SunMed Growers' CFO was running a private debt offering by hand. We moved his investor tracking into Airtable and connected it through Make.com to PandaDoc, so every investor gets the right paperwork, already filled in, before and after they fund.
In Short
2
Document packets built from each investor's record
3
Investor types, each with its own paperwork
4docs
Closing documents sent together as one packet
6wks
About six weeks from kickoff to the last change
The Challenge
SunMed Growers, a licensed medical cannabis cultivator in Maryland, raised money through a private debt offering in 2025. Its CFO ran every investor's paperwork himself, from an Excel tracker.
By hand, per investor
The investor's type picks their subscription packet: agreement, W-9 and banking form, already filled in. Once the money lands, four closing documents go out as one packet.
Investor type
Individual
Subscriber
Rachel Whitaker
SSN *Required
With a co-investor
Subscriber
Jordan OrtegaMaya Ortega
SSN *Required
Entity
Subscriber
Kestrel Ridge LLC
Signed by
Dana Reyes, Managing Member
EIN *Required
Kestrel Ridge LLC
Attn: Dana Reyes
Re: 2025 Debt Offering, closing documents
After the money arrives
One packet, built from SunMed's own masters.
The System
Airtable holds the investors, Make.com moves each record into the right document, and PandaDoc fills it in and collects signatures. Short recorded walkthroughs showed the CFO how to add people to each.
Screens recreated with sample data. Every investor shown is fictional.
01 / 03Airtable
Investors arrive through a short interest form, and the CFO works the whole offering from one Airtable board. Each record holds what that investor's documents need.
02 / 03Make.com
A Make.com scenario reads the investor's record and takes the route for their type. A second automation does the same for the closing packet.
03 / 03PandaDoc
PandaDoc builds each packet from the template for the investor's type, with their details already in place.
How We Delivered
Tested with the CFO as soon as both packets worked, then adjusted as the real offering showed what it needed.
May 5–7Tracker built, first packet sent
May 13–22Closing packet, tested, handed over
May 21 – Jun 13Refined, and a third investor type
The Results
SunMed completed its debt offering in August 2025 on this system.
SSN or EIN and the representations confirmation are required fields.
Co-investors became a third route, not a new process.
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