Harbor Ridge Holdings
Chen Family Trust · Preferred
- Contributed
- $2,500,000
- Distributed
- $720,000
- Current value
- $3,850,000
- MOIC
- 1.54x
For independent sponsors
The investor portal for sponsors who run deals, not funds.
Steward gives your investors one login across every SPV you've raised, and gives you the ledger, capital calls, distributions, and K-1 season behind it.
app.steward.com/portfolio
Steward
Your positions
Everything you hold with Guideboat Capital Partners.
Contributed
$4.2M
Distributed
$1.1M
Current value
$6.8M
MOIC
1.62x
Northline Industrial
Chen Roth IRA · Common
- Contributed
- $850,000
- Distributed
- $120,000
- Current value
- $1,410,000
- MOIC
- 1.66x
March should not be two hundred emails.
Each acquisition has its own cap table, its own investor group, and its own tax season. Five years in, a sponsor may have eight operating companies, four SPVs, and two hundred investors, many of them in three or four deals through different legal vehicles.
The connective tissue lives in inboxes, shared drives, and a spreadsheet one person understands. Steward is the system of record for that shape of firm: every entity sealed, every investor under one login, every number from a ledger.
- Operating companies
- 8
- SPVs
- 4
- Investors
- 200
- Login
- 1
Capital calls
Calls run themselves out of one screen.
Build a call, compute pro-rata amounts from commitments, and watch each investor move from Notified to Viewed to Funds received to Reconciled. Wire instructions stay in the portal, never in an email body.
app.steward.com/admin/calls/call_08
Capital call: Harbor Ridge
Round 2 · Due Mar 28 · $1,187,500
| Investor | Amount | Status |
|---|---|---|
| Chen Family Trust$312,500 | Reconciled | |
| Whitfield Partners LLC$250,000 | Funds received | |
| Patel Roth IRA$125,000 | Viewed | |
| Harbour Family Office$500,000 | Notified |
app.steward.com/admin/k1
K-1 season 2025
3 entities · 47 packages · accountant upload matched by EIN
Published
28
Staged
11
Issued
8
| Entity | Holder | Status |
|---|---|---|
| Harbor RidgeChen Family Trust | Chen Family Trust | Published |
| Harbor RidgeWhitfield Partners | Whitfield Partners | Published |
| Northline IndustrialChen Roth IRA | Chen Roth IRA | Staged |
| Northline IndustrialPatel Roth IRA | Patel Roth IRA | Issued |
| Guideboat HoldcoHarbour Family Office | Harbour Family Office | Issued |
Tax season
K-1 season without the mail merge.
Your accountant uploads. Packages match to investing entities by name and EIN. You review exceptions, publish, and investors and their delegates retrieve. Zero individually addressed emails in March.
01
One statement, every deal
An investor in four SPVs sees contributed, distributed, current value, MOIC, and IRR, blended and per deal, with trust, IRA, and LLC holders kept distinct.
02
Every number has a ledger entry
Statements derive from entries and marks, not from a PDF someone assembled the night before an LP asks.
03
Wires stay at your bank
Steward records that money moved. It never moves it. Capital calls and distributions still execute at the firm’s bank.
Payment instructions
Steward never moves money.
It stores the instructions your wires go to, so changing them takes step-up MFA, notifies the previous contact details, and requires re-confirmation before the next wire. Confirmation campaigns before each distribution are how sponsors avoid getting burned by an email change.
app.steward.com/admin/distributions/dist_14
Wire confirmation: Q1 distribution
Harbor Ridge · Confirm before Mar 31 wire
| Investor | Destination | Status |
|---|---|---|
| Chen Family TrustFirst Republic ···4821 | First Republic ···4821 | Confirmed |
| Whitfield Partners LLCJPMorgan ···9104 | JPMorgan ···9104 | Confirmed |
| Patel Roth IRASchwab ···2276 | Schwab ···2276 | Pending |
| Harbour Family OfficeNorthern Trust ···6610 | Northern Trust ···6610 | Pending |
Run your next deal on Steward.
Invite-only. We onboard your firm, your first entity, and your investors without engineering involvement.