Prioritized Action Queue
Top 10 investors ranked by priority · Expansion potential + risk + capital at stake
Pension · $8.5B AUM · Midwest
High expansion likelihood — opened 3 emails this month, 2 data room visits, 1 recent meetings. Previous commitment: $25M. Likely next commitment: $35–46M.
Pension · $11.2B AUM · Midwest
High expansion likelihood — opened 1 emails this month, 1 data room visits, 1 recent meetings. Previous commitment: $35M. Likely next commitment: $45–59M.
Fund of Funds · $3.2B AUM · Asia
High expansion likelihood — opened 3 emails this month, 1 data room visits, 1 recent meetings. Previous commitment: $20M. Likely next commitment: $25–33M.
Pension · $5.6B AUM · Northeast US
High expansion likelihood — opened 2 emails this month, 1 data room visits, 1 recent meetings. Likely next commitment: $30–39M.
Family Office · $850.0M AUM · West Coast
High expansion likelihood — opened 6 emails this month, 2 data room visits, 2 recent meetings. Previous commitment: $10M. Likely next commitment: $15–20M.
RIA · $1.8B AUM · West Coast
High expansion likelihood — opened 2 emails this month, 1 data room visits, 1 recent meetings. Previous commitment: $8M. Likely next commitment: $10–13M.
Sovereign Wealth · $18.5B AUM · Europe
Stalled in Committed for 87 days (avg: 18 days). Last activity: No response to follow-up email (2nd attempt). Needs proactive outreach to unblock.
Sovereign Wealth · $22.0B AUM · Asia
Stalled in Closed for 143 days (avg: 30 days). Last activity: Video call with Sarah Kim — introductory meeting, discussed investment mandate. Needs proactive outreach to unblock.
Family Office · $960.0M AUM · Southeast
High expansion likelihood — opened 2 emails this month, 1 recent meetings. Previous commitment: $10M. Likely next commitment: $12–16M.
Family Office · $420.0M AUM · Southeast
High expansion likelihood — opened 3 emails this month, 1 data room visits, 1 recent meetings. Previous commitment: $5M. Likely next commitment: $5–7M.