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Meridian Fund II
COMMITMENTS · 7 LPS · AS OF JUN 30, 2026 · SAMPLE DATA
Last Contact
reminder sent 6 days ago
Subscription
Sent Jun 18 · unsigned
Capital Call
Not yet called
Blocking
The final close
Recent question: Did Chen sign the subscription?
Reminder readyEvery investor, on one screen. Ask it anything.
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Chen Family Office
New LP · Contact: Daniel Chen · Meridian Fund II · read-only
Committed
$2,000,000
Signed
Not yet
Sent
Jun 18
Close
Jul 14
Last signature before the close
SUBSCRIPTION Sent Jun 18 · reminded Jun 24 · unsigned
CLOSE Jul 14, 2026 — 14 days out
Documents
3 in the package · none returned
Subscription Agreement
Sent Jun 18, 2026
The last signature before the close
Side Letter
In the Jun 18 package
Investor Questionnaire
In the Jun 18 package
History · Chen Family Office
each opens its source
Not yet. The package went out June 18, with a reminder June 24. It's now with Chen's lawyers, and it's the only signature left before the July 14 close.
FROM 3 SOURCES · LAST CHECKED JUN 30
Behind this answer
DOCUMENT
Subscription Agreement — sent, unsigned
Jun 18, 2026
Package sent to Daniel Chen
Jun 18 · from Jordan Wells
THREAD
“With counsel for review”
no executed copy returned
Audit trail
Draft reply
DRAFT · UNSENT“Daniel — following up on the subscription package from the 18th. We're finalizing the July 14 close and yours is the last signature outstanding. Happy to have counsel connect if that's easier.”
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Once your email has built the record, everything else reads from it.
- Data rooms
- Share a fund's documents with prospective investors through a private link. You see who opened what.
- Investor portal
- Each investor signs in with an emailed code and sees only their own documents.
- DDQ
- Questionnaire answers drawn from your own files, each linked to the document behind it.
- Secure storage
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Drafts that sound like you wrote them.
Turn it on during setup and Orivade learns how you write from the emails you have already sent: your greetings, your sign-offs, the way you word things. It learns your style, never the content. You still read and send every message yourself.
To Chen Family Office
New LP“Daniel — following up on the package from the 18th. We're finalizing the July 14 close and yours is the last signature outstanding. Happy to have counsel connect if that's easier.”
Draft · you approve before it sends
To Horizon LP
Institutional“Rachel — ahead of the close: capital call #2 is still open, and I'd like to confirm the current wire instructions before anything moves. Could your team verify the receiving bank on file?”
Draft · you approve before it sends
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Core
For emerging managers operating a single fund.
$499/mo
Founding rate for your first twelve months
Then $649/mo
+$299 one-time implementation
One fund or vehicle · one connected mailbox
- Investor records built from your email
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For firms managing multiple funds, vehicles, or mailboxes.
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Then $1,499/mo
+$299 one-time implementation
Multiple funds and vehicles · multiple mailboxes
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14-day trial · card required to start
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For larger firms, additional mailboxes, custom security requirements, or implementation support.
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| Plan | Core | Firm | Institution |
|---|---|---|---|
| Funds and vehicles | One | Multiple | Unlimited |
| Connected mailboxes | One | Multiple | Unlimited |
| Investor records, documents, search | Included | Included | Included |
| Data rooms, investor portal, DDQ | Included | Included | Included |
| Drafts in your voice | Included | Included | Included |
| History across funds in one place | — | Included | Included |
| Custom security review | — | — | Included |
| Setup and support | Standard | Priority | Hands-on |
Pricing details
Workspace implementation, $299 once per workspace — charged when you sign up to Core or Firm, and never again. It covers reading in your mailbox, processing and OCR-ing documents, linking investors and funds, and building the index behind search and Fund Memory. Institution and Custom are quoted with implementation included.
Founding pricing holds for twelve months after your 14-day trial ends, then steps to the standard rate shown above — both rates are set the day you sign up.
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