Meridian Family Office
Family Office · $850.0M AUM · West Coast
Expansion Score
100
Churn Risk
10
Days in Stage
54
Avg Response Time
4h
Activity Timeline
16 eventsVisited Fund V data room — 22 min, reviewed terms sheet and financials
Clicked link to Fund V terms sheet PDF
Opened Fund V updated terms sheet email
Visited Fund V data room — 18 min, downloaded track record summary
Video call with David Chen — discussed Fund V allocation timeline and co-invest structure
Clicked link to updated portfolio performance dashboard
Opened January investor update email
In-person lunch with Sarah Kim — reviewed Fund IV performance, expressed strong interest in Fund V
Opened Q3 2025 investor letter
Clicked link to Fund V Overview presentation
Opened Fund V Overview deck email
Phone call with David Chen — asked about minimum commitment for co-invest sidecar
Attended NYC Investor Day — stayed for full program, asked 3 questions during Q&A
Opened NYC Investor Day follow-up recap email
Video call with Michael Torres — initial Fund V overview and timeline discussion
Opened Fund IV annual performance report email
Relationship Summary
🤖 AI-ComputedMeridian Family Office has been highly engaged over the past 90 days. They opened 8 of 8 emails, had 3 meetings, and show strong expansion signals. Their previous fund commitment was $10.0M; expansion to $15.0M–$20.0M is likely based on pattern similarity to your top converters.
Details
- Contact
- Julia Hartwell, CIO
- Sector Focus
- Growth Equity
- Typical Check
- $15.0M
- Current Commitment
- $15.0M
- Previous Fund
- $10.0M
- Assigned To
- David Chen
- Stage Since
- Dec 18, 2025
- Priority Rank
- #5 of 45