Back to InvestorsSoft Commit
Bellevue Family Trust
Family Office · $610.0M AUM · West Coast
Expansion Score
35
🤖 AI-Computed
Churn Risk
43
🤖 AI-Computed
Days in Stage
27
📊 From HubSpot
Avg Response Time
N/A
✨ Enhanced
Activity Timeline
5 eventsOpened Q3 2025 investor letter — first engagement in 90 days
Feb 8, 2026 · Yesterdayinbound📊 From HubSpot
Sent November investor newsletter
Nov 10, 2025 · 3 months agooutbound📊 From HubSpot
Phone call with family office principal — lukewarm, said they'd review materials
Oct 22, 2025 · 3 months agooutbound📊 From HubSpot
Opened Fund V Overview deck email
Oct 8, 2025 · 4 months agoinbound📊 From HubSpot
Sent Fund V Overview deck and cover letter
Oct 5, 2025 · 4 months agooutbound📊 From HubSpot
Relationship Summary
🤖 AI-ComputedBellevue Family Trust is currently in Soft Commit with moderate engagement. They have had 1 touchpoints in the last 90 days. Current commitment stands at $10.0M. Continue regular touchpoints to maintain momentum.
Details
- Contact
- Daniel Bellevue, Managing Partner
- Sector Focus
- Venture
- Typical Check
- $8.0M
- Current Commitment
- $10.0M
- Previous Fund
- New relationship
- Assigned To
- David Chen
- Stage Since
- Jan 14, 2026
- Priority Rank
- #39 of 45