not in the sequence | — | New | Cold | Not checked yet |
| Lee Monahan | Harren Equity Partners | Not in the sequence | — | New | Cold | Not checked yet |
| Taylor Cole | Harren Equity Partners | Not in the sequence | — | New | Cold | Not checked yet |
| Mark McCutcheon | Harren Equity Partners | Not in the sequence | — | New | Cold | Not checked yet |
| Katherine Anthoine | Harren Equity Partners | Not in the sequence | — | New | Cold | Not checked yet |
| Grant Reckhow | Hastings Equity Partners | Primary recipient | Principal | New | Cold | Checked and good |
| Jeremy Quartner | Hastings Equity Partners | Copied in | Vice president | New | Cold | Checked and good |
| Makayla Houniet | Hastings Equity Partners | Not in the sequence | — | New | Cold | Not checked yet |
| Marcie Burns | Hastings Equity Partners | Not in the sequence | — | New | Cold | Not checked yet |
| Joe Conlon | Hastings Equity Partners | Not in the sequence | — | New | Cold | Not checked yet |
| Ryan Ferland | Hastings Equity Partners | Not in the sequence | — | New | Cold | Not checked yet |
| Jill Meyler | Hastings Equity Partners | Not in the sequence | — | New | Cold | Not checked yet |
| Alex Marotto | Hastings Equity Partners | Not in the sequence | — | New | Cold | Not checked yet |
| Charley Michalowski | Hastings Equity Partners | Not in the sequence | — | New | Cold | Not checked yet |
| Ted Patton | Hastings Equity Partners | Not in the sequence | — | New | Cold | Not checked yet |
| Marco Rodriguez | Hastings Equity Partners | Not in the sequence | — | New | Cold | Not checked yet |
| Katrina Starr-Frederick | Hastings Equity Partners | Not in the sequence | — | New | Cold | Not checked yet |
| Michael Bradley, MD, MBA, | Healthpointcapital Management | Not in the sequence | — | New | Cold | Not checked yet |
| Robert Buly, | Healthpointcapital Management | Not in the sequence | — | New | Cold | Not checked yet |
| Frank Cammisa, Jr., | Healthpointcapital Management | Not in the sequence | — | New | Cold | Not checked yet |
| Joseph Iannotti, MD, | Healthpointcapital Management | Not in the sequence | — | New | Cold | Not checked yet |
| David Lowenberg, | Healthpointcapital Management | Not in the sequence | — | New | Cold | Not checked yet |
| Pedram Salimpour, | Healthpointcapital Management | Not in the sequence | — | New | Cold | Not checked yet |
| Kevin Ryan | Hg Capital Management | Primary recipient | Principal | New | Cold | Checked and good |
| Ben Burnside | Hg Capital Management | Copied in | Vice president | New | Cold | Checked and good |
| Drew Harmata, PhD | Hg Capital Management | Copied in | Vice president | New | Cold | Checked and good |
| Ryan Rusch, CFA | Hpe Capital Management II | Primary recipient | Principal | New | Cold | Checked and good |
| Steve Marvin | Hpe Capital Management II | Copied in | Vice president | New | Cold | Checked and good |
| Charles McGorisk | Hpe Capital Management II | Not in the sequence | — | New | Cold | Not checked yet |
| Chris Smith | Hpe Capital Management II | Not in the sequence | — | New | Cold | Not checked yet |
| Hayley Long | Hpe Capital Management II | Not in the sequence | — | New | Cold | Not checked yet |
| Phil Riola | Hpe Capital Management II | Not in the sequence | — | New | Cold | Not checked yet |
| Paul Swanson | Hpe Capital Management II | Not in the sequence | — | New | Cold | Not checked yet |
| Ryan Newkirk | Hpe Capital Management II | Not in the sequence | — | New | Cold | Not checked yet |
| Jade Rowland | Hpe Capital Management II | Not in the sequence | — | New | Cold | Not checked yet |
| Mark Hauser | Hpe Capital Management II | Not in the sequence | — | New | Cold | Not checked yet |
| Norman Young | Industrial Opportunity Partners | Primary recipient | Principal | New | Cold | Checked and good |
| Michael Nelson | Industrial Opportunity Partners | Copied in | Vice president | New | Cold | Checked and good |
| Nick DiMauro | Industrial Opportunity Partners | Copied in | Vice president | New | Cold | Checked and good |
| Fraser Desmond | Insight Equity Management Company | Primary recipient | Principal | New | Cold | Checked and good |
| Paul Pesek | Insight Equity Management Company | Copied in | Vice president | New | Cold | Checked and good |
| Nick Tyson | Insight Equity Management Company | Copied in | Vice president | New | Cold | Checked and good |
| Shivam A. | Interalpen Partners | Primary recipient | Principal | New | Cold | Checked and good |
| Silvia Miteva | Invictus Growth Partners | Copied in | Vice president | New | Cold | Checked and good |
| Kimberly Craig | Ironwood Capital Advisors | Not in the sequence | — | New | Cold | Not checked yet |
| Carolyn Galiette | Ironwood Capital Advisors | Not in the sequence | — | New | Cold | Not checked yet |
| Alex Levental | Ironwood Capital Advisors | Not in the sequence | — | New | Cold | Not checked yet |
| Jim Barra | Ironwood Capital Advisors | Not in the sequence | — | New | Cold | Not checked yet |
| Zach Luce, CFA, | Ironwood Capital Advisors | Not in the sequence | — | New | Cold | Not checked yet |
| Paul Witinski | Ironwood Capital Advisors | Not in the sequence | — | New | Cold | Not checked yet |
| Zachary Leach | Ironwood Capital Advisors | Not in the sequence | — | New | Cold | Not checked yet |
| Sandra Samuels | Ironwood Capital Advisors | Not in the sequence | — | New | Cold | Not checked yet |
| Tyler Klenk | Ironwood Capital Advisors | Not in the sequence | — | New | Cold | Not checked yet |
| Patrick Patrell | Ironwood Capital Advisors | Not in the sequence | — | New | Cold | Not checked yet |
| Jacqueline Jutras | Ironwood Capital Advisors | Not in the sequence | — | New | Cold | Not checked yet |
| Paulina Grabarczyk | Ironwood Capital Advisors | Not in the sequence | — | New | Cold | Not checked yet |
| Sarah Faulkner | Ironwood Capital Advisors | Not in the sequence | — | New | Cold | Not checked yet |
| Joshua Park | Ironwood Capital Advisors | Not in the sequence | — | New | Cold | Not checked yet |
| Lindsy Tkacz | Ironwood Capital Advisors | Not in the sequence | — | New | Cold | Not checked yet |
| G. Lawrence Bero | JMC Management | Primary recipient | Partner | In a sequence | Cold | Checked and good |
| Michael D’Amelio | JMC Management | Not in the sequence | — | New | Cold | Not checked yet |
| Marianne Haldoupis | JMC Management | Not in the sequence | — | New | Cold | Not checked yet |
| Nicole O’Neil | JMC Management | Not in the sequence | — | New | Cold | Not checked yet |
| Matthew Day | Jordanelle Capital | Not in the sequence | — | New | Cold | Not checked yet |
| Daniel Zier | Jordanelle Capital | Not in the sequence | — | New | Cold | Not checked yet |
| Kristen Federer | Jordanelle Capital | Not in the sequence | — | New | Cold | Not checked yet |
| De Agostini | Jordanelle Capital | Not in the sequence | — | New | Cold | Not checked yet |
| Scott Gallun | Juniper Capital Advisors | Not in the sequence | — | New | Cold | Not checked yet |
| Edward Geiser | Juniper Capital Advisors | Not in the sequence | — | New | Cold | Not checked yet |
| Josh Schmidt | Juniper Capital Advisors | Not in the sequence | — | New | Cold | Not checked yet |
| Kevin Cumming | Juniper Capital Advisors | Not in the sequence | — | New | Cold | Not checked yet |
| Tim Gray | Juniper Capital Advisors | Not in the sequence | — | New | Cold | Not checked yet |
| Craig Fox | Juniper Capital Advisors | Not in the sequence | — | New | Cold | Not checked yet |
| Garrett Chunn | Juniper Capital Advisors | Not in the sequence | — | New | Cold | Not checked yet |
| Andria Berman | Juniper Capital Advisors | Not in the sequence | — | New | Cold | Not checked yet |
| Christopher Boyd | Juniper Capital Advisors | Not in the sequence | — | New | Cold | Not checked yet |
| Amir McGettrick | Juniper Capital Advisors | Not in the sequence | — | New | Cold | Not checked yet |
| Roel Tunjar | Juniper Capital Advisors | Not in the sequence | — | New | Cold | Not checked yet |
| Paige Graf | Juniper Capital Advisors | Not in the sequence | — | New | Cold | Not checked yet |
| Laura Giroir | Juniper Capital Advisors | Not in the sequence | — | New | Cold | Not checked yet |
| Rick Cravey | Kian Capital Partners | Primary recipient | Partner | In a sequence | Cold | Checked and good |
| Ulrich Erasmus | Kian Capital Partners | Copied in | Principal | New | Cold | Checked and good |
| Kevin McCarthy | Kian Capital Partners | Copied in | Partner | New | Cold | Checked and good |
| Susannah Apuzzo | Kudu Investment Holdings | Not in the sequence | — | New | Cold | Not checked yet |
| Amanda Blady | Kudu Investment Holdings | Not in the sequence | — | New | Cold | Not checked yet |
| Natalia Bravo Lozano, | Kudu Investment Holdings | Not in the sequence | — | New | Cold | Not checked yet |
| Patrick Chan | Kudu Investment Holdings | Not in the sequence | — | New | Cold | Not checked yet |
| Lindsay Hanig | Kudu Investment Holdings | Not in the sequence | — | New | Cold | Not checked yet |
| Jackson Hart | Kudu Investment Holdings | Not in the sequence | — | New | Cold | Not checked yet |
| Katie Jakacki | Kudu Investment Holdings | Not in the sequence | — | New | Cold | Not checked yet |
| Rob Jakacki | Kudu Investment Holdings | Not in the sequence | — | New | Cold | Not checked yet |
| Quinn Keeler | Kudu Investment Holdings | Not in the sequence | — | New | Cold | Not checked yet |
| Tyler Keller | Kudu Investment Holdings | Not in the sequence | — | New | Cold | Not checked yet |
| Gavin McLeod | Kudu Investment Holdings | Not in the sequence | — | New | Cold | Not checked yet |
| Shubham Mittal | Kudu Investment Holdings | Not in the sequence | — | New | Cold | Not checked yet |
| Jingwen Nie, | Kudu Investment Holdings | Not in the sequence | — | New | Cold | Not checked yet |
| Nick Platt, | Kudu Investment Holdings | Not in the sequence | — | New | Cold | Not checked yet |
| Ben Ruffel, | Kudu Investment Holdings | Not in the sequence | — | New | Cold | Not checked yet |
| Charlie Ruffel | Kudu Investment Holdings | Not in the sequence | — | New | Cold | Not checked yet |
| Chris Shin | Kudu Investment Holdings | Not in the sequence | — | New | Cold | Not checked yet |
| Ethan Trieu | Kudu Investment Holdings | Not in the sequence | — | New | Cold | Not checked yet |
| Josephine Wong | Kudu Investment Holdings | Not in the sequence | — | New | Cold | Not checked yet |
| Bradley Young | Kudu Investment Holdings | Not in the sequence | — | New | Cold | Not checked yet |
| Michael Misiaszek | L Capital | Primary recipient | Principal | New | Cold | Checked and good |
| Katherine Rowley | L Capital | Copied in | Vice president | New | Cold | Checked and good |
| Brendan Ward | L Capital | Copied in | Vice president | New | Cold | Checked and good |
| Hannah Lass | L2 Point Management | Primary recipient | Vice president | New | Cold | Checked and good |
| William Voss | Lake Pacific Partners | Not in the sequence | — | New | Cold | Not checked yet |
| Wayne Carpenter | Lake Pacific Partners | Not in the sequence | — | New | Cold | Not checked yet |
| Dave Eisen | Lake Pacific Partners | Not in the sequence | — | New | Cold | Not checked yet |
| Dara Griffith | Lake Pacific Partners | Not in the sequence | — | New | Cold | Not checked yet |
| Basia Marcinek Terrell, CFA | Lapis Advisers | Primary recipient | Principal | New | Cold | Checked and good |
| Kjerstin Hatch | Lapis Advisers | Not in the sequence | — | New | Cold | Not checked yet |
| Basia Terrell | Lapis Advisers | Not in the sequence | — | New | Cold | Not checked yet |
| Joe Landen | Lapis Advisers | Not in the sequence | — | New | Cold | Not checked yet |
| Cody Noll | Lapis Advisers | Not in the sequence | — | New | Cold | Not checked yet |
| Curtis Erickson | Lapis Advisers | Not in the sequence | — | New | Cold | Not checked yet |
| Ray AuYeung | Lapis Advisers | Not in the sequence | — | New | Cold | Not checked yet |
| Jackson Rueter | Lapis Advisers | Not in the sequence | — | New | Cold | Not checked yet |
| Richard Akulich | Lapis Advisers | Not in the sequence | — | New | Cold | Not checked yet |
| Jesse Golomb | Lapis Advisers | Not in the sequence | — | New | Cold | Not checked yet |
| Frank Chavez | Lapis Advisers | Not in the sequence | — | New | Cold | Not checked yet |
| Paul Crabtree | Lapis Advisers | Not in the sequence | — | New | Cold | Not checked yet |
| Kathy Araneta-Delfin | Lapis Advisers | Not in the sequence | — | New | Cold | Not checked yet |
| Phuong Ninh | Lateral Investment Management | Primary recipient | Principal | New | Cold | Checked and good |
| Kyle Hutchinson | Lateral Investment Management | Copied in | Vice president | New | Cold | Checked and good |
| Jack Lothrop | Lateral Investment Management | Copied in | Vice president | New | Cold | Checked and good |
| Kyle Bradford | Latticework Capital Management | Primary recipient | Partner | In a sequence | Cool | Checked and good |
| Brett Lacher | Latticework Capital Management | Copied in | Principal | New | Cool | Checked and good |
| TJ Shepherd | Latticework Capital Management | Copied in | Principal | New | Cool | Checked and good |
| Jonathan Holden | LBB Holding Company | Primary recipient | Principal | New | Cold | Checked and good |
| Sean Patel | LBB Holding Company | Not in the sequence | — | New | Cold | Not checked yet |
| Laura Mueller | Level 5 Capital Partners | Primary recipient | Vice president | New | Cold | Checked and good |
| Charles Meyers | Level 5 Capital Partners | Not in the sequence | — | New | Cold | Not checked yet |
| Neil Hobbs | Level 5 Capital Partners | Not in the sequence | — | New | Cold | Not checked yet |
| Duane LeVine | Level 5 Capital Partners | Not in the sequence | — | New | Cold | Not checked yet |
| Chris Kenny | Level 5 Capital Partners | Not in the sequence | — | New | Cold | Not checked yet |
| Sharon Lynch | Level 5 Capital Partners | Not in the sequence | — | New | Cold | Not checked yet |
| Adam Szymoniak | Level 5 Capital Partners | Not in the sequence | — | New | Cold | Not checked yet |
| Connor Dolan | Level 5 Capital Partners | Not in the sequence | — | New | Cold | Not checked yet |
| Blake Werner | Level 5 Capital Partners | Not in the sequence | — | New | Cold | Not checked yet |
| Frank Luby | Level 5 Capital Partners | Not in the sequence | — | New | Cold | Not checked yet |
| Terence White | Level 5 Capital Partners | Not in the sequence | — | New | Cold | Not checked yet |
| Dominic Guzzetti | Level 5 Capital Partners | Not in the sequence | — | New | Cold | Not checked yet |
| Christie Antetomaso | LFM Capital | Not in the sequence | — | New | Cold | Not checked yet |
| Jessica Ginsberg | LFM Capital | Not in the sequence | — | New | Cold | Not checked yet |
| Katelyn Presser | LFM Capital | Not in the sequence | — | New | Cold | Not checked yet |
| Russ Aiken | LFM Capital | Not in the sequence | — | New | Cold | Not checked yet |
| Kevin Bradley | LFM Capital | Not in the sequence | — | New | Cold | Not checked yet |
| Steve Cook | LFM Capital | Not in the sequence | — | New | Cold | Not checked yet |
| Lexie de Roziere | LFM Capital | Not in the sequence | — | New | Cold | Not checked yet |
| Sara Kate Durkee | LFM Capital | Not in the sequence | — | New | Cold | Not checked yet |
| Ryan Gebhardt | LFM Capital | Not in the sequence | — | New | Cold | Not checked yet |
| Dalton Gullett | LFM Capital | Not in the sequence | — | New | Cold | Not checked yet |
| Conner Harris | LFM Capital | Not in the sequence | — | New | Cold | Not checked yet |
| Chris Lin | LFM Capital | Not in the sequence | — | New | Cold | Not checked yet |
| Mitch Mattingly | LFM Capital | Not in the sequence | — | New | Cold | Not checked yet |
| Ben McNabb | LFM Capital | Not in the sequence | — | New | Cold | Not checked yet |
| Katie Oden | LFM Capital | Not in the sequence | — | New | Cold | Not checked yet |
| Drew Peluso | LFM Capital | Not in the sequence | — | New | Cold | Not checked yet |
| Aaron Ramsden | LFM Capital | Not in the sequence | — | New | Cold | Not checked yet |
| Dan Shockley | LFM Capital | Not in the sequence | — | New | Cold | Not checked yet |
| Luc Snuggerud | LFM Capital | Not in the sequence | — | New | Cold | Not checked yet |
| Stan Bikulege, Jr. | Lightview Capital | Primary recipient | Principal | New | Cold | Checked and good |
| Rich Erickson | Lightview Capital | Not in the sequence | — | New | Cold | Not checked yet |
| Conor Mullett | Lightview Capital | Not in the sequence | — | New | Cold | Not checked yet |
| Stan Bikulege | Lightview Capital | Not in the sequence | — | New | Cold | Not checked yet |
| Drew Coash | Lightview Capital | Not in the sequence | — | New | Cold | Not checked yet |
| Ben Craig | Lightview Capital | Not in the sequence | — | New | Cold | Not checked yet |
| Scott Rivlin | Lightview Capital | Not in the sequence | — | New | Cold | Not checked yet |
| Luke Bikulege | Lightview Capital | Not in the sequence | — | New | Cold | Not checked yet |
| Max Shafran | Lightview Capital | Not in the sequence | — | New | Cold | Not checked yet |
| Laurel Vermette | Lightview Capital | Not in the sequence | — | New | Cold | Not checked yet |
| David Schmoeller | LNC Partners | Primary recipient | Principal | New | Cold | Checked and good |
| Justin McCarthy | LNC Partners | Copied in | Vice president | New | Cold | Checked and good |
| Daniel J. Buckley | LNC Partners | Copied in | Vice president | New | Cold | Checked and good |
| David Landau | LNK Partners | Not in the sequence | — | New | Cold | Not checked yet |
| Henry Nasella | LNK Partners | Not in the sequence | — | New | Cold | Not checked yet |
| Manny Chirico | LNK Partners | Not in the sequence | — | New | Cold | Not checked yet |
| Phil Marineau | LNK Partners | Not in the sequence | — | New | Cold | Not checked yet |
| Craig Rydin | LNK Partners | Not in the sequence | — | New | Cold | Not checked yet |
| Bob Spellman | LNK Partners | Not in the sequence | — | New | Cold | Not checked yet |
| John Barton | LNK Partners | Not in the sequence | — | New | Cold | Not checked yet |
| Eulalia Ruiz | LNK Partners | Not in the sequence | — | New | Cold | Not checked yet |
| Peter Bozian | Lonetree Capital | Primary recipient | Principal | New | Cold | Checked and good |
| Breck Golden | Lonetree Capital | Copied in | Vice president | New | Cold | Checked and good |
| Andrew Stulce | Longford Capital | Not in the sequence | — | New | Cold | Not checked yet |
| John Garda | Longford Capital | Not in the sequence | — | New | Cold | Not checked yet |
| Joshua Leavitt | Longford Capital | Not in the sequence | — | New | Cold | Not checked yet |
| Marc Cavan | Longford Capital | Not in the sequence | — | New | Cold | Not checked yet |
| Michael Nicolas | Longford Capital | Not in the sequence | — | New | Cold | Not checked yet |
| Nathan Brown | Longford Capital | Not in the sequence | — | New | Cold | Not checked yet |
| Russell Genet | Longford Capital | Not in the sequence | — | New | Cold | Not checked yet |
| Samuel Meether | Longford Capital | Not in the sequence | — | New | Cold | Not checked yet |
| Timothy Farrell | Longford Capital | Not in the sequence | — | New | Cold | Not checked yet |
| William Farrell, | Longford Capital | Not in the sequence | — | New | Cold | Not checked yet |
| Turner Baty | Longuevue Management Company | Primary recipient | Vice president | New | Cold | Checked and good |
| C. Rankin Hobbs Jr. | Longuevue Management Company | Copied in | Vice president | New | Cold | Checked and good |
| Gage Laswell | Longuevue Management Company | Copied in | Vice president | New | Cold | Checked and good |
| Murphey Henk | Lwo | Primary recipient | Principal | New | Cold | Checked and good |
| Bobby Astrup | Lwo | Copied in | Vice president | New | Cold | Checked and good |
| Kyle Quatrochi | Lwo | Copied in | Vice president | New | Cold | Checked and good |
| Aaron Hazan | Madison River Capital | Primary recipient | Principal | New | Cold | Checked and good |
| Ari Cepelewicz | Madison River Capital | Copied in | Vice president | New | Cold | Checked and good |
| Adam Cohen | Madison River Capital | Primary recipient | Principal | New | Cold | Not checked yet |
| Beate Bellina | Madison River Capital | Not in the sequence | — | New | Cold | Not checked yet |
| Derek Irwin | Madison River Capital | Not in the sequence | — | New | Cold | Not checked yet |
| David Wittels | Madison River Capital | Not in the sequence | — | New | Cold | Not checked yet |
| Grace Niland | Madison River Capital | Not in the sequence | — | New | Cold | Not checked yet |
| Jennifer Steeves-Kiss | Madison River Capital | Not in the sequence | — | New | Cold | Not checked yet |
| Jeffrey Winter | Madison River Capital | Not in the sequence | — | New | Cold | Not checked yet |
| Kenneth Brown | Madison River Capital | Not in the sequence | — | New | Cold | Not checked yet |
| Matthew Clancy | Madison River Capital | Not in the sequence | — | New | Cold | Not checked yet |
| Michael Somma | Madison River Capital | Not in the sequence | — | New | Cold | Not checked yet |
| Richard Dresdale | Madison River Capital | Not in the sequence | — | New | Cold | Not checked yet |
| Ben Ordonez | Madison River Capital | Not in the sequence | — | New | Cold | Not checked yet |
| Robert Barthelmes | Madison River Capital | Not in the sequence | — | New | Cold | Not checked yet |
| Jay Radtke | Mason Wells | Primary recipient | Partner | In a sequence | Cold | Checked and good |
| Greg Myers | Mason Wells | Copied in | Partner | In a sequence | Cold | Checked and good |
| Kevin Kenealey | Mason Wells | Copied in | Partner | In a sequence | Cold | Checked and good |
| Neal Barcelo | Maven Equity Partners | Not in the sequence | — | New | Cold | Not checked yet |
| Neal Jacobs | Maven Equity Partners | Not in the sequence | — | New | Cold | Not checked yet |
| Sandy Paige | Maven Equity Partners | Not in the sequence | — | New | Cold | Not checked yet |
| Adam Stern | Maven Equity Partners | Not in the sequence | — | New | Cold | Not checked yet |
| Martin Thiel | Maven Equity Partners | Not in the sequence | — | New | Cold | Not checked yet |
| James Elliott | Maxwell Street Capital Partners | Primary recipient | Vice president | New | Cold | Checked and good |
| David Ringel | Maxwell Street Capital Partners | Copied in | Vice president | New | Cold | Checked and good |
| Pawel Armatys | Maxwell Street Capital Partners | Copied in | Vice president | New | Cold | Checked and good |
| Alex Brown | MAY River Capital | Not in the sequence | — | New | Cold | Not checked yet |
| Anna Hofmockel | MAY River Capital | Not in the sequence | — | New | Cold | Not checked yet |
| Andy Housley | MAY River Capital | Not in the sequence | — | New | Cold | Not checked yet |
| Angela McCoy | MAY River Capital | Not in the sequence | — | New | Cold | Not checked yet |
| Amy Osier | MAY River Capital | Not in the sequence | — | New | Cold | Not checked yet |
| Anurag Sachdev | MAY River Capital | Not in the sequence | — | New | Cold | Not checked yet |
| Chip Grace | MAY River Capital | Not in the sequence | — | New | Cold | Not checked yet |
| Chris Sheehan | MAY River Capital | Not in the sequence | — | New | Cold | Not checked yet |
| Clayton Weirather | MAY River Capital | Not in the sequence | — | New | Cold | Not checked yet |
| Dan Barlow | MAY River Capital | Not in the sequence | — | New | Cold | Not checked yet |
| Danny Nemirovskiy | MAY River Capital | Not in the sequence | — | New | Cold | Not checked yet |
| Francois Marti | MAY River Capital | Not in the sequence | — | New | Cold | Not checked yet |
| Jane Kathrein | MAY River Capital | Not in the sequence | — | New | Cold | Not checked yet |
| Jerome Mays | MAY River Capital | Not in the sequence | — | New | Cold | Not checked yet |
| Kevin Butts | MAY River Capital | Not in the sequence | — | New | Cold | Not checked yet |
| Mitch Bardon | MAY River Capital | Not in the sequence | — | New | Cold | Not checked yet |
| Mitch Stroebel | MAY River Capital | Not in the sequence | — | New | Cold | Not checked yet |
| Patrick McVickers | MAY River Capital | Not in the sequence | — | New | Cold | Not checked yet |
| Phil Ramsbottom | MAY River Capital | Not in the sequence | — | New | Cold | Not checked yet |
| Paul Van Wyk | MAY River Capital | Not in the sequence | — | New | Cold | Not checked yet |
| Patrick Wasser | MAY River Capital | Not in the sequence | — | New | Cold | Not checked yet |
| Rosie Vass | MAY River Capital | Not in the sequence | — | New | Cold | Not checked yet |
| Sam Goldsberry | MAY River Capital | Not in the sequence | — | New | Cold | Not checked yet |
| Todd Barrett | MAY River Capital | Not in the sequence | — | New | Cold | Not checked yet |
| Steve Griesemer | MAY River Capital | Not in the sequence | — | New | Cold | Not checked yet |
| Miguel Fernandez | MBF Healthcare Management II | Not in the sequence | — | New | Cold | Not checked yet |
| Jorge Rico | MBF Healthcare Management II | Not in the sequence | — | New | Cold | Not checked yet |
| Marcio Cabrera | MBF Healthcare Management II | Not in the sequence | — | New | Cold | Not checked yet |
| Josh Weber | MBF Healthcare Management II | Not in the sequence | — | New | Cold | Not checked yet |
| Matt Moore | MBF Healthcare Management II | Not in the sequence | — | New | Cold | Not checked yet |
| Payton Irslinger | MBF Healthcare Management II | Not in the sequence | — | New | Cold | Not checked yet |
| Heather Enderby | MBF Healthcare Management II | Not in the sequence | — | New | Cold | Not checked yet |
| Joseph Berardo, | MBF Healthcare Management II | Not in the sequence | — | New | Cold | Not checked yet |
| Fowad Choudhry, MSHA, | MBF Healthcare Management II | Not in the sequence | — | New | Cold | Not checked yet |
| Anne Boland | Merit Capital Partners VI | Not in the sequence | — | New | Cold | Not checked yet |
| Alec Hutcherson | Merit Capital Partners VI | Copied in | Vice president | New | Cold | Not checked yet |
| Aaron Karlinsky | Merit Capital Partners VI | Not in the sequence | — | New | Cold | Not checked yet |
| Bill Floyd | Merit Capital Partners VI | Primary recipient | Principal | New | Cold | Not checked yet |
| Brian Heck | Merit Capital Partners VI | Copied in | Vice president | New | Cold | Not checked yet |
| Benjamin Yarbrough | Merit Capital Partners VI | Not in the sequence | — | New | Cold | Not checked yet |
| Christine Ward | Merit Capital Partners VI | Not in the sequence | — | New | Cold | Not checked yet |
| David Jones | Merit Capital Partners VI | Not in the sequence | — | New | Cold | Not checked yet |
| Evan Gallinson | Merit Capital Partners VI | Not in the sequence | — | New | Cold | Not checked yet |
| John Darguzas | Merit Capital Partners VI | Not in the sequence | — | New | Cold | Not checked yet |
| Joseph Garibotti | Merit Capital Partners VI | Not in the sequence | — | New | Cold | Not checked yet |
| Joseph Polaneczky | Merit Capital Partners VI | Not in the sequence | — | New | Cold | Not checked yet |
| Kiley Meade | Merit Capital Partners VI | Not in the sequence | — | New | Cold | Not checked yet |
| Lauren St. Clair | Merit Capital Partners VI | Not in the sequence | — | New | Cold | Not checked yet |
| Marc Walfish | Merit Capital Partners VI | Not in the sequence | — | New | Cold | Not checked yet |
| Sean Stanley | Merit Capital Partners VI | Not in the sequence | — | New | Cold | Not checked yet |
| Thomas Campion | Merit Capital Partners VI | Not in the sequence | — | New | Cold | Not checked yet |
| Terrance Shipp | Merit Capital Partners VI | Not in the sequence | — | New | Cold | Not checked yet |
| Jeff Mizrahi | MFG Partners | Not in the sequence | — | New | Cold | Not checked yet |
| Jonathan Schilowitz | MFG Partners | Not in the sequence | — | New | Cold | Not checked yet |
| John Grogan | MFG Partners | Not in the sequence | — | New | Cold | Not checked yet |
| Walker Berning | MFG Partners | Not in the sequence | — | New | Cold | Not checked yet |
| Ryan Richardson | MFG Partners | Not in the sequence | — | New | Cold | Not checked yet |
| Aaron Siev | MFG Partners | Not in the sequence | — | New | Cold | Not checked yet |
| Max Ash | MFG Partners | Not in the sequence | — | New | Cold | Not checked yet |
| Melissa Balaban | MFG Partners | Not in the sequence | — | New | Cold | Not checked yet |
| John Fitzgerald | Millennium Bridge Capital | Not in the sequence | — | New | Cold | Not checked yet |
| Brian Knitt | Millennium Bridge Capital | Not in the sequence | — | New | Cold | Not checked yet |
| Jack Genadek | Millennium Bridge Capital | Not in the sequence | — | New | Cold | Not checked yet |
| Garrett Fitzgerald | Millennium Bridge Capital | Not in the sequence | — | New | Cold | Not checked yet |
| Mike West | Millennium Bridge Capital | Not in the sequence | — | New | Cold | Not checked yet |
| John Garrett | Millennium Bridge Capital | Not in the sequence | — | New | Cold | Not checked yet |
| Daniel Dodd | Millennium Bridge Capital | Not in the sequence | — | New | Cold | Not checked yet |
| Mike Thornhill | Millennium Bridge Capital | Not in the sequence | — | New | Cold | Not checked yet |
| Sammy White | Millennium Bridge Capital | Not in the sequence | — | New | Cold | Not checked yet |
| Andrea Saunders | Millennium Bridge Capital | Not in the sequence | — | New | Cold | Not checked yet |
| Katelyn Litardo | Millennium Bridge Capital | Not in the sequence | — | New | Cold | Not checked yet |
| Maddy LaFrenz | Millennium Bridge Capital | Not in the sequence | — | New | Cold | Not checked yet |
| Peter Kallos | Millennium Bridge Capital | Not in the sequence | — | New | Cold | Not checked yet |
| Lucas Vest | Millennium Bridge Capital | Not in the sequence | — | New | Cold | Not checked yet |
| Marilyn Adler | Mizzen Management | Not in the sequence | — | New | Cold | Not checked yet |
| Jaden May | Mizzen Management | Not in the sequence | — | New | Cold | Not checked yet |
| McKillop | Mizzen Management | Not in the sequence | — | New | Cold | Not checked yet |
| Victoria Shih | Mizzen Management | Not in the sequence | — | New | Cold | Not checked yet |
| Meredith Sain | Mizzen Management | Not in the sequence | — | New | Cold | Not checked yet |
| Avi Weinberg | Mizzen Management | Not in the sequence | — | New | Cold | Not checked yet |
| Cate Rozelle | Mizzen Management | Not in the sequence | — | New | Cold | Not checked yet |
| Philip Hallwood | Mizzen Management | Not in the sequence | — | New | Cold | Not checked yet |
| Gardner Standart, | Mizzen Management | Not in the sequence | — | New | Cold | Not checked yet |
| Omar Stevens | Mizzen Management | Not in the sequence | — | New | Cold | Not checked yet |
| Kevin Wolpert | Mizzen Management | Not in the sequence | — | New | Cold | Not checked yet |
| Darice Bochniak | Mizzen Management | Not in the sequence | — | New | Cold | Not checked yet |
| Annie Li | Mizzen Management | Not in the sequence | — | New | Cold | Not checked yet |
| Elizabeth Karter | Mizzen Management | Not in the sequence | — | New | Cold | Not checked yet |
| Dan Pogue | Moelis Asset Catalyst Partners | Not in the sequence | — | New | Cold | Not checked yet |
| Stephen Sparks | Mountain Capital Management | Not in the sequence | — | New | Cold | Not checked yet |
| Nick Fiouris | Mountain Capital Management | Not in the sequence | — | New | Cold | Not checked yet |
| Evan Alvarez | Mountain Capital Management | Not in the sequence | — | New | Cold | Not checked yet |
| Aubrey Wood | Mountain Capital Management | Not in the sequence | — | New | Cold | Not checked yet |
| Nate Grady | Mountain Capital Management | Not in the sequence | — | New | Cold | Not checked yet |
| Sam Oh | Mountain Capital Management | Not in the sequence | — | New | Cold | Not checked yet |
| Taylor Mason | Mountain Capital Management | Not in the sequence | — | New | Cold | Not checked yet |
| Ben Hur | Mountain Capital Management | Not in the sequence | — | New | Cold | Not checked yet |
| Shahzaib Shaheen | Mountain Capital Management | Not in the sequence | — | New | Cold | Not checked yet |
| Ben Townsend | Mountain Capital Management | Not in the sequence | — | New | Cold | Not checked yet |
| Isaias Tristan | Mountain Capital Management | Not in the sequence | — | New | Cold | Not checked yet |
| Barb Neifach | MPE Partners | Not in the sequence | — | New | Cold | Not checked yet |
| Matt Yohe | MPE Partners | Not in the sequence | — | New | Cold | Not checked yet |
| Joe Machado | MPE Partners | Not in the sequence | — | New | Cold | Not checked yet |
| Peter Taft | MPE Partners | Not in the sequence | — | New | Cold | Not checked yet |
| Constantine Elefter | MPE Partners | Not in the sequence | — | New | Cold | Not checked yet |
| Joshua Liebow | MPE Partners | Not in the sequence | — | New | Cold | Not checked yet |
| Karen Tuleta | MPE Partners | Not in the sequence | — | New | Cold | Not checked yet |
| Christine Smoragiewicz | MPE Partners | Not in the sequence | — | New | Cold | Not checked yet |
| Nick Stender | MPE Partners | Not in the sequence | — | New | Cold | Not checked yet |
| Brendan Newman | MPE Partners | Not in the sequence | — | New | Cold | Not checked yet |
| Phin Emery | MPE Partners | Not in the sequence | — | New | Cold | Not checked yet |
| Lukas Sontich | MPE Partners | Not in the sequence | — | New | Cold | Not checked yet |
| Jodie Kemp | MPE Partners | Not in the sequence | — | New | Cold | Not checked yet |
| Hadi Ahmed | MPE Partners | Not in the sequence | — | New | Cold | Not checked yet |
| Caitlyn Craig | MPE Partners | Not in the sequence | — | New | Cold | Not checked yet |
| T.J. Haller | MPE Partners | Not in the sequence | — | New | Cold | Not checked yet |
| Pat Austin | MPE Partners | Not in the sequence | — | New | Cold | Not checked yet |
| Andrew Lease | MPE Partners | Not in the sequence | — | New | Cold | Not checked yet |
| Nicholas Maricocchi | MPE Partners | Not in the sequence | — | New | Cold | Not checked yet |
| Kevin O'Boy | MPE Partners | Not in the sequence | — | New | Cold | Not checked yet |
| Anika Dieguez | Navimed Capital Advisors | Not in the sequence | — | New | Cold | Not checked yet |
| Bennett Mears | Navimed Capital Advisors | Primary recipient | Principal | New | Cold | Not checked yet |
| Bijan Salehizadeh, M.D. | Navimed Capital Advisors | Not in the sequence | — | New | Cold | Not checked yet |
| Brian Canann | Navimed Capital Advisors | Not in the sequence | — | New | Cold | Not checked yet |
| Chris Lindland | Navimed Capital Advisors | Not in the sequence | — | New | Cold | Not checked yet |
| Joe Stief | Navimed Capital Advisors | Not in the sequence | — | New | Cold | Not checked yet |
| Josh Boylan | Navimed Capital Advisors | Not in the sequence | — | New | Cold | Not checked yet |
| Justin Divelbiss | Navimed Capital Advisors | Not in the sequence | — | New | Cold | Not checked yet |
| Mariana Musiienko | Navimed Capital Advisors | Not in the sequence | — | New | Cold | Not checked yet |
| Michael Eidsmoe | Navimed Capital Advisors | Copied in | Vice president | New | Cold | Not checked yet |
| Ryan Ross | Navimed Capital Advisors | Not in the sequence | — | New | Cold | Not checked yet |
| Ryan Schwarz | Navimed Capital Advisors | Not in the sequence | — | New | Cold | Not checked yet |
| Savannah Kovac | Navimed Capital Advisors | Not in the sequence | — | New | Cold | Not checked yet |
| Scottie Miller | Navimed Capital Advisors | Not in the sequence | — | New | Cold | Not checked yet |
| Jim Little | New Capital Partners | Primary recipient | Partner | In a sequence | Cold | Checked and good |
| James Outland | New Capital Partners | Copied in | Partner | New | Cold | Checked and good |
| Trey Miller | New Capital Partners | Copied in | Partner | New | Cold | Checked and good |
| Mark Jrolf | New Heritage Capital | Not in the sequence | — | New | Cold | Not checked yet |
| Charlie Gifford | New Heritage Capital | Not in the sequence | — | New | Cold | Not checked yet |
| Nickie Norris | New Heritage Capital | Not in the sequence | — | New | Cold | Not checked yet |
| Melissa Barry | New Heritage Capital | Not in the sequence | — | New | Cold | Not checked yet |
| Judson Samuels | New Heritage Capital | Not in the sequence | — | New | Cold | Not checked yet |
| Bret Kuchenbecker | New Heritage Capital | Not in the sequence | — | New | Cold | Not checked yet |
| Tristan Velez | New Heritage Capital | Not in the sequence | — | New | Cold | Not checked yet |
| William Nemeth | New Heritage Capital | Not in the sequence | — | New | Cold | Not checked yet |
| Greg Katz | New Heritage Capital | Not in the sequence | — | New | Cold | Not checked yet |
| Cole Helvey | New Heritage Capital | Not in the sequence | — | New | Cold | Not checked yet |
| Ben Verdi | New Heritage Capital | Not in the sequence | — | New | Cold | Not checked yet |
| Kevin Corcoran | New Heritage Capital | Not in the sequence | — | New | Cold | Not checked yet |
| Anna Hilzinger | New Heritage Capital | Not in the sequence | — | New | Cold | Not checked yet |
| Anna Wang | New Heritage Capital | Not in the sequence | — | New | Cold | Not checked yet |
| Scott MacPhee | New Heritage Capital | Not in the sequence | — | New | Cold | Not checked yet |
| Sarah Kalousdian | New Heritage Capital | Not in the sequence | — | New | Cold | Not checked yet |
| Tina O'Brien | New Heritage Capital | Not in the sequence | — | New | Cold | Not checked yet |
| Gabrielle Neuman | New Water Capital | Not in the sequence | — | New | Warm | Not checked yet |
| Felicia Gannacone | New Water Capital | Not in the sequence | — | New | Warm | Not checked yet |
| Max Schoenheit | New Water Capital | Not in the sequence | — | New | Warm | Not checked yet |
| Sandy Fleming | New Water Capital | Not in the sequence | — | New | Warm | Not checked yet |
| Nick LaRosa | New Water Capital | Not in the sequence | — | New | Warm | Not checked yet |
| Nathan Douglas | New Water Capital | Not in the sequence | — | New | Warm | Not checked yet |
| Eric Bitel | New Water Capital | Not in the sequence | — | New | Warm | Not checked yet |
| Marc Webber | New Water Capital | Not in the sequence | — | New | Warm | Not checked yet |
| Matthew Carlos | New Water Capital | Not in the sequence | — | New | Warm | Not checked yet |
| Brian Pawlowski | New Water Capital | Not in the sequence | — | New | Warm | Not checked yet |
| Dwight Closson | New Water Capital | Not in the sequence | — | New | Warm | Not checked yet |
| Brian McGee | New Water Capital | Not in the sequence | — | New | Warm | Not checked yet |
| Nick Cafferillo | Next Horizon Capital | Not in the sequence | — | New | Cold | Not checked yet |
| Mathew Lori | Next Horizon Capital | Not in the sequence | — | New | Cold | Not checked yet |
| Ethan Jorasch | Next Horizon Capital | Not in the sequence | — | New | Cold | Not checked yet |
| Eric Li | Next Horizon Capital | Not in the sequence | — | New | Cold | Not checked yet |
| Mason Olmsted | Next Horizon Capital | Not in the sequence | — | New | Cold | Not checked yet |
| Will Markworth | Next Horizon Capital | Not in the sequence | — | New | Cold | Not checked yet |
| John Collington | Next Horizon Capital | Not in the sequence | — | New | Cold | Not checked yet |
| Tom Corbitt | Next Horizon Capital | Not in the sequence | — | New | Cold | Not checked yet |
| Bal Dail | Next Horizon Capital | Not in the sequence | — | New | Cold | Not checked yet |
| John Daileader | Next Horizon Capital | Not in the sequence | — | New | Cold | Not checked yet |
| Marcus Daley | Next Horizon Capital | Not in the sequence | — | New | Cold | Not checked yet |
| KK Davey | Next Horizon Capital | Not in the sequence | — | New | Cold | Not checked yet |
| Todd Davis | Next Horizon Capital | Not in the sequence | — | New | Cold | Not checked yet |
| Amanda Duckworth | Next Horizon Capital | Not in the sequence | — | New | Cold | Not checked yet |
| Dave Dyckman | Next Horizon Capital | Not in the sequence | — | New | Cold | Not checked yet |
| John Freeland | Next Horizon Capital | Not in the sequence | — | New | Cold | Not checked yet |
| Adam Hall | Next Horizon Capital | Not in the sequence | — | New | Cold | Not checked yet |
| Nate Haskins | Next Horizon Capital | Not in the sequence | — | New | Cold | Not checked yet |
| Paul Henderson | Next Horizon Capital | Not in the sequence | — | New | Cold | Not checked yet |
| Adrienne Howard | Next Horizon Capital | Not in the sequence | — | New | Cold | Not checked yet |
| Lew Klessel | Next Horizon Capital | Not in the sequence | — | New | Cold | Not checked yet |
| Jeff Leichner | Next Horizon Capital | Not in the sequence | — | New | Cold | Not checked yet |
| Nathan Lucht | Next Horizon Capital | Not in the sequence | — | New | Cold | Not checked yet |
| Pratik Modi | Next Horizon Capital | Not in the sequence | — | New | Cold | Not checked yet |
| Bill Sander | Next Horizon Capital | Not in the sequence | — | New | Cold | Not checked yet |
| Andrea Stranglen | Next Horizon Capital | Not in the sequence | — | New | Cold | Not checked yet |
| Kelvin Thompson | Next Horizon Capital | Not in the sequence | — | New | Cold | Not checked yet |
| Richard Timmins | Next Horizon Capital | Not in the sequence | — | New | Cold | Not checked yet |
| Robert Tomei | Next Horizon Capital | Not in the sequence | — | New | Cold | Not checked yet |
| Connor Turk | Next Horizon Capital | Not in the sequence | — | New | Cold | Not checked yet |
| Pascal Volle | Next Horizon Capital | Not in the sequence | — | New | Cold | Not checked yet |
| Peter J. Nolan | Nolan Management | Primary recipient | Partner | In a sequence | Cold | Checked and good |
| Nick Saggese | Nolan Management | Copied in | Partner | In a sequence | Cold | Checked and good |
| Alexandra Beatty | Nolan Management | Not in the sequence | — | New | Cold | Not checked yet |
| Bobby Nolan | Nolan Management | Primary recipient | Principal | New | Cold | Not checked yet |
| Branden Shin | Nolan Management | Copied in | Vice president | New | Cold | Not checked yet |
| Josh Segal | Nolan Management | Not in the sequence | — | New | Cold | Not checked yet |
| Priscilla Park | Nolan Management | Not in the sequence | — | New | Cold | Not checked yet |
| Tim Eber | Nolan Management | Not in the sequence | — | New | Cold | Not checked yet |
| Rob Weitz | Nolan Management | Not in the sequence | — | New | Cold | Not checked yet |
| Peter Nolan | Nolan Management | Not in the sequence | — | New | Cold | Not checked yet |
| Emma Gonosey | Nolan Management | Not in the sequence | — | New | Cold | Not checked yet |
| Chip Baird | North Castle Partners | Not in the sequence | — | New | Cold | Not checked yet |
| Jon Canarick | North Castle Partners | Not in the sequence | — | New | Cold | Not checked yet |
| Alyse Skidmore | North Castle Partners | Not in the sequence | — | New | Cold | Not checked yet |
| Roy Chin | North Castle Partners | Not in the sequence | — | New | Cold | Not checked yet |
| Alan Bui | North Castle Partners | Not in the sequence | — | New | Cold | Not checked yet |
| John McMahon | North Castle Partners | Not in the sequence | — | New | Cold | Not checked yet |
| Bobby Hally | North Castle Partners | Not in the sequence | — | New | Cold | Not checked yet |
| Rachael Mosher | North Castle Partners | Not in the sequence | — | New | Cold | Not checked yet |
| Rebecca Michaels | North Castle Partners | Not in the sequence | — | New | Cold | Not checked yet |
| Chris Brown | North Castle Partners | Not in the sequence | — | New | Cold | Not checked yet |
| Britt Boigris | North Castle Partners | Not in the sequence | — | New | Cold | Not checked yet |
| Brian O’Rourke | North Castle Partners | Not in the sequence | — | New | Cold | Not checked yet |
| Pamela Gerolimatos | North Castle Partners | Not in the sequence | — | New | Cold | Not checked yet |
| Elissa Gittings | North Castle Partners | Not in the sequence | — | New | Cold | Not checked yet |
| Tom Ellis | North Run Capital | Not in the sequence | — | New | Cold | Not checked yet |
| Todd Hammer | North Run Capital | Not in the sequence | — | New | Cold | Not checked yet |
| Mike Bosco | North Run Capital | Not in the sequence | — | New | Cold | Not checked yet |
| Mike Fisher | North Run Capital | Not in the sequence | — | New | Cold | Not checked yet |
| Timothy Duffy | Northstar Capital | Not in the sequence | — | New | Cold | Not checked yet |
| Tyler Bring | Northstar Capital | Not in the sequence | — | New | Cold | Not checked yet |
| Ethan Eid | Northstar Capital | Not in the sequence | — | New | Cold | Not checked yet |
| Madison Fuks | Northstar Capital | Not in the sequence | — | New | Cold | Not checked yet |
| John Kennefick | Northstar Capital | Not in the sequence | — | New | Cold | Not checked yet |
| Daniel Kleineman | Northstar Capital | Not in the sequence | — | New | Cold | Not checked yet |
| Christopher Kocourek | Northstar Capital | Not in the sequence | — | New | Cold | Not checked yet |
| Matthew Lilledahl | Northstar Capital | Not in the sequence | — | New | Cold | Not checked yet |
| Joseph Lingen | Northstar Capital | Not in the sequence | — | New | Cold | Not checked yet |
| Douglas Mark | Northstar Capital | Not in the sequence | — | New | Cold | Not checked yet |
| Colin Moroney | Northstar Capital | Not in the sequence | — | New | Cold | Not checked yet |
| Makenzie Murtha | Northstar Capital | Not in the sequence | — | New | Cold | Not checked yet |
| Isaac Potter | Northstar Capital | Not in the sequence | — | New | Cold | Not checked yet |
| Brian Schneider | Northstar Capital | Not in the sequence | — | New | Cold | Not checked yet |
| Kyle Sexton | Northstar Capital | Not in the sequence | — | New | Cold | Not checked yet |
| Audrey Siedlecki | Northstar Capital | Not in the sequence | — | New | Cold | Not checked yet |
| Kendall Williamson | Northstar Capital | Not in the sequence | — | New | Cold | Not checked yet |
| Melinda Withanom | Northstar Capital | Not in the sequence | — | New | Cold | Not checked yet |
| Sean O'Neill | Old Ironsides Energy | Not in the sequence | — | New | Cold | Not checked yet |
| Daniel Rioux | Old Ironsides Energy | Not in the sequence | — | New | Cold | Not checked yet |
| Edward Joullian | Old Ironsides Energy | Not in the sequence | — | New | Cold | Not checked yet |
| Eric Jones | Old Ironsides Energy | Not in the sequence | — | New | Cold | Not checked yet |
| Erick Dominguez Ortiz | Old Ironsides Energy | Not in the sequence | — | New | Cold | Not checked yet |
| Eihab Khan | Old Ironsides Energy | Not in the sequence | — | New | Cold | Not checked yet |
| Kevin Donahue | Old Ironsides Energy | Not in the sequence | — | New | Cold | Not checked yet |
| Andrea Haney | Old Ironsides Energy | Not in the sequence | — | New | Cold | Not checked yet |
| Kerri Finlay | Old Ironsides Energy | Not in the sequence | — | New | Cold | Not checked yet |
| Leah Nelson | Old Ironsides Energy | Not in the sequence | — | New | Cold | Not checked yet |
| Kevin O'Neil | One Bow River Advisers | Not in the sequence | — | New | Cold | Not checked yet |
| Steven Joanis | One Bow River Advisers | Not in the sequence | — | New | Cold | Not checked yet |
| German Nunez | One Bow River Advisers | Not in the sequence | — | New | Cold | Not checked yet |
| Colin Haas | One Bow River Advisers | Not in the sequence | — | New | Cold | Not checked yet |
| Stowe Faircloth | One Bow River Advisers | Not in the sequence | — | New | Cold | Not checked yet |
| Ken O'Neil | One Bow River Advisers | Not in the sequence | — | New | Cold | Not checked yet |
| Andy Merritt | One Bow River Advisers | Not in the sequence | — | New | Cold | Not checked yet |
| Shawn Olds | One Bow River Advisers | Not in the sequence | — | New | Cold | Not checked yet |
| Patrick Stephens | One Bow River Advisers | Not in the sequence | — | New | Cold | Not checked yet |
| Rob Patterson | One Bow River Advisers | Not in the sequence | — | New | Cold | Not checked yet |
| Amy Abbott | One Bow River Advisers | Not in the sequence | — | New | Cold | Not checked yet |
| Dawn O'Neil | One Bow River Advisers | Not in the sequence | — | New | Cold | Not checked yet |
| Ross Morrell | One Bow River Advisers | Not in the sequence | — | New | Cold | Not checked yet |
| James Kerr | One Bow River Advisers | Not in the sequence | — | New | Cold | Not checked yet |
| Jamie Davis | One Bow River Advisers | Not in the sequence | — | New | Cold | Not checked yet |
| Brian Kormondy | One Bow River Advisers | Not in the sequence | — | New | Cold | Not checked yet |
| Tammy Mondragon | One Bow River Advisers | Not in the sequence | — | New | Cold | Not checked yet |
| Kim Ott | One Bow River Advisers | Not in the sequence | — | New | Cold | Not checked yet |
| Bryce Luken | One Bow River Advisers | Not in the sequence | — | New | Cold | Not checked yet |
| Patrick Kent | One Bow River Advisers | Not in the sequence | — | New | Cold | Not checked yet |
| Ben Moe | Osceola Capital Management | Not in the sequence | — | New | Cold | Not checked yet |
| Everett Lee | Osceola Capital Management | Not in the sequence | — | New | Cold | Not checked yet |
| Kurt Schwab | Osceola Capital Management | Primary recipient | Vice president | New | Cold | Not checked yet |
| Miles Bakker | Osceola Capital Management | Not in the sequence | — | New | Cold | Not checked yet |
| Patrick Watkins | Osceola Capital Management | Not in the sequence | — | New | Cold | Not checked yet |
| Sara Jones | Osceola Capital Management | Not in the sequence | — | New | Cold | Not checked yet |
| Sean Paulus | Osceola Capital Management | Not in the sequence | — | New | Cold | Not checked yet |
| Will Newbrander | Osceola Capital Management | Not in the sequence | — | New | Cold | Not checked yet |
| Michael Babb | Osceola Capital Management | Not in the sequence | — | New | Cold | Not checked yet |
| Signe Ahl | Pact | Not in the sequence | — | New | Cold | Not checked yet |
| Courtney Davidson | Pact | Not in the sequence | — | New | Cold | Not checked yet |
| Sheila Garcia | Pact | Not in the sequence | — | New | Cold | Not checked yet |
| Amy Hu | Pact | Not in the sequence | — | New | Cold | Not checked yet |
| Lindsey Kendall | Pact | Not in the sequence | — | New | Cold | Not checked yet |
| Rrezarta Krasniqi Maslinka | Pact | Not in the sequence | — | New | Cold | Not checked yet |
| Alexandra Leubecher | Pact | Not in the sequence | — | New | Cold | Not checked yet |
| Brian McNamara | Pact | Not in the sequence | — | New | Cold | Not checked yet |
| Isabela Nassif Costa‑Stern | Pact | Not in the sequence | — | New | Cold | Not checked yet |
| Aleesha Shahani | Pact | Not in the sequence | — | New | Cold | Not checked yet |
| Jonathan Snider | Pact | Not in the sequence | — | New | Cold | Not checked yet |
| Brian Vickery | Pact | Not in the sequence | — | New | Cold | Not checked yet |
| Christian von Schimmelmann | Pact | Not in the sequence | — | New | Cold | Not checked yet |
| Jordan Wells | Pact | Not in the sequence | — | New | Cold | Not checked yet |
| Kirk Wycoff | Patriot Financial Manager | Not in the sequence | — | New | Cold | Not checked yet |
| James Lynch | Patriot Financial Manager | Not in the sequence | — | New | Cold | Not checked yet |
| James Deutsch | Patriot Financial Manager | Not in the sequence | — | New | Cold | Not checked yet |
| Thomas Cestare | Patriot Financial Manager | Not in the sequence | — | New | Cold | Not checked yet |
| Jack Kopnisky | Patriot Financial Manager | Not in the sequence | — | New | Cold | Not checked yet |
| Kelly Brown | Patriot Financial Manager | Not in the sequence | — | New | Cold | Not checked yet |
| David Honold, | Patriot Financial Manager | Not in the sequence | — | New | Cold | Not checked yet |
| Scott Gamble | Patriot Financial Manager | Not in the sequence | — | New | Cold | Not checked yet |
| Kevin DaCruz | Patriot Financial Manager | Not in the sequence | — | New | Cold | Not checked yet |
| Steve Silverman | Patriot Financial Manager | Not in the sequence | — | New | Cold | Not checked yet |
| Michelle Vaughn | Patriot Financial Manager | Not in the sequence | — | New | Cold | Not checked yet |
| Michael Milligan | Patriot Financial Manager | Not in the sequence | — | New | Cold | Not checked yet |
| James Murphy, | Patriot Financial Manager | Not in the sequence | — | New | Cold | Not checked yet |
| Matthew Foley | Patriot Financial Manager | Not in the sequence | — | New | Cold | Not checked yet |
| Ellen Guglielmi | Patriot Financial Manager | Not in the sequence | — | New | Cold | Not checked yet |
| Carol Stypinski | Patriot Financial Manager | Not in the sequence | — | New | Cold | Not checked yet |
| Jeffrey Morris | Patriot Financial Manager | Not in the sequence | — | New | Cold | Not checked yet |
| Greg Case | Peakequity Partners Management | Not in the sequence | — | New | Cold | Not checked yet |
| Emily Cooney | Peakequity Partners Management | Not in the sequence | — | New | Cold | Not checked yet |
| Noah Ehrich | Peakequity Partners Management | Not in the sequence | — | New | Cold | Not checked yet |
| Andrew Nash | Peakequity Partners Management | Not in the sequence | — | New | Cold | Not checked yet |
| Brian Nejmeh | Peakequity Partners Management | Not in the sequence | — | New | Cold | Not checked yet |
| Kim Redmile | Peakequity Partners Management | Not in the sequence | — | New | Cold | Not checked yet |
| Justin Reger | Peakequity Partners Management | Not in the sequence | — | New | Cold | Not checked yet |
| Jim Sheward | Peakequity Partners Management | Not in the sequence | — | New | Cold | Not checked yet |
| Paul Slaats | Peakequity Partners Management | Not in the sequence | — | New | Cold | Not checked yet |
| Mike Scott | Pelican Energy Partners | Not in the sequence | — | New | Cool | Not checked yet |
| William Chiles | Pelican Energy Partners | Not in the sequence | — | New | Cool | Not checked yet |
| Jay Surina | Pelican Energy Partners | Not in the sequence | — | New | Cool | Not checked yet |
| Walter Weathers | Pelican Energy Partners | Not in the sequence | — | New | Cool | Not checked yet |
| Sam Veselka | Pelican Energy Partners | Not in the sequence | — | New | Cool | Not checked yet |
| Paul Ernster | Pelican Energy Partners | Not in the sequence | — | New | Cool | Not checked yet |
| Ryan Lloyd | Pelican Energy Partners | Not in the sequence | — | New | Cool | Not checked yet |
| Kyle Rynd | Pelican Energy Partners | Not in the sequence | — | New | Cool | Not checked yet |
| Ian Levy | Pelican Energy Partners | Not in the sequence | — | New | Cool | Not checked yet |
| Andrew Carmichael | Pelican Energy Partners | Not in the sequence | — | New | Cool | Not checked yet |
| Dustin Oberlander | Pelican Energy Partners | Not in the sequence | — | New | Cool | Not checked yet |
| Jake Pincus, | Pelican Energy Partners | Not in the sequence | — | New | Cool | Not checked yet |
| Sam Vallance | Pelican Energy Partners | Not in the sequence | — | New | Cool | Not checked yet |
| Ryan Sun | Pelican Energy Partners | Not in the sequence | — | New | Cool | Not checked yet |
| Cara Garlow | Pelican Energy Partners | Not in the sequence | — | New | Cool | Not checked yet |
| Diane Gallo | Pelican Energy Partners | Not in the sequence | — | New | Cool | Not checked yet |
| Julia Frenkel | Pelican Energy Partners | Not in the sequence | — | New | Cool | Not checked yet |
| Meredith Roberts | Pelican Energy Partners | Not in the sequence | — | New | Cool | Not checked yet |
| Tram Nguyen | Pelican Energy Partners | Not in the sequence | — | New | Cool | Not checked yet |
| Brittney Holbrook | Pelican Energy Partners | Not in the sequence | — | New | Cool | Not checked yet |
| Muhammad Imam | Pelican Energy Partners | Not in the sequence | — | New | Cool | Not checked yet |
| Irina Sobolevsky | Pelican Energy Partners | Not in the sequence | — | New | Cool | Not checked yet |
| Katie Bromm | Pelican Energy Partners | Not in the sequence | — | New | Cool | Not checked yet |
| Sylvie Vasquez | Pelican Energy Partners | Not in the sequence | — | New | Cool | Not checked yet |
| Leslie Wilding | Pelican Energy Partners | Not in the sequence | — | New | Cool | Not checked yet |
| Jeff Fitzgerald | Pelican Energy Partners | Not in the sequence | — | New | Cool | Not checked yet |
| Chetan Chivate | Pelican Energy Partners | Not in the sequence | — | New | Cool | Not checked yet |
| David York | Pelican Energy Partners | Not in the sequence | — | New | Cool | Not checked yet |
| Chris Petersen | Pelican Energy Partners | Not in the sequence | — | New | Cool | Not checked yet |
| Theodore Lundberg | Peloton Equity | Not in the sequence | — | New | Cold | Not checked yet |
| Carlos Ferrer | Peloton Equity | Not in the sequence | — | New | Cold | Not checked yet |
| Justin Yang | Peloton Equity | Not in the sequence | — | New | Cold | Not checked yet |
| Michael O'Rourke | Peloton Equity | Not in the sequence | — | New | Cold | Not checked yet |
| Keith Longson | Peloton Equity | Not in the sequence | — | New | Cold | Not checked yet |
| Andrew Theiss | Peloton Equity | Not in the sequence | — | New | Cold | Not checked yet |
| Nicole Sansone | Peloton Equity | Not in the sequence | — | New | Cold | Not checked yet |
| Michelle Larkins | Peloton Equity | Not in the sequence | — | New | Cold | Not checked yet |
| Lizzy Curland | Peloton Equity | Not in the sequence | — | New | Cold | Not checked yet |
| Fred Lummis | Platform Partners | Not in the sequence | — | New | Cold | Not checked yet |
| Fred Brazelton | Platform Partners | Not in the sequence | — | New | Cold | Not checked yet |
| Brad Morgan | Platform Partners | Not in the sequence | — | New | Cold | Not checked yet |
| Carlos Abello | Platform Partners | Not in the sequence | — | New | Cold | Not checked yet |
| Brett Boren | Platform Partners | Not in the sequence | — | New | Cold | Not checked yet |
| Ann Corrigan | Platform Partners | Not in the sequence | — | New | Cold | Not checked yet |
| Katie Davis | Platform Partners | Not in the sequence | — | New | Cold | Not checked yet |
| Jorge Diaz | Platform Partners | Not in the sequence | — | New | Cold | Not checked yet |
| David Heaney | Platform Partners | Not in the sequence | — | New | Cold | Not checked yet |
| Jake Hutcherson | Platform Partners | Not in the sequence | — | New | Cold | Not checked yet |
| Vik Kalra | Platform Partners | Not in the sequence | — | New | Cold | Not checked yet |
| Lucas Kuipers | Platform Partners | Not in the sequence | — | New | Cold | Not checked yet |
| Jeremy Newsom | Platform Partners | Not in the sequence | — | New | Cold | Not checked yet |
| Jennifer Oliveri | Platform Partners | Not in the sequence | — | New | Cold | Not checked yet |
| Steven Polasek | Platform Partners | Not in the sequence | — | New | Cold | Not checked yet |
| Rich Robinson | Platform Partners | Not in the sequence | — | New | Cold | Not checked yet |
| Laura Rountree | Platform Partners | Not in the sequence | — | New | Cold | Not checked yet |
| Kemp Sauer | Platform Partners | Not in the sequence | — | New | Cold | Not checked yet |
| Laura Thompson | Platform Partners | Not in the sequence | — | New | Cold | Not checked yet |
| Noah Wescoat | Platform Partners | Not in the sequence | — | New | Cold | Not checked yet |
| Jeff Bartlett | Pontem Investment Management Company | Not in the sequence | — | New | Cold | Not checked yet |
| Michael Buckingham | Pontem Investment Management Company | Not in the sequence | — | New | Cold | Not checked yet |
| Rusty Kelley | Pontem Investment Management Company | Not in the sequence | — | New | Cold | Not checked yet |
| KARL SCHADE | Presidio Investors | Not in the sequence | — | New | Cool | Not checked yet |
| CHRISTIAN PUSCASIU | Presidio Investors | Not in the sequence | — | New | Cool | Not checked yet |
| VICTOR MASAYA | Presidio Investors | Not in the sequence | — | New | Cool | Not checked yet |
| JOSEF AUBOECK | Presidio Investors | Not in the sequence | — | New | Cool | Not checked yet |
| DIRK SWANEVELD | Presidio Investors | Not in the sequence | — | New | Cool | Not checked yet |
| Scott Bolick | Presidio Investors | Not in the sequence | — | New | Cool | Not checked yet |
| Emma Browning | Presidio Investors | Not in the sequence | — | New | Cool | Not checked yet |
| Kyle Echerd | Presidio Investors | Not in the sequence | — | New | Cool | Not checked yet |
| Alexander Fastner | Presidio Investors | Not in the sequence | — | New | Cool | Not checked yet |
| Mark Goldman | Presidio Investors | Not in the sequence | — | New | Cool | Not checked yet |
| Heather Kirkby | Presidio Investors | Not in the sequence | — | New | Cool | Not checked yet |
| Meredith Moss | Presidio Investors | Not in the sequence | — | New | Cool | Not checked yet |
| Javier Saade | Presidio Investors | Not in the sequence | — | New | Cool | Not checked yet |
| Dylan Sacks | Presidio Investors | Not in the sequence | — | New | Cool | Not checked yet |
| Christian Schütte | Presidio Investors | Not in the sequence | — | New | Cool | Not checked yet |
| MICHELLE SILER | Presidio Investors | Not in the sequence | — | New | Cool | Not checked yet |
| Wynee Yang | Presidio Investors | Not in the sequence | — | New | Cool | Not checked yet |
| Yvonne Yang | Presidio Investors | Not in the sequence | — | New | Cool | Not checked yet |
| AMY ZHANG | Presidio Investors | Not in the sequence | — | New | Cool | Not checked yet |
| Charles Collie | Prophet Equity Management II | Not in the sequence | — | New | Cold | Not checked yet |
| Donna Raine | Prophet Equity Management II | Not in the sequence | — | New | Cold | Not checked yet |
| David Rex | Prophet Equity Management II | Not in the sequence | — | New | Cold | Not checked yet |
| Hogan Sauer | Prophet Equity Management II | Copied in | Vice president | New | Cold | Not checked yet |
| Josh John | Prophet Equity Management II | Primary recipient | Vice president | New | Cold | Not checked yet |
| Sarah Adamcik | Prophet Equity Management II | Not in the sequence | — | New | Cold | Not checked yet |
| Ross Gatlin | Prophet Equity Management II | Not in the sequence | — | New | Cold | Not checked yet |
| Ross Gatlin | Prophet Equity Management II | Not in the sequence | — | New | Cold | Not checked yet |
| Lincoln Frank | Quad Partners | Not in the sequence | — | New | Cold | Not checked yet |
| Daniel Neuwirth | Quad Partners | Not in the sequence | — | New | Cold | Not checked yet |
| Connor O’Keefe | Quad Partners | Not in the sequence | — | New | Cold | Not checked yet |
| Russell Dritz | Quad Partners | Not in the sequence | — | New | Cold | Not checked yet |
| Andrew Herrick | Quad Partners | Not in the sequence | — | New | Cold | Not checked yet |
| Louis Turner | Quad Partners | Not in the sequence | — | New | Cold | Not checked yet |
| Jack Mullen | Quad Partners | Not in the sequence | — | New | Cold | Not checked yet |
| Lauren Klein | Quad Partners | Not in the sequence | — | New | Cold | Not checked yet |
| Basil Katsamakis | Quad Partners | Not in the sequence | — | New | Cold | Not checked yet |
| Linda Diaz | Quad Partners | Not in the sequence | — | New | Cold | Not checked yet |
| Daniel Fleming | RC Capital | Not in the sequence | — | New | Hot | Not checked yet |
| Carter McNabb | RC Capital | Not in the sequence | — | New | Hot | Not checked yet |
| Robert Heimann | RC Capital | Not in the sequence | — | New | Hot | Not checked yet |
| Rurik Vandevenne | RC Capital | Not in the sequence | — | New | Hot | Not checked yet |
| Patrick Dunnigan | RC Capital | Not in the sequence | — | New | Hot | Not checked yet |
| Adrienne Vannarsdall | RC Capital | Not in the sequence | — | New | Hot | Not checked yet |
| Parag Rathi | RC Capital | Not in the sequence | — | New | Hot | Not checked yet |
| Vitaly Goldfeder | RC Capital | Not in the sequence | — | New | Hot | Not checked yet |
| Britney Hamberg | RC Capital | Not in the sequence | — | New | Hot | Not checked yet |
| Dana Tanenbaum | RC Capital | Not in the sequence | — | New | Hot | Not checked yet |
| Paul Axelrod | RC Capital | Not in the sequence | — | New | Hot | Not checked yet |
| Scott Steever | RC Capital | Not in the sequence | — | New | Hot | Not checked yet |
| Ryan Moeller | RC Capital | Not in the sequence | — | New | Hot | Not checked yet |
| Marcus Fields | RC Capital | Not in the sequence | — | New | Hot | Not checked yet |
| Saloni Rai | RC Capital | Not in the sequence | — | New | Hot | Not checked yet |
| Kushal Modi | RC Capital | Not in the sequence | — | New | Hot | Not checked yet |
| Britney Byrd | RC Capital | Not in the sequence | — | New | Hot | Not checked yet |
| Kaity Lynch | RC Capital | Not in the sequence | — | New | Hot | Not checked yet |
| Jesse Gray | RC Capital | Not in the sequence | — | New | Hot | Not checked yet |
| Tony Crowell | Renovo Capital | Not in the sequence | — | New | Cold | Not checked yet |
| Don Jungerman | Renovo Capital | Not in the sequence | — | New | Cold | Not checked yet |
| David Hull | Renovo Capital | Not in the sequence | — | New | Cold | Not checked yet |
| Scott Lavie | Renovo Capital | Not in the sequence | — | New | Cold | Not checked yet |
| Matt Farrell | Renovo Capital | Not in the sequence | — | New | Cold | Not checked yet |
| Eric Higginbotham | Renovo Capital | Not in the sequence | — | New | Cold | Not checked yet |
| Kevin Smith | Renovo Capital | Not in the sequence | — | New | Cold | Not checked yet |
| Frank Guidone | Renovo Capital | Not in the sequence | — | New | Cold | Not checked yet |
| Erik Wikstrom | Renovo Capital | Not in the sequence | — | New | Cold | Not checked yet |
| Tom Colosky | Renovo Capital | Not in the sequence | — | New | Cold | Not checked yet |
| Rob Minor | Renovo Capital | Not in the sequence | — | New | Cold | Not checked yet |
| Patrick Jupe | Renovo Capital | Not in the sequence | — | New | Cold | Not checked yet |
| Rushton Scott | Renovo Capital | Not in the sequence | — | New | Cold | Not checked yet |
| Cain Montgomery | Renovo Capital | Not in the sequence | — | New | Cold | Not checked yet |
| Andrew Buchanan | Renovo Capital | Not in the sequence | — | New | Cold | Not checked yet |
| Kavin Patel | Renovo Capital | Not in the sequence | — | New | Cold | Not checked yet |
| Meet Jain | Renovo Capital | Not in the sequence | — | New | Cold | Not checked yet |
| Ryan Graves | Renovo Capital | Not in the sequence | — | New | Cold | Not checked yet |
| Allie Skulman | Renovo Capital | Not in the sequence | — | New | Cold | Not checked yet |
| Jordaan Atsangbe | Resilience Management | Not in the sequence | — | New | Cold | Not checked yet |
| Robert Widen | Resilience Management | Not in the sequence | — | New | Cold | Not checked yet |
| Paul Zhang | Resilience Management | Not in the sequence | — | New | Cold | Not checked yet |
| Bob Potokar | Resilience Management | Not in the sequence | — | New | Cold | Not checked yet |
| Dave Peace | Resilience Management | Not in the sequence | — | New | Cold | Not checked yet |
| David Morris | Resilience Management | Not in the sequence | — | New | Cold | Not checked yet |
| Paul Schilpp | RFE Management | Not in the sequence | — | New | Cold | Not checked yet |
| Michael Rubel | RFE Management | Not in the sequence | — | New | Cold | Not checked yet |
| Peter Reiter | RFE Management | Not in the sequence | — | New | Cold | Not checked yet |
| Bill Bronander | RFE Management | Not in the sequence | — | New | Cold | Not checked yet |
| Julie Joyce | RFE Management | Not in the sequence | — | New | Cold | Not checked yet |
| Don Juricic | RFE Management | Not in the sequence | — | New | Cold | Not checked yet |
| Michael Foster | RFE Management | Not in the sequence | — | New | Cold | Not checked yet |
| Jim Parsons | RFE Management | Not in the sequence | — | New | Cold | Not checked yet |
| Blake Battaglia | Riata Capital Group | Not in the sequence | — | New | Warm | Not checked yet |
| Brandon Boyd | Riata Capital Group | Not in the sequence | — | New | Warm | Not checked yet |
| Barron Fletcher | Riata Capital Group | Not in the sequence | — | New | Warm | Not checked yet |
| David Parker | Riata Capital Group | Primary recipient | Principal | New | Warm | Not checked yet |
| James Bradford | Riata Capital Group | Not in the sequence | — | New | Warm | Not checked yet |
| Jeff Fronterhouse | Riata Capital Group | Not in the sequence | — | New | Warm | Not checked yet |
| Jeffrey Porter | Riata Capital Group | Not in the sequence | — | New | Warm | Not checked yet |
| Marla Stein | Riata Capital Group | Not in the sequence | — | New | Warm | Not checked yet |
| Satish Dave | Riata Capital Group | Not in the sequence | — | New | Warm | Not checked yet |
| Tom Belatti | Riata Capital Group | Not in the sequence | — | New | Warm | Not checked yet |
| Angela Rothe | Riata Capital Group | Not in the sequence | — | New | Warm | Not checked yet |
| Charesa Brittain | Riata Capital Group | Not in the sequence | — | New | Warm | Not checked yet |
| Carlene Smith | Riata Capital Group | Not in the sequence | — | New | Warm | Not checked yet |
| Ellis Prince | Riata Capital Group | Not in the sequence | — | New | Warm | Not checked yet |
| Georgia Van Os | Riata Capital Group | Not in the sequence | — | New | Warm | Not checked yet |
| Hope Masters | Riata Capital Group | Not in the sequence | — | New | Warm | Not checked yet |
| Jared Beauchamp | Riata Capital Group | Copied in | Vice president | New | Warm | Not checked yet |
| John Clayton | Riata Capital Group | Not in the sequence | — | New | Warm | Not checked yet |
| Jessica Garcia | Riata Capital Group | Not in the sequence | — | New | Warm | Not checked yet |
| Jake Hoffpauir | Riata Capital Group | Not in the sequence | — | New | Warm | Not checked yet |
| Mindy Cassell | Riata Capital Group | Not in the sequence | — | New | Warm | Not checked yet |
| Michael Drai | Rising Point Capital | Not in the sequence | — | New | Warm | Not checked yet |
| Justin Marku | Rising Point Capital | Not in the sequence | — | New | Warm | Not checked yet |
| Marc Perez | Rising Point Capital | Not in the sequence | — | New | Warm | Not checked yet |
| Natalie Greene | Rising Point Capital | Not in the sequence | — | New | Warm | Not checked yet |
| Eric Kennebeck | Rising Point Capital | Not in the sequence | — | New | Warm | Not checked yet |
| Kevin Hertel | Rising Point Capital | Not in the sequence | — | New | Warm | Not checked yet |
| Max Cannon | Rising Point Capital | Not in the sequence | — | New | Warm | Not checked yet |
| Collin Nugent | Rising Point Capital | Not in the sequence | — | New | Warm | Not checked yet |
| Matthew Kini | Rising Point Capital | Not in the sequence | — | New | Warm | Not checked yet |
| Jim Baker | River Associates Investments | Not in the sequence | — | New | Cold | Not checked yet |
| Mike Brookshire | River Associates Investments | Not in the sequence | — | New | Cold | Not checked yet |
| Mark Jones | River Associates Investments | Not in the sequence | — | New | Cold | Not checked yet |
| Patten Pettway, | River Associates Investments | Not in the sequence | — | New | Cold | Not checked yet |
| Craig Baker | River Associates Investments | Not in the sequence | — | New | Cold | Not checked yet |
| Jonathan Kent | River Associates Investments | Not in the sequence | — | New | Cold | Not checked yet |
| Blake Lewis | River Associates Investments | Not in the sequence | — | New | Cold | Not checked yet |
| Stuart Vyule | River Associates Investments | Not in the sequence | — | New | Cold | Not checked yet |
| Ken Trent | River Associates Investments | Not in the sequence | — | New | Cold | Not checked yet |
| Conor Lange | River Associates Investments | Not in the sequence | — | New | Cold | Not checked yet |
| Jacob Poe | River Associates Investments | Not in the sequence | — | New | Cold | Not checked yet |
| Kirby Crutchfield Poindexter | River Associates Investments | Not in the sequence | — | New | Cold | Not checked yet |
| Tate Fowler | River Associates Investments | Not in the sequence | — | New | Cold | Not checked yet |
| Matt McMahan | River Associates Investments | Not in the sequence | — | New | Cold | Not checked yet |
| Colby Turner | River Associates Investments | Not in the sequence | — | New | Cold | Not checked yet |
| Laura Baggett | River Associates Investments | Not in the sequence | — | New | Cold | Not checked yet |
| Courtney Cudd | River Associates Investments | Not in the sequence | — | New | Cold | Not checked yet |
| Sherry Longley, | River Associates Investments | Not in the sequence | — | New | Cold | Not checked yet |
| Jennifer Banker | River Associates Investments | Not in the sequence | — | New | Cold | Not checked yet |
| Christina Steffey | River Associates Investments | Not in the sequence | — | New | Cold | Not checked yet |
| Alejandro Becerra | RLH Equity Partners | Not in the sequence | — | New | Warm | Not checked yet |
| Ethan Arnold | RLH Equity Partners | Not in the sequence | — | New | Warm | Not checked yet |
| Jillian Bermudez | RLH Equity Partners | Not in the sequence | — | New | Warm | Not checked yet |
| Jessica Bramwell | RLH Equity Partners | Not in the sequence | — | New | Warm | Not checked yet |
| Kevin Cantrell | RLH Equity Partners | Not in the sequence | — | New | Warm | Not checked yet |
| Mark Gartner | RLH Equity Partners | Not in the sequence | — | New | Warm | Not checked yet |
| Patrick Allen | RLH Equity Partners | Primary recipient | Vice president | New | Warm | Not checked yet |
| Adam Frankinburger | RLH Equity Partners | Not in the sequence | — | New | Warm | Not checked yet |
| Amanda O’Brien | RLH Equity Partners | Copied in | Vice president | New | Warm | Not checked yet |
| Grey Allen | RLH Equity Partners | Not in the sequence | — | New | Warm | Not checked yet |
| Michel Glouchevitch | RLH Equity Partners | Not in the sequence | — | New | Warm | Not checked yet |
| Murray Rudin | RLH Equity Partners | Not in the sequence | — | New | Warm | Not checked yet |
| Robert Rodin | RLH Equity Partners | Not in the sequence | — | New | Warm | Not checked yet |
| Susan Grove | RLH Equity Partners | Not in the sequence | — | New | Warm | Not checked yet |
| Sam Merriam | RLH Equity Partners | Not in the sequence | — | New | Warm | Not checked yet |
| Alison Adger | Rock Hill Capital | Not in the sequence | — | New | Cold | Not checked yet |
| Collin Tabor | Rock Hill Capital | Not in the sequence | — | New | Cold | Not checked yet |
| Randall Hale | Rock Hill Capital | Not in the sequence | — | New | Cold | Not checked yet |
| Ryan Shelton | Rock Hill Capital | Not in the sequence | — | New | Cold | Not checked yet |
| Trevor Steinbring | Rock Hill Capital | Not in the sequence | — | New | Cold | Not checked yet |
| John Seldenrust | Rock Hill Capital | Not in the sequence | — | New | Cold | Not checked yet |
| Craig Klosk | Round2 Investment Partners | Not in the sequence | — | New | Cold | Not checked yet |
| Jonathan Roth | Round2 Investment Partners | Not in the sequence | — | New | Cold | Not checked yet |
| Timothy Coletta | Round2 Investment Partners | Not in the sequence | — | New | Cold | Not checked yet |
| Gilad Kerstein | Round2 Investment Partners | Not in the sequence | — | New | Cold | Not checked yet |
| Daniel Klosk | Round2 Investment Partners | Not in the sequence | — | New | Cold | Not checked yet |
| Thomas Carbonel | Sagard Holdings Manager (US) | Not in the sequence | — | New | Cold | Not checked yet |
| Paul Desmarais | Sagard Holdings Manager (US) | Not in the sequence | — | New | Cold | Not checked yet |
| Adam Felesky | Sagard Holdings Manager (US) | Not in the sequence | — | New | Cold | Not checked yet |
| Michaël Hassan | Sagard Holdings Manager (US) | Not in the sequence | — | New | Cold | Not checked yet |
| Leslie Hill | Sagard Holdings Manager (US) | Not in the sequence | — | New | Cold | Not checked yet |
| Aurélie Jaclot | Sagard Holdings Manager (US) | Not in the sequence | — | New | Cold | Not checked yet |
| Devon Kirk | Sagard Holdings Manager (US) | Not in the sequence | — | New | Cold | Not checked yet |
| Stephan Klee | Sagard Holdings Manager (US) | Not in the sequence | — | New | Cold | Not checked yet |
| François Lafortune | Sagard Holdings Manager (US) | Not in the sequence | — | New | Cold | Not checked yet |
| Jocelyn Lefebvre | Sagard Holdings Manager (US) | Not in the sequence | — | New | Cold | Not checked yet |
| Raja Manchanda | Sagard Holdings Manager (US) | Not in the sequence | — | New | Cold | Not checked yet |
| Annie Martineau | Sagard Holdings Manager (US) | Not in the sequence | — | New | Cold | Not checked yet |
| Samuel Robinson | Sagard Holdings Manager (US) | Not in the sequence | — | New | Cold | Not checked yet |
| Lawrence Rusoff | Sagard Holdings Manager (US) | Not in the sequence | — | New | Cold | Not checked yet |
| Rick Stone | Sagard Holdings Manager (US) | Not in the sequence | — | New | Cold | Not checked yet |
| Jonathan Tétrault | Sagard Holdings Manager (US) | Not in the sequence | — | New | Cold | Not checked yet |
| Adam Vigna | Sagard Holdings Manager (US) | Not in the sequence | — | New | Cold | Not checked yet |
| Dona Abboud | Sagard Holdings Manager (US) | Not in the sequence | — | New | Cold | Not checked yet |
| Stephanie Hopper | Sagard Holdings Manager (US) | Not in the sequence | — | New | Cold | Not checked yet |
| Aikta Jain | Sagard Holdings Manager (US) | Not in the sequence | — | New | Cold | Not checked yet |
| Sebastien Lamaute | Sagard Holdings Manager (US) | Not in the sequence | — | New | Cold | Not checked yet |
| Guillaume Marion | Sagard Holdings Manager (US) | Not in the sequence | — | New | Cold | Not checked yet |
| Jon Morgan | Sagard Holdings Manager (US) | Not in the sequence | — | New | Cold | Not checked yet |
| Brian Mullin | Sagard Holdings Manager (US) | Not in the sequence | — | New | Cold | Not checked yet |
| Marija Rhodes | Sagard Holdings Manager (US) | Not in the sequence | — | New | Cold | Not checked yet |
| Ralph Shields | Sagard Holdings Manager (US) | Not in the sequence | — | New | Cold | Not checked yet |
| Lee Wanie | Sagard Holdings Manager (US) | Not in the sequence | — | New | Cold | Not checked yet |
| Albert Arazi | Sagard Holdings Manager (US) | Not in the sequence | — | New | Cold | Not checked yet |
| Emerson Baker | Sagard Holdings Manager (US) | Not in the sequence | — | New | Cold | Not checked yet |
| Paul Bourgogne | Sagard Holdings Manager (US) | Not in the sequence | — | New | Cold | Not checked yet |
| Sarah Caraman | Sagard Holdings Manager (US) | Not in the sequence | — | New | Cold | Not checked yet |
| Youjin Choi | Sagard Holdings Manager (US) | Not in the sequence | — | New | Cold | Not checked yet |
| Jonathan d'Auvergne | Sagard Holdings Manager (US) | Not in the sequence | — | New | Cold | Not checked yet |
| Justin Heldsinger | Sagard Holdings Manager (US) | Not in the sequence | — | New | Cold | Not checked yet |
| Kurt Mayooran | Sagard Holdings Manager (US) | Not in the sequence | — | New | Cold | Not checked yet |
| Robin Tessier | Sagard Holdings Manager (US) | Not in the sequence | — | New | Cold | Not checked yet |
| Olivia Tino | Sagard Holdings Manager (US) | Not in the sequence | — | New | Cold | Not checked yet |
| Vanessa Vidal | Sagard Holdings Manager (US) | Not in the sequence | — | New | Cold | Not checked yet |
| Nick Walter | Sagard Holdings Manager (US) | Not in the sequence | — | New | Cold | Not checked yet |
| Stephanie Brown | Sagard Holdings Manager (US) | Not in the sequence | — | New | Cold | Not checked yet |
| Dayna Kleinman | Sagard Holdings Manager (US) | Not in the sequence | — | New | Cold | Not checked yet |
| Harrison Ward | Sagard Holdings Manager (US) | Not in the sequence | — | New | Cold | Not checked yet |
| Philippe Gauron | Sagard Holdings Manager (US) | Not in the sequence | — | New | Cold | Not checked yet |
| Shana Mosher | Sagard Holdings Manager (US) | Not in the sequence | — | New | Cold | Not checked yet |
| Lynn Hopton | Sagard Holdings Manager (US) | Not in the sequence | — | New | Cold | Not checked yet |
| Doug Foshee | Sallyport | Not in the sequence | — | New | Warm | Not checked yet |
| Kyle Bethancourt | Sallyport | Not in the sequence | — | New | Warm | Not checked yet |
| Ryan Howard | Sallyport | Not in the sequence | — | New | Warm | Not checked yet |
| Owen Worley | Sallyport | Not in the sequence | — | New | Warm | Not checked yet |
| Anna Hobby | Sallyport | Not in the sequence | — | New | Warm | Not checked yet |
| Jacob Abshire | Sallyport | Not in the sequence | — | New | Warm | Not checked yet |
| Wilson Foshee | Sallyport | Not in the sequence | — | New | Warm | Not checked yet |
| Amy Rogers | Sallyport | Not in the sequence | — | New | Warm | Not checked yet |
| Jordan Kearney | Sallyport | Not in the sequence | — | New | Warm | Not checked yet |
| Cesar Gomez | Savant Partners | Not in the sequence | — | New | Cold | Not checked yet |
| Eric Filipek | Savant Partners | Not in the sequence | — | New | Cold | Not checked yet |
| Javier Rojas | Savant Partners | Not in the sequence | — | New | Cold | Not checked yet |
| Paola Castellanos | Savant Partners | Not in the sequence | — | New | Cold | Not checked yet |
| Rebecca Herrera | Savant Partners | Not in the sequence | — | New | Cold | Not checked yet |
| Regina Riojas | Savant Partners | Not in the sequence | — | New | Cold | Not checked yet |
| Daniel Peña | Savant Partners | Not in the sequence | — | New | Cold | Not checked yet |
| Roberto Ronderos | Savant Partners | Not in the sequence | — | New | Cold | Not checked yet |
| Sergio Echeverri | Savant Partners | Not in the sequence | — | New | Cold | Not checked yet |
| David Coke | Savant Partners | Not in the sequence | — | New | Cold | Not checked yet |
| Jose Gomez | Savant Partners | Not in the sequence | — | New | Cold | Not checked yet |
| Alejandro Rivero | Savant Partners | Not in the sequence | — | New | Cold | Not checked yet |
| Ed Byrne | Scaleworks Capital | Not in the sequence | — | New | Cold | Not checked yet |
| Lew Moorman | Scaleworks Capital | Not in the sequence | — | New | Cold | Not checked yet |
| Cody Halff | Scaleworks Capital | Not in the sequence | — | New | Cold | Not checked yet |
| Brad Tipper | Scaleworks Capital | Not in the sequence | — | New | Cold | Not checked yet |
| Kent Wuthrich | Scaleworks Capital | Not in the sequence | — | New | Cold | Not checked yet |
| Troy Goldhammer | Scaleworks Capital | Not in the sequence | — | New | Cold | Not checked yet |
| John Gallagher | Scaleworks Capital | Not in the sequence | — | New | Cold | Not checked yet |
| Travis Krause | Scaleworks Capital | Not in the sequence | — | New | Cold | Not checked yet |
| Nikola Stefanovic | SEAF | Not in the sequence | — | New | Cool | Not checked yet |
| Head of Human Resource | SEAF | Not in the sequence | — | New | Cool | Not checked yet |
| Head of Finance | SEAF | Not in the sequence | — | New | Cool | Not checked yet |
| Head of Cleaning and Maintenance | SEAF | Not in the sequence | — | New | Cool | Not checked yet |
| Buck Buckley | Seminal Food and Nutrition Investments | Not in the sequence | — | New | Cold | Not checked yet |
| Bill Kay | Seminal Food and Nutrition Investments | Not in the sequence | — | New | Cold | Not checked yet |
| Robert Gray | Seminal Food and Nutrition Investments | Not in the sequence | — | New | Cold | Not checked yet |
| Cyrus Vandrevala | Seminal Food and Nutrition Investments | Not in the sequence | — | New | Cold | Not checked yet |
| Vince Menichelli | Seminal Food and Nutrition Investments | Not in the sequence | — | New | Cold | Not checked yet |
| Libby Shoemaker | Seminal Food and Nutrition Investments | Not in the sequence | — | New | Cold | Not checked yet |
| Brian McNally | Seminal Food and Nutrition Investments | Not in the sequence | — | New | Cold | Not checked yet |
| Kirk Morgan | Seminal Food and Nutrition Investments | Not in the sequence | — | New | Cold | Not checked yet |
| Matt Giedgowd | Seminal Food and Nutrition Investments | Not in the sequence | — | New | Cold | Not checked yet |
| Laura Mandel | Seminal Food and Nutrition Investments | Not in the sequence | — | New | Cold | Not checked yet |
| Vasiliki Petrou | Seminal Food and Nutrition Investments | Not in the sequence | — | New | Cold | Not checked yet |
| Raul Bava | Seminal Food and Nutrition Investments | Not in the sequence | — | New | Cold | Not checked yet |
| Erik Rasmussen | Seminal Food and Nutrition Investments | Not in the sequence | — | New | Cold | Not checked yet |
| Sylvia Acevedo | Seminal Food and Nutrition Investments | Not in the sequence | — | New | Cold | Not checked yet |
| Bader Al-Rezaihan | Seminal Food and Nutrition Investments | Not in the sequence | — | New | Cold | Not checked yet |
| Samantha Bradley | Seminal Food and Nutrition Investments | Not in the sequence | — | New | Cold | Not checked yet |
| Harry Keiley | Seminal Food and Nutrition Investments | Not in the sequence | — | New | Cold | Not checked yet |
| John Loftus | Seminal Food and Nutrition Investments | Not in the sequence | — | New | Cold | Not checked yet |
| Abraham Kromah | Seminal Food and Nutrition Investments | Not in the sequence | — | New | Cold | Not checked yet |
| John Haugen | Seminal Food and Nutrition Investments | Not in the sequence | — | New | Cold | Not checked yet |
| Ryan Newcom | Seminal Food and Nutrition Investments | Not in the sequence | — | New | Cold | Not checked yet |
| Peter Erickson | Seminal Food and Nutrition Investments | Not in the sequence | — | New | Cold | Not checked yet |
| Jerrod Shin | Seminal Food and Nutrition Investments | Not in the sequence | — | New | Cold | Not checked yet |
| Mike Hagan | Seminal Food and Nutrition Investments | Not in the sequence | — | New | Cold | Not checked yet |
| Jimmy Birle | Seminal Food and Nutrition Investments | Not in the sequence | — | New | Cold | Not checked yet |
| Kate Storey | Seminal Food and Nutrition Investments | Not in the sequence | — | New | Cold | Not checked yet |
| Peter Shoemaker | Seminal Food and Nutrition Investments | Not in the sequence | — | New | Cold | Not checked yet |
| Ralph Muller | Seminal Food and Nutrition Investments | Not in the sequence | — | New | Cold | Not checked yet |
| Elizabeth Concordia | Seminal Food and Nutrition Investments | Not in the sequence | — | New | Cold | Not checked yet |
| William Goss | Seminal Food and Nutrition Investments | Not in the sequence | — | New | Cold | Not checked yet |
| Ray Dorsey | Seminal Food and Nutrition Investments | Not in the sequence | — | New | Cold | Not checked yet |
| Mark Laret | Seminal Food and Nutrition Investments | Not in the sequence | — | New | Cold | Not checked yet |
| Andrew Dreyfus | Seminal Food and Nutrition Investments | Not in the sequence | — | New | Cold | Not checked yet |
| Raina Merchant | Seminal Food and Nutrition Investments | Not in the sequence | — | New | Cold | Not checked yet |
| Victor Kats | Seminal Food and Nutrition Investments | Not in the sequence | — | New | Cold | Not checked yet |
| Brad Fluegel | Seminal Food and Nutrition Investments | Not in the sequence | — | New | Cold | Not checked yet |
| Craig Samitt | Seminal Food and Nutrition Investments | Not in the sequence | — | New | Cold | Not checked yet |
| Rahul Advani | Ser Capital Partners Management | Not in the sequence | — | New | Cold | Not checked yet |
| Rhem Wooten | Ser Capital Partners Management | Not in the sequence | — | New | Cold | Not checked yet |
| Edward Kim | Ser Capital Partners Management | Not in the sequence | — | New | Cold | Not checked yet |
| Ha Nguyen | Ser Capital Partners Management | Not in the sequence | — | New | Cold | Not checked yet |
| Nicholas Chambers | Ser Capital Partners Management | Not in the sequence | — | New | Cold | Not checked yet |
| Nick Chaubey | Ser Capital Partners Management | Not in the sequence | — | New | Cold | Not checked yet |
| Addison Helm | Ser Capital Partners Management | Not in the sequence | — | New | Cold | Not checked yet |
| Isabella Wu | Ser Capital Partners Management | Not in the sequence | — | New | Cold | Not checked yet |
| Jack Holland | Ser Capital Partners Management | Not in the sequence | — | New | Cold | Not checked yet |
| Marina Shenderovich | Ser Capital Partners Management | Not in the sequence | — | New | Cold | Not checked yet |
| Tracy Moebes | Ser Capital Partners Management | Not in the sequence | — | New | Cold | Not checked yet |
| Rahul Basu | SFW Capital Partners | Primary recipient | Vice president | New | Cold | Not checked yet |
| Roger Freeman | SFW Capital Partners | Not in the sequence | — | New | Cold | Not checked yet |
| Thomas Salice | SFW Capital Partners | Not in the sequence | — | New | Cold | Not checked yet |
| Andrew Kane | SFW Capital Partners | Not in the sequence | — | New | Cold | Not checked yet |
| David Ruf | SFW Capital Partners | Not in the sequence | — | New | Cold | Not checked yet |
| Erin Rathke | SFW Capital Partners | Not in the sequence | — | New | Cold | Not checked yet |
| Jack Sercu | SFW Capital Partners | Not in the sequence | — | New | Cold | Not checked yet |
| Garrett Davis | Shoreview Industries V | Not in the sequence | — | New | Cold | Not checked yet |
| Thomas D’Ovidio | Shoreview Industries V | Not in the sequence | — | New | Cold | Not checked yet |
| Scott Gage | Shoreview Industries V | Not in the sequence | — | New | Cold | Not checked yet |
| Brett Habstritt | Shoreview Industries V | Not in the sequence | — | New | Cold | Not checked yet |
| Adam Reeves | Shoreview Industries V | Not in the sequence | — | New | Cold | Not checked yet |
| Peter Zimmerman | Shoreview Industries V | Not in the sequence | — | New | Cold | Not checked yet |
| Eric Paquette | Shoreview Industries V | Not in the sequence | — | New | Cold | Not checked yet |
| Madeleine Shumaker | Shoreview Industries V | Not in the sequence | — | New | Cold | Not checked yet |
| Timothy Maguire | Shoreview Industries V | Not in the sequence | — | New | Cold | Not checked yet |
| Jimmy Unger | Shoreview Industries V | Not in the sequence | — | New | Cold | Not checked yet |
| Graem Fenson | Shoreview Industries V | Not in the sequence | — | New | Cold | Not checked yet |
| Will Larson | Shoreview Industries V | Not in the sequence | — | New | Cold | Not checked yet |
| Megan Reed | Shoreview Industries V | Not in the sequence | — | New | Cold | Not checked yet |
| Brian Moher | Shoreview Industries V | Not in the sequence | — | New | Cold | Not checked yet |
| Debra Gardner | Shoreview Industries V | Not in the sequence | — | New | Cold | Not checked yet |
| Monica Stone | Shoreview Industries V | Not in the sequence | — | New | Cold | Not checked yet |
| Jennifer Cook | Shoreview Industries V | Not in the sequence | — | New | Cold | Not checked yet |
| Hollyn Gaffner | Shoreview Industries V | Not in the sequence | — | New | Cold | Not checked yet |
| Anthony Chirikos | Snow Peak Capital | Primary recipient | Partner | In a sequence | Cold | Checked and good |
| Dave Warren | Snow Peak Capital | Primary recipient | Principal | New | Cold | Not checked yet |
| John Belza | Snow Peak Capital | Not in the sequence | — | New | Cold | Not checked yet |
| Melissa Evans | Snow Peak Capital | Not in the sequence | — | New | Cold | Not checked yet |
| Michael Priem | Snow Peak Capital | Not in the sequence | — | New | Cold | Not checked yet |
| Stowe Eighmy | Snow Peak Capital | Not in the sequence | — | New | Cold | Not checked yet |
| Steve Yager | Snow Peak Capital | Not in the sequence | — | New | Cold | Not checked yet |
| Jackson Winn | Snow Peak Capital | Not in the sequence | — | New | Cold | Not checked yet |
| Andrew Morris, | Solace Capital Partners | Not in the sequence | — | New | Cold | Not checked yet |
| Brett Wyard | Solace Capital Partners | Not in the sequence | — | New | Cold | Not checked yet |
| Chris Aye | Solace Capital Partners | Not in the sequence | — | New | Cold | Not checked yet |
| Christopher Brothers, | Solace Capital Partners | Not in the sequence | — | New | Cold | Not checked yet |
| Carmen Ortega | Solace Capital Partners | Not in the sequence | — | New | Cold | Not checked yet |
| David Eastman | Solace Capital Partners | Not in the sequence | — | New | Cold | Not checked yet |
| Deepa Makhija | Solace Capital Partners | Not in the sequence | — | New | Cold | Not checked yet |
| George Nowotny | Solace Capital Partners | Primary recipient | Vice president | New | Cold | Not checked yet |
| Jake Miller | Solace Capital Partners | Not in the sequence | — | New | Cold | Not checked yet |
| Mark Eaton | Solace Capital Partners | Not in the sequence | — | New | Cold | Not checked yet |
| Jon Sebastiani | Sonoma Brands Capital | Not in the sequence | — | New | Cold | Not checked yet |
| Kevin Murphy | Sonoma Brands Capital | Not in the sequence | — | New | Cold | Not checked yet |
| Shahir Amin | Sonoma Brands Capital | Not in the sequence | — | New | Cold | Not checked yet |
| John Wilson | Sonoma Brands Capital | Not in the sequence | — | New | Cold | Not checked yet |
| Ben Jang | Sonoma Brands Capital | Not in the sequence | — | New | Cold | Not checked yet |
| Caitlyn McDuffee | Sonoma Brands Capital | Not in the sequence | — | New | Cold | Not checked yet |
| Kelsey Minigan | Sonoma Brands Capital | Not in the sequence | — | New | Cold | Not checked yet |
| Keith Levy | Sonoma Brands Capital | Not in the sequence | — | New | Cold | Not checked yet |
| Kate Clammer | Source Capital | Not in the sequence | — | New | Cold | Not checked yet |
| Tom Harbin | Source Capital | Not in the sequence | — | New | Cold | Not checked yet |
| Ben Emmons | Source Capital | Not in the sequence | — | New | Cold | Not checked yet |
| Joe Rodgers | Source Capital | Not in the sequence | — | New | Cold | Not checked yet |
| Rob Kissling | Source Capital | Not in the sequence | — | New | Cold | Not checked yet |
| Ryan Berg | Source Capital | Not in the sequence | — | New | Cold | Not checked yet |
| Matt Smith | Source Capital | Not in the sequence | — | New | Cold | Not checked yet |
| Sam Allen | Source Capital | Not in the sequence | — | New | Cold | Not checked yet |
| Josh Chin | Source Capital | Not in the sequence | — | New | Cold | Not checked yet |
| Ryan Johnson | Source Capital | Not in the sequence | — | New | Cold | Not checked yet |
| Matthew Cory | Source Capital | Not in the sequence | — | New | Cold | Not checked yet |
| Michael Murphy | Source Capital | Not in the sequence | — | New | Cold | Not checked yet |
| Jack Mitchell | Source Capital | Not in the sequence | — | New | Cold | Not checked yet |
| Paul Davis | Source Capital | Not in the sequence | — | New | Cold | Not checked yet |
| Thomas van der Meulen | Source Capital | Not in the sequence | — | New | Cold | Not checked yet |
| Jeremy Standrod | Source Capital | Not in the sequence | — | New | Cold | Not checked yet |
| Josh Rollins | Source Capital | Not in the sequence | — | New | Cold | Not checked yet |
| Rebecca Baun | Source Capital | Not in the sequence | — | New | Cold | Not checked yet |
| Bruce M. Hernandez | Spire Capital Management | Primary recipient | Partner | In a sequence | Cold | Checked and good |
| Bradley W. Johnson | Spire Capital Management | Copied in | Principal | In a sequence | Cold | Checked and good |
| Benjamin M. King | Spire Capital Management | Copied in | Vice president | In a sequence | Cold | Checked and good |
| Tom Erskine | Spring Lake Equity Gp | Not in the sequence | — | New | Cold | Not checked yet |
| Doug Frank | Spring Lake Equity Gp | Not in the sequence | — | New | Cold | Not checked yet |
| Holger Staude | Springcoast Capital Partners | Not in the sequence | — | New | Cold | Not checked yet |
| Grant Wentworth | Springcoast Capital Partners | Not in the sequence | — | New | Cold | Not checked yet |
| Christopher Dederick | Springcoast Capital Partners | Not in the sequence | — | New | Cold | Not checked yet |
| Paul Pate | Springcoast Capital Partners | Not in the sequence | — | New | Cold | Not checked yet |
| Susan Gately | Springcoast Capital Partners | Not in the sequence | — | New | Cold | Not checked yet |
| Charlotte Everett | Springcoast Capital Partners | Not in the sequence | — | New | Cold | Not checked yet |
| Debra DeWitt | Springcoast Capital Partners | Not in the sequence | — | New | Cold | Not checked yet |
| Dominique Tetro | Springcoast Capital Partners | Not in the sequence | — | New | Cold | Not checked yet |
| Evan Nawrocki | Springcoast Capital Partners | Not in the sequence | — | New | Cold | Not checked yet |
| George Jiang | Springcoast Capital Partners | Not in the sequence | — | New | Cold | Not checked yet |
| Jack Smith | Springcoast Capital Partners | Not in the sequence | — | New | Cold | Not checked yet |
| James Gellert | Springcoast Capital Partners | Not in the sequence | — | New | Cold | Not checked yet |
| Paul Kigawa | Springcoast Capital Partners | Not in the sequence | — | New | Cold | Not checked yet |
| Russell Klein | Springcoast Capital Partners | Not in the sequence | — | New | Cold | Not checked yet |
| Saamia Khan | Springcoast Capital Partners | Not in the sequence | — | New | Cold | Not checked yet |
| Shan Kuang | Springcoast Capital Partners | Not in the sequence | — | New | Cold | Not checked yet |
| Timmy Luz | Springcoast Capital Partners | Not in the sequence | — | New | Cold | Not checked yet |
| Torrel Hutchinson | Springcoast Capital Partners | Not in the sequence | — | New | Cold | Not checked yet |
| Waqar Islam | Springcoast Capital Partners | Not in the sequence | — | New | Cold | Not checked yet |
| Brian Dhatt | Springcoast Capital Partners | Not in the sequence | — | New | Cold | Not checked yet |
| Kevin Clayton | Springcoast Capital Partners | Not in the sequence | — | New | Cold | Not checked yet |
| Lisbeth McNabb | Springcoast Capital Partners | Not in the sequence | — | New | Cold | Not checked yet |
| Tracey Newell | Springcoast Capital Partners | Not in the sequence | — | New | Cold | Not checked yet |
| Jared Copeland | Stella Point Capital | Copied in | Vice president | New | Cold | Not checked yet |
| Adam Godfrey | Stella Point Capital | Not in the sequence | — | New | Cold | Not checked yet |
| Ryan Hunter | Stella Point Capital | Not in the sequence | — | New | Cold | Not checked yet |
| Robert Jahn | Stella Point Capital | Not in the sequence | — | New | Cold | Not checked yet |
| Carol Nobili | Stella Point Capital | Not in the sequence | — | New | Cold | Not checked yet |
| Maisie Noesen | Stella Point Capital | Primary recipient | Vice president | New | Cold | Not checked yet |
| Noah Osher | Stella Point Capital | Not in the sequence | — | New | Cold | Not checked yet |
| Alan Pardee | Stella Point Capital | Not in the sequence | — | New | Cold | Not checked yet |
| Nikhil Raman | Stella Point Capital | Not in the sequence | — | New | Cold | Not checked yet |
| Delaney Soble | Stella Point Capital | Not in the sequence | — | New | Cold | Not checked yet |
| Batya Tucker | Stella Point Capital | Not in the sequence | — | New | Cold | Not checked yet |
| Howard Weiss | Stella Point Capital | Not in the sequence | — | New | Cold | Not checked yet |
| Justin Wender | Stella Point Capital | Not in the sequence | — | New | Cold | Not checked yet |
| Salam Chaudhary | Sturbridge Capital | Not in the sequence | — | New | Cold | Not checked yet |
| Chris Hornung | Sturbridge Capital | Not in the sequence | — | New | Cold | Not checked yet |
| Brad Bowles | Sturbridge Capital | Not in the sequence | — | New | Cold | Not checked yet |
| Shannon Iannettoni | Sturbridge Capital | Not in the sequence | — | New | Cold | Not checked yet |
| David Poirier | Sturbridge Capital | Not in the sequence | — | New | Cold | Not checked yet |
| Zeinab Ayoub | Sturbridge Capital | Not in the sequence | — | New | Cold | Not checked yet |
| Michael Nicholas | Sturbridge Capital | Not in the sequence | — | New | Cold | Not checked yet |
| Mary Sheena | Sturbridge Capital | Not in the sequence | — | New | Cold | Not checked yet |
| Isaac Lippert | Sturbridge Capital | Not in the sequence | — | New | Cold | Not checked yet |
| Aryamaan Mohta | Sturbridge Capital | Not in the sequence | — | New | Cold | Not checked yet |
| Yuvi Khaira | Sturbridge Capital | Not in the sequence | — | New | Cold | Not checked yet |
| Pam Diener | Sturbridge Capital | Not in the sequence | — | New | Cold | Not checked yet |
| Bingjie Ouyang | Sturbridge Capital | Not in the sequence | — | New | Cold | Not checked yet |
| Ardiana Berishaj | Sturbridge Capital | Not in the sequence | — | New | Cold | Not checked yet |
| Rebecca Franklin | Sturbridge Capital | Not in the sequence | — | New | Cold | Not checked yet |
| Andrew Richards | Swander Pace Capital | Not in the sequence | — | New | Cool | Not checked yet |
| Mo Stout | Swander Pace Capital | Not in the sequence | — | New | Cool | Not checked yet |
| Tyler Matlock | Swander Pace Capital | Not in the sequence | — | New | Cool | Not checked yet |
| Alex Litt | Swander Pace Capital | Not in the sequence | — | New | Cool | Not checked yet |
| Virginia Calvo | Swander Pace Capital | Not in the sequence | — | New | Cool | Not checked yet |
| Robert Vassel | Swander Pace Capital | Not in the sequence | — | New | Cool | Not checked yet |
| Scott Kania | Swander Pace Capital | Not in the sequence | — | New | Cool | Not checked yet |
| Anne Lee | Swander Pace Capital | Not in the sequence | — | New | Cool | Not checked yet |
| Amy Li | Swander Pace Capital | Not in the sequence | — | New | Cool | Not checked yet |
| Mike Merriman | Swander Pace Capital | Not in the sequence | — | New | Cool | Not checked yet |
| Michael Puza | Swander Pace Capital | Not in the sequence | — | New | Cool | Not checked yet |
| Karl Stafford | Swander Pace Capital | Not in the sequence | — | New | Cool | Not checked yet |
| Jennifer Chua | Swander Pace Capital | Not in the sequence | — | New | Cool | Not checked yet |
| Sam Finney | Swander Pace Capital | Not in the sequence | — | New | Cool | Not checked yet |
| MacGregor Peterson | Swander Pace Capital | Not in the sequence | — | New | Cool | Not checked yet |
| Jordan DiFabritis | Swander Pace Capital | Not in the sequence | — | New | Cool | Not checked yet |
| Donna Thomma | Swander Pace Capital | Not in the sequence | — | New | Cool | Not checked yet |
| Nida Syed | Swander Pace Capital | Not in the sequence | — | New | Cool | Not checked yet |
| Gillis Cashman | Tac Partners | Not in the sequence | — | New | Cold | Not checked yet |
| Brian Clark | Tac Partners | Not in the sequence | — | New | Cold | Not checked yet |
| Travis Keller | Tac Partners | Not in the sequence | — | New | Cold | Not checked yet |
| Ryan Carr | Tac Partners | Not in the sequence | — | New | Cold | Not checked yet |
| James Wade | Tac Partners | Not in the sequence | — | New | Cold | Not checked yet |
| David Croll | Tac Partners | Not in the sequence | — | New | Cold | Not checked yet |
| Julia Senior | Tac Partners | Not in the sequence | — | New | Cold | Not checked yet |
| Edward Keefe | Tac Partners | Not in the sequence | — | New | Cold | Not checked yet |
| Arvind Viswanathan | Tac Partners | Not in the sequence | — | New | Cold | Not checked yet |
| Kyle Archer | Tac Partners | Not in the sequence | — | New | Cold | Not checked yet |
| Cuba Burch Berner | Tac Partners | Not in the sequence | — | New | Cold | Not checked yet |
| Ruth Covo | Tac Partners | Not in the sequence | — | New | Cold | Not checked yet |
| Samuel Rector | Tac Partners | Not in the sequence | — | New | Cold | Not checked yet |
| Alex Harris | Tac Partners | Not in the sequence | — | New | Cold | Not checked yet |
| Carolyn Burke | Tac Partners | Not in the sequence | — | New | Cold | Not checked yet |
| Nick Stewart | Tac Partners | Not in the sequence | — | New | Cold | Not checked yet |
| Brooke Lochiatto | Tac Partners | Not in the sequence | — | New | Cold | Not checked yet |
| Michael Lehman | Terramont Infrastructure Management | Not in the sequence | — | New | Cold | Not checked yet |
| Vikram Singh | Terramont Infrastructure Management | Not in the sequence | — | New | Cold | Not checked yet |
| Chris Pih | Terramont Infrastructure Management | Not in the sequence | — | New | Cold | Not checked yet |
| Sayan Pramanik | Terramont Infrastructure Management | Not in the sequence | — | New | Cold | Not checked yet |
| Happy Saini | Terramont Infrastructure Management | Not in the sequence | — | New | Cold | Not checked yet |
| Yi Wang | Terramont Infrastructure Management | Not in the sequence | — | New | Cold | Not checked yet |
| John Fenton | Terramont Infrastructure Management | Not in the sequence | — | New | Cold | Not checked yet |
| Doug Carty | Terramont Infrastructure Management | Not in the sequence | — | New | Cold | Not checked yet |
| Reid Oyster | Terramont Infrastructure Management | Not in the sequence | — | New | Cold | Not checked yet |
| Reyad Fezzani | Terramont Infrastructure Management | Not in the sequence | — | New | Cold | Not checked yet |
| Steve Harfst | Terramont Infrastructure Management | Not in the sequence | — | New | Cold | Not checked yet |
| Judy Bornstein | Terramont Infrastructure Management | Not in the sequence | — | New | Cold | Not checked yet |
| Jim Cuff | The Newcastle Network | Not in the sequence | — | New | Cold | Not checked yet |
| Andrew Walsh | Tidemark Management Company | Not in the sequence | — | New | Cold | Not checked yet |
| Anik Shah | Tidemark Management Company | Not in the sequence | — | New | Cold | Not checked yet |
| Annamarie Kelly | Tidemark Management Company | Not in the sequence | — | New | Cold | Not checked yet |
| Ann Lee Steinberg | Tidemark Management Company | Not in the sequence | — | New | Cold | Not checked yet |
| Betsy Ratliffe | Tidemark Management Company | Not in the sequence | — | New | Cold | Not checked yet |
| Camille Dyquiangco | Tidemark Management Company | Not in the sequence | — | New | Cold | Not checked yet |
| Christian Kurth | Tidemark Management Company | Not in the sequence | — | New | Cold | Not checked yet |
| Crystal Sira | Tidemark Management Company | Not in the sequence | — | New | Cold | Not checked yet |
| Dave Yuan | Tidemark Management Company | Not in the sequence | — | New | Cold | Not checked yet |
| Eva Pullano | Tidemark Management Company | Not in the sequence | — | New | Cold | Not checked yet |
| Frank Xu | Tidemark Management Company | Not in the sequence | — | New | Cold | Not checked yet |
| Grace Qing | Tidemark Management Company | Not in the sequence | — | New | Cold | Not checked yet |
| Jaymin West | Tidemark Management Company | Not in the sequence | — | New | Cold | Not checked yet |
| Nathan Hwang | Tidemark Management Company | Not in the sequence | — | New | Cold | Not checked yet |
| Nato Sandweiss | Tidemark Management Company | Not in the sequence | — | New | Cold | Not checked yet |
| Rahul Agarwal | Tidemark Management Company | Not in the sequence | — | New | Cold | Not checked yet |
| Rocky Gowni | Tidemark Management Company | Not in the sequence | — | New | Cold | Not checked yet |
| Kevin Hamilton | Tidemark Management Company | Not in the sequence | — | New | Cold | Not checked yet |
| Drew Patterson | Tidemark Management Company | Not in the sequence | — | New | Cold | Not checked yet |
| Tim Barash | Tidemark Management Company | Not in the sequence | — | New | Cold | Not checked yet |
| Tim Kendall | Tidemark Management Company | Not in the sequence | — | New | Cold | Not checked yet |
| Conor Green | Truehelm | Not in the sequence | — | New | Warm | Not checked yet |
| Dean Dorman | Truehelm | Not in the sequence | — | New | Warm | Not checked yet |
| Dawn Owens | Truehelm | Not in the sequence | — | New | Warm | Not checked yet |
| Ryan Engle | Truehelm | Not in the sequence | — | New | Warm | Not checked yet |
| Ben Steil | Truehelm | Not in the sequence | — | New | Warm | Not checked yet |
| Dan Fisher | Truehelm | Primary recipient | Vice president | New | Warm | Not checked yet |
| David Hill | Truehelm | Not in the sequence | — | New | Warm | Not checked yet |
| Donnacha O’Sullivan | Truehelm | Not in the sequence | — | New | Warm | Not checked yet |
| David Wiese | Truehelm | Not in the sequence | — | New | Warm | Not checked yet |
| Joe Gannon | Truehelm | Not in the sequence | — | New | Warm | Not checked yet |
| July Hugen | Truehelm | Not in the sequence | — | New | Warm | Not checked yet |
| Josh Young | Truehelm | Not in the sequence | — | New | Warm | Not checked yet |
| Karen Khambounmy | Truehelm | Not in the sequence | — | New | Warm | Not checked yet |
| Liz Dammeyer | Truehelm | Not in the sequence | — | New | Warm | Not checked yet |
| Max Archbold | Truehelm | Not in the sequence | — | New | Warm | Not checked yet |
| Michael Boardman | Truehelm | Not in the sequence | — | New | Warm | Not checked yet |
| Quinlan Milne Rojek | Truehelm | Not in the sequence | — | New | Warm | Not checked yet |
| Susan Haedt | Truehelm | Not in the sequence | — | New | Warm | Not checked yet |
| John Gabler | Two Roads Partners Management | Primary recipient | Principal | In a sequence | Cold | Checked and good |
| Logan Duhnkrack | Two Roads Partners Management | Copied in | Vice president | In a sequence | Cold | Checked and good |
| Devin McTague | Two Roads Partners Management | Not in the sequence | — | New | Cold | Not checked yet |
| Frank Mancuso | Two Roads Partners Management | Primary recipient | Principal | New | Cold | Not checked yet |
| Jack Tatlow | Two Roads Partners Management | Copied in | Vice president | New | Cold | Not checked yet |
| Jillian Freeman | Two Roads Partners Management | Not in the sequence | — | New | Cold | Not checked yet |
| Malavika Krishnan | Two Roads Partners Management | Not in the sequence | — | New | Cold | Not checked yet |
| Michael Lancaster | Two Roads Partners Management | Not in the sequence | — | New | Cold | Not checked yet |
| Rob Devarona | Two Roads Partners Management | Not in the sequence | — | New | Cold | Not checked yet |
| Walker Fitzgerald | Two Roads Partners Management | Not in the sequence | — | New | Cold | Not checked yet |
| Feliks Zarotsky | Two Roads Partners Management | Not in the sequence | — | New | Cold | Not checked yet |
| George Rolfs | Two Roads Partners Management | Not in the sequence | — | New | Cold | Not checked yet |
| Zach Sullivan | Two Roads Partners Management | Not in the sequence | — | New | Cold | Not checked yet |
| Chad Clark | Union Capital Associates | Not in the sequence | — | New | Cold | Not checked yet |
| Jay Landauer | Union Capital Associates | Not in the sequence | — | New | Cold | Not checked yet |
| Kevin Delaplane | Union Capital Associates | Not in the sequence | — | New | Cold | Not checked yet |
| Reis Alfond | Union Capital Associates | Not in the sequence | — | New | Cold | Not checked yet |
| Alex Welles | Union Capital Associates | Not in the sequence | — | New | Cold | Not checked yet |
| Andy Deister | Union Capital Associates | Not in the sequence | — | New | Cold | Not checked yet |
| Arthur Murray | Union Capital Associates | Not in the sequence | — | New | Cold | Not checked yet |
| Charlie Horsey | Union Capital Associates | Not in the sequence | — | New | Cold | Not checked yet |
| Craig Musgrove | Union Capital Associates | Not in the sequence | — | New | Cold | Not checked yet |
| DJ Olson | Union Capital Associates | Not in the sequence | — | New | Cold | Not checked yet |
| Erik Davis | Union Capital Associates | Copied in | Vice president | New | Cold | Not checked yet |
| Gina Molano | Union Capital Associates | Not in the sequence | — | New | Cold | Not checked yet |
| James Athanasoulas | Union Capital Associates | Not in the sequence | — | New | Cold | Not checked yet |
| Jesse Reeves | Union Capital Associates | Primary recipient | Principal | New | Cold | Not checked yet |
| Ken Johnson | Union Capital Associates | Not in the sequence | — | New | Cold | Not checked yet |
| Lauren Burkhart | Union Capital Associates | Not in the sequence | — | New | Cold | Not checked yet |
| Melissa Hoium | Union Capital Associates | Not in the sequence | — | New | Cold | Not checked yet |
| Mike Shultz | Union Capital Associates | Not in the sequence | — | New | Cold | Not checked yet |
| Rachel Zhou | Union Capital Associates | Not in the sequence | — | New | Cold | Not checked yet |
| Ric Stone | Union Capital Associates | Not in the sequence | — | New | Cold | Not checked yet |
| Rob Lucier | Union Capital Associates | Not in the sequence | — | New | Cold | Not checked yet |
| Robert Lordi | Union Capital Associates | Not in the sequence | — | New | Cold | Not checked yet |
| Sean McIntee | Union Capital Associates | Not in the sequence | — | New | Cold | Not checked yet |
| Sophia Haugh | Union Capital Associates | Not in the sequence | — | New | Cold | Not checked yet |
| Wayne Sager | Union Capital Associates | Not in the sequence | — | New | Cold | Not checked yet |
| Wendy Corona | Union Capital Associates | Not in the sequence | — | New | Cold | Not checked yet |
| William Ogden | Union Capital Associates | Not in the sequence | — | New | Cold | Not checked yet |
| Yonatan Kintzer | Union Capital Associates | Copied in | Vice president | New | Cold | Not checked yet |
| Michael Gould | Union Capital Associates | Not in the sequence | — | New | Cold | Not checked yet |
| Michael Schoenberger | Union Capital Associates | Not in the sequence | — | New | Cold | Not checked yet |
| Michael Moylan | Union Capital Associates | Not in the sequence | — | New | Cold | Not checked yet |
| Morgan Jones | Union Park Capital Management | Not in the sequence | — | New | Cold | Not checked yet |
| Peter McGuire | Union Park Capital Management | Not in the sequence | — | New | Cold | Not checked yet |
| Brian McCafferty | Union Park Capital Management | Not in the sequence | — | New | Cold | Not checked yet |
| Evan Stein | Union Park Capital Management | Not in the sequence | — | New | Cold | Not checked yet |
| Michael Nestle | Union Park Capital Management | Not in the sequence | — | New | Cold | Not checked yet |
| Brendan Bonadio | Union Park Capital Management | Not in the sequence | — | New | Cold | Not checked yet |
| Heamon Williams | Union Park Capital Management | Not in the sequence | — | New | Cold | Not checked yet |
| Chris Althoff | Union Park Capital Management | Not in the sequence | — | New | Cold | Not checked yet |
| Melanie Marzola | Union Park Capital Management | Not in the sequence | — | New | Cold | Not checked yet |
| Jeff Steer | Union Park Capital Management | Not in the sequence | — | New | Cold | Not checked yet |
| Gregory Segall | Versa Capital | Not in the sequence | — | New | Cold | Not checked yet |
| Randall Schultz | Versa Capital | Not in the sequence | — | New | Cold | Not checked yet |
| Matthew Levitties | Versa Capital | Not in the sequence | — | New | Cold | Not checked yet |
| Bryan Sekino, | Vesey Street Capital Partners | Not in the sequence | — | New | Warm | Not checked yet |
| Tiffany Laing | Vesey Street Capital Partners | Not in the sequence | — | New | Warm | Not checked yet |
| Adam Feinstein, | Vesey Street Capital Partners | Not in the sequence | — | New | Warm | Not checked yet |
| Barry Hanon | Vesey Street Capital Partners | Not in the sequence | — | New | Warm | Not checked yet |
| Brandan Lingle | Vesey Street Capital Partners | Not in the sequence | — | New | Warm | Not checked yet |
| Charles Davis | Vesey Street Capital Partners | Not in the sequence | — | New | Warm | Not checked yet |
| Chris Hasslinger | Vesey Street Capital Partners | Not in the sequence | — | New | Warm | Not checked yet |
| Dan Sollof, | Vesey Street Capital Partners | Not in the sequence | — | New | Warm | Not checked yet |
| Jim Forbes | Vesey Street Capital Partners | Not in the sequence | — | New | Warm | Not checked yet |
| Larry Marsh, | Vesey Street Capital Partners | Not in the sequence | — | New | Warm | Not checked yet |
| Marina Lee | Vesey Street Capital Partners | Primary recipient | Vice president | New | Warm | Not checked yet |
| Mike Doyle | Vesey Street Capital Partners | Not in the sequence | — | New | Warm | Not checked yet |
| Sam Trapp | Vesey Street Capital Partners | Copied in | Vice president | New | Warm | Not checked yet |
| Takako Togami | Vesey Street Capital Partners | Not in the sequence | — | New | Warm | Not checked yet |
| Joe Kuhns | Vesey Street Capital Partners | Not in the sequence | — | New | Warm | Not checked yet |
| Joe Amato | Vesey Street Capital Partners | Not in the sequence | — | New | Warm | Not checked yet |
| Brad Corbin | VSS Fund Management | Primary recipient | Partner | In a sequence | Cold | Checked and good |
| Jason Adams | VSS Fund Management | Not in the sequence | — | New | Cold | Not checked yet |
| Prithvi Aiyaswamy | VSS Fund Management | Not in the sequence | — | New | Cold | Not checked yet |
| Jon-Michael Beckelman | VSS Fund Management | Not in the sequence | — | New | Cold | Not checked yet |
| Marieke Boot | VSS Fund Management | Not in the sequence | — | New | Cold | Not checked yet |
| Virginia Breen | VSS Fund Management | Not in the sequence | — | New | Cold | Not checked yet |
| Brian Dreher | VSS Fund Management | Not in the sequence | — | New | Cold | Not checked yet |
| David Fann | VSS Fund Management | Not in the sequence | — | New | Cold | Not checked yet |
| Rhodes Garner | VSS Fund Management | Not in the sequence | — | New | Cold | Not checked yet |
| Michael Gebhardt | VSS Fund Management | Not in the sequence | — | New | Cold | Not checked yet |
| Andrew Goscinski | VSS Fund Management | Not in the sequence | — | New | Cold | Not checked yet |
| Aditya Govil | VSS Fund Management | Not in the sequence | — | New | Cold | Not checked yet |
| Elizabeth Green | VSS Fund Management | Not in the sequence | — | New | Cold | Not checked yet |
| Jack Hartfelder | VSS Fund Management | Not in the sequence | — | New | Cold | Not checked yet |
| Trent Hickman | VSS Fund Management | Not in the sequence | — | New | Cold | Not checked yet |
| Jackie Jacobs | VSS Fund Management | Not in the sequence | — | New | Cold | Not checked yet |
| Sermin Jakupi | VSS Fund Management | Not in the sequence | — | New | Cold | Not checked yet |
| Josephina Kaminski | VSS Fund Management | Not in the sequence | — | New | Cold | Not checked yet |
| Christopher Layden | VSS Fund Management | Not in the sequence | — | New | Cold | Not checked yet |
| Randy Lehman | VSS Fund Management | Not in the sequence | — | New | Cold | Not checked yet |
| Jack Lewin | VSS Fund Management | Not in the sequence | — | New | Cold | Not checked yet |
| Jordan Margolin | VSS Fund Management | Not in the sequence | — | New | Cold | Not checked yet |
| Shannon McLaughlin | VSS Fund Management | Not in the sequence | — | New | Cold | Not checked yet |
| Eileen McMahon | VSS Fund Management | Not in the sequence | — | New | Cold | Not checked yet |
| Dan Miyoshi | VSS Fund Management | Not in the sequence | — | New | Cold | Not checked yet |
| Kathleen O'Leary | VSS Fund Management | Not in the sequence | — | New | Cold | Not checked yet |
| Ella Opatzevsky | VSS Fund Management | Not in the sequence | — | New | Cold | Not checked yet |
| Sai Parepally | VSS Fund Management | Not in the sequence | — | New | Cold | Not checked yet |
| Abhinav Ramesh | VSS Fund Management | Not in the sequence | — | New | Cold | Not checked yet |
| Steven Shaberman | VSS Fund Management | Not in the sequence | — | New | Cold | Not checked yet |
| Andreas Skibiel | VSS Fund Management | Not in the sequence | — | New | Cold | Not checked yet |
| Jeffrey Stevenson | VSS Fund Management | Not in the sequence | — | New | Cold | Not checked yet |
| Patrick Turner | VSS Fund Management | Not in the sequence | — | New | Cold | Not checked yet |
| Martha House | Wacona Capital | Not in the sequence | — | New | Cold | Not checked yet |
| Tim Ivers, | Warana Capital | Not in the sequence | — | New | Cold | Not checked yet |
| Grant Gillespie, | Warana Capital | Not in the sequence | — | New | Cold | Not checked yet |
| Bjorg Klem, | Warana Capital | Not in the sequence | — | New | Cold | Not checked yet |
| Mark Downey | Warana Capital | Not in the sequence | — | New | Cold | Not checked yet |
| Sam Garden | Warana Capital | Not in the sequence | — | New | Cold | Not checked yet |
| Olivia Fuller | Warana Capital | Not in the sequence | — | New | Cold | Not checked yet |
| Robin Dong | Warana Capital | Not in the sequence | — | New | Cold | Not checked yet |
| Dan Nolan | Warana Capital | Not in the sequence | — | New | Cold | Not checked yet |
| Sun Chin | Warana Capital | Not in the sequence | — | New | Cold | Not checked yet |
| Brandon Lee | Warana Capital | Not in the sequence | — | New | Cold | Not checked yet |
| Ruchama Bin-Nun, | Warana Capital | Not in the sequence | — | New | Cold | Not checked yet |
| Andrew Chen, | Warana Capital | Not in the sequence | — | New | Cold | Not checked yet |
| Morgan McConville, | Warana Capital | Not in the sequence | — | New | Cold | Not checked yet |
| Austin Miles | Warana Capital | Not in the sequence | — | New | Cold | Not checked yet |
| Gary White | Waterequity | Not in the sequence | — | New | Cold | Not checked yet |
| Matt Damon | Waterequity | Not in the sequence | — | New | Cold | Not checked yet |
| John Henry Moulton | Waypoint Capital Partners | Not in the sequence | — | New | Cold | Not checked yet |
| Philip Edmunds | Waypoint Capital Partners | Not in the sequence | — | New | Cold | Not checked yet |
| Carina Chan Smith | Waypoint Capital Partners | Not in the sequence | — | New | Cold | Not checked yet |
| Kevin Collins, | Waypoint Capital Partners | Not in the sequence | — | New | Cold | Not checked yet |
| Doug Wells | Waypoint Capital Partners | Not in the sequence | — | New | Cold | Not checked yet |
| Ben Daniel | Waypoint Capital Partners | Not in the sequence | — | New | Cold | Not checked yet |
| Gabrielle Priest | Waypoint Capital Partners | Not in the sequence | — | New | Cold | Not checked yet |
| Courtney Close | Waypoint Capital Partners | Not in the sequence | — | New | Cold | Not checked yet |
| Will Weatherford | Weatherford Capital Management | Not in the sequence | — | New | Cold | Not checked yet |
| Sam Weatherford | Weatherford Capital Management | Not in the sequence | — | New | Cold | Not checked yet |
| Drew Weatherford | Weatherford Capital Management | Not in the sequence | — | New | Cold | Not checked yet |
| Nick Parrish | Weatherford Capital Management | Not in the sequence | — | New | Cold | Not checked yet |
| Jessi Marshall | Weatherford Capital Management | Not in the sequence | — | New | Cold | Not checked yet |
| Todd Marcy | Weatherford Capital Management | Not in the sequence | — | New | Cold | Not checked yet |
| Joey Clark | Weatherford Capital Management | Not in the sequence | — | New | Cold | Not checked yet |
| Dillan Gibbons | Weatherford Capital Management | Not in the sequence | — | New | Cold | Not checked yet |
| Nancy DeVane | Weatherford Capital Management | Not in the sequence | — | New | Cold | Not checked yet |
| Justin Hollis | Weatherford Capital Management | Not in the sequence | — | New | Cold | Not checked yet |
| Lavana Harvey | Weatherford Capital Management | Not in the sequence | — | New | Cold | Not checked yet |
| Josh Levy | Weatherford Capital Management | Not in the sequence | — | New | Cold | Not checked yet |
| Drew Miles | Weatherford Capital Management | Not in the sequence | — | New | Cold | Not checked yet |
| Jeff Johnson | Weatherford Capital Management | Not in the sequence | — | New | Cold | Not checked yet |
| Casondra Prince | Weatherford Capital Management | Not in the sequence | — | New | Cold | Not checked yet |
| Nick Welsh | Weatherford Capital Management | Not in the sequence | — | New | Cold | Not checked yet |
| Danielle Moss | Weatherford Capital Management | Not in the sequence | — | New | Cold | Not checked yet |
| Kevin Rogge | Weatherford Capital Management | Not in the sequence | — | New | Cold | Not checked yet |
| Amir Salari | Weatherford Capital Management | Not in the sequence | — | New | Cold | Not checked yet |
| Nicholas Aquino | Wellspring Capital Management | Not in the sequence | — | New | Cold | Not checked yet |
| Jessica Brink | Wellspring Capital Management | Not in the sequence | — | New | Cold | Not checked yet |
| Blake Briscoe | Wellspring Capital Management | Not in the sequence | — | New | Cold | Not checked yet |
| Danielle Doria | Wellspring Capital Management | Not in the sequence | — | New | Cold | Not checked yet |
| Ryan Dowd | Wellspring Capital Management | Not in the sequence | — | New | Cold | Not checked yet |
| Matthew Harrison | Wellspring Capital Management | Not in the sequence | — | New | Cold | Not checked yet |
| Lisette Hart | Wellspring Capital Management | Not in the sequence | — | New | Cold | Not checked yet |
| Connor Kempske | Wellspring Capital Management | Not in the sequence | — | New | Cold | Not checked yet |
| Naishadh Lalwani | Wellspring Capital Management | Not in the sequence | — | New | Cold | Not checked yet |
| John Morningstar | Wellspring Capital Management | Not in the sequence | — | New | Cold | Not checked yet |
| William Paolella | Wellspring Capital Management | Not in the sequence | — | New | Cold | Not checked yet |
| Chelsea Pratt | Wellspring Capital Management | Not in the sequence | — | New | Cold | Not checked yet |
| Marlene Reihard | Wellspring Capital Management | Not in the sequence | — | New | Cold | Not checked yet |
| Anthony Rivelli | Wellspring Capital Management | Not in the sequence | — | New | Cold | Not checked yet |
| Mark Steinhauer | Wellspring Capital Management | Not in the sequence | — | New | Cold | Not checked yet |
| Whitney Taylor | Wellspring Capital Management | Not in the sequence | — | New | Cold | Not checked yet |
| Lisa Velez | Wellspring Capital Management | Not in the sequence | — | New | Cold | Not checked yet |
| Matthew Weinsier | Wellspring Capital Management | Not in the sequence | — | New | Cold | Not checked yet |
| William Weldon | Wellspring Capital Management | Not in the sequence | — | New | Cold | Not checked yet |
| Paige Wood | Wellspring Capital Management | Not in the sequence | — | New | Cold | Not checked yet |
| Alex Platou | Westward Partners | Not in the sequence | — | New | Cold | Not checked yet |
| Andy Baldridge | Westward Partners | Not in the sequence | — | New | Cold | Not checked yet |
| Brian Erke | Westward Partners | Not in the sequence | — | New | Cold | Not checked yet |
| Erik Tolzmann | Westward Partners | Not in the sequence | — | New | Cold | Not checked yet |
| Ryan Sexton | Westward Partners | Primary recipient | Vice president | New | Cold | Not checked yet |
| Jeff Machlin | Wingman Growth Partners | Not in the sequence | — | New | Cool | Not checked yet |
| Eric Anderson | Wingman Growth Partners | Not in the sequence | — | New | Cool | Not checked yet |
| Henry Schuck | Wingman Growth Partners | Not in the sequence | — | New | Cool | Not checked yet |
| Ron Totaro | Wingman Growth Partners | Not in the sequence | — | New | Cool | Not checked yet |
| Cheri Reeve | Wingman Growth Partners | Not in the sequence | — | New | Cool | Not checked yet |
| SK Ra | Wingman Growth Partners | Not in the sequence | — | New | Cool | Not checked yet |
| Zoe Markowitz | Wingman Growth Partners | Not in the sequence | — | New | Cool | Not checked yet |
| Vedant Gupta | Wingman Growth Partners | Not in the sequence | — | New | Cool | Not checked yet |
| Anuj Shankar | Wingman Growth Partners | Not in the sequence | — | New | Cool | Not checked yet |
| Adam Nomani | Wingman Growth Partners | Not in the sequence | — | New | Cool | Not checked yet |
| Alejandro Weinstein | WM Partners | Not in the sequence | — | New | Cold | Not checked yet |
| Ernesto Carrizosa | WM Partners | Not in the sequence | — | New | Cold | Not checked yet |
| David Miller | WM Partners | Not in the sequence | — | New | Cold | Not checked yet |
| Jonathan Tarich | WM Partners | Not in the sequence | — | New | Cold | Not checked yet |
| Leon Lacs | WM Partners | Not in the sequence | — | New | Cold | Not checked yet |
| Eric Brown | WM Partners | Not in the sequence | — | New | Cold | Not checked yet |
| Michael Marquis | WM Partners | Not in the sequence | — | New | Cold | Not checked yet |
| Jim Joiner | WM Partners | Not in the sequence | — | New | Cold | Not checked yet |
| Fabiano Moura | WM Partners | Not in the sequence | — | New | Cold | Not checked yet |
| Mackenzie Keller | WM Partners | Not in the sequence | — | New | Cold | Not checked yet |
| Ty McLane | WM Partners | Not in the sequence | — | New | Cold | Not checked yet |
| David Turton | WM Partners | Not in the sequence | — | New | Cold | Not checked yet |
| Nancy Elliott | WM Partners | Not in the sequence | — | New | Cold | Not checked yet |
| Guido Panzera | WM Partners | Not in the sequence | — | New | Cold | Not checked yet |
| Amanda Holmquist | WM Partners | Not in the sequence | — | New | Cold | Not checked yet |
| Devi Vairavan | WM Partners | Not in the sequence | — | New | Cold | Not checked yet |
| Carolina Vidou | WM Partners | Not in the sequence | — | New | Cold | Not checked yet |
| Tom Woodward | Woodward Diversified Capital | Not in the sequence | — | New | Cold | Not checked yet |
| Beau Woodward | Woodward Diversified Capital | Not in the sequence | — | New | Cold | Not checked yet |
| Gabriel Woodward | Woodward Diversified Capital | Not in the sequence | — | New | Cold | Not checked yet |
| Caleb Richmond | Woodward Diversified Capital | Not in the sequence | — | New | Cold | Not checked yet |
Signals
recent public activity on firms on the list — news and SEC filings — and only what is still current
144
current signals
61
firms with activity
public activity only — news, SEC fund filings, the public job boards of each firm and of the companies it owns, and the firm's own portfolio page — and only while it is current; a firm with more than one kind of fresh activity comes first, and nothing is written to a firm on the strength of a rumour
showing 107 of 107
| firm | what happened | detail | when | current until | source |
|---|---|---|---|---|---|
| AMERICAN PACIFIC GROUP | Executive move | American Pacific Group Promotes Luchi Mmegwa to Managing Director | 2026-07-08 | 2026-11-05 | Business Wire · citybiz |
| AMERICAN PACIFIC GROUP | Merger or affiliation | American Pacific Group Acquires Fellers | 2026-05-06 | 2026-11-02 | Work Truck Online |
| AMERICAN PACIFIC GROUP | Merger or affiliation | American Pacific Group Announces Investment in Dossier | 2026-04-02 | 2026-09-29 | Business Wire |
| ALLIED INDUSTRIAL PARTNERS | Fund close | Allied Industrial Partners II-A LP | 2026-09-17 | 2027-03-16 | SEC EDGAR |
| ALLIED INDUSTRIAL PARTNERS | Merger or affiliation | Allied Industrial Partners-Backed Mat Tech Acquires Hook Set Transportation to Expand Gulf Coast Operations | 2026-07-07 | 2027-01-03 | citybiz |
| ALLIED INDUSTRIAL PARTNERS | Merger or affiliation | TPG acquires Waste Eliminator and Liberty Waste Solutions from Allied Industrial Partners | 2026-06-17 | 2026-12-14 | scanx.trade |
| ALLIED INDUSTRIAL PARTNERS | Merger or affiliation | Liberty Waste Solutions, Backed by Allied Industrial Partners, Acquires Bill's Trash Services | 2026-06-11 | 2026-12-08 | Eastern Progress |
| ALLIED INDUSTRIAL PARTNERS | Merger or affiliation | Liberty Waste Solutions, Backed by Allied Industrial Partners, Acquires M&M Garbage Disposal | 2026-06-03 | 2026-11-30 | PR Newswire |
| ALLIED INDUSTRIAL PARTNERS | Merger or affiliation | Allied Industrial Partners acquires majority stake in Trinity Industrial | 2026-05-08 | 2026-11-04 | Equipment Finance News |
| ALLIED INDUSTRIAL PARTNERS | Merger or affiliation | Allied Industrial Partners acquires Trinity Industrial; Amulet Capital buys TFP | 2026-05-07 | 2026-11-03 | S&P Global |
| HALO PARTNERS | Fund close | HALO Partners I-A, L.P. | 2026-08-19 | 2026-11-17 | SEC EDGAR |
| RC Capital | Fund close | RC Capital Fund VIII, L.P.; RC Capital Fund QP VIII, L.P.; RC Capital Fund VIII-B, L.P. | 2026-08-14 | 2026-11-12 | SEC EDGAR |
| BLACKFORD CAPITAL | Fund close | Blackford Capital Opportunity Fund II, LP; Blackford Capital Opportunity Fund II-A, LP | 2026-08-14 | 2026-11-12 | SEC EDGAR |
| SHERIDAN CAPITAL PARTNERS | Fund close | Sheridan Capital Partners Fund IV, LP | 2026-07-31 | 2026-10-29 | SEC EDGAR |
| SHERIDAN CAPITAL PARTNERS | Merger or affiliation | Sheridan Capital Partners Completes Investment in Carolina Components Group, a Key Supplier to Biopharmaceutical Manufacturers | 2026-08-04 | 2027-01-31 | Business Wire |
| NORTHAMPTON CAPITAL PARTNERS | Fund close | Northampton Capital Partners PIV LP | 2026-04-17 | 2026-10-14 | SEC EDGAR |
| NORTHAMPTON CAPITAL PARTNERS | Merger or affiliation | Northampton Capital Partners and APG Launch Cypress Infrastructure, Debuts with Preferred Investment in Terra-Gen Renewable Portfolio | 2026-07-31 | 2027-01-27 | businesswire.com |
| Revival Healthcare Capital | Fund close | Revival Healthcare Capital Fund II, LP | 2026-07-29 | 2026-10-27 | SEC EDGAR |
| TAYEH CAPITAL GROUP | Fund close | Tayeh Capital Group Olympus Co-Invest Fund, L.P. | 2026-07-23 | 2026-10-21 | SEC EDGAR |
| TAYEH CAPITAL GROUP | Merger or affiliation | Tayeh Capital Group Invests In And Partners With Council Advisors | 2026-07-26 | 2027-01-22 | Pulse 2.0 |
| TAYEH CAPITAL GROUP | Merger or affiliation | Tayeh Capital Group Invests In and Partners With Founder-Led, C-Suite Advisory Firm Council Advisors | 2026-07-23 | 2027-01-19 | businesswire.com · citybiz |
| Rising Point Capital | Fund close | Rising Point Capital Management Fund I-A, L.P. | 2026-07-10 | 2026-10-08 | SEC EDGAR |
| Unity Partners | Fund close | Unity Partners HVS Co-Invest II, LP | 2026-07-09 | 2026-10-07 | SEC EDGAR |
| Unity Partners | Fund close | Unity Partners Fund II, LP | 2026-05-14 | 2026-11-10 | SEC EDGAR |
| Unity Partners | Merger or affiliation | Unity Partners Announces Strategic Growth Investment in Meaden & Moore | 2026-07-07 | 2027-01-03 | businesswire.com · pehub.com |
| Unity Partners | Merger or affiliation | Unity Partners LP Completes Acquisition of The Byng Group | 2026-03-28 | 2026-09-24 | McCarthy Tétrault |
| Acacia Partners | Fund close | Acacia Partners Investments IV - AI, LLC | 2026-04-17 | 2026-10-14 | SEC EDGAR |
| Fusion Capital | Merger or affiliation | Fusion Capital-backed Relevant Solutions acquires Conrad Kacsik Instrument Systems | 2026-09-10 | 2027-03-09 | pehub.com |
| Fusion Capital | Merger or affiliation | Fusion Capital Partners Acquires AQUALIS, A Leading Sustainable Water Management Services Company | 2026-04-28 | 2026-10-25 | Pulse 2.0 · citybiz · Smart Water Magazine |
| Fusion Capital | Merger or affiliation | Fusion Capital Partners Acquires AQUALIS from DFW Capital Partners | 2026-04-27 | 2026-10-24 | Business Wire |
| Vesey Street Capital Partners | Merger or affiliation | McDermott Will & Schulte advises Vesey Street Capital Partners in Inceptua Group’s acquisition of SupplyRx | 2026-09-09 | 2026-10-09 | McDermott Will & Schulte |
| New Water Capital | Merger or affiliation | New Water Capital Acquires Foodservice Packaging Manufacturer LidWorks | 2026-09-09 | 2026-10-09 | citybiz · Yahoo Finance · pehub.com |
| New Water Capital | Merger or affiliation | Mesirow Advises Gravis, a Portfolio Company of New Water Capital, L.P. on the Acquisition of Western Packaging Solutions | 2026-04-23 | 2026-10-20 | PR Newswire |
| Cw Industrial Partners | Merger or affiliation | Point 41 Capital acquires Safe-Way Garage Doors from CW Industrial Partners | 2026-09-09 | 2026-10-09 | pehub.com |
| Gainline Capital Partners | Fund close | Gainline closes oversubscribed continuation fund for Core Health & Fitness, led by StepStone | 2026-09-08 | 2026-11-07 | Dealroom |
| Gainline Capital Partners | Merger or affiliation | M&M International Acquires KC Tech | 2026-07-01 | 2026-12-28 | Pulse 2.0 |
| Gainline Capital Partners | Merger or affiliation | Gainline Capital Portfolio Company M&M International Acquires KC Tech to Expand Medical Tubing Manufacturing | 2026-06-30 | 2026-12-27 | citybiz · PR Newswire |
| Saothair Capital Partners | Merger or affiliation | Saothair Capital Partners Acquires FIFCO USA And Renames Business North American Breweries | 2026-09-03 | 2027-03-02 | Pulse 2.0 · citybiz · geneonline.com · Moomoo · Yahoo Finance |
| Saothair Capital Partners | Merger or affiliation | Saothair Capital Partners Acquires Absorbent Materials Manufacturer EAM Corp. From Domtar | 2026-06-07 | 2026-12-04 | Pulse 2.0 |
| Saothair Capital Partners | Merger or affiliation | Saothair Capital Partners Completes The Acquisition Of EAM Corp. | 2026-06-04 | 2026-12-01 | redbooklumberdata.com |
| Growth Catalyst Partners | Merger or affiliation | HoneyQuote partners with Growth Catalyst Partners | 2026-09-01 | 2026-10-01 | Coverager |
| Lion Equity Investment Advisors | Merger or affiliation | Lion Equity Investment Advisors LLC acquired Myers Tire Supply, LLC from Myers Industries, Inc. for $30 million. | 2026-08-30 | 2027-02-26 | marketscreener.com |
| Continuim Equity Partners | Merger or affiliation | Continuim Equity Partners Acquires Majority Stake In Resodyn | 2026-08-27 | 2026-09-26 | Pulse 2.0 · Fidelity Investments · citybiz · The Business Journals |
| Continuim Equity Partners | Fund close | Continuim Equity Partners closes oversubscribed $548M Fund III, boosting assets under management past $1B | 2026-08-06 | 2026-10-05 | Pluang · GlobeNewswire |
| Continuim Equity Partners | Merger or affiliation | Pittsburgh's Continuim Equity Partners acquires Latrobe sanitation trailer manufacturer | 2026-05-08 | 2026-11-04 | The Business Journals |
| Truehelm | Executive move | Truehelm Promotes Donnacha O’Sullivan to Partner | 2026-08-11 | 2026-12-09 | Business Wire · businesswire.com |
| ARKVIEW CAPITAL, L.P. | Merger or affiliation | NEOTech, an Arkview Capital Portfolio Company, Completes Acquisition of Virtex | 2026-08-06 | 2027-02-02 | PR Newswire |
| CORBEL CAPITAL PARTNERS | Merger or affiliation | Corbel Capital Partners and Sea Pine Equity Partners Announce Investment in Executive Exteriors | 2026-08-05 | 2027-02-01 | PR Newswire |
| Riata Capital Group | Merger or affiliation | COEO Solutions Acquires NetWolves, Expanding Network and Connectivity Capabilities for Mid-Market Enterprises | 2026-08-03 | 2027-01-30 | businesswire.com |
| Riata Capital Group | Merger or affiliation | COEO Solutions Acquires S-NET Communications to Deepen Network, Security, and Managed IT Capabilities for Mid-Market Businesses | 2026-05-04 | 2026-10-31 | businesswire.com |
| Sallyport | Merger or affiliation | Sallyport acquires stake in Louisiana pipeline erosion remediation firm Submar as its third flagship fund platform investment | 2026-07-24 | 2027-01-20 | Energies Media |
| Sallyport | Merger or affiliation | Sallyport Announces Investment in Submar, a Leading Pipeline Erosion Remediation Business | 2026-07-08 | 2027-01-04 | PR Newswire |
| Pelican Energy Partners | Merger or affiliation | Pelican Energy Partners Announces Acquisition of Riggins Company | 2026-07-20 | 2027-01-16 | Yahoo Finance · Pulse 2.0 · citybiz |
| Pelican Energy Partners | Merger or affiliation | Pelican Energy Partners Acquires Veridiam | 2026-07-14 | 2027-01-10 | Pulse 2.0 |
| Pelican Energy Partners | Merger or affiliation | Pelican Energy Partners Announces Acquisition of Veridiam, a Precision Manufacturer of Fuel Channels for the Nuclear Industry and Other Proprietary Components Across Multiple Industries | 2026-07-13 | 2027-01-09 | Yahoo Financ · citybiz |
| Pelican Energy Partners | Merger or affiliation | Private equity firm Pelican Energy Partners acquires nuclear decontamination company | 2026-04-27 | 2026-10-24 | bizjournals.com · citybiz |
| ACORN CAPITAL MANAGEMENT | Merger or affiliation | Proskauer Advises Acorn Capital Management And Sentry Aerospares On Acquisition Of AirStart | 2026-07-14 | 2027-01-10 | mondaq.com |
| Swander Pace Capital | Executive move | Mommy’s Bliss Appoints Natalie Hagstrom as CEO | 2026-07-08 | 2026-11-05 | businesswire.com |
| Presidio Investors | Merger or affiliation | Leading a defining play in global football investment: Presidio’s acquisition of Hellas Verona FC | 2026-07-01 | 2026-12-28 | Hogan Lovells Cadwalader |
| Presidio Investors | Merger or affiliation | Presidio Investors Expands Portfolio with Strategic Investment in Edge Home Finance | 2026-04-20 | 2026-10-17 | businesswire.com |
| Wilsquare Capital | Merger or affiliation | WILsquare Capital Portfolio Company, Automotive Color & Supply, Acquires Ohio Paint Supply | 2026-07-01 | 2026-12-28 | PR Newswire |
| SEAF | Merger or affiliation | SEAF Senegal secures third major deal with $2.2M investment in La Ripaille - innovation-village.com | 2026-06-28 | 2026-12-25 | news.google.com · africaprivateequitynews.com |
| Latticework Capital Management | Merger or affiliation | CDMO Live & PharmaSource Acquired by Life Science Connect to Build the World's Leading Biopharma Outsourcing Platform | 2026-06-23 | 2026-12-20 | Business Wire |
| MANGROVE EQUITY PARTNERS | Executive move | Mangrove Equity Partners Announces the Launch of Peak Pavement Group, a National Pavement Maintenance Platform, and Welcomes Two Additional Partner Companies | 2026-06-23 | 2026-10-21 | businesswire.com |
| HEARTWOOD PARTNERS, LLC | Merger or affiliation | Kainos Capital Acquires Super-Sod From Heartwood Partners | 2026-06-11 | 2026-12-08 | Pulse 2.0 |
| HEARTWOOD PARTNERS, LLC | Merger or affiliation | Weil Advises Kainos Capital in Acquisition of Super-Sod from Heartwood Partners | 2026-06-10 | 2026-12-07 | Weil |
| HEARTWOOD PARTNERS, LLC | Merger or affiliation | HEARTWOOD PARTNERS PORTFOLIO COMPANY VITALSPACE EXPANDS MODULAR PLATFORM WITH ACQUISITION OF B.I.G ENTERPRISES | 2026-04-07 | 2026-10-04 | PR Newswire |
| HEARTWOOD PARTNERS, LLC | Merger or affiliation | Heartwood Partners-backed Amlon acquires Lion Industrial Resources | 2026-03-25 | 2026-09-21 | pehub.com |
| CATCHMENT CAPITAL, L.P. | Merger or affiliation | Catchment Capital Completes Acquisition Of Isolatek International From SK Capital Partners | 2026-06-11 | 2026-12-08 | Pulse 2.0 |
| CATCHMENT CAPITAL, L.P. | Merger or affiliation | Catchment Capital Completes Acquisition of Isolatek International from SK Capital Partners | 2026-06-10 | 2026-12-07 | Business Wire · citybiz |
| CATCHMENT CAPITAL, L.P. | Merger or affiliation | Catchment Capital Announces Investment in Vertech Industrial Systems | 2026-04-29 | 2026-10-26 | Business Wire |
| MASCARENE PARTNERS LLC | Merger or affiliation | Mascarene Partners Acquires General Drilling And Venture Drilling East To Form Iron Pillar United Mining Group | 2026-06-10 | 2026-12-07 | Pulse 2.0 |
| ARCHITECT EQUITY | Merger or affiliation | Architect Equity Announces Acquisition of Material Handling Exchange | 2026-06-09 | 2026-12-06 | Business Wire |
| Estancia Capital Management | Fund close | Estancia Capital Management, LLC Announces Final Close of Estancia Capital Partners Fund III, LP, its Largest Fund to Date | 2026-06-08 | 2026-12-05 | Business Wire |
| Blue Point Capital Partners | Executive move | Cleveland-based National Safety Apparel names new CEO in planned succession | 2026-06-08 | 2026-10-06 | The Business Journals |
| Wingman Growth Partners | Fund close | Wingman Growth Partners Raises $215 Million For Oversubscribed Inaugural Fund | 2026-06-04 | 2026-12-01 | Pulse 2.0 |
| Wingman Growth Partners | Fund close | Wingman Growth Partners takes less than a year to strike $215m hard cap for debut fund | 2026-06-03 | 2026-11-30 | AltAssets Private Equity News |
| Wingman Growth Partners | Fund close | Wingman Growth Partners Closes Oversubscribed Inaugural Fund at $215 Million Hard Cap | 2026-06-02 | 2026-11-29 | PR Newswire |
| RLH Equity Partners | Merger or affiliation | RLH Equity Partners Announces Agreement for the Acquisition of MCA Connect by Grant Thornton Advisors LLC | 2026-06-03 | 2026-11-30 | PR Newswire |
| ACON Investments Management | New portfolio company | added a company to its portfolio in Jun 2026 | 2026-06-01 | 2026-12-01 | the firm's site |
| Periscope Equity | Merger or affiliation | Periscope Equity Makes Strategic Investment in Amusement Connect, a Specialty Payments Platform for the Amusement Industry | 2026-05-27 | 2026-11-23 | businesswire.com · citybiz |
| Fort Point Capital | Merger or affiliation | O2 Sponsor Finance Provides Senior Secured Credit Facilities to Support Fort Point Capital in its Recapitalization of Boston Green | 2026-05-21 | 2026-11-17 | Dealroom |
| GUARDIAN CAPITAL PARTNERS | Merger or affiliation | Guardian Capital Partners acquires Nugredient Solutions | 2026-05-20 | 2026-11-16 | Markets Group |
| GUARDIAN CAPITAL PARTNERS | Merger or affiliation | Guardian Capital Partners Acquires Nügredient Solutions | 2026-04-01 | 2026-09-28 | citybiz · Pulse 2.0 |
| STONE-GOFF PARTNERS | Merger or affiliation | Stone-Goff Partners Announces Investment in 5Q Partners and Add-On Acquisition of One11 Advisors | 2026-05-20 | 2026-11-16 | PropTech Connect |
| BOYNE CAPITAL | Merger or affiliation | Boyne Capital Acquires Majority Stake In YZY Fragrances | 2026-05-18 | 2026-11-14 | BeautyMatter |
| BOYNE CAPITAL | Merger or affiliation | Boyne Capital Acquires Majority Stake In YZY Fragrances | 2026-05-15 | 2026-11-11 | Beauty Independent |
| BOYNE CAPITAL | Fund close | Boyne Capital Closes Oversubscribed BCM Fund III at Over $400MM | 2026-05-01 | 2026-10-28 | ABF Journal |
| BOYNE CAPITAL | Fund close | Boyne Capital Closes Oversubscribed BCM Fund III At Over $400 Million | 2026-04-30 | 2026-10-27 | Pulse 2.0 |
| Good Springs Capital | Merger or affiliation | GOOD SPRINGS CAPITAL ANNOUNCES INVESTMENT IN SNYDER ENVIRONMENTAL SERVICES | 2026-05-13 | 2026-11-09 | PR Newswire |
| Citation | Merger or affiliation | World Travel Holdings Partners with Citation Capital for Continued Growth in Travel Distribution | 2026-05-13 | 2026-11-09 | PR Newswire |
| Dynamic Core Capital Partners | Merger or affiliation | Party Reflections Announces Acquisition of Creative Solutions Special Events | 2026-05-12 | 2026-11-08 | Business Wire · citybiz |
| GALLANT CAPITAL PARTNERS LLC | Merger or affiliation | Gallant Capital Partners Announces Strategic Investment in NCCO | 2026-05-12 | 2026-11-08 | Business Wire |
| 5TH CENTURY PARTNERS | Fund close | 5th Century Partners Closes Fund II At $276M To Further Its Investments In Founder-Owned Healthcare And Business Services | 2026-05-11 | 2026-11-07 | AfroTech |
| 5TH CENTURY PARTNERS | Fund close | 5th Century Partners: $276 Million Final Close For Fund II Exceeds Target | 2026-05-07 | 2026-11-03 | Pulse 2.0 |
| 5TH CENTURY PARTNERS | Fund close | 5th Century Partners Announces Final Close of Fund II Above Target at $276 Million | 2026-05-06 | 2026-11-02 | businesswire.com · Business Wire |
| Braemont Capital | Merger or affiliation | Royal Cup Coffee & Tea completes $28.3m acquisition of major US competitor | 2026-05-08 | 2026-11-04 | World Coffee Portal |
| Braemont Capital | Merger or affiliation | Royal Cup Completes Acquisition of Farmer Brothers Coffee Co. | 2026-05-05 | 2026-11-01 | Business Wire |
| Jumana Capital | Merger or affiliation | Jumana Capital Invests in The Ritz-Carlton Hotel & Residences, Houston, Strengthening Institutional Backing Behind Landmark Development | 2026-04-24 | 2026-10-21 | prweb.com |
| Owner Resource Group | Merger or affiliation | Owner Resource Group: Investment In Smart City Locating Expands Property Services Platform | 2026-04-19 | 2026-10-16 | Pulse 2.0 |
| Owner Resource Group | Merger or affiliation | Owner Resource Group Partners with Premier Property Locating Services Firm, Smart City Locating, Inc. | 2026-04-13 | 2026-10-10 | businesswire.com |
| Owner Resource Group | Merger or affiliation | Frontenac acquires Bill Gosling Outsourcing from Owner Resource Group | 2026-04-06 | 2026-10-03 | pehub.com |
| MPE Partners | Merger or affiliation | MPE PARTNERS AND SKB CASES ANNOUNCE THE ACQUISITION OF NANUK GEAR PROTECTION | 2026-04-08 | 2026-10-05 | PR Newswire |
| Crux Capital | Merger or affiliation | Crux Capital Partners With Drew and Jennifer McWilliams to Recapitalize Ivybrook Academy, the Nation’s Leading Half-day Preschool Franchise | 2026-04-07 | 2026-10-04 | Business Wire |
| Stella Point Capital | Merger or affiliation | TRX Services Partners with Stella Point Capital to Drive Expansion and Growth | 2026-03-31 | 2026-09-27 | businesswire.com |
| Chaifetz Group | Merger or affiliation | Katten Advises Marc Zahr and the Chaifetz Group in Acquisition of Portland Trail Blazers | 2026-03-31 | 2026-09-27 | PR Newswire |
| FORWARD CONSUMER PARTNERS, LLC | Fund close | Forward Consumer Partners Closes Fund II at $500 Million Hard Cap | 2026-03-26 | 2026-09-22 | Business Wire |
Campaigns
the outreach sequences and the emails they send, in full
Nothing has gone out yet; the first send day is 2026-09-10.
Now
Up next
3
Ready to send
83
On 2026-09-21
Emails sent
0
Replies
0
4 mailboxes send this sequence; their sending domains have not been checked yet.
The sequences
Introduction sequenceCompleted2 replies
0 emails sent · goal: reply
Introduction sequenceCompleted2 replies
0 emails sent · goal: reply
Introduction sequenceReady1 reply
0 emails sent · goal: reply
Introduction sequenceReady0 replies
0 emails sent · goal: reply
Introduction sequenceReady1 reply
0 emails sent · goal: reply
Introduction sequenceReady1 reply
0 emails sent · goal: reply
Introduction sequenceReady0 replies
0 emails sent · goal: reply
Introduction sequenceReady3 replies
0 emails sent · goal: reply
Introduction sequenceReady0 replies
0 emails sent · goal: reply
Introduction sequenceReady0 replies
0 emails sent · goal: reply
Introduction sequenceReady0 replies
0 emails sent · goal: reply
Introduction sequenceReady1 reply
0 emails sent · goal: reply
Introduction sequenceReady0 replies
0 emails sent · goal: reply
Introduction sequenceReady0 replies
0 emails sent · goal: reply
Introduction — one recipientIn preparation0 replies
0 emails sent · goal: meeting
Introduction — one email to the senior teamIn preparation0 replies
0 emails sent · goal: meeting
What a sequence does, step by step
These steps and their days are the plan itself, read from it — not a description of it.
- 1
Introduction · email · day 1 · 2026-09-10
one email to the senior team, written for this firm
- 2
Check-in · email · 7 days later · 2026-09-17
one line in the same thread, only if there has been no reply
- 3
Last note · email · 16 days later · 2026-09-26
one line in the same thread, only if there has been no reply
A reply on any step stops every step still to come.
Every sequence, in full
showing 16 of 16
| sequence | goal | state | contacted | replied | booked |
|---|---|---|---|---|---|
| Introduction sequence | reply | Completed | 276 | 2 | 0 |
| Introduction sequence | reply | Completed | 277 | 2 | 0 |
| Introduction sequence | reply | Ready | 18 | 1 | 0 |
| Introduction sequence | reply | Ready | 81 | 0 | 0 |
| Introduction sequence | reply | Ready | 37 | 1 | 0 |
| Introduction sequence | reply | Ready | 51 | 1 | 0 |
| Introduction sequence | reply | Ready | 79 | 0 | 0 |
| Introduction sequence | reply | Ready | 283 | 3 | 0 |
| Introduction sequence | reply | Ready | 87 | 0 | 0 |
| Introduction sequence | reply | Ready | 289 | 0 | 0 |
| Introduction sequence | reply | Ready | 15 | 0 | 0 |
| Introduction sequence | reply | Ready | 31 | 1 | 0 |
| Introduction sequence | reply | Ready | 6 | 0 | 0 |
| Introduction sequence | reply | Ready | 44 | 0 | 0 |
| Introduction — one recipient | meeting | In preparation | 0 | 0 | 0 |
| Introduction — one email to the senior team | meeting | In preparation | 0 | 0 | 0 |
The introduction — the versions in use
each firm receives one of these, with its own name in the closing question; the greeting names every recipient
Version A · on 64 firms
Subject: Momentum | [Firm name] Introduction
[First name], [First name] and [First name], Most sponsors trust the management team they acquired. That team may be running a plan it has never run before. The gap shows up when sponsors are filling voids that should be owned at that level. Momentum Advisors gives you a straight read on whether the team can carry the plan and what to fix first. Where the fix is a hire, our search team can support that too. Would you be open to an introduction call to see where Momentum could increase value for [Firm name]? Ron
Version B · on 21 firms
Subject: Momentum | [Firm name] Introduction
[First name], [First name] and [First name], Most founders and first-generation CEOs don't make it to the transaction. The person can be right and the structure around them wrong. Momentum Advisors helps sponsors see that early. We measure whether the leadership team and the structure around it can deliver the plan, then rank what to change first. It is research-backed, not a guess. Would you be open to an introduction call to see where Momentum could increase value for [Firm name]? Ron
The follow-ups
sent in the same thread when there is no reply, to the same people
A week after the introduction
Subject: Momentum | [Firm name] Introduction
[First name], [First name] and [First name], Would you be open to an introduction call to see where Momentum could increase value for [Firm name]? Ron
Nine days after the check-in
Subject: Momentum | [Firm name] Introduction
[First name], [First name] and [First name], When a leader isn't carrying the plan, Momentum gives a sponsor an evidence-linked read on whether to back that person or make a change. Would you be open to an introduction call to see where Momentum could increase value for [Firm name]? Ron
Results
what has actually happened — emails sent, replies by what they mean, bounces; zero is shown as zero
1574
sent
209
firms reached
11
replies
0
positive
1
negative
10
unresolved
3
bounces
0.7%
reply rate
0.0%
positive rate
0.2%
bounce rate
Sends by day
sentrepliedbounced
2291140
08-17
08-18
08-19
08-20
08-21
08-24
08-25
08-26
08-27
08-28
08-31
09-02
09-03
09-04
09-08
09-09
09-10
09-14
09-15
09-16
09-17
1574 sent over 21 sending day(s) · 11 replied · 3 bounced · busiest day 229 — from the sending rail's own record.
By step
| step | sent | replies | positive | negative | unresolved | bounces | reply rate |
|---|---|---|---|---|---|---|---|
| step 1 | 1230 | 7 | 0 | 0 | 7 | 3 | 0.6% |
| step 2 | 1214 | 3 | 0 | 1 | 2 | 0 | 0.2% |
| step 3 | 236 | 1 | 0 | 0 | 1 | 0 | 0.4% |
By send day
showing 21 of 21
| day | sent | inboxes |
|---|---|---|
| 2026-09-17 | 7 | the outreach mailboxes |
| 2026-09-16 | 90 | the outreach mailboxes |
| 2026-09-15 | 227 | the outreach mailboxes |
| 2026-09-14 | 229 | the outreach mailboxes |
| 2026-09-10 | 77 | the outreach mailboxes |
| 2026-09-09 | 25 | the outreach mailboxes |
| 2026-09-08 | 179 | the outreach mailboxes |
| 2026-09-04 | 25 | the outreach mailboxes |
| 2026-09-03 | 31 | the outreach mailboxes |
| 2026-09-02 | 52 | the outreach mailboxes |
| 2026-08-31 | 77 | the outreach mailboxes |
| 2026-08-28 | 67 | the outreach mailboxes |
| 2026-08-27 | 82 | the outreach mailboxes |
| 2026-08-26 | 80 | the outreach mailboxes |
| 2026-08-25 | 32 | the outreach mailboxes |
| 2026-08-24 | 52 | the outreach mailboxes |
| 2026-08-21 | 37 | the outreach mailboxes |
| 2026-08-20 | 41 | the outreach mailboxes |
| 2026-08-19 | 49 | the outreach mailboxes |
| 2026-08-18 | 58 | the outreach mailboxes |
| 2026-08-17 | 57 | the outreach mailboxes |
How a reply is counted
| what a reply means | kinds of reply |
|---|---|
| positive | Interested, Meeting requested, Met, Meeting booked, Referred us on |
| negative | Not interested, Asked not to be contacted, Declined firmly, Closed |
| unresolved | Asked a question, Raised an objection, Not now, Wrong person, Out of office, Passed to a colleague, Being read |
| bounce | Bounced |
Spam complaints · not measured yet
Not a zero — not measured. A spam complaint never arrives as a reply; it reaches the mailbox provider's reporting. Measuring it means connecting the sending domains to that reporting, which is on the list; until then this stays a stated gap, never a number.
Inbox
every conversation, newest first — click one to read it
11
replies
10
Being read
1
Asked not to be contacted
JTJennifer Terry2026-09-15Executive Vice President | Chief Human Resources Officer · The Bancorp
Jennifer Terry2026-09-15
Executive Vice President | Chief Human Resources Officer · The Bancorp
Hi Jennifer,
I am sending this to HR leaders at growing companies, because this is usually where it lands first.
When leaders struggle to execute, the instinct is often to add more training, coaching, or development.
Sometimes that's right. Sometimes the real issue is unclear priorities, weak decision rights, inconsistent accountability, role fit, or systems that don't support execution.
On September 16, Momentum Advisors is joining UKG for: "How Growing Organizations Build Leaders, Systems, and Accountability That Last."
We'll have a practical, interactive conversation about the six places execution can break down, and how to diagnose the real issue before investing in the wrong fix.
Register here
Attendees will also receive our Leadership Execution Checklist to help identify where execution may be getting stuck in your organization.
Hope you can join us.
Alix
--
Momentum Advisors, 980 N. Michigan Ave, Ste 1090, Chicago, IL 60611
If you'd rather not hear from me, reply with "no thanks" and I'll stop.
Jennifer,
Quick reminder that the UKG session is Wednesday, 12:00 to 1:30pm Central.
If you have been meaning to register, here is the link.
Register here
Hope you can join us.
Alix
--
Momentum Advisors, 980 N. Michigan Ave, Ste 1090, Chicago, IL 60611
If you'd rather not hear from me, reply with "no thanks" and I'll stop.
Thank you for your message. I am currently out of the office until Friday, September 18, 2026, and will respond upon my return.
For urgent Human Resources matters requiring immediate attention, please contact Kimberly Brewington at (302) 385-5467. Thank you.
Best, Jenn
Jennifer F. Terry, MBA, SHRM-SCP, SPHR
Executive Vice President, Chief Human Resources Officer
The Bancorp
(o) +1.302.385.5394 | (m) +1.609.304.2135
409 Silverside Road, Suite 105, Wilmington, DE 19809
SNShannon Nielsen2026-09-14HR Director · The Only Agency
Shannon Nielsen2026-09-14
HR Director · The Only Agency
Hi Shannon,
I am sending this to HR leaders at growing companies, because this is usually where it lands first.
When leaders struggle to execute, the instinct is often to add more training, coaching, or development.
Sometimes that's right. Sometimes the real issue is unclear priorities, weak decision rights, inconsistent accountability, role fit, or systems that don't support execution.
On September 16, Momentum Advisors is joining UKG for: "How Growing Organizations Build Leaders, Systems, and Accountability That Last."
We'll have a practical, interactive conversation about the six places execution can break down, and how to diagnose the real issue before investing in the wrong fix.
Register here
Attendees will also receive our Leadership Execution Checklist to help identify where execution may be getting stuck in your organization.
Hope you can join us.
Ron
--
Momentum Advisors, 980 N. Michigan Ave, Ste 1090, Chicago, IL 60611
If you'd rather not hear from me, reply with "no thanks" and I'll stop.
Hello,
Thank you for reaching out. I am currently out of office and will respond to your message when I return to the office on Thursday, September 17.
--
Best,
Shannon Nielsen
HR Director
New York
c:347 265 5730
a:20 W 22nd St. Suite 905, New York, NY 10010
www.theonly.agency
ABAndrea Berg2026-09-14VP Human Resources · Steven Label
Andrea Berg2026-09-14
VP Human Resources · Steven Label
Hi Andrea,
I am sending this to HR leaders at growing companies, because this is usually where it lands first.
When leaders struggle to execute, the instinct is often to add more training, coaching, or development.
Sometimes that's right. Sometimes the real issue is unclear priorities, weak decision rights, inconsistent accountability, role fit, or systems that don't support execution.
On September 16, Momentum Advisors is joining UKG for: "How Growing Organizations Build Leaders, Systems, and Accountability That Last."
We'll have a practical, interactive conversation about the six places execution can break down, and how to diagnose the real issue before investing in the wrong fix.
Register here
Attendees will also receive our Leadership Execution Checklist to help identify where execution may be getting stuck in your organization.
Hope you can join us.
Ron
--
Momentum Advisors, 980 N. Michigan Ave, Ste 1090, Chicago, IL 60611
If you'd rather not hear from me, reply with "no thanks" and I'll stop.
LLLisa Lutich2026-09-14Chief People Officer · Oats Overnight
Lisa Lutich2026-09-14
Chief People Officer · Oats Overnight
Hi Lisa,
I am sending this to HR leaders at growing companies, because this is usually where it lands first.
When leaders struggle to execute, the instinct is often to add more training, coaching, or development.
Sometimes that's right. Sometimes the real issue is unclear priorities, weak decision rights, inconsistent accountability, role fit, or systems that don't support execution.
On September 16, Momentum Advisors is joining UKG for: "How Growing Organizations Build Leaders, Systems, and Accountability That Last."
We'll have a practical, interactive conversation about the six places execution can break down, and how to diagnose the real issue before investing in the wrong fix.
Register here
Attendees will also receive our Leadership Execution Checklist to help identify where execution may be getting stuck in your organization.
Hope you can join us.
Alix
--
Momentum Advisors, 980 N. Michigan Ave, Ste 1090, Chicago, IL 60611
If you'd rather not hear from me, reply with "no thanks" and I'll stop.
Hello! So sorry I missed this email - I am on vacation with limited access. I will return to office on Monday, September 21st. If you have an emergency please feel free to contact our amazing HR/Safety leaders directly: Kristin Handley, Employee related items - Mary OBrien, Training & Development - Brittany Romo, Talent Acquisition & Matt Schaberg, Safety. Emails / Phone calls will be returned as soon as possible upon my return. Thank you
--
THANK YOU!
Lisa Lutich, SPHR
Chief People Officer
4121 E Cotton. Center Blvd
Phoenix, AZ
(602) 885-4328
CONFIDENTIALITY NOTICE: This e-mail message, including any attachments, is for the sole use of the intended recipient, and may contain confidential and privileged information. Any unauthorized review, use and disclosure or distribution is prohibited. If you are not the intended recipient, please contact the sender by reply e-mail and destroy all copies of the original message.
BBBrent Beshore2026-09-08Founder and CEO · Permanent Equity Management
Brent Beshore2026-09-08
Founder and CEO · Permanent Equity Management
Brent,
A $509M fund lives or dies on a handful of platforms. That makes a single management team that cannot carry its plan a material problem rather than a rounding error.
There is no line in the model for it, and no obvious place to go looking for it either.
At Momentum Advisors, our mission is to help PE-backed companies build the execution capacity to deliver the deal returns underwritten at close, the leadership-and-organization side that usually decides whether a platform hits the plan or stalls.
Most plans don't fail on strategy. They stall when the organization behind the plan can't execute at the speed the thesis assumes, and it rarely shows up in the numbers until a quarter or two of the hold is gone.
The MIQ Index is how we make that visible, a proprietary framework and software suite that measures and reports on leadership capability and capacity, org design and execution structure, org behaviors, and workforce optimization. In short, whether the business can actually execute its plan. That is not a guess. It is a research and science-backed framework that shows what is keeping a company from scaling effectively.
You get a ranked, evidence-linked readiness view and a sequenced 90-day roadmap: what to fix first, what can wait, who owns it. We don't step in as a shadow management team, we give you and the CEO a shared read on execution risk. Where the plan needs key hires, our search team can support that too.
Open to an introduction call to see how it reads on one of your active platforms?
If you'd rather I didn't follow up, just say so and I'll get out of your inbox.
Best,
Alix
Alix Prassas
EVP, Momentum Advisors
Chicago, IL
Momentum Advisors is a business of Intalegence, LLC · 1309 Coffeen Ave, Ste. 1200, Sheridan, WY 82801
Brent,
A quick example of what the MIQ Index surfaces.
A Midwest distributor we worked with had grown through acquisition across three sites and hit a wall. Leadership could not tell whether the drag was structure, behavior, or systems. What we measured showed the real constraint was org design and execution structure in the customer-facing functions, compounded by org behaviors that were draining retention.
They used the diagnosis to sequence a restructuring and moved customer satisfaction, engagement, and retention. No 18-month transformation, just the two or three moves that mattered first.
If a platform in your portfolio is carrying that kind of hidden drag, I can walk you through how we would scope it. Open this week?
If you'd rather not hear from me, just say so and I'll get out of your inbox.
Best,
Alix
Alix Prassas
EVP, Momentum Advisors
Chicago, IL
Momentum Advisors is a business of Intalegence, LLC · 1309 Coffeen Ave, Ste. 1200, Sheridan, WY 82801
If you need something urgently, please contact Jenny Huffstutter at [address].
Thanks,
Brent
--
Brent Beshore
Founder & CEO
315 N. 10th Street, Columbia, MO 65201
JHJennifer Hiatt2026-09-08Operating Partner, Recruiting and Human Resources, Greybull Stewardship · Greybull Advisors, Llc
Jennifer Hiatt2026-09-08
Operating Partner, Recruiting and Human Resources, Greybull Stewardship · Greybull Advisors, Llc
Jennifer,
Congrats on the Genesys Industries deal.
Now there's a new management team to form a view on, usually before there's been time to form a good one.
You own the deal returns across that portfolio, which means you also own the execution risk when a team can't deliver on them.
At Momentum Advisors, our mission is to help operating partners and their portfolio companies build the execution capacity behind the plan, and give you a standard, comparable way to see where each platform actually stands.
Most operating partners judge whether a team can execute off gut feel and a few board decks. The MIQ Index makes it a real read. It is a proprietary framework and software suite that measures and reports on leadership capability and capacity, org design and execution structure, org behaviors, and workforce optimization, so you get one evidence-based language for whether each platform can actually execute its business plan and what has to change first. Research and science-backed, not a guess.
Each engagement hands back a ranked readiness view and a 90-day roadmap: what to fix first, what can wait, who owns it. Because it lives in software, you can reassess the same company later instead of starting over. Where the plan needs key hires, our search team can support that too.
Open to an introduction call to see the framework?
If you'd rather not hear from me, just say so and I'll get out of your inbox.
Best,
Alix
Alix Prassas
EVP, Momentum Advisors
Chicago, IL
Momentum Advisors is a business of Intalegence, LLC · 1309 Coffeen Ave, Ste. 1200, Sheridan, WY 82801
Jennifer,
Quick follow-up.
The fastest place the MIQ Index pays off is right after close. That is when structure is loose, ownership is unclear, and the team either gels around the plan or quietly stalls.
We run a post-close baseline in weeks, not months, and hand you a 90-day roadmap: what to fix first, what can wait, who owns it, plus a shared baseline you and the CEO align on. You walk into the first board meeting with a diagnosis instead of a hunch.
If you have a platform that just closed or is about to, that is the one to start with. Want me to walk you through it on that one?
If you'd rather not hear from me, just tell me and I'll get out of your inbox.
Best,
Alix
Alix Prassas
EVP, Momentum Advisors
Chicago, IL
Momentum Advisors is a business of Intalegence, LLC · 1309 Coffeen Ave, Ste. 1200, Sheridan, WY 82801
Jennifer,
A pattern worth flagging.
The execution risk that hurts most is concentration: one or two leaders holding the whole company together with no bench behind them. It looks fine until that person leaves or burns out mid-hold.
Leadership capability and capacity is one of the things we measure and report on directly, where leadership depth protects the plan and where it is a single point of failure, and whether to support, realign, coach, or reconsider a leader in context. For a fund, that is the difference between a smooth exit and a fire drill.
Happy to show you what it looks like on a live team. next week?
If this isn't one for you, just say so and I'll get out of your inbox.
Best,
Alix
Alix Prassas
EVP, Momentum Advisors
Chicago, IL
Momentum Advisors is a business of Intalegence, LLC · 1309 Coffeen Ave, Ste. 1200, Sheridan, WY 82801
Hello,
Thank you for reaching out. We are not interested at this time. If that changes, I will follow up with you directly.
Please remove me from this mailing list.
Jennifer
Jennifer Hiatt
Operating Partner ‑ Recruiting & HR
Greybull Stewardship
(307) 249-1161
Earlier messages
From: Alix Prassas
Sent: Tuesday, September 8, 2026 11:33 AM
To: Jennifer Hiatt
Subject: [EXT] RE: One language for execution risk across the portfolio
Jennifer,
A pattern worth flagging.
The execution risk that hurts most is concentration: one or two leaders holding the whole company together with no bench behind them. It looks fine until that person leaves or burns out mid-hold.
Leadership capability and capacity is one of the things we measure and report on directly, where leadership depth protects the plan and where it is a single point of failure, and whether to support, realign, coach, or reconsider a leader in context. For
a fund, that is the difference between a smooth exit and a fire drill.
Happy to show you what it looks like on a live team. next week?
If this isn't one for you, just say so and I'll get out of your inbox.
Best,
Alix
Alix Prassas
EVP, Momentum Advisors
Chicago, IL
Momentum Advisors is a business of Intalegence, LLC · 1309 Coffeen Ave, Ste. 1200, Sheridan, WY 82801
On Wed, Aug 26, 2026 at 05:34 PM UTC Alix Prassas wrote:
Jennifer,
Quick follow-up.
The fastest place the MIQ Index pays off is right after close. That is when structure is loose, ownership is unclear, and the team either gels around the plan or quietly stalls.
We run a post-close baseline in weeks, not months, and hand you a 90-day roadmap: what to fix first, what can wait, who owns it, plus a shared baseline you and the CEO align on. You walk into the first board meeting with a diagnosis instead of a hunch.
If you have a platform that just closed or is about to, that is the one to start with. Want me to walk you through it on that one?
If you'd rather not hear from me, just tell me and I'll get out of your inbox.
Best,
Alix
Alix Prassas
EVP, Momentum Advisors
Chicago, IL
Momentum Advisors is a business of Intalegence, LLC · 1309 Coffeen Ave, Ste. 1200, Sheridan, WY 82801
On Mon, Aug 17, 2026 at 05:32 PM UTC Alix Prassas wrote:
Jennifer,
Congrats on the Genesys Industries deal.
Now there's a new management team to form a view on, usually before there's been time to form a good one.
You own the deal returns across that portfolio, which means you also own the execution risk when a team can't deliver on them.
At Momentum Advisors, our mission is to help operating partners and their portfolio companies build the execution capacity behind the plan, and give you a standard, comparable way to see where each platform actually stands.
Most operating partners judge whether a team can execute off gut feel and a few board decks. The MIQ Index makes it a real read. It is a proprietary framework and software suite that measures and reports on leadership capability and capacity, org design
and execution structure, org behaviors, and workforce optimization, so you get one evidence-based language for whether each platform can actually execute its business plan and what has to change first. Research and science-backed, not a guess.
Each engagement hands back a ranked readiness view and a 90-day roadmap: what to fix first, what can wait, who owns it. Because it lives in software, you can reassess the same company later instead of starting over. Where the plan needs key hires, our search
team can support that too.
Open to an introduction call to see the framework?
If you'd rather not hear from me, just say so and I'll get out of your inbox.
Best,
Alix
Alix Prassas
EVP, Momentum Advisors
Chicago, IL
Momentum Advisors is a business of Intalegence, LLC · 1309 Coffeen Ave, Ste. 1200, Sheridan, WY 82801
Thank you for the response Jennifer. Let us know if things change.
Confirming we have removed you from the list.
KDKate Daly2026-09-03Managing Partner & Head of the Center for the Circular Economy · Closed Loop Capital Management
Kate Daly2026-09-03
Managing Partner & Head of the Center for the Circular Economy · Closed Loop Capital Management
Kate,
A $466M fund lives or dies on a handful of platforms. That makes a single management team that cannot carry its plan a material problem rather than a rounding error.
There is no line in the model for it, and no obvious place to go looking for it either.
At Momentum Advisors, our mission is to help PE-backed companies build the execution capacity to deliver the deal returns underwritten at close, the leadership-and-organization side that usually decides whether a platform hits the plan or stalls.
Most plans don't fail on strategy. They stall when the organization behind the plan can't execute at the speed the thesis assumes, and it rarely shows up in the numbers until a quarter or two of the hold is gone.
The MIQ Index is how we make that visible, a proprietary framework and software suite that measures and reports on leadership capability and capacity, org design and execution structure, org behaviors, and workforce optimization. In short, whether the business can actually execute its plan. That is not a guess. It is a research and science-backed framework that shows what is keeping a company from scaling effectively.
You get a ranked, evidence-linked readiness view and a sequenced 90-day roadmap: what to fix first, what can wait, who owns it. We don't step in as a shadow management team, we give you and the CEO a shared read on execution risk. Where the plan needs key hires, our search team can support that too.
Open to an introduction call to see how it reads on one of your active platforms?
If this isn't one for you, just tell me and I'll get out of your inbox.
Best,
Alix
Alix Prassas
EVP, Momentum Advisors
Chicago, IL
Momentum Advisors is a business of Intalegence, LLC · 1309 Coffeen Ave, Ste. 1200, Sheridan, WY 82801
Kate,
A quick example of what the MIQ Index surfaces.
A Midwest distributor we worked with had grown through acquisition across three sites and hit a wall. Leadership could not tell whether the drag was structure, behavior, or systems. What we measured showed the real constraint was org design and execution structure in the customer-facing functions, compounded by org behaviors that were draining retention.
They used the diagnosis to sequence a restructuring and moved customer satisfaction, engagement, and retention. No 18-month transformation, just the two or three moves that mattered first.
If a platform in your portfolio is carrying that kind of hidden drag, I can walk you through how we would scope it. Open this week?
If you'd rather not hear from me, just say so and I'll get out of your inbox.
Best,
Alix
Alix Prassas
EVP, Momentum Advisors
Chicago, IL
Momentum Advisors is a business of Intalegence, LLC · 1309 Coffeen Ave, Ste. 1200, Sheridan, WY 82801
Hello, I'm on vacation, returning on Tuesday September 8th. Please reach out to Kim Tran at [address] with any urgent matters,
thank you.
Best,
Kate
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RLRichard Lozyniak2026-08-18Co-Founder and Operating Partner · Saothair Capital Partners
Richard Lozyniak2026-08-18
Co-Founder and Operating Partner · Saothair Capital Partners
Richard,
Congrats on the EAM deal earlier this year. Hope post-close is going well.
Now there's a new management team to form a view on, usually before there's been time to form a good one.
You own the deal returns across that portfolio, which means you also own the execution risk when a team can't deliver on them.
As Founder and CEO of Momentum Advisors, our mission is to help operating partners and their portfolio companies build the execution capacity behind the plan, and give you a standard, comparable way to see where each platform actually stands.
Most operating partners judge whether a team can execute off gut feel and a few board decks. The MIQ Index makes it a real read. It is a proprietary framework and software suite that measures and reports on leadership capability and capacity, org design and execution structure, org behaviors, and workforce optimization, so you get one evidence-based language for whether each platform can actually execute its business plan and what has to change first. Research and science-backed, not a guess.
Each engagement hands back a ranked readiness view and a 90-day roadmap: what to fix first, what can wait, who owns it. Because it lives in software, you can reassess the same company later instead of starting over. Where the plan needs key hires, our search team can support that too.
Open to an introduction call to see the framework?
If you'd rather I didn't follow up, just tell me and I'll get out of your inbox.
Best,
Ron
Ron Godier
Founder and CEO, Momentum Advisors
Chicago, IL
Momentum Advisors is a business of Intalegence, LLC · 1309 Coffeen Ave, Ste. 1200, Sheridan, WY 82801
No thanks Sent from my iPhone
Earlier messages
On Aug 18, 2026, at 1:32 PM, Ron Godier wrote:
Richard,
Congrats on the EAM deal earlier this year. Hope post-close is going well.
Now there's a new management team to form a view on, usually before there's been time to form a good one.
You own the deal returns across that portfolio, which means you also own the execution risk when a team can't deliver on them.
As Founder and CEO of Momentum Advisors, our mission is to help operating partners and their portfolio companies build the execution capacity behind the plan, and give you a standard, comparable way to see where each platform actually stands.
Most operating partners judge whether a team can execute off gut feel and a few board decks. The MIQ Index makes it a real read. It is a proprietary framework and software suite that measures and reports on leadership capability and capacity, org design and execution structure, org behaviors, and workforce optimization, so you get one evidence-based language for whether each platform can actually execute its business plan and what has to change first. Research and science-backed, not a guess.
Each engagement hands back a ranked readiness view and a 90-day roadmap: what to fix first, what can wait, who owns it. Because it lives in software, you can reassess the same company later instead of starting over. Where the plan needs key hires, our search team can support that too.
Open to an introduction call to see the framework?
If you'd rather I didn't follow up, just tell me and I'll get out of your inbox.
Best,
Ron
Ron Godier
Founder and CEO, Momentum Advisors
Chicago, IL
Momentum Advisors is a business of Intalegence, LLC · 1309 Coffeen Ave, Ste. 1200, Sheridan, WY 82801
DNDavid Noble2026-08-17Head of Portfolio Finance · Radial Equity Partners Lp
David Noble2026-08-17
Head of Portfolio Finance · Radial Equity Partners Lp
David,
You own the deal returns across the portfolio, so you also own the execution risk when a team can't deliver on them.
As Founder and CEO of Momentum Advisors, our mission is to give operating partners one evidence-based read on whether each platform can actually execute its business plan, and what to fix first. Most judge that off gut feel and a few board decks.
The MIQ Index, our proprietary framework and software suite, makes it a real read across leadership capability and capacity, org design and execution structure, org behaviors, and workforce optimization, with a 90-day roadmap you can reassess as the platform changes.
Open to a short conversation to see the framework?
If this isn't one for you, just tell me and I'll get out of your inbox.
Best,
Ron
Ron Godier
Founder and CEO, Momentum Advisors
Chicago, IL
Momentum Advisors is a business of Intalegence, LLC · 1309 Coffeen Ave, Ste. 1200, Sheridan, WY 82801
We have a value creation team internally, so very much appreciate the outreach but not for us at this time.
Thank you.
David Noble
Head of Portfolio Finance
Radial Equity Partners
745 Fifth Avenue, 9th Floor, New York, NY 10151
O: (212) 551-4504
www.radialequity.com
Earlier messages
From: Ron Godier
Sent: Monday, August 17, 2026 1:33 PM
To: Noble, David
Subject: One read on execution risk across the portfolio
[EXTERNAL EMAIL]
David,
You own the deal returns across the portfolio, so you also own the execution risk when a team can't deliver on them.
As Founder and CEO of Momentum Advisors, our mission is to give operating partners one evidence-based read on whether each platform can actually execute its business plan, and what to fix first. Most judge that off gut feel and a few board decks.
The MIQ Index, our proprietary framework and software suite, makes it a real read across leadership capability and capacity, org design and execution structure, org behaviors, and workforce optimization, with a 90-day roadmap you can reassess as the platform
changes.
Open to a short conversation to see the framework?
If this isn't one for you, just tell me and I'll get out of your inbox.
Best,
Ron
Ron Godier
Founder and CEO, Momentum Advisors
Chicago, IL
Momentum Advisors is a business of Intalegence, LLC · 1309 Coffeen Ave, Ste. 1200, Sheridan, WY 82801
Makes sense, and most firms your size do. Where we tend to add value is less about running value creation day to day and more about giving that team an objective baseline and 90-day roadmap to work from, particularly pre and post close. Not a replacement for what you have, just a different lens on it. If useful to see how that fits alongside an internal team, happy to walk through it.
https://calendly.com/ron-mhcadvisors/30min
Best,
Ron
ALAnthony Luchetta2026-08-17Partner · Hughes & Company
Anthony Luchetta2026-08-17
Partner · Hughes & Company
Anthony,
A $367M fund lives or dies on a handful of platforms. That makes a single management team that cannot carry its plan a material problem rather than a rounding error.
There is no line in the model for it, and no obvious place to go looking for it either.
At Momentum Advisors, our mission is to help PE-backed companies build the execution capacity to deliver the deal returns underwritten at close, the leadership-and-organization side that usually decides whether a platform hits the plan or stalls.
Most plans don't fail on strategy. They stall when the organization behind the plan can't execute at the speed the thesis assumes, and it rarely shows up in the numbers until a quarter or two of the hold is gone.
The MIQ Index is how we make that visible, a proprietary framework and software suite that measures and reports on leadership capability and capacity, org design and execution structure, org behaviors, and workforce optimization. In short, whether the business can actually execute its plan. That is not a guess. It is a research and science-backed framework that shows what is keeping a company from scaling effectively.
You get a ranked, evidence-linked readiness view and a sequenced 90-day roadmap: what to fix first, what can wait, who owns it. We don't step in as a shadow management team, we give you and the CEO a shared read on execution risk. Where the plan needs key hires, our search team can support that too.
Open to an introduction call to see how it reads on one of your active platforms?
If you'd rather not hear from me, just tell me and I'll get out of your inbox.
Best,
Alix
Alix Prassas
EVP, Momentum Advisors
Chicago, IL
Momentum Advisors is a business of Intalegence, LLC · 1309 Coffeen Ave, Ste. 1200, Sheridan, WY 82801
Thank you for your message. I'm out of the office, returning August 26th, with limited access to email in the interim. For time-sensitive, deal-related matters, please contact Eric Kim at
[address].
JHJon Hackett2026-08-17Innocreative Capital
Jon Hackett2026-08-17
Innocreative Capital
Jon,
Family offices hold longer than most funds, which makes the strength of a leadership team a bigger factor in returns, not a smaller one.
The founder who was the right leader at entry is not automatically the right leader at year six. That gap tends to show up in performance well before anyone is willing to name it out loud.
At Momentum Advisors, our mission is to help owners and their investors build and protect the execution capacity of the companies they hold, the leadership and organizational strength that keeps a business performing and durable over a long hold.
The question we help answer is simple: can this company actually execute its business plan, and if not, what has to change first? The MIQ Index is how we answer it, a proprietary framework and software suite that measures and reports on leadership capability and capacity, org design and execution structure, org behaviors, and workforce optimization. Research and science-backed, not a guess.
You get an evidence-linked read on where the organization is strong, where it is under strain, and a prioritized roadmap of the few moves that matter most, grounded in evidence rather than the founder's word for it. We don't replace the management team; we give you a clear read and leave them stronger.
Open to an introduction call to see if it is relevant for anything you hold?
If you'd rather not hear from me, just say so and I'll get out of your inbox.
Best,
Alix
Alix Prassas
EVP, Momentum Advisors
Chicago, IL
Momentum Advisors is a business of Intalegence, LLC · 1309 Coffeen Ave, Ste. 1200, Sheridan, WY 82801
Thank you for your email.
Please note that Jon Hackett is no longer with the company. This inbox is no longer active.
If you need further assistance, please reach out to another member of the team.
We appreciate your understanding.
Thank you!