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Message-ID: <0997c959-14bb-4a76-8da1-6f2959dc2823@nassaupartnerspros.com>
In-Reply-To: <32a6c7f5-98c6-4f4d-b3f3-234e8fdf51de@nassaupartnerspros.com>
References: <32a6c7f5-98c6-4f4d-b3f3-234e8fdf51de@nassaupartnerspros.com>
From: "Truen Martin (on behalf of Juan Moreno)"
 <truen@nassaupartnerspros.com>
To: andrew@sterlingcal.com
Subject: Re: single-family office equity round $2M to $15M for Record My
 Documents
Date: Fri, 08 Aug 2025 13:56:40 +0000
MIME-Version: 1.0
Content-Type: multipart/alternative;
 boundary="--_NmP-e2b07136f197edc6-Part_1"
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----_NmP-e2b07136f197edc6-Part_1
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Hi Andrew,=C2=A0

I wanted to follow up in connection with my recent note =
about the around 2 to 15 million in equity capital for Record My Documents =
via our family office partner.=C2=A0

Would that catch your interest?

Warm regards,
Truen Martin (on behalf of Juan Moreno)
Registered Rep
Nassau St Partners


On Thu, August 7, 2025 2:10 PM, Truen Martin (on =
behalf of Juan Moreno) <truen@nassaupartnerspros.com>
[truen@nassaupartnerspros.com]> wrote:

> Hi Andrew,
>=20
> We have the capability to secure 2 to 15 million for Record My Documents.
>=20
> Our network of multi-family offices and wealthy individuals are =
looking for fresh investment opportunities such as Record My Documents and =
peers in the same vertical.
>=20
> Would that be something you'd consider?
>=20
> Best regards,
> Truen Martin (on behalf of Juan Moreno)
> Registered Representative
> Nassau Street Capital Markets LLC
>=20
>=20
>=20
>=20
> Where applicable, securities are offered through an affiliated =
firm registered with FINRA and SIPC. This message is not an offer to buy or=
 sell any investment. If you received it in error, please notify the sender=
 and delete it.
> On Thu, June 12, 2025 1:35 PM, Truen Martin (on behalf of=
 Juan Moreno) <truen@nassaupartnerspros.com>
> [truen@nassaupartnerspros.=
com]> wrote:
>=20
> > Would that catch your interest?
> > On Wed, June 11, 2025 1:32 PM, Truen Martin (on behalf of Juan Moreno) =
<truen@nassaupartnerspros.com>
> > [truen@nassaupartnerspros.com]> wrote:
> >=20
> > > Hi Andrew,
> > >=20
> > > I am reaching out regarding my =
recent note about the $2-15M in funding for Record My Documents alongside =
our family office partner.
> > >=20
> > > Would that be something you'd =
consider?
> > >=20
> > > Kind regards,
> > > Truen Martin (in the name of =
Juan Moreno)
> > > Registered Rep
> > > Nassau Street Partners
> > >=20
> > > On Tue, June 10, 2025 2:46 PM, Truen Martin (on behalf of Juan =
Moreno) <truen@nassaupartnerspros.com>
> > > [truen@nassaupartnerspros.=
com]> wrote:
> > >=20
> > > > Hey Andrew,
> > > >=20
> > > > We can help secure $2M to $15M for Record My Documents.
> > > >=20
> > > > Our network of family office funds and high net worth individuals =
are aiming to find new ventures like Record My Documents and peers in the =
same vertical.
> > > >=20
> > > > Would that interest you?
> > > >=20
> > > > Kind regards,
> > > > Truen Martin (serving as liaison for Juan =
Moreno)
> > > > Registered Representative
> > > > Nassau St. Partners
> > > >=20
> > > >=20
> > > >=20
> > > >=20
> > > > Securities transactions=
, where applicable, are handled through a FINRA/SIPC member affiliate. This=
 does not constitute an offer or solicitation. If this message was sent to =
you in error, please inform the sender and delete it.
> > > >=20
> > > > On Wed, March 26, 2025 1:56 PM, Truen Martin (on behalf of Juan =
Moreno) <truen@nassaupartnerspros.com>
> > > > [truen@nassaupartnerspros.=
com]> wrote:
> > > >=20
> > > > > Would that interest you?
> > > > > On Tue, March 25, 2025 2:14 PM, Truen Martin (on behalf of Juan =
Moreno) <truen@nassaupartnerspros.com>
> > > > > [truen@nassaupartnerspros.=
com]> wrote:
> > > > >=20
> > > > > > Hi Andrew,=C2=A0
> > > > > >=20
> > > > > > I am following up on the topic of my last email about the 2 to =
15 million dollars in financing for Record My Documents from our family =
office partner.=C2=A0
> > > > > >=20
> > > > > > Would you find that =
appealing?
> > > > > >=20
> > > > > > Best regards,
> > > > > > Saul
> > > > > > On Mon, March 24, 2025 1:37 PM, Truen Martin (on behalf of Juan=
 Moreno) <truen@nassaupartnerspros.com>
> > > > > > =
[truen@nassaupartnerspros.com]> wrote:
> > > > > >=20
> > > > > > > Hey Andrew,=C2=A0
> > > > > > >=20
> > > > > > > We have the =
capability to secure from $2 million up to $15 million for Record My =
Documents, within a 90-day timeframe.
> > > > > > >=20
> > > > > > > Our established association of high-net-worth individuals and=
 family offices are pursuing new ventures such as Record My Documents and =
other participants in this space.=C2=A0
> > > > > > >=20
> > > > > > > Is that something you might be interested in?
> > > > > > >=20
> > > > > > > Best,
> > > > > > > Saul
> > > > > > > Nassau Street Partners
> > > > > > >
----_NmP-e2b07136f197edc6-Part_1
Content-Type: text/html; charset=utf-8
Content-Transfer-Encoding: quoted-printable

<div><div><div><div>Hi Andrew,=C2=A0</div><div style=3D"box-sizing:border-b=
ox;font-family:Averta, sans-serif;color:rgb(65, 65, =
65);font-size:16px;font-style:normal;font-variant-ligatures:normal;font-var=
iant-caps:normal;font-weight:400;letter-spacing:normal;orphans:2;text-align=
:left;text-indent:0px;text-transform:none;widows:2;word-spacing:0px;-webkit=
-text-stroke-width:0px;white-space:normal;background-color:rgb(255, 255, =
255);text-decoration-thickness:initial;text-decoration-style:initial;text-d=
ecoration-color:initial"><br style=3D"box-sizing:border-box;font-family:Ave=
rta, sans-serif" /></div><div>I wanted to follow up in connection with my =
recent note about the around 2 to 15 million in equity capital for Record =
My Documents via our family office partner.=C2=A0</div><div =
style=3D"box-sizing:border-box;font-family:Averta, sans-serif;color:rgb(65,=
 65, 65);font-size:16px;font-style:normal;font-variant-ligatures:normal;fon=
t-variant-caps:normal;font-weight:400;letter-spacing:normal;orphans:2;text-=
align:left;text-indent:0px;text-transform:none;widows:2;word-spacing:0px;-w=
ebkit-text-stroke-width:0px;white-space:normal;background-color:rgb(255, =
255, 255);text-decoration-thickness:initial;text-decoration-style:initial;t=
ext-decoration-color:initial"><br style=3D"box-sizing:border-box;font-famil=
y:Averta, sans-serif" /></div><div>Would that catch your interest?=
</div><div style=3D"box-sizing:border-box;font-family:Averta, =
sans-serif;color:rgb(65, 65, 65);font-size:16px;font-style:normal;font-vari=
ant-ligatures:normal;font-variant-caps:normal;font-weight:400;letter-spacin=
g:normal;orphans:2;text-align:left;text-indent:0px;text-transform:none;wido=
ws:2;word-spacing:0px;-webkit-text-stroke-width:0px;white-space:normal;back=
ground-color:rgb(255, 255, 255);text-decoration-thickness:initial;text-deco=
ration-style:initial;text-decoration-color:initial"><br =
style=3D"box-sizing:border-box;font-family:Averta, sans-serif" =
/></div><div>Warm regards,</div><div>Truen Martin (on behalf of Juan =
Moreno)</div><div>Registered Rep</div><div>Nassau St Partners</div><div><br=
 /></div></div></div></div>
<div class=3D"gmail_quote">
   On Thu, August 7, 2025 2:10 PM, Truen Martin (on behalf of Juan Moreno) =
<span dir=3D"ltr">&lt;<a href=3D"mailto:truen@nassaupartnerspros.com" =
target=3D"_blank">truen@nassaupartnerspros.com</a>&gt;</span> wrote:<br>
  <blockquote class=3D"gmail_quote" style=3D"margin:0 0 0 .=
8ex;border-left:1px #ccc solid;padding-left:1ex">
    <div dir=3D"ltr">
    <div style=3D"box-sizing: border-box;"><div><div><div><div>Hi Andrew, =
</div><div style=3D"box-sizing:border-box;font-family:Averta, =
sans-serif;color:rgb(65, 65, 65);font-size:16px;font-style:normal;font-vari=
ant-ligatures:normal;font-variant-caps:normal;font-weight:400;letter-spacin=
g:normal;orphans:2;text-align:left;text-indent:0px;text-transform:none;wido=
ws:2;word-spacing:0px;-webkit-text-stroke-width:0px;white-space:normal;back=
ground-color:rgb(255, 255, 255);text-decoration-thickness:initial;text-deco=
ration-style:initial;text-decoration-color:initial"><br =
style=3D"box-sizing:border-box;font-family:Averta, sans-serif" =
/></div><div>We have the capability to secure 2 to 15 million for Record My=
 Documents.</div><div style=3D"box-sizing:border-box;font-family:Averta, =
sans-serif;color:rgb(65, 65, 65);font-size:16px;font-style:normal;font-vari=
ant-ligatures:normal;font-variant-caps:normal;font-weight:400;letter-spacin=
g:normal;orphans:2;text-align:left;text-indent:0px;text-transform:none;wido=
ws:2;word-spacing:0px;-webkit-text-stroke-width:0px;white-space:normal;back=
ground-color:rgb(255, 255, 255);text-decoration-thickness:initial;text-deco=
ration-style:initial;text-decoration-color:initial"><br =
style=3D"box-sizing:border-box;font-family:Averta, sans-serif" =
/></div><div>Our network of multi-family offices and wealthy individuals =
are looking for fresh investment opportunities such as Record My Documents =
and peers in the same vertical. </div><div style=3D"box-sizing:border-box;f=
ont-family:Averta, sans-serif;color:rgb(65, 65, 65);font-size:16px;font-sty=
le:normal;font-variant-ligatures:normal;font-variant-caps:normal;font-weigh=
t:400;letter-spacing:normal;orphans:2;text-align:left;text-indent:0px;text-=
transform:none;widows:2;word-spacing:0px;-webkit-text-stroke-width:0px;whit=
e-space:normal;background-color:rgb(255, 255, 255);text-decoration-thicknes=
s:initial;text-decoration-style:initial;text-decoration-color:initial"><br =
style=3D"box-sizing:border-box;font-family:Averta, sans-serif" =
/></div><div>Would that be something you'd consider?</div><div =
style=3D"box-sizing:border-box;font-family:Averta, sans-serif;color:rgb(65,=
 65, 65);font-size:16px;font-style:normal;font-variant-ligatures:normal;fon=
t-variant-caps:normal;font-weight:400;letter-spacing:normal;orphans:2;text-=
align:left;text-indent:0px;text-transform:none;widows:2;word-spacing:0px;-w=
ebkit-text-stroke-width:0px;white-space:normal;background-color:rgb(255, =
255, 255);text-decoration-thickness:initial;text-decoration-style:initial;t=
ext-decoration-color:initial"><br style=3D"box-sizing:border-box;font-famil=
y:Averta, sans-serif" /></div><div>Best regards,</div><div>Truen Martin (on=
 behalf of Juan Moreno)</div><div>Registered Representative</div><div>Nassa=
u Street Capital Markets LLC</div><div><br /></div><div><em><span =
style=3D"font-size:8px"><br /></span></em></div><div><span =
style=3D"font-size:8px"><em></em></span></div><div><span =
style=3D"font-size:8px"><em>Where applicable, securities are offered =
through an affiliated firm registered with FINRA and SIPC. This message is =
not an offer to buy or sell any investment. If you received it in error, =
please notify the sender and delete it.</span></em></div></div></div></div>=
</div>
      <div class=3D"gmail_quote">
         On Thu, June 12, 2025 =
1:35 PM, Truen Martin (on behalf of Juan Moreno) <span dir=3D"ltr">&lt;<a =
href=3D"mailto:truen@nassaupartnerspros.com" target=3D"_blank">truen@nassau=
partnerspros.com</a>&gt;</span> wrote:<br>
        <blockquote =
class=3D"gmail_quote" style=3D"margin:0 0 0 .8ex;border-left:1px #ccc =
solid;padding-left:1ex">
          <div dir=3D"ltr">
          <div style=3D"box-sizing: border-box;"><div>Would that catch your=
 interest?</div></div>
            <div class=3D"gmail_quote">
               On Wed, June 11, 2025 1:32 PM, Truen Martin (on behalf of =
Juan Moreno) <span dir=3D"ltr">&lt;<a href=3D"mailto:truen@nassaupartnerspr=
os.com" target=3D"_blank">truen@nassaupartnerspros.com</a>&gt;</span> =
wrote:<br>
              <blockquote class=3D"gmail_quote" =
style=3D"margin:0 0 0 .8ex;border-left:1px #ccc solid;padding-left:1ex">
                <div dir=3D"ltr">
                <div style=3D"box-sizing:=
 border-box;"><div>Hi Andrew, </div><div style=3D"box-sizing:border-box;fon=
t-family:Averta, sans-serif;color:rgb(65, 65, 65);font-size:16px;font-style=
:normal;font-variant-ligatures:normal;font-variant-caps:normal;font-weight:=
400;letter-spacing:normal;orphans:2;text-align:left;text-indent:0px;text-tr=
ansform:none;widows:2;word-spacing:0px;-webkit-text-stroke-width:0px;white-=
space:normal;background-color:rgb(255, 255, 255);text-decoration-thickness:=
initial;text-decoration-style:initial;text-decoration-color:initial"><br =
style=3D"box-sizing:border-box;font-family:Averta, sans-serif" =
/></div><div>I am reaching out regarding my recent note about the $2-15M in=
 funding for Record My Documents alongside our family office partner. =
</div><div style=3D"box-sizing:border-box;font-family:Averta, =
sans-serif;color:rgb(65, 65, 65);font-size:16px;font-style:normal;font-vari=
ant-ligatures:normal;font-variant-caps:normal;font-weight:400;letter-spacin=
g:normal;orphans:2;text-align:left;text-indent:0px;text-transform:none;wido=
ws:2;word-spacing:0px;-webkit-text-stroke-width:0px;white-space:normal;back=
ground-color:rgb(255, 255, 255);text-decoration-thickness:initial;text-deco=
ration-style:initial;text-decoration-color:initial"><br =
style=3D"box-sizing:border-box;font-family:Averta, sans-serif" =
/></div><div>Would that be something you'd consider?</div><div =
style=3D"box-sizing:border-box;font-family:Averta, sans-serif;color:rgb(65,=
 65, 65);font-size:16px;font-style:normal;font-variant-ligatures:normal;fon=
t-variant-caps:normal;font-weight:400;letter-spacing:normal;orphans:2;text-=
align:left;text-indent:0px;text-transform:none;widows:2;word-spacing:0px;-w=
ebkit-text-stroke-width:0px;white-space:normal;background-color:rgb(255, =
255, 255);text-decoration-thickness:initial;text-decoration-style:initial;t=
ext-decoration-color:initial"><br style=3D"box-sizing:border-box;font-famil=
y:Averta, sans-serif" /></div><div>Kind regards,</div><div>Truen Martin (in=
 the name of Juan Moreno)</div><div>Registered Rep</div><div>Nassau Street =
Partners</div><div><br /></div></div>
                  <div =
class=3D"gmail_quote">
                     On Tue, June 10, 2025 2:46 PM, =
Truen Martin (on behalf of Juan Moreno) <span dir=3D"ltr">&lt;<a =
href=3D"mailto:truen@nassaupartnerspros.com" target=3D"_blank">truen@nassau=
partnerspros.com</a>&gt;</span> wrote:<br>
                    <blockquote =
class=3D"gmail_quote" style=3D"margin:0 0 0 .8ex;border-left:1px #ccc =
solid;padding-left:1ex">
                      <div dir=3D"ltr">
                      <div style=3D"box-sizing: border-box;"><div>Hey =
Andrew, </div><div style=3D"box-sizing:border-box;font-family:Averta, =
sans-serif;color:rgb(65, 65, 65);font-size:16px;font-style:normal;font-vari=
ant-ligatures:normal;font-variant-caps:normal;font-weight:400;letter-spacin=
g:normal;orphans:2;text-align:left;text-indent:0px;text-transform:none;wido=
ws:2;word-spacing:0px;-webkit-text-stroke-width:0px;white-space:normal;back=
ground-color:rgb(255, 255, 255);text-decoration-thickness:initial;text-deco=
ration-style:initial;text-decoration-color:initial"><br =
style=3D"box-sizing:border-box;font-family:Averta, sans-serif" =
/></div><div>We can help secure $2M to $15M for Record My Documents.=
</div><div style=3D"box-sizing:border-box;font-family:Averta, =
sans-serif;color:rgb(65, 65, 65);font-size:16px;font-style:normal;font-vari=
ant-ligatures:normal;font-variant-caps:normal;font-weight:400;letter-spacin=
g:normal;orphans:2;text-align:left;text-indent:0px;text-transform:none;wido=
ws:2;word-spacing:0px;-webkit-text-stroke-width:0px;white-space:normal;back=
ground-color:rgb(255, 255, 255);text-decoration-thickness:initial;text-deco=
ration-style:initial;text-decoration-color:initial"><br =
style=3D"box-sizing:border-box;font-family:Averta, sans-serif" =
/></div><div>Our network of family office funds and high net worth =
individuals are aiming to find new ventures like Record My Documents and =
peers in the same vertical. </div><div style=3D"box-sizing:border-box;font-=
family:Averta, sans-serif;color:rgb(65, 65, 65);font-size:16px;font-style:n=
ormal;font-variant-ligatures:normal;font-variant-caps:normal;font-weight:40=
0;letter-spacing:normal;orphans:2;text-align:left;text-indent:0px;text-tran=
sform:none;widows:2;word-spacing:0px;-webkit-text-stroke-width:0px;white-sp=
ace:normal;background-color:rgb(255, 255, 255);text-decoration-thickness:in=
itial;text-decoration-style:initial;text-decoration-color:initial"><br =
style=3D"box-sizing:border-box;font-family:Averta, sans-serif" =
/></div><div>Would that interest you?</div><div style=3D"box-sizing:border-=
box;font-family:Averta, sans-serif;color:rgb(65, 65, =
65);font-size:16px;font-style:normal;font-variant-ligatures:normal;font-var=
iant-caps:normal;font-weight:400;letter-spacing:normal;orphans:2;text-align=
:left;text-indent:0px;text-transform:none;widows:2;word-spacing:0px;-webkit=
-text-stroke-width:0px;white-space:normal;background-color:rgb(255, 255, =
255);text-decoration-thickness:initial;text-decoration-style:initial;text-d=
ecoration-color:initial"><br style=3D"box-sizing:border-box;font-family:Ave=
rta, sans-serif" /></div><div>Kind regards,</div><div>Truen Martin (serving=
 as liaison for Juan Moreno)</div><div>Registered Representative</div><div>=
Nassau St. Partners</div><div><br /></div><div><em><span =
style=3D"font-size:8px"><br /></span></em></div><div><span =
style=3D"font-size:8px"><em></em></span></div><div><span =
style=3D"font-size:8px"><em>Securities transactions, where applicable, are =
handled through a FINRA/SIPC member affiliate. This does not constitute an =
offer or solicitation. If this message was sent to you in error, please =
inform the sender and delete it.</em></span></div><div><em><span =
style=3D"font-size:8px"></span></em></div></div>
                        =
<div class=3D"gmail_quote">
                           On Wed, March 26, =
2025 1:56 PM, Truen Martin (on behalf of Juan Moreno) <span =
dir=3D"ltr">&lt;<a href=3D"mailto:truen@nassaupartnerspros.com" =
target=3D"_blank">truen@nassaupartnerspros.com</a>&gt;</span> wrote:<br>
                          <blockquote class=3D"gmail_quote" =
style=3D"margin:0 0 0 .8ex;border-left:1px #ccc solid;padding-left:1ex">
                            <div dir=3D"ltr">
                            =
<div style=3D"box-sizing: border-box;"><div>Would that interest you?=
</div></div>
                              <div class=3D"gmail_quote">
                                 On Tue, March 25, 2025 2:14 PM, Truen =
Martin (on behalf of Juan Moreno) <span dir=3D"ltr">&lt;<a =
href=3D"mailto:truen@nassaupartnerspros.com" target=3D"_blank">truen@nassau=
partnerspros.com</a>&gt;</span> wrote:<br>
                                =
<blockquote class=3D"gmail_quote" style=3D"margin:0 0 0 .=
8ex;border-left:1px #ccc solid;padding-left:1ex">
                         =
         <div dir=3D"ltr">
                                  <div =
style=3D"box-sizing: border-box;"><div>Hi Andrew,&nbsp;</div><div><br></div=
><div>I am following up on the topic of my last email about the 2 to 15 =
million dollars in financing for Record My Documents from our family office=
 partner.&nbsp;</div><div><br></div><div>Would you find that appealing?=
</div><div><br></div><div>Best regards,</div><div>Saul</div></div>
                                    <div class=3D"gmail_quote">
                                       On Mon, March 24, 2025 1:37 PM, =
Truen Martin (on behalf of Juan Moreno) <span dir=3D"ltr">&lt;<a =
href=3D"mailto:truen@nassaupartnerspros.com" target=3D"_blank">truen@nassau=
partnerspros.com</a>&gt;</span> wrote:<br>
                                =
      <blockquote class=3D"gmail_quote" style=3D"margin:0 0 0 .=
8ex;border-left:1px #ccc solid;padding-left:1ex">
                         =
               <div dir=3D"ltr">
                                        =
<div style=3D"box-sizing: border-box;"><div>Hey Andrew,=
&nbsp;</div><div><br></div><div>We have the capability to secure from $2 =
million up to $15 million for Record My Documents, within a 90-day =
timeframe.</div><div><br></div><div>Our established association of =
high-net-worth individuals and family offices are pursuing new ventures =
such as Record My Documents and other participants in this space.=
&nbsp;</div><div><br></div><div>Is that something you might be interested =
in?</div><div><br></div><div>Best,</div><div>Saul</div><div>Nassau Street =
Partners</div></div>
                                        </div>
                                      </blockquote>
                                    </div>
                                =
  </div>
                                </blockquote>
                              </div>
                            </div>
                          </blockquote>
                        </div>
                      </div>
                    </blockquote>
                  </div>
                </div>
              </blockquote>
            </div>
          </div>
        </blockquote>
      </div>
    </div>
  </blockquote>
</div>
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