Return-Path: Delivered-To: andrew@sterlingcal.com Received: from reseller401.webserversystems.com by reseller401.webserversystems.com with LMTP id CPrjFPxUzWgAag8AchKAPA (envelope-from ) for ; Fri, 19 Sep 2025 08:05:00 -0500 Return-path: Envelope-to: andrew@sterlingcal.com Delivery-date: Fri, 19 Sep 2025 08:05:00 -0500 Received: from mail-qt1-f170.google.com ([209.85.160.170]:55453) by reseller401.webserversystems.com with esmtps (TLS1.2) tls TLS_ECDHE_RSA_WITH_AES_128_GCM_SHA256 (Exim 4.98.1) (envelope-from ) id 1uzanL-00000004GcU-2z7M for andrew@sterlingcal.com; Fri, 19 Sep 2025 08:05:00 -0500 Received: by mail-qt1-f170.google.com with SMTP id d75a77b69052e-4b7a967a990so24221751cf.2 for ; Fri, 19 Sep 2025 06:04:54 -0700 (PDT) DKIM-Signature: v=1; a=rsa-sha256; c=relaxed/relaxed; d=nassaupartnersgoldenway-com.20230601.gappssmtp.com; s=20230601; t=1758287088; x=1758891888; darn=sterlingcal.com; h=mime-version:date:subject:to:from:references:in-reply-to:message-id :from:to:cc:subject:date:message-id:reply-to; bh=YjKALGyEYtqZ+BW56tt/r08EVx4ITCxKwauEMsCfBck=; b=vHufTFmACD3LiWnwXuiwZpeLYN0PQ8IckO+5k9ktPCA5RriQcFNnaJ8uYJlju8rBDq NGfCqKVpOr9gqsugFic5ItX4A69JJz5JVFfD6VFerLfb3tu7BE/ojRcFvggr5bXK2uOw ueeGA+CHG+TJWZkGbG0LpbB1QpjQVc4LnQGRc0d0NW9qxTh5wYuFGA2+inKOQcZVNe9K G44eqvlqGFIpgW9kFKIWw3oC771BZNHnYsdjhon2be3jb7vnkScuAYbC8M2ZsOlg0Bda EmbVWx/8cKm8stZW1isFvFDZk4PvZho8OwGrXp5x1G9N1Gf4eyw39GWYoF+hYZB4wqhh UV3A== X-Google-DKIM-Signature: v=1; a=rsa-sha256; c=relaxed/relaxed; d=1e100.net; s=20230601; t=1758287088; x=1758891888; h=mime-version:date:subject:to:from:references:in-reply-to:message-id :x-gm-message-state:from:to:cc:subject:date:message-id:reply-to; bh=YjKALGyEYtqZ+BW56tt/r08EVx4ITCxKwauEMsCfBck=; b=sSYK9o++WQeK6nJ5ihwsQ88Q+l40C5HgwRuM3gPY/7yOAiLAIs6W6vUbpIMxhgsz6y lRRt0zQ2A8RDVz7uk8HwpS384wHGcdpYNeCVAWqh3mMTz0qUsHjQSgq44ug0Tv9BHjxa g9wliV+/d4L4787JjqFpJSnNGGDqXH2XFmsmUCLxwzXYFYL+fceG9sRgWKnvuA99/wxJ bdNR7tSpUpQtgRe5B8Y8XhzrOu4SuTGWLJflTh/WIyUam3Dw4N1Zzm6Jff6mQxUhVh7t tMmbKrOOEdkegPCyguujFSitoq3AhwJKwksgw94S5wbYvBH9if/NoasVU+yYeUFMqoCa JUTg== X-Gm-Message-State: AOJu0YzNqDJDLKT6rxlBVJR5xjPqiFzJkiiJ99WU1AXSbvL85YPnRpr8 8ED/cH7aJfxOxZvN8eFmaEYqZGQ4jH0uK0nU9X6TGH0ecSgqYY2SKxt+4wpOlbb+QtvJy4m6lZX 7iMhL X-Gm-Gg: ASbGnctON3MA/tYpogk7s0406SGJpt9yJzsuK08UjQcP7wFb3OrOxnHDDAbiz8RqFfx ToYhDQGhnVhjP+NRDOOgGER4Gq9wUQQCrn11928XtjmmfCo4TJH6r4b6e1jNODPJNXkokkCVtSz /jg2TT4Dr7mUq4E6fIhLAIXp2iuzwUZwMHcaGfKOHGLM5+WAv/UIBsBLrORDZaU8cUg/ALGYlAr 6RV77D5rMI4SYAHXX0kJQkh04KayMB3Yp8zphoztxPbme7iGMfn+gV7rvR1xRiKgOKDDzyDoMaC iuGa7lhuDv3Z/eYUDRklocQdJiNRldQt48bUax3JKjajMIbZgMqpFQmsAuYci9AWunsj1TBd4lp o16RWpk+MohZw+1A25vIGXV+TTIC2i0kBjenHNkOvwm4x+iQadM73asBXq4Vd/gGrpm4hUmtuyv 54HFDV1FvOrAxBrJ9v/Tzk42jYl3GQML7CeNBx7VLmk3lLQqUhhO2DLJiZQWktLpkeehY= X-Google-Smtp-Source: AGHT+IFT9MH07haJ1081KAD63R9yibKMVH6UIYzg6h3DA8v1GQW5JalEdr99+Q1NWBPZYn70BUto3g== X-Received: by 2002:a05:622a:653:b0:4b5:f6e7:362e with SMTP id d75a77b69052e-4c06f843d96mr35411051cf.37.1758287087416; Fri, 19 Sep 2025 06:04:47 -0700 (PDT) Received: from 01996213-bffc-7acd-aee5-fcdb493253f7.local (ec2-18-234-45-78.compute-1.amazonaws.com. [18.234.45.78]) by smtp.gmail.com with ESMTPSA id d75a77b69052e-4bda140c088sm29729051cf.6.2025.09.19.06.04.46 for (version=TLS1_3 cipher=TLS_AES_256_GCM_SHA384 bits=256/256); Fri, 19 Sep 2025 06:04:46 -0700 (PDT) Message-ID: <01996213-bffc-7acd-aee5-fcdb493253f7@nassaupartnersgoldenway.com> In-Reply-To: <01995d04-7bee-7ee3-912f-d859ca0c828f@nassaupartnersgoldenway.com> References: <01995d04-7bee-7ee3-912f-d859ca0c828f@nassaupartnersgoldenway.com> From: Truen Martin To: andrew@sterlingcal.com Subject: Re: family office equity round $2 million - $15 million for Record My Documents Date: Fri, 19 Sep 2025 13:04:46 +0000 MIME-Version: 1.0 Content-Type: multipart/alternative; boundary="--_NmP-b6b7ee2d66b4193e-Part_1" X-Spam-Status: No, score=0.5 X-Spam-Score: 5 X-Spam-Bar: / X-Spam-Flag: NO ----_NmP-b6b7ee2d66b4193e-Part_1 Content-Type: text/plain; charset=utf-8 Content-Transfer-Encoding: quoted-printable Would that be of interest? On Thu, September 18, 2025 1:29 PM, Truen = Martin [truen@nassaupartnersgoldenway.= com]> wrote: > Hi Andrew, >=20 > I wanted to reconnect related to my past = communication about the $2 million to $15 million in capital round for = Record My Documents in collaboration with our family office partner. >=20 > Is that something you might be interested in? >=20 > Best, > Truen Martin > Registered Rep > Nassau Street Capital Markets >=20 > On Tue, September 16, 2025 4:09 PM, Truen Martin > [truen@nassaupartnersgoldenway.com]> wrote: >=20 > > Hi Andrew, > >=20 > > We can potentially arrange for 2 million to 15 = million for Record My Documents. > >=20 > > Our association of HNWI and = family office investors are aiming to find fresh investment opportunities = such as Record My Documents and companies in the same space. > >=20 > > Nassau St Partners serves as a specialized investment banking firm with= an aggregate 75 years of investment banking experience and in excess of = $1bn in capital raised. > >=20 > > Does that sound like something you'd = consider? > >=20 > > Best regards, > > Truen Martin > > Co-Managing Partner > > Nassau Street Partners > > nassaustreetpartners(.)com > >=20 > >=20 > >=20 > > Designated Principals with Nassau Street Capital Markets LLC act= as registered reps offering securities together with investment banking = offerings by way of Britehorn Securities, a licensed brokerage firm (member= FINRA/SIPC). Britehorn Securities along with Nassau Street Capital Markets= LLC remain separate companies. > > On Mon, August 11, 2025 1:42 PM, Truen = Martin > > [truen@nassaupartnersgoldenw= ay.com]> wrote: > >=20 > > > Would you find that appealing? > > > On Fri, August 8, 2025 1:56 PM, Truen Martin > > > [truen@nassaupartnersgoldenway.com]> wrote: > > >=20 > > > > 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 > > > > [truen@nassaupartnersgoldenway.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 = > > > > > [truen@nassaupartnersgoldenwa= y.com]> wrote: > > > > >=20 > > > > > > Would that catch your interest? > > > > > > On Wed, June 11, 2025 1:32 PM, Truen Martin = > > > > > > [truen@nassaupartnersgolden= way.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 = > > > > > > > [truen@nassaupartnersgold= enway.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 > > > > > > > > [truen@nassaupartnersgoldenway.com]> wrote: > > > > > > > >=20 > > > > > > > > > Would that interest you? > > > > > > > > > On Tue, March 25, 2025 2:14 PM, Truen Martin = > > > > > > > > > = [truen@nassaupartnersgoldenway.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 = > > > > > > > > > > = [truen@nassaupartnersgoldenway.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-b6b7ee2d66b4193e-Part_1 Content-Type: text/html; charset=utf-8 Content-Transfer-Encoding: quoted-printable Would that be of interest?
On Thu, September 18, 2025 1:29 PM, Truen Martin <truen@nassaupartnersgoldenway.com> = wrote:
Hi Andrew, =

I wanted to reconnect related to my past communication about = the $2 million to $15 million in capital round for Record My Documents in = collaboration with our family office partner.

Is that something you might be = interested in?

Best,
Truen Martin
Registered = Rep
Nassau Street Capital Markets

On Tue, September 16, 2025 4:09 PM, Truen Martin <truen@nassaupartnersgoldenway.com> = wrote:
Hi = Andrew,

We can potentially arrange for 2 million to 15 million for = Record My Documents.

Our association of HNWI and family office investors are aiming= to find fresh investment opportunities such as Record My Documents and = companies in the same space.

Nassau St Partners serves as a specialized investment banking = firm with an aggregate 75 years of investment banking experience and in = excess of $1bn in capital raised.
Does that sound like something you'd consider?

Best regards,
Truen = Martin
Co-Managing Partner
Nassau Street = Partners
nassaustreetpartners(.)com



Designa= ted Principals with Nassau Street Capital Markets LLC act as registered = reps offering securities together with investment banking offerings by way = of Britehorn Securities, a licensed brokerage firm (member FINRA/SIPC). = Britehorn Securities along with Nassau Street Capital Markets LLC remain = separate companies.
On Mon, August 11, 2025 1:42 PM, = Truen Martin <truen@nassaupartnersgoldenway.= com> wrote:
Would you find that = appealing?
On Fri, August 8, 2025 1:56 PM, Truen Martin <truen@nassaupartnersgoldenway.com> = wrote:
Hi Andrew,

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.

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 <truen@nassaupartnersgoldenway.= com> wrote:
Hi Andrew,

We have the capability to secure 2 to 15= million for Record My Documents.
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.

Would that be something you'd consider?

Best regards,
Truen Martin (on= behalf of Juan Moreno)
Registered Representative
Nassa= u Street Capital Markets LLC


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 <truen@nassaupartnersgoldenway.com> = wrote:
Would that catch your interest?
On Wed, June 11, 2025 1:32 PM, Truen= Martin <truen@nassaupartnersgoldenway.com> = wrote:
Hi Andrew,

I am reaching out regarding my recent = note about the $2-15M in funding for Record My Documents alongside our = family office partner.

Would that be something you'd consider?

Kind regards,
Truen Martin (in= the name of Juan Moreno)
Registered Rep
Nassau Street = Partners

=
= On Tue, June 10, 2025 2:46 PM, Truen Martin <truen@n= assaupartnersgoldenway.com> wrote:
Hey Andrew,

We can help secure $2M to $15M for = Record My Documents.

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.

Would that interest you?

Kind regards,
Truen Martin (serving= as liaison for Juan Moreno)
Registered Representative
= Nassau St. Partners


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.
=
= On Wed, March 26, 2025 1:56 PM, Truen Martin = <truen@nassaupartnersgoldenway.com> = wrote:
=
=
Would that interest you?=
= On Tue, March 25, 2025 2:14 PM, Truen Martin <truen@n= assaupartnersgoldenway.com> wrote:
=
=
Hi Andrew,=  

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. 

Wo= uld you find that appealing?

Best regards,=
Saul
=
= On Mon, March 24, 2025 1:37 PM, Truen Martin = <truen@nassaupartnersgoldenway.com> = wrote:
=
=
Hey Andrew, 

We have the capability to secure from $2 million up to $15 million = for Record My Documents, within a 90-day timeframe.

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. 

Is that = something you might be interested in?

Best,=
Saul
Nassau Street Partners
=
=
----_NmP-b6b7ee2d66b4193e-Part_1--