Bank view · internal · not visible to clients
Relationship manager
Your book
3 relationships · as of August 15, 2026 · 9:42 AM PT
- On deposit
- $5,750,000
- Insured across the book
- $1,310,000
- Above entity limits
- $4,140,000
sum of each client’s own position
Deposit placement
Which relationships have enrolled, and how much of the amount above their entity limits is placed through the network. Enrolment is the client’s election — this is the bank’s view of it, not a control.
- Placed through the network
- $1,100,000
- Above limits, not placed
- $3,040,000
- Enrolled
- 1 of 2
across enrolled relationships
held by relationships not enrolled
relationships with a balance above the limits
| Relationship | Election | Above entity limits | Placed |
|---|---|---|---|
| Halide Robotics, Inc. Startup · two legal entities | Not enrolled | $3,040,000 | — |
| Northstar Ventures Fund · four legal entities | Enrolled | $1,100,000 | $1,100,000 |
Relationships with nothing above their entity limits are not listed — there is nothing to place.
Open items
Derived from the state of the book, not a separate task list — an item disappears when the thing it describes changes.
Waiting on the bank
Northstar Ventures
Independent-activity review · Northstar Opportunities SPV I, LLC
Contributes no coverage while open. The determination decides whether it stands as its own depositor.
Being worked now
- Empty.
Client, counterparty, or the clock
Avery Lindqvist
Incoming wire announced · Marlow Design Co.
Settles today, 3:00 PM PT. The client can see the projected position before it posts.
Halide Robotics, Inc.
Incoming wire announced · Two Rivers Capital, LP
Settles today, 3:00 PM PT. The client can see the projected position before it posts.
Northstar Ventures
Incoming wire announced · Ridgeline Summit Partners, LP
Settles today, 3:00 PM PT. The client can see the projected position before it posts.
Northstar Ventures
Connection invitation · Cobalt Nine, Inc.
Awaiting the company. They decide whether to connect and what to share.
Resolved in the world, not by moving a card
- Nothing resolved yet.
Relationships
Avery Lindqvist
Personal · individual · 1 entity · 2 accounts · 1 open
Deposits
$130,000
Insured
$130,000
Halide Robotics, Inc.
Startup · two legal entities · 2 entities · 3 accounts · 1 open
Deposits
$3,540,000
Insured
$500,000
Northstar Ventures
Fund · four legal entities · 4 entities · 6 accounts · 2 open
Deposits
$2,080,000
Insured
$680,000