Clearwater Wealth Advisors
RIA · $1.8B AUM · West Coast
Expansion Score
100
Churn Risk
10
Days in Stage
50
Avg Response Time
7h
Activity Timeline
9 eventsVisited Fund V data room — 30 min, reviewed legal docs and audited statements
Video call with David Chen — deep dive on portfolio construction and risk management
Opened Fund V detailed financials email
Clicked link to updated terms sheet
Phone call with investment committee chair — discussed timeline for commitment approval
Visited Fund V data room — 22 min, reviewed DDQ and operational due diligence materials
In-person meeting with Sarah Kim at endowment office — reviewed peer fund comparison
Opened Q3 2025 investor letter
Opened November market update email
Relationship Summary
🤖 AI-ComputedClearwater Wealth Advisors has been highly engaged over the past 90 days. They opened 3 of 3 emails, had 2 meetings, and show strong expansion signals. Their previous fund commitment was $8.0M; expansion to $10.0M–$13.0M is likely based on pattern similarity to your top converters.
Details
- Contact
- Amanda Liu, Director of Alternatives
- Sector Focus
- Growth Equity
- Typical Check
- $10.0M
- Current Commitment
- $10.0M
- Previous Fund
- $8.0M
- Assigned To
- Sarah Kim
- Stage Since
- Dec 22, 2025
- Priority Rank
- #6 of 45