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Chen Family Capital
HNWI · $240.0M AUM · West Coast
Expansion Score
65
🤖 AI-Computed
Churn Risk
15
🤖 AI-Computed
Days in Stage
16
📊 From HubSpot
Avg Response Time
60h
✨ Enhanced
Activity Timeline
5 eventsOpened ESG policy document email
Feb 8, 2026 · Yesterdayinbound📊 From HubSpotResponse: 48h
Sent ESG policy document and annual impact report
Feb 6, 2026 · 3 days agooutbound📊 From HubSpot
Phone call with portfolio manager — asked about ESG policy and reporting
Feb 1, 2026 · 1 week agoinbound📊 From HubSpot
Opened Fund V prospectus email
Jan 24, 2026 · 2 weeks agoinbound📊 From HubSpotResponse: 72h
Sent Fund V prospectus and DDQ
Jan 20, 2026 · 2 weeks agooutbound📊 From HubSpot
Relationship Summary
🤖 AI-ComputedChen Family Capital is currently in Prospect with moderate engagement. They have had 5 touchpoints in the last 90 days. Typical check size for this investor type is $5.0M. Continue regular touchpoints to maintain momentum.
Details
- Contact
- William Chen, Principal
- Sector Focus
- Growth Equity
- Typical Check
- $5.0M
- Current Commitment
- None
- Previous Fund
- $3.0M
- Assigned To
- David Chen
- Stage Since
- Jan 25, 2026
- Priority Rank
- #25 of 45