Dashboard
Relationship health across your client book — drag widgets to rearrange.
Relationship Health
| Client | Warmth | Days since contact | Last contact | Stage |
|---|---|---|---|---|
| Orchard Gate Wealth | 50d | Email sent | Prospect | |
| Beaumont Pension Alliance | 24d | Email sent | Prospect | |
| Redgrave Family Office | 16d | Email received | Soft Commit | |
| Northcliff Family Office | 12d | Email sent | Interested | |
| Sandpiper Capital (US) | 7d | Email sent | Soft Commit | |
| Sandpiper Capital (Europe) | 15d | Email received | Interested | |
| Vantage Rock Advisors | 7d | Email received | Funded | |
| Hollis & Vane | 0d | Email received | Interested |
Who to Contact Today
Redgrave Family Office
Vivian Redgrave emailed 17 days ago ("Re: DD document package — batch two") and hasn't received a reply yet.
Sandpiper Capital (Europe)
Henrik Larsen emailed 16 days ago ("Re: Introduction to Meridian Long/Short Equity Fund I") and hasn't received a reply yet.
Vantage Rock Advisors
Robert Ferraro emailed 8 days ago ("Re: June monthly estimate") and hasn't received a reply yet.
Ellison Grant
Ellison Grant emailed 2 days ago ("Alt Credit Weekly — five stories you missed this week") and hasn't received a reply yet.
Orchard Gate Wealth
You haven't been in contact with Orchard Gate Wealth for 50 days — last touchpoint was an email you sent ("Introduction — Meridian Capital Group") on May 20.
Total Committed Capital
$312Mof $500M target
+$17M this quarter62% of target
Meridian Long/Short Equity Fund I
Pipeline Summary
Prospect (3)$55M · weighted $10.8M
Interested (3)$43M · weighted $17.8M
Soft Commit (2)$55M · weighted $37M
Committed (2)$72M · weighted $67.8M
Funded (3)$240M · weighted $240M
Total pipeline $465MProbability-weighted $373.4M