Deal - Name Deal - Onboarding Status Account - Contact Email Account - Contact Name Account - Contact Phone Account - Name Deal Team - Asset Manager Attachments Deal - Open Date Deal - Closeing Date Deal - Currency Deal Team - Deal Owner Deal Team - Onboarding Lead Account - Parent Deal - Pledge ID Deal Team - Support Lead Deal - Service Line Deal - Team Name Client - Contact Address Client - Contact Email Client - Contact Name Client - Contact Phone Created Deal - SFDC Opportunity ID ID Deal - Value Asset - NetSuite Link Asset - NetSuite ID Status - Deal Owner Start Status - Deal Owner End Status - Onboarding Lead Start Status - Onboarding Lead End Status - Support Lead Start Status - Support Lead End Status - Support Lead Status Status - Onboarding Lead Status Status - Deal Owner Status
Atlas Properties New Loan Complete grant.a@vyntekpartners.co Atlas Properties Debra Berger 0 4/22/2022 5/12/2022 $ Lynne Robbins Pradeep Gupta Vyntek Partners 382938 Lidia Holloway PE/RE CapitalCatalysts 5/18/2023 12:56 PM 15 3500000 4123413 4/6/2022 5/19/2022 4/24/2022 4/6/2022 3/27/2022 5/12/2022 Not started Not started Not started
Riverside At Risk Jerrod.Smith@FRETB.com Lee Gu 678 302 6700 First Real Estate Trust and Bank Adele Vance 0 5/1/2022 5/12/2023 $ Lee Gu Pradeep Gupta First Real Estate Trust and Bank 382932 Lidia Holloway Financial Services CapitalCatalysts 5/18/2023 1:12 PM 16 8300000 4123412 1/31/2022 5/1/2022 3/27/2022 4/4/2022 4/5/2022 5/1/2022 Not started Not started Not started
3500 Greensboro Complete Roman.Roy@Waystar.com 678 302 6701 Waystar Real Estate Adele Vance 0 3/23/2023 5/12/2022 $ Lee Gu Pradeep Gupta Waystar Real Estate 382933 Lynne Robbins Financial Services YieldGladiators 5/18/2023 1:19 PM 17 83000000 4123418 4/22/2022 5/12/2022 4/22/2022 4/30/2022 4/22/2022 5/9/2022 At Risk Not started At Risk
1100-1200 Peppermill Complete Carlos.Ruiz@PMRE.com Pepper Mill Real Estate 404 321 5821 Pepper Mill Real Estate Lidia Holloway 0 3/23/2023 5/12/2022 $ Lee Gu Pradeep Gupta Pepper Mill Real Estate 245245 Adele Vance Financial Services CashflowCommanders Charles Schneider 5/18/2023 1:26 PM 18 259844000 4123415 4/22/2022 5/12/2022 4/22/2022 4/30/2022 4/22/2022 5/9/2022 Not started Not started Not started
Market District Complete Ashley.Evans@boa.com ashley.evans@boa.com 919 219 9481 Bank of America Adele Vance 0 1/20/2021 5/11/2023 $ Lee Gu Pradeep Gupta 234525 Adele Vance Financial Services YieldGladiators 5/18/2023 1:32 PM 19 5000000 4123410 4/22/2022 5/12/2022 4/22/2022 4/30/2022 4/22/2022 5/9/2022 Not started Not started Not started
Riverbend Properties Complete rachel.doctor@allencapital.com Rachel Doctor Allen Capital Adele Vance 0 2/4/2023 6/11/2023 $ Lee Gu Pradeep Gupta Allen Capital 24525 Irvin Sayers Financial Services AlphaPioneers 5/18/2023 1:37 PM 20 150000 4123417 1/31/2022 5/1/2022 3/27/2022 4/4/2022 4/5/2022 5/1/2022 Not started At Risk At Risk
Atlas Park At Risk Atlas Park Properties Debra Berger 0 1/5/2023 4/11/2023 $ Lee Gu Pradeep Gupta 2623462 Irvin Sayers Financial Services YieldGladiators 5/18/2023 1:39 PM 21 52900000 41234178 4/22/2022 5/12/2022 4/22/2022 4/30/2022 4/22/2022 5/9/2022 In-progress Not started In-progress
Glenridge Parkway Awaiting Approval Glenridge Parkway Alex Wilber 0 3/18/2021 9/21/2023 $ Lee Gu Pradeep Gupta 243245 Irvin Sayers PE/RE CashflowCommanders 5/18/2023 1:41 PM 22 5200500 41234168 4/22/2022 5/12/2022 4/22/2022 4/30/2022 4/22/2022 5/9/2022 In-progress Not started Not started
2800 Kodiak Complete CCC Properties Alex Wilber 0 1/14/2020 9/8/2023 $ Lee Gu Pradeep Gupta 24626 Irvin Sayers PE/RE CashflowCommanders 5/18/2023 1:49 PM 23 7800000 41234186 1/31/2022 5/1/2022 3/27/2022 4/4/2022 4/5/2022 5/1/2022 In-progress Completed In-progress
2850 Kodiak Awaiting Approval CCC Properties Alex Wilber 0 4/11/2020 9/22/2023 $ Lee Gu Pradeep Gupta 623462 Irvin Sayers PE/RE CapitalCatalysts 5/18/2023 1:49 PM 24 5872900 41234168 4/22/2022 5/12/2022 4/22/2022 4/30/2022 4/22/2022 5/9/2022 Not started In-progress Not started
El Segundo Corporate Park Complete Buss Capital Alex Wilber 0 4/11/2020 8/11/2023 $ Lee Gu Pradeep Gupta 23462 Irvin Sayers PE/RE AlphaPioneers 5/18/2023 1:52 PM 25 5828299900 41234146 4/6/2022 5/19/2022 4/24/2022 4/6/2022 3/27/2022 5/12/2022 In-progress At Risk Completed
900 Broad Street At Risk Nashville Bank and Trust Alex Wilber 0 5/18/2022 4/9/2023 $ Lee Gu Pradeep Gupta 26426 Irvin Sayers PE/RE AlphaPioneers 5/18/2023 1:53 PM 26 582000 41234135 4/22/2022 5/12/2022 4/22/2022 4/30/2022 4/22/2022 5/9/2022 At Risk In-progress At Risk
King and Green Partners Loan Adjustment Awaiting Approval tamika.green@pjm.om Chese Bank Alex Wilber 0 5/18/2023 $ Lee Gu Lidia Holloway PJ Morgan 382938 Nestor Wilke PE/RE CashflowCommanders Robert.Hallingston@blackjointventures.com Robert Hallingston 555-555-5555 5/18/2023 2:48 PM 27 4600000000 41234122 4/22/2022 5/12/2022 4/22/2022 4/30/2022 4/22/2022 5/9/2022 Not started At Risk Completed
Barriot Sparwood Loan At Risk Barriot Sparwood Lidia Holloway 0 5/18/2023 9/8/2023 $ Christie Cline Adele Vance SPG 10023928 Nestor Wilke Hospitality OutlookOutliers 5/18/2023 3:07 PM 28 7500200 94382944 4/6/2022 5/19/2022 4/24/2022 4/6/2022 3/27/2022 5/12/2022 At Risk Not started Not started
Grandio Group Awaiting Approval admin@SOX.co Kimberly Fort Grandio Adele Vance 0 5/18/2021 4/9/2023 $ Christie Cline Joni Sherman SOX Holdings Co 213421 Grady Archie Financial Services CapitalCatalysts 5/18/2023 3:27 PM 29 3500000 53452 1/31/2022 5/1/2022 3/27/2022 4/4/2022 4/5/2022 5/1/2022 In-progress Completed Not started
Firewand Capital Management Revolving Loan Complete cindy.ramirez@pjm.com Cindy Ramirez 555-555-5555 Chese Bank Debra Berger 0 5/19/2023 $ Christie Cline Lee Gu PJ Morgan 324240 Alex Wilber PE/RE YieldGladiators 5/18/2023 3:42 PM 30 9800000000 234543 4/22/2022 5/12/2022 4/22/2022 4/30/2022 4/22/2022 5/9/2022 In-progress Completed Completed
Barkshire Pathway Fixed-term Loan Awaiting Approval Benjamin.Li@slalom.co Benjamin Li 333-222-1111 Slalom Capital Debra Berger 0 5/18/2023 10/13/2023 $ Christie Cline Joni Sherman Two Degrees 292482 Lee Gu PE/RE CapitalCatalysts 5/18/2023 3:52 PM 31 1940000000 9291974 1/31/2022 5/1/2022 3/27/2022 4/4/2022 4/5/2022 5/1/2022 In-progress Not started Not started
Ashburn Enterprises New Loan Awaiting Approval les.larkin@barkleym.com Les Larkin 333-333-3333 FKT Bank Debra Berger 0 5/18/2023 8/11/2023 $ Christie Cline Allan Deyoung Barkley Marathos 292482 Lee Gu Retail BetaGuardians 5/18/2023 4:13 PM 32 3457850255 23141 4/22/2022 5/12/2022 4/22/2022 4/30/2022 4/22/2022 5/9/2022 Not started In-progress In-progress
725 Ponce In Progress Slalom Debra Berger 0 5/1/2022 5/13/2023 $ Christie Cline Allan Deyoung 292482 Lee Gu Venture Capital BetaGuardians 5/18/2023 4:16 PM 33 20000 4/22/2022 5/12/2022 4/22/2022 4/30/2022 4/22/2022 5/9/2022 Not started Not started In-progress
EAV New Construction In Progress 1315 Metropolitan Debra Berger 0 5/2/2023 4/13/2023 $ Christie Cline Allan Deyoung 292482 Lee Gu Venture Capital BetaGuardians 5/18/2023 4:18 PM 34 589000 4/6/2022 5/19/2022 4/24/2022 4/6/2022 3/27/2022 5/12/2022 Completed Completed In-progress
337 N. Highland New Mercedes Partners Debra Berger 0 5/12/2023 10/13/2023 $ Johanna Lorenz Allan Deyoung 292482 Lee Gu Venture Capital BetaGuardians 5/18/2023 4:20 PM 35 375000 4/22/2022 5/12/2022 4/22/2022 4/30/2022 4/22/2022 5/9/2022 In-progress In-progress Completed
1 World Trade Loan Refinancing Complete Grant Plankton Isaiah Langer 0 5/25/2023 9/9/2023 $ Johanna Lorenz Irvin Sayers Front Grove 34124 Allan Deyoung PE/RE RiverRangers 5/18/2023 4:28 PM 36 9990009250 4/6/2022 5/19/2022 4/24/2022 4/6/2022 3/27/2022 5/12/2022 In-progress In-progress Completed
Brisket-fil-a New HQ Revolving Loan Complete Brisket-fil-a Grady Archie 0 1/18/2023 5/12/2023 $ Johanna Lorenz Diego Siciliani Food Corp 36345266 Irvin Sayers Food and Hospitality AlphaPioneers 5/18/2023 4:37 PM 37 56000000 6272724 4/22/2022 5/12/2022 4/22/2022 4/30/2022 4/22/2022 5/9/2022 In-progress Completed Completed
Ephemeral Light Group Restructuring Loan Request New jp.jones@elgroup.com JP Jones Ephemeral Light Group Debra Berger 0 3/12/2023 5/15/2023 $ Johanna Lorenz Diego Siciliani 4522525 Lynne Robbins Venture Capital EquityEnforcers 5/18/2023 4:47 PM 243521 38 92003920 4/22/2022 5/12/2022 4/22/2022 4/30/2022 4/22/2022 5/9/2022 In-progress Not started In-progress
Filious Flint Capital Group - New Loan Request Complete Filious Flint Capital Group Irvin Sayers 0 5/12/2023 $ Johanna Lorenz Isaiah Langer 4522525 Diego Siciliani Food and Hospitality CashflowCommanders 5/18/2023 4:51 PM 39 45000000000 4/6/2022 5/19/2022 4/24/2022 4/6/2022 3/27/2022 5/12/2022 In-progress In-progress In-progress
Snowbird Capital Management - New Building Loan New Snowbird Capital Management Isaiah Langer 0 5/1/2023 $ Johanna Lorenz Johanna Lorenz Blizzard Gaming 4522525 Diego Siciliani Food and Hospitality EquityEnforcers 5/18/2023 4:58 PM 40 4820000000 4/22/2022 5/12/2022 4/22/2022 4/30/2022 4/22/2022 5/9/2022 Completed In-progress In-progress
755 Ponce In Progress Ponce Account Irvin Sayers 0 2/3/2023 5/3/2023 $ Christie Cline Isaiah Langer 67890087 Irvin Sayers Food and Hospitality RiverRangers 5/19/2023 9:34 AM 41 78900000 4/23/2022 4/27/2022 Not started Not started Not started
Hammond Place Complete Slalom Debra Berger 0 3/3/2022 3/4/2023 $ Johanna Lorenz Irvin Sayers 890789 Lynne Robbins Venture Capital BetaGuardians 5/19/2023 9:35 AM 42 9800000 3/23/2022 4/23/2022 Not started Not started Not started
Chadwick Worthington Group New Loan New Chadwick Worthington Group 0 5/2/2023 8/29/2023 $ 5/19/2023 9:52 AM 43 Not started Not started Not started
Kinsington Investments - new fixed loan New Kinsington Investments 0 $ 5/19/2023 10:01 AM 44 Not started Not started Not started
Synchopy - new loan for construction New Synchopy 0 $ Ruthfield New Horizons 5/19/2023 10:07 AM 45 Not started Not started Not started
Piedmont Properties - 05-19-2023 New Piedmont Properties 0 10/15/2017 $ Piedmont Properties 214 North Tryon Street Charlotte, NC 28202 USA 5/19/2023 2:04 PM 46 Not started Not started Not started