FCN Fund Demo

My Allocators

14 · $412M⋮⋮

Allocator	Fund	Allocation
Cascadia State Teachers	Credit Opps	$120M
Northgate Insurance	Credit Opps	$75M
Westbrook Family Office	Credit Opps	$48M
Harrow Street FoF	Both	$40M
Lakeshore Endowment	Credit Opps	$35M
Redstone Health quiet	Credit Opps	$22M

Prospective Allocators

31⋮⋮

Allocator	Stage	AI fit
Pine Hollow Foundation	Due Diligence	92
Summit County Pension	Intro Call	88
Redwood MFO	Intro Call	85
Kestrel Capital Advisors	Interested	81
Blue Heron Hospital	Interested	79
Harbor Light Pension	AI match	91

FCN Insights · Who's Looking

9 today⋮⋮

PH

Pine Hollow FoundationDownloaded MSCI Risk Report · 42 min ago

HL

Harbor Light Pension TrustViewed Credit Opps profile · 3rd time this week

TF

Tessaro Family OfficeWatched Q3 Investor Update · 2h ago

WF

Westbrook Family OfficeOpened Sept tear sheet · yesterday

OU

Oakmont University EndowmentViewed Liquid Digital profile · new

Chats

3 unread⋮⋮

LE

Lakeshore EndowmentHannah: Can you send the updated DDQ before our 2pm?

AP

Alder Point WealthTom: One follow-up on fees for the Liquid Digital sleeve

CT

Cascadia State TeachersMark: Board wants the November review moved up

AI

FCN AIYour Q3 distribution report is ready

Virtual Meetings

4 upcoming⋮⋮

LE

Lakeshore Endowment · Q3 reviewToday 2:00 PM · 30 min · FCN Video

PH

Pine Hollow · due diligenceFri Oct 23 · 11:00 AM · AI brief ready

SC

Summit County · introMon Oct 27 · 3:00 PM

CT

Cascadia · annual reviewTue Oct 28 · 10:00 AM

My Fund

2 funds⋮⋮

Fund	Strategy	Sept	YTD
Credit Opportunities	Private credit	+2.4%	+11.8%
Liquid Digital	Digital L/S	+5.1%	+22.3%

Profile views this month: 83 · Saved by 9 allocators · 4 tear-sheet requests

News Feed

allocator news⋮⋮

Cascadia State Teachers lifts private credit target to 12%P&I · 1h ago · your allocator

Harbor Light Pension issues $150M private credit RFPFCN · 3h ago · matches Credit Opps

Oakmont Endowment adds digital assets sleeveFundFire · yesterday · matches Liquid Digital

Meridian Harbor publishes Q3 Investor UpdateFCN · your post · 84 views

Outreach

2 live⋮⋮

Credit Opps · pension intro18 sent · 61% open · 4 replies · 2 meetings

live

Q3 tear sheet · all allocators14 delivered · 11 opened · via FCN AI

done

October market thoughtsFri 7:30 AM · drafted by FCN AI

approve

New-allocator messages this month

7 of 10 used · unlimited on Pro

Analytics & Risk

MSCI current⋮⋮

+11.8%

YTD · Credit

1.62

Sharpe 1y

3.1%

VaR 95%

Allocator engagement, 30 days

Westbrook FO

47

Lakeshore

41

Cascadia

33

Redstone

2

Meridian Harbor Credit Opportunities Fund

Open · accepting capital

Private credit strategy focused on asset-backed and specialty lending to lower-middle-market borrowers in North America. Senior-secured, floating-rate, 2–3 year average life. Launched 2019.

Strategy: Private credit · asset-backed
AUM: $340M
Inception: Mar 2019
Min. ticket: $5M
Target return: 10–12% net
Liquidity: Quarterly, 90 days' notice
Fees: 1.25 / 15 over 6% hurdle
Service providers: Citco · EY · Sidley Austin
Team: Dana Whitfield (IR), R. Castellano (CIO), 9 investment professionals

Performance snapshot

Year	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec	YTD
2026	1.2	0.7	-0.8	1.7	0.9	1.4	0.5	1.8	2.4				11.8
2025	0.9	1.1	0.8	1.0	0.6	1.2	0.9	0.7	1.1	0.8	0.9	1.0	11.5
2024	0.8	0.9	1.0	0.7	0.9	0.8	1.1	0.6	0.9	1.0	0.7	0.8	10.7

Overview video

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02:10

Fund Overview · 2 minShown first on your profile

Attached documents

PDF

Tear Sheet · Sept 2026approved allocators

PDF

MSCI Risk Report · Q3on request

PDF

PPMdata room · due diligence only

Discovery

61

profile views this month · 7 saved · 3 tear-sheet requests

Viewed by: Pensions 34% · Endowments 22% · Family offices 28% · Other 16%

Allocator	Type	Fund	Allocation	Last touch	Engagement	Private note
Cascadia State Teachers' RetirementOlympia, WA · Mark Delgado	Public pension	Credit Opps	$120M	Oct 9	High	Board review moved to Oct 28
Northgate Insurance GroupHartford, CT · Elena Marsh	Insurance	Credit Opps	$75M	Sept 30	Medium	Wants duration under 2y
Westbrook Family OfficeGreenwich, CT · Priya Raman, CIO	Family office	Credit Opps	$48M	Yesterday	High	Lunch in Nov · upsize candidate
Harrow Street Fund of FundsNew York, NY · Sam Lindqvist	Fund of funds	Both	$40M	Oct 2	Medium	Sam changed roles Sept 20
Lakeshore EndowmentChicago, IL · Hannah Osei	Endowment	Credit Opps	$35M	Today	High	DDQ requested for 2pm
Redstone Health SystemDenver, CO · Aisha Bello	Healthcare system	Credit Opps	$22M	Aug 28	Low · nudge	Asked about redemption terms
Beacon Capital PartnersSan Francisco, CA · Luis Ortega	Multi-family office	Liquid Digital	$18M	Oct 11	High
Alder Point WealthBoston, MA · Tom Kerrigan	RIA / wealth	Liquid Digital	$12M	Oct 15	Medium	Fee question on $25M

Showing 8 of 14.

FCN AI: Pine Hollow downloaded your MSCI risk report and PPM this week and has a DD call Friday. Suggest moving them from Deep Dive to Due Diligence. Harbor Light Pension viewed your profile 3x and just issued a $150M private credit RFP - suggest adding them as Interested.

Interested 4

Kestrel Capital AdvisorsOCIO · $2.5B · fit 81

Blue Heron Hospital SystemHealthcare · $3.1B · fit 79

Quarry Ridge EndowmentEndowment · $2.2B · fit 77

Silverline SovereignSWF rep · $11B · fit 74

Intro Call 2

Summit County PensionPublic pension · $4.2B · Mon 3pm

Redwood MFOMFO · $900M · replied

Deep Dive 1

Pine Hollow FoundationFoundation · $1.8B · fit 92 · DD call Fri

Due Diligence 1

Marlowe Insurance Co.Insurance · $9B GA · data room open

Allocated 1

Beacon Capital Partners$18M · Liquid Digital · Oct 2026

Drag a card between stages, or let FCN AI suggest the move. 9 more AI matches (fit 74–91) waiting below.

AI match	Type	Target fund	Fit	Why
Harbor Light Pension Trust$6.1B · public pension	Pension	Credit Opps	91	Viewed profile 3x · $150M private credit RFP open
Oakmont University Endowment$3.4B	Endowment	Both	89	New digital sleeve · viewed Liquid Digital
Tessaro Family Office$1.1B	Family office	Credit Opps	87	Watched Q3 video · 2 profile views
Columbia Basin Health Foundation$2.0B	Foundation	Credit Opps	84	Private credit allocations in last 24 months

LE

Lakeshore Endowment

Hannah Osei · Director of Investments

Today

Lakeshore Endowment · Q3 review

When

2:00 – 2:30 PM ET

With

Hannah Osei, Peter Ma

Fund

Credit Opportunities

Prep

Q3 tear sheet, updated DDQ (requested in chat)

Fri Oct 23

Pine Hollow Foundation · due diligence

When

11:00 AM – 12:00 PM ET

With

Grace Lin, consultant (Hollis Advisory)

Fund

Credit Opportunities

AI brief

They downloaded the risk report + PPM. Expect questions on duration and the 2020 drawdown.

Mon Oct 27

Summit County Employees' Pension · intro

When

3:00 – 3:30 PM ET

With

Derek Hale

Fund

Credit Opportunities

Prep

Intro deck, MSCI risk summary

Tue Oct 28

Cascadia State Teachers · annual review

When

10:00 – 11:00 AM ET

With

Mark Delgado + board staff

Fund

Credit Opportunities

Prep

Annual letter, attribution, risk report

Messages to new allocators · this month

7 of 10

Network tier includes 10 new-allocator messages a month. Existing allocators are unlimited. Go unlimited on Pro

Open RFPs matching your funds

Harbor Light Pension · $150M private creditDue Nov 14 · fit 91

Quarry Ridge Endowment · digital assetsDue Dec 1 · fit 77

Scheduled

October market thoughts · all allocatorsFri 7:30 AM · drafted by FCN AI

approve

Q4 webinar invite · prospects fit 80+Mon Nov 3 · 9:00 AM

scheduled

Credit Opportunities · pension intro

live

18

sent

61%

opened

4

replies

2

meetings

3-step sequence · intro, tear sheet follow-up, meeting ask · approved by Dana Oct 13

Recent replies

SC

Derek Hale · Summit County"Happy to take an intro call. Monday the 27th works."

meeting set

RM

Nina Vasquez · Redwood MFO"Send the Liquid Digital tear sheet and I'll circulate."

KC

Owen Park · Kestrel"Not this quarter, revisit in Q1."

Q1 follow-up

Distribute

"My latest tear sheet came out, send it to all my allocators." Picks the right sheet per fund, personalises, compliance-checks, sends on-platform + email, tracks opens.

Schedule

"Book a Q3 review with every allocator over the next two weeks." Reads calendars, proposes slots, sends FCN Video invites with prep packs.

Match

"Find allocators that fit the Credit fund." Screens the FCN network against mandate, ticket, liquidity, geography and what they've been viewing.

Watch

"Who's actively looking at us?" Reads FCN Insights, names the allocators, and suggests stage moves and follow-ups.

Nudge

"Who's gone quiet?" Flags allocators with no engagement in 60 days and drafts personal notes.

Respond

"Draft our response to the Harbor Light RFP." Pulls from your profile, docs, risk metrics and past DDQs.

Today

9

allocator actions

This week

41

+18% vs last week

Unique allocators

17

6 not yet in your pipeline

Downloads

7

tear sheets, risk reports, PPM

FCN AI read the log: three allocators are warming up. Pine Hollow downloaded the PPM and risk report (DD behaviour). Harbor Light is on its third profile view this week and has an open RFP. Tessaro FO is new, watched the full Q3 video, and isn't in your pipeline.

Activity log

last 48 hours

10:41 today

PH

Pine Hollow Foundation · Grace LinDownloaded MSCI Risk Report · Q3 (PDF)

Due Diligence

10:12 today

HL

Harbor Light Pension · (consultant)Viewed Credit Opportunities profile · 3rd this week

not in pipeline

09:30 today

TF

Tessaro Family Office · Marco TessaroWatched Q3 Investor Update · 14:22 of 14:22

not in pipeline

08:55 today

PH

Pine Hollow Foundation · Grace LinDownloaded PPM from data room

Due Diligence

Yesterday

WF

Westbrook Family Office · Priya RamanOpened Tear Sheet · Sept 2026

Allocator

Yesterday

OU

Oakmont University EndowmentViewed Liquid Digital profile · first visit

AI match

Yesterday

CT

Cascadia State Teachers · Mark DelgadoOpened Monthly Letter · September

Allocator

Yesterday

RM

Redwood MFO · Nina VasquezViewed Liquid Digital profile · saved fund

Intro Call

Profile views · last 7 days

Who's looking, by type

Public pensions

34%

Family offices

28%

Endowments

22%

Insurance / other

16%

P&I · 1h

Cascadia State Teachers' Retirement lifts private credit target to 12%, adds $400M

Board approved the increase at its October meeting; staff to source 2–3 new managers in asset-backed and specialty finance by mid-2027.

your allocatorCredit Opps

FCN · 3h

Harbor Light Pension Trust issues $150M private credit RFP

Senior-secured, floating-rate, North America, quarterly liquidity. Responses due Nov 14. FCN AI scores Credit Opportunities a 91 fit.

RFPfit 91

FundFire · 1d

Oakmont University Endowment carves out 3% digital assets sleeve

Endowment's first allocation to liquid digital strategies; CIO cites "institutional custody has matured."

Liquid Digital

FCN · 1d

Meridian Harbor publishes Q3 Investor Update

Your post · 84 views · 11 allocators · 3 new profile views attributed.

your post

Reuters · 2d

Private credit fundraising on pace for record year as banks retreat from middle market

Preqin data shows $210B raised through Q3; insurers and pensions lead new commitments.

Private credit

FCN · 3d

FCN Network welcomes 12 new allocators in October

Including three public pensions and two insurance general accounts. Four are already viewing private credit managers.

FCN

Why you see this

FCN AI tunes the feed to your funds' mandates, your allocators, your prospects, and who's been looking at you. Sources: P&I, FundFire, Reuters, Bloomberg, Preqin, plus FCN's own network news.

Post to the network

Updates you post appear in the feeds of allocators who follow or have viewed your fund.

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