Workflow
Document Review Queue
Investor-facing documents (Deal Memo, K-1 packet, Quarterly Statement) require Steward review before release. Operational artifacts auto-finalize.
Sample investor letter
Quarterly statement & position letter on Legacy Futures letterhead — print-ready preview.
Pending review
2 documents awaiting action
| Document | Linked to | Audience | Status | Reviewer | Generated |
|---|---|---|---|---|---|
Prospecting Screen Summary /docs/club_pheasant_prospecting_summary.docx | deal_club_pheasant | Internal | Finalized | Bob Jystad | Mar 14, 2026 |
Series Request Package /docs/lift_q226_i_xyz1_request_package.docx | series_q226_i_xyz1 | Partner | Released | Jeremiah Rosborough | Feb 7, 2026 |
Quarterly Investor Statement /documents/doc_sample_letter/preview | series_q226_i_xyz1 | Investor | In Review | Jeremiah Rosborough | Apr 24, 2026 Preview |