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Lakeview Endowment
Endowment · $1.4B AUM · Midwest
Expansion Score
83
🤖 AI-Computed
Churn Risk
10
🤖 AI-Computed
Days in Stage
33
📊 From HubSpot
Avg Response Time
12h
✨ Enhanced
Activity Timeline
8 eventsOpened Fund V co-invest deal memo email
Feb 6, 2026 · 3 days agoinbound📊 From HubSpot
Video call with Michael Torres — discussed wealth advisory channel partnership
Jan 28, 2026 · 1 week agooutbound✨ EnhancedResponse: 12h
Opened January fund update email
Jan 20, 2026 · 2 weeks agoinbound📊 From HubSpot
Phone call with Director — asked about client-facing materials for HNW referrals
Jan 12, 2026 · 4 weeks agoinbound📊 From HubSpot
Attended NYC Investor Day
Dec 18, 2025 · 1 month agoinbound📊 From HubSpot
Opened Fund V Overview deck email
Dec 8, 2025 · 2 months agoinbound📊 From HubSpot
Opened Q3 2025 investor letter
Nov 25, 2025 · 2 months agoinbound📊 From HubSpot
Visited Fund V data room — 10 min, reviewed high-level summary
Nov 10, 2025 · 3 months agoinbound✨ Enhanced
Relationship Summary
🤖 AI-ComputedLakeview Endowment has been highly engaged over the past 90 days. They opened 3 of 3 emails, had 1 meeting, 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
- Patricia Graves, VP of Investments
- Sector Focus
- Credit
- Typical Check
- $10.0M
- Current Commitment
- $10.0M
- Previous Fund
- $8.0M
- Assigned To
- Sarah Kim
- Stage Since
- Jan 8, 2026
- Priority Rank
- #13 of 45