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Message-ID: <136ae1ce-4658-4166-a777-7577d00945d3@nassaupartnerspros.com>
In-Reply-To: <0997c959-14bb-4a76-8da1-6f2959dc2823@nassaupartnerspros.com>
References: <0997c959-14bb-4a76-8da1-6f2959dc2823@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: Mon, 11 Aug 2025 13:43:38 +0000
MIME-Version: 1.0
Content-Type: multipart/alternative;
 boundary="--_NmP-1f6196a3a8683adf-Part_1"
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Would you find that appealing?

On Fri, August 8, 2025 1:56 PM, Truen =
Martin (on behalf of Juan Moreno) <truen@nassaupartnerspros.com>
[truen@nassaupartnerspros.com]> wrote:

> Hi Andrew,
>=20
> 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.
>=20
> Would that catch your interest?
>=20
> Warm regards,
> Truen Martin (on behalf of Juan Moreno)
> Registered Rep
> Nassau St Partners
>=20
> On Thu, August 7, 2025 2:10 PM, Truen Martin =
(on behalf of Juan Moreno) <truen@nassaupartnerspros.com>
> [truen@nassaupartnerspros.com]> wrote:
>=20
> > 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-1f6196a3a8683adf-Part_1
Content-Type: text/html; charset=utf-8
Content-Transfer-Encoding: quoted-printable

  Would you find that appealing?<div class=3D"gmail_quote">
   On Fri, August 8, 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><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>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. </div><div style=3D"box-sizing:border-box;font-f=
amily:Averta, sans-serif;color:rgb(65, 65, 65);font-size:16px;font-style:no=
rmal;font-variant-ligatures:normal;font-variant-caps:normal;font-weight:400=
;letter-spacing:normal;orphans:2;text-align:left;text-indent:0px;text-trans=
form:none;widows:2;word-spacing:0px;-webkit-text-stroke-width:0px;white-spa=
ce:normal;background-color:rgb(255, 255, 255);text-decoration-thickness:ini=
tial;text-decoration-style:initial;text-decoration-color:initial"><br =
style=3D"box-sizing:border-box;font-family: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-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>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>
      <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@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><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@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 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@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>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-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>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-famil=
y: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;let=
ter-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:n=
ormal;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>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;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>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>Wo=
uld 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@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>Hey Andrew,&nbsp;</div><div><br></di=
v><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><di=
v>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>
    </div>
  </blockquote>
</div>
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